Jon Windham

Sam Altman is considered one of the leading figures in the artificial intelligence (AI) revolution after OpenAI’s ChatGPT became the first large language model to demonstrate to the world the seemingly limitless opportunities AI can unlock. As more and more companies go all-in on AI...

FTC Solar Inc (NASDAQ: FTCI) is trading higher following multiple analyst initiations and price targets well above the current price per share.  What Happened: Numerous analysts initiated coverage on FTC Solar on Monday, setting price targets between $11 and $23. Cowen & Co ...

Shares of Waste Management, Inc. (NYSE: WM) have appreciated by around 17 percent year-to-date.  Although there is high visibility into 2019 earnings and growth is likely to accelerate this year, the stock seems fairly valued, according to UBS. The Analyst UBS analyst Jon Windham downgraded...

Barclays’ Jon Windham believes the robust growth prospects of the internally developed solar projects of Azure Power Global Ltd (NYSE: AZRE), along with support from favorable policy, would drive rapid year-on-year increases in new solar installations in India. Windham initiated coverage of...

Hillary Clinton’s defeat in the run for U.S. presidency represents an “incrementally negative” for the alternative energy space, mainly due to the “loss of policy support that had been likely” in case she had won, Barclays’ Jon Windham said in a report. Although...

Barclays says Tesla Motors Inc (NASDAQ: TSLA)’s new solar roof product was “more of an idea for a product than a product itself.” Last Friday, Tesla CEO Elon Musk unveiled solar roof panels that integrate with updated Powerwall system batteries at an event at the Universal Studios...

Citing relatively more stable earnings growth, Barclays has started coverage of Advanced Disposal Services Inc (NYSE: ADSW) with an Overweight rating and price target of $25, which implies a potential upside of 24 percent over Friday’s close. In addition to Barclays' initiation, other firms...

Barclays has started coverage of Hannon Armstrong Sustnbl Infrstr Cap Inc (NYSE: HASI) with an Overweight rating and price target of $27, implying a potential upside of 8.5 percent. The brokerage's bullish stance is driven by core business growth and continued investor demand for low-risk exposure...

Barclays believes the second-quarter results from the solar segment were not a one-off "weak quarter." The brokerage sees an inflection point in the segment fueled by consequences of unplanned policy, apart from the limitations on the technologies in the sector. Therefore, there was no change to...

Barclays’ Jon Windham believes Canadian Solar Inc.’s (NASDAQ: CSIQ) 5.9x 2016 net debt/EBITDA poses greater risk, as compared to other names in Barclays’ coverage, heading into a “margin-challenged” 2017. Windham downgraded the rating on the company to Equal-Weight...

The Q2 results reported by the Solar industry reflected neither company-specific issues nor a one-off weak quarter; rather they likely indicated “an inflection point in the solar cycle driven by unintended policy consequences and the inherent limits in solar technologies,” Barclays...

Barclays has upgraded 8Point3 Energy Partners LP (NASDAQ: CAFD) to Overweight from Underweight and hiked the price target to $18 from $14 following its second-quarter results. 8Point3 Energy reported a second-quarter profit of $0.50 versus consensus expectations of a loss of $0.01. For the second...

SolarCity Corp (NASDAQ: SCTY) has seen its stock collapse more than 56 percent since the start of 2016 and more than 60 percent over the past year. Despite the ongoing weakness, Jon Windham of Barclays has taken an even more cautious stance towards SolarCity and the entire U.S. residential...

Barclays' Jon Windham initiated Clean Harbors Inc (NYSE: CLH) at Overweight and US Ecology Inc (NASDAQ: ECOL) at Equal Weight with price targets of $58.00 and $48.00, respectively. Windham praised the specialty waste sector's ability to offer "a stable earnings base from regulated hazardous waste...

Sometimes when a stock starts to slip, it just glides lower. Other times, a slip leads to a magnificent plummet off the side of a cliff and into a chasmic abyss. Down an outstanding 95 percent year-to-date and a colossal 50 percent in early Monday trading, Sunedison Inc (NYSE: SUNE) seems to...