Julien Dumoulin-Smith

Enphase Energy, Inc. (NASDAQ: ENPH) shares were making gains Wednesday after the solar technology company reported strong quarterly results and issued upbeat guidance. The Enphase Energy Analysts: BofA Securities analyst Julien Dumoulin-Smith reiterated a Neutral rating on Enphase and...

There are concerns around how much of Georgia Power’s Integrated Resource Plan (IRP) that Southern Co (NYSE: SO) can win versus unrelated third parties, according to BofA Securities. The Southern Co Analyst: Julien Dumoulin-Smith downgraded Southern Co. from Buy to Neutral and reduced...

The Section 201 Solar tariffs on bifacial panels will probably not be extended, which could potentially erode First Solar, Inc’s (NASDAQ: FSLR) pricing power, according to BofA Securities. The First Solar Analyst: Julien Dumoulin-Smith downgraded the rating for First Solar from Buy to Neutral...

While Ameresco Inc.’s (NYSE: AMRC) shares are down due to the disappointing BBB legislative and rates, as well as leverage factors and concerns around its delayed Analyst Day, according to BofA Securities the company offers “superior EBITDA growth (high-teens)” and the...

FTC Solar Inc (NASDAQ: FTCI) faces near-term challenges and there are concerns about the long-term profitability of its business, according to BofA Securities. The FTC Solar Analyst: Julien Dumoulin-Smith downgraded the rating for FTC Solar from Neutral to Underperform, while lowering the...

Natural gas utilities were trading at a discount of between 5% and 10% versus their electric peers in the first half of 2021 and declined to a discount of between 15% and 20% in the second half. Gas prices “returning to some normalcy” are likely to lend upside to stocks of gas utilities...

IDACORP Inc (NYSE: IDA) shares traded higher Tuesday after one analyst upgraded the stock and said it has a rare set of growth catalysts within the utility sector. The Idacorp Analyst: Bank of America analyst Julien Dumoulin-Smith upgraded Idacorp from Neutral to Buy and raised the price...

The reconciliation bill being debated in Washington, D.C. could be a major catalyst for the stock market, particularly among clean energy stocks. On Tuesday, Bank of America analyst Julien Dumoulin-Smith broke down the clean energy stocks he is recommending ahead of what could be a...

Despite significant optimism about green energy following the November 2020 U.S. election, the Invesco Solar ETF (NYSE: TAN) is down 19% year-to-date in 2021. On Thursday, Bank of America analyst Julien Dumoulin-Smith said he has observed an “alarming decline” in U.S. solar panel...

New Jersey Resources Corporation (NYSE: NJR), an energy services company, will likely face two challenges, according to an analyst at BofA Securities. The New Jersey Resources Analyst: Julien Dumoulin-Smith downgraded shares of New Jersey Resources from Neutral to Underperform and reduced...

The near-term tax equity overhangs on Bloom Energy Corp’s (NYSE: BE) shares are likely to ease, according to BofA Securities. The Bloom Energy Analyst: Julien Dumoulin-Smith upgraded the rating for Bloom Energy from Underperform to Neutral, while raising the price target from $19.50 to $...

Despite a positive earnings update for the first quarter, First Solar, Inc’s (NASDAQ: FSLR) stock Friday plummeted 8.9%, possibly on investor concerns around “shipping and logistics headwinds as well as long-term tech concerns," according to BofA Securities. The First Solar Analyst...

The probability of a reduction in FirstEnergy Corp’s (NYSE: FE) earnings of around $150 million due to the Ohio rate reset has fallen from the earlier 100% to 50%, according to BofA Securities. The FirstEnergy Analyst: Julien Dumoulin-Smith upgraded the rating for FirstEnergy from Neutral to...

SunPower Corporation’s (NASDAQ: SPWR) valuation versus its residential solar peers seems expensive, according to BofA Securities. The SunPower Analyst: Julien Dumoulin-Smith maintained an Underperform rating on SunPower and reduced the price target from $14 to $13. The SunPower...

After a massive bankruptcy sell-off and dramatic recovery in 2020, California utility PG&E Corporation (NYSE: PCG) is off to a lackluster start to 2021. However, one analyst says PG&E shares have more upside ahead once investor confidence returns. The PG&E Analyst: Bank of...