Julien Dumoulin-Smith

The Invesco Solar ETF (NYSE: TAN) jumped Wednesday following what appears to be a likely Democratic sweep of Georgia's Senate seats. One Wall Street analyst took the opportunity to raise price targets for red-hot solar stocks. The Solar Analyst: BofA Securities analyst Julien Dumoulin...

Electric vehicle stocks and other alternative energy investments have performed extremely well in 2020. For investors expecting that momentum to continue in 2021, Bank of America analyst Julien Dumoulin-Smith has named seven stocks that are set to benefit from what he calls the “triple crown...

The latest industry conference highlighted the water sector’s unique position, and the premium of this sector over electric and gas peers appears “sustainable into the coming year,” according to BofA Securities. The American Water Works Analyst: Julien Dumoulin-Smith upgraded...

PG&E Corporation (NYSE: PCG) shares dropped 5.5% on Monday morning after California investigators seized PG&E equipment during an investigation of a deadly California wildfire. While the stock may face headline risk in the near-term, one analyst says PG&E’s financial...

Duke Energy Corp (NYSE: DUK) appears poised for an inflection in earnings, with a more favorable regulatory backdrop in 2021 and positive revisions to integrated resource plan capital expenditures, according to BofA Securities. The Duke Energy Analyst: Julien Dumoulin-Smith upgraded Duke...

First Solar, Inc. (NASDAQ: FSLR) management maintained a surprisingly bullish tone for 2022 and beyond, expressing confidence in sustaining average selling prices in the high 20 cents range per watt on bookings beyond 2022, according to BofA Securities. The First Solar Analyst: Julien Dumoulin-...

Solar stocks have been a bright spot in the market in 2020, and one analyst said Wednesday that things should get even brighter for Sunnova Energy International Inc (NYSE: NOVA). The Sunnova Analyst: Bank of America analyst Julien Dumoulin-Smith upgraded Sunnova from Neutral to Buy and raised his...

Warren Buffett's Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) is buying Dominion Energy’s (NYSE: D) gas transmission and storage segment assets for $9.7 billion. BofA Sidelined On Dominion: Dominion Energy announced on Sunday a 33% cut to its dividend alongside a dilutive...

Shares of PG&E Corporation (NYSE: PCG) tumbled last week on the company’s equity issuance at $9.50 per share to fund its exit from bankruptcy. Management is unlikely to announce another equity issuance, unless the stock appreciates meaningfully from the current lows, according to BofA...

PG&E Corporation (NYSE: PCG) held up relatively well on Monday morning after the company agreed to a new deal with the Official Committee of Tort Claimants (TCC) related to percentage ownership of the Fire Victim Trust. What Happened: PG&E agreed to a deal giving the fire victims trust...

Sempra Energy’s (NYSE: SRE) value appears more attractive, with upside to earnings guidance, BofA said in a Friday upgrade.  The Sempra Energy Analyst: Julien Dumoulin-Smith upgraded Sempra Energy from Neutral to Buy and raised the target price from $127 to $135. The Sempra...

The California Public Utilities Commission has approved PG&E Corporation’s (NYSE: PCG) plan to emerge from Chapter 11 bankruptcy. This approval and the formal establishment of the Normalized Estimated Net Income for 2021 have made the company’s path to emerge from bankruptcy...

PG&E Corporation (NYSE: PCG) shares traded higher by 7% on Monday after the company reported a major jump in first-quarter earnings on Friday and detailed a plan to replace 11 of its 14 board members once it emerges from bankruptcy. The latest news was well-received by the market, and it...

Following the sharp downturn in First Solar, Inc (NASDAQ: FSLR) amid the broader market sell-off due to coronavirus (COVID-19) impact concerns, the stock seems fairly valued at current levels, according to BofA Securities. The First Solar Analyst Julien Dumoulin-Smith upgraded First...