Gordon L. Johnson

8Point3 Energy Partners LP (NASDAQ: CAFD), a joint venture formed by First Solar, Inc. (NASDAQ: FSLR) and SunPower Corporation (NASDAQ: SPWR), has significant “veiled risks” due to its high payout ratio, lack of debt controls and lack of growth, Axiom’s Gordon L. Johnson said in a...

While there seems to have been further deterioration in Solaredge Technologies Inc (NASDAQ: SEDG)'s underlying business, the company’s shares jumped 7 percent in after-market trading Tuesday, Axiom's Gordon L. Johnson said in a report. Citing the sudden surge in the stock, the analyst...

Data released by the U.S. Energy Information Administration indicated impressive growth in PV installs through November 2016. Despite this, growth in U.S. solar installations may actually be cooling, Axiom's Gordon L. Johnson said in a report. According to PVInsights data for this week, average...

China seems to have excess iron ore supply, and this “unaccounted inventory” poses “acute downside risk” to iron ore prices, Axiom’s Gordon L. Johnson said in a report. He assigned an Underweight rating on the sector and recommended short positions in Cliffs Natural...

Yingli Green Energy Holding Co Ltd (ADR) (NYSE: YGE) is likely to report its Q3 EBIT in the red, and this could worsen in 2017, Axiom’s Gordon L. Johnson said in a report. He maintained a Sell rating on the company, citing renewing solvency concerns. Profits Unlikely To Repeat Yingli...

Shares of most Solar companies plunged over the past one month. Axiom Capital’s Gordon L. Johnson has a Market Underweight rating for the Alternative Energy sector. Falling pricing, increasing capacity and declining demand translate to a further deterioration in PV fundamentals,...

While shares of Sunedison Inc (NYSE: SUNE) and Yingli Green Energy Holding Co Ltd (ADR) (NYSE: YGE) have lost more than 70 percent year-to-date, SolarCity Corp (NASDAQ: SCTY) shares are down 4 percent and JA Solar Holdings Co., Ltd. (ADR) (NASDAQ: JASO) shares are up 20 percent. Axiom’...