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Fuel Cell Tax Perk Could Supercharge Bloom Energy In 2026, Says JPMorgan
Wednesday, July 9, 2025 - 1:22pm | 382JPMorgan analyst Mark Strouse upgraded Bloom Energy Corp (NYSE:BE) to Overweight from Neutral, raising the price forecast from $18 to $33. According to Strouse, the unexpected eligibility of fuel cells for 48E tax credits under the finalized OBBB legislation could lead to upside in revenue and...
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Bloom Energy Posts Q4 Beat: Margin Profile Remains Below Industry Average, Analyst Says
Friday, February 28, 2025 - 12:03pm | 304Bloom Energy Corp (NYSE:BE) reported its fourth-quarter results Thursday ahead of expectations. There is upside potential for the company's revenues from rising power demand, according to JPMorgan. The Bloom Energy Analyst: Mark Strouse maintained a Neutral rating for Bloom Energy, while raising...
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Why This SolarEdge Analyst Is Cutting Estimates Ahead Of Q3 Earnings
Wednesday, October 23, 2024 - 11:56am | 350SolarEdge Technologies Inc (NASDAQ:SEDG) shares have lost more than 80% year to date. Estimates for the company have been lowered following the release of Enphase Energy Inc's (NASDAQ:ENPH) third-quarter results, according to JPMorgan. Analyst Mark Strouse maintained an Overweight rating for...
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Elon Musk's Solar Vision Sparks Excitement: What's Next For Enphase, SolarEdge, First Solar?
Tuesday, October 1, 2024 - 11:52am | 719Elon Musk is at it again, igniting the solar conversation with a tweet Tuesday. “Solar power is growing super fast,” Musk said on his X platform. “In the very long-term (Kardashev Scale), solar will be >99% of all power generation.” Solar power is growing super fast....
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This Analyst Says It's Time To Take Profits From TerraForm Power, Downgrades Stock
Wednesday, September 18, 2019 - 1:47pm | 282The recent rally in TerraForm Power Inc’s (NASDAQ: TERP) shares seems justified and the risk-reward now seems approximately balanced, according to JPMorgan. The Analyst JPMorgan’s Mark Strouse downgraded TerraForm Power from Overweight to Neutral leaving the price target at $17....
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Why Axon Shares Got A Shock After The Q3 Print
Thursday, November 8, 2018 - 11:15am | 382Weapons technology company Axon Enterprise Inc. (NASDAQ: AAXN) reported a third-quarter earnings and sales beat Tuesday. Despite a surge in net income and a revenue increase of roughly 16 percent, the stock fell substantially following the report. The Analyst JPMorgan...
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Time For Axon's Stock To Take A 'Breather,' JPMorgan Says
Thursday, June 7, 2018 - 2:00pm | 328Shares of Axon Enterprise Inc (NASDAQ: AAXN), formerly known as Taser International, have gained 156 percent since the start of 2018 and now is the time for the stock to take a "breather," according to JPMorgan. The Analyst JPMorgan's Mark Strouse downgraded Axon from...
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JPMorgan's Top Tech Ideas For 2018: Buy Zebra, Short Garmin
Wednesday, January 24, 2018 - 4:53pm | 576Hardware stocks are well positioned to generate a "solid" return for investors in 2018, analysts at JPMorgan said in an industry-wide report. Among the entire group, the firm's top picks include: Flex Ltd (NASDAQ: FLEX), NCR Corporation (NYSE: NCR), TTM Technologies, Inc. (NASDAQ:...
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8Point3 Energy Is Fairly Valued In The Event Of A Sale, Says JPMorgan
Tuesday, January 9, 2018 - 4:06pm | 4288Point3 Energy Partners LP (NASDAQ: CAFD) was initially founded as a joint venture yieldco between First Solar, Inc. (NASDAQ: FLSR) and SunPower Corporation (NASDAQ: SPWR) with the intention of buying solar assets from both entities and then paying up to 80 percent as a dividend. But now that First...
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Cree, A Long-Term 'Hope Trade' With Near-Term Problems
Friday, October 6, 2017 - 2:01pm | 651Torn between Cree, Inc. (NASDAQ: CREE)'s long-term hope and near-term problems, JPMorgan downgraded shares of the company. The rating on the shares now goes from Neutral to Underweight, while the price target was bumped up from $23 to $28. The Hope Trade Analysts Paul Coster, Paul Chung and...
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Garmin Outlook Called 'Bleak,' Expected To Underperform Remainder Of 2017
Thursday, May 4, 2017 - 12:18pm | 502Reviewing Garmin Ltd. (NASDAQ: GRMN)'s first-quarter results, JPMorgan downgraded shares of the company, citing valuation and its belief that the prospects for upside surprise and the elusive return to sustainable growth are bleak through the end of 2017. The firm's assessment is premised on the...
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JPMorgan Goes Long Taser, Says Stock Could Rise 50% On Sum-Of-Parts Valuation
Wednesday, January 6, 2016 - 10:06am | 333Shares of TASER International, Inc. (NASDAQ: TASR) have declined 47.65 percent over the past six months, falling almost down to their 52-week low on November 17. JPMorgan’s Mark Strouse has re-initiated coverage of the company with an Overweight rating and price target of $25....
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JP Morgan Hikes SunEdison Price Target To $21: Here's Why
Friday, October 9, 2015 - 9:46am | 327Sunedison Inc (NYSE: SUNE) has seen an increase of 27.36 percent in its share price over the last five trading days, from the low of $6.90 on October 2. JP Morgan’s Mark Strouse has maintained an Overweight rating on the company, while raising the price target from $19 to $21....
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Why Canadian Solar Is Pretty With Or Without A YieldCo
Friday, August 14, 2015 - 2:02pm | 282Canadian Solar Inc. (NASDAQ: CSIQ) is scheduled to announce its second quarter financial results next Tuesday. In a report issued Friday, JPMorgan analysts Paul Coster, Mark Strouse and Paul J Chung provide a preview of the results. According to the note, they expect upbeat comments regarding...
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Sonic Solutions Provides New Guidance, JP Morgan Raises Price Target (SNIC)
Wednesday, June 23, 2010 - 11:47am | 135Sonic Solutions (NASDAQ: SNIC) has provided new FY12 guidance for the combined company now that it has partnered with RoxioNow. Sonic Solutions forecasted FY12 EPS of $0.44-$0.59, far higher than JP Morgan's prior estimate of $0.19. JP Morgan analysts Paul Coster, Marija Krgovic, and Mark Strouse...