Julien Dumoulin-Smith

Pinnacle West Capital Corporation (NYSE: PNW) shares were climbing in early trading on Monday. The improving regulatory environment in Arizona could drive and improve the company’s earnings and growth outlook “through the end of the decade,” according to BofA Securities. The...

Shares of Bloom Energy Corp (NYSE: BE) tanked in early trading on Monday, even as sustainable energy comes into investor focus. There is low visibility into the company’s orders and conversions and its revenue growth is likely to decelerate to be “approximately flat” in 2023-2025...

First Solar Inc (NASDAQ: FSLR) reported on Thursday its second-quarter results and announced investments into building its fifth U.S. panel factory. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. BofA Securities On First Solar...

Clean energy stocks are off to a shaky start to 2023, but Bank of America analyst Julien Dumoulin-Smith named his four top clean energy stock picks on Friday. Earnings Season Takeaways: Now that the first-quarter earnings season is complete for clean energy stocks, Dumoulin-Smith listed four major...

Shares of Generac Holdings Inc. (NYSE: GNRC) fell in the premarket on Friday and continue to fall. The company’s guidance for fiscal 2023 seems ambitious and increasingly out of reach, with pressures in the residential segment mounting, according to BofA Securities. The Generac Holdings...

Shares of NRG Energy Inc (NYSE: NRG) spiked in early trading on Monday, after losing more than 22% over the past six months. Investors seem to have overlooked the earnings potential of the company’s “nuclear plus legacy Texas-centric retail business,” according to BofA Securities...

Shares of Nextracker Inc (NASDAQ: NXT) rose in early trading on Monday. Bank of America Securities analyst Julien Dumoulin-Smith initiated coverage with a Neutral rating and price target of $36. KeyBanc Capital Markets analyst Sophie Karp began coverage of the stock with a Sector Weight rating....

SolarEdge Technologies Inc (NASDAQ: SEDG) is in the spotlight as the U.S. increases pressure on Chinese companies moving products through other countries in Asia. The company is poised to generate gross and operating margin expansion, according to BofA Securities. The SolarEdge Technologies Analyst...

Ameresco Inc.’s (NYSE: AMRC) growing pipeline, along with ongoing expansion in the size and scope of its projects, will benefit from recent U.S. legislation, according to BofA Securities. The Analyst: Julien Dumoulin-Smith upgraded the rating for Ameresco from Neutral to Buy, while reducing...

With rising interest rates, FirstEnergy Corp. (NYSE: FE) is poised to be negatively impacted by higher pension expenses, according to BofA Securities. The FirstEnergy Analyst: Julien Dumoulin-Smith downgraded the rating for FirstEnergy from Buy to Neutral, while reducing the price target from $52...

Atlantica Sustainable Infrastructure PLC (NASDAQ: AY) is a “defensive play” in a highly volatile market, according to BofA Securities. The Atlantica Sustainable Infrastructure Analyst: Julien Dumoulin-Smith upgraded Atlantica Sustainable Infrastructure from Neutral to Buy while...

Although there are several tailwinds for First Solar, Inc. (NASDAQ: FSLR), U.S. policy challenges have “consistently failed” to drive pricing power for the company, according to BofA Securities. The First Solar Analyst: Julien Dumoulin-Smith downgraded the rating for First Solar from...

Southwest Gas Holdings Inc (NYSE: SWX) has announced the issuance of 5.5 million shares of common stock at a public offering price of $74 per share plus a 30-day underwriters’ option to purchase another 825,000 shares or around $468 million in gross proceeds, according to BofA Securities. The...

UGI Corp (NYSE: UGI) faces heightened risks due to the increased volatility in commodity markets resulting from the Ukraine-Russia conflict, according to BofA Securities. The UGI Analyst: Julien Dumoulin-Smith downgraded the rating for UGI Corp from Buy to Neutral, while lowering the price target...

DTE Energy Co (NYSE: DTE) reported its fiscal 2021 results ahead of expectations, raised its 2022 earnings guidance range and provided a “strong affirmation of the long-term growth trajectory,” according to BofA Securities. The DTE Energy Analyst: Julien Dumoulin-Smith upgraded the...