-8.64%
last session
Fresh EOD news and price action made this stock a theme driver.
Sourcefool.com - Jul 6
Renewable Energy Stocks
EnergyInfrastructureInnovation
Solar manufacturers, wind developers, clean utilities, hydrogen producers, and storage companies driving the energy transition. The universe is dominated by Wind & Grid (58%) and Clean Utilities (32%), underperforming SPY by 8.0 percentage points YTD.
YTD Return
+1.5%
-8.0 pts vs SPY
10 of 27 beat SPY
1-Month Return
-9.8%
-10.9 pts vs SPY
Universe Size
28 Stocks
Curated theme basket
Market Cap
$1.16T
Total capitalization
Theme Performance
Renewable Energy Stocks Performance vs SPY and QQQ
Track Renewable Energy Stocks without checking every day
Weekly updates on performance, valuation changes, and key movers.
Theme Composition
Renewable Energy Stocks Breakdown
Composition last reviewed
As of Jun 1, 2026
Categories reflect each company's primary theme role. Some companies may have exposure to multiple segments.
Theme Overview
Renewable Energy Stocks Overview
A summary of how the theme breaks down across business segments and where concentration risk lives.
Selected Stocks
28
in theme
Total Market Cap
$1.16T
combined
Highly Concentrated
The top 2 segments (Wind & Grid & Clean Utilities & Hydrogen & Fuel Cells & Other segments) represent 90.3% of this theme by market cap.
Top Renewable Energy Stocks Stocks
Top Renewable Energy Stocks Stocks by Segment, Performance, and Valuation
GE
GE Aerospace
Price$366.98
Mkt Cap-
YTD+14.4%
Rev G21.9%
GEV
GE Vernova Inc.
Price$1,077.08
Mkt Cap-
YTD+58.5%
Rev G10.2%
NEE
NextEra Energy, Inc.
Price$88.47
Mkt Cap-
YTD+9.3%
Rev G10.5%
CEG
Constellation Energy Corporation
Price$239.71
Mkt Cap-
YTD-34.6%
Rev G23.4%
BE
Bloom Energy Corporation
Price$269.57
Mkt Cap-
YTD+173.1%
Rev G56.5%
VST
Vistra Corp.
Price$155.73
Mkt Cap-
YTD-5.7%
Rev G-25.5%
FSLR
First Solar, Inc.
Price$227.72
Mkt Cap-
YTD-17%
Rev G27.3%
AES
The AES Corporation
Price$14.62
Mkt Cap-
YTD-1.3%
Rev G3%
BEP
Brookfield Renewable Partners L.P.
Price$32.93
Mkt Cap-
YTD+17.9%
Rev G6.8%
UGI
UGI Corporation
Price$35.27
Mkt Cap-
YTD-6.3%
Rev G0.6%
| # | Chart (YTD) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | GE GE Aerospace | $366.98 | $383.43B | +14.4% | +14% | 45.0 | 21.9% | |
| 2 | GEV GE Vernova Inc. | $1,077.08 | $289.43B | +58.5% | +15.3% | 60.9 | 10.2% | |
| 3 | NEE NextEra Energy, Inc. | $88.47 | $184.49B | +9.3% | +5.3% | 26.9 | 10.5% | |
| 4 | CEG Constellation Energy Corporation | $239.71 | $86.58B | -34.6% | -4.4% | 32.4 | 23.4% | |
| 5 | BE Bloom Energy Corporation | $269.57 | $64.81B | +173.1% | +6.3% | -728.6 | 56.5% | |
| 6 | VST Vistra Corp. | $155.73 | $52.51B | -5.7% | +6% | 70.5 | -25.5% | |
| 7 | FSLR First Solar, Inc. | $227.72 | $24.47B | -17% | -17.3% | 16.0 | 27.3% | |
| 8 | AES The AES Corporation | $14.62 | $10.43B | -1.3% | -0.6% | 11.6 | 3% | |
| 9 | BEP Brookfield Renewable Partners L.P. | $32.93 | $9.99B | +17.9% | -9.9% | -488.6 | 6.8% | |
| 10 | UGI UGI Corporation | $35.27 | $7.58B | -6.3% | +1.6% | 11.4 | 0.6% |
Showing 10 of 28 stocks
Daily Intelligence
Yesterday in Renewable Energy Stocks
Key headlines and stock-level catalysts from the last trading session.
Last session recap is current.
End-of-day analysis published after market close. Next update after Jul 8, 2026 market close.
Session Brief
Jul 7, 2026The latest EOD theme brief is not available yet. The most recent stock-level drivers are shown below.
Key Drivers
Stock-Level Catalysts
Sentiment reflects catalyst narrative, not price direction - a stock can close lower while the fundamental driver is bullish.
+1.18%
last session
Fresh EOD news and price action made this stock a theme driver.
Sourcezacks.com - Jul 6
-3.5%
last session
ENPH shares slipped more than the broader market amid concerns that investors are undervaluing the company, yet ana...
Sourcezacks.com - Jul 1
-6.51%
last session
GE Vernova is riding a recent earnings‑beat narrative and a month‑long rally, but its valuation remains premium and...
Sourcezacks.com - Jul 2
-2.51%
last session
Fresh EOD news and price action made this stock a theme driver.
Sourcezacks.com - Jul 6
Updated after market close
Jul 7, 2026
Valuation Pulse
Are Renewable Energy Stocks cheap or expensive right now?
DCF valuations and Wall Street ratings across the theme.
Data as of Jul 7, 2026 (EOD)
28 stocks in theme - 18 with full coverage
DCF Valuation
(Intrinsic Value)18
of 28
covered
Undervalued
1(6%)
Fair Value
7(39%)
Overvalued
10(56%)
Top DCF Upside (Undervalued Only)
View all
Wall Street Consensus
(Price Targets)27
of 28
covered
Buy / Strong Buy
20(74%)
Hold
7(26%)
Sell / Strong Sell
0(0%)
Coverage Snapshot
Consensus is based on 27 stocks with analyst price targets. DCF analysis is based on 18 stocks with intrinsic value estimates.
Valuation Distribution
(27 covered stocks)Theme Valuation Score
2.4
Cheap
Scale: 1 (Cheap) to 5 (Expensive)
1
Bargain
8 stocks (30%)
>= +30%
2
Cheap
7 stocks (26%)
+10% to +30%
3
Fair
7 stocks (26%)
-10% to +10%
4
Expensive
2 stocks (7%)
-25% to -10%
5
Very Expensive
3 stocks (11%)
<= -25%
Valuation score blends Wall Street target upside at 65% weight and DCF upside at 35% weight when both are available; single-source covered stocks use the available signal. Higher score means more expensive.
Earnings Calendar
Upcoming Earnings in Renewable Energy Theme
Companies reporting in the next 30 days. Earnings dates and estimates can change as reports approach.
| Company | Reports | Timing | Est. EPS | Est. Revenue |
|---|---|---|---|---|
| GEGE Aerospace | Thu, Jul 16 | Unconfirmed | $1.87 est. | $11.77B est. |
| GEVGE Vernova Inc. | Wed, Jul 22 | Unconfirmed | $3.01 est. | $10.72B est. |
| NEENextEra Energy, Inc. | Wed, Jul 22 | Unconfirmed | $1.08 est. | $8.19B est. |
 ENPHEnphase Energy, Inc. | Tue, Jul 28 | Unconfirmed | $0.46 est. | $290M est. |
| BEBloom Energy Corporation | Thu, Jul 30 | Unconfirmed | $0.35 est. | $809M est. |
| FSLRFirst Solar, Inc. | Thu, Jul 30 | Unconfirmed | $3.00 est. | $1.06B est. |
| AESThe AES Corporation | Thu, Jul 30 | Unconfirmed | $0.52 est. | $3.09B est. |
 ENVXEnovix Corporation | Thu, Jul 30 | Unconfirmed | -$0.14 est. | $8M est. |
and 13 more in the next 30 days.
Estimates are based on available consensus data. BMO = Before Market Open, AMC = After Market Close.
Research & Methodology
How to evaluate Renewable Energy Stocks
Methodology, investment thesis, and key risks for this theme.
Show DetailsHide Details
Research & Methodology
How to evaluate Renewable Energy Stocks
Methodology, investment thesis, and key risks for this theme.
How we evaluate these stocks
Our methodology
We separate profitable clean-energy operators from higher-risk technology and project-development names. The page weighs growth, margins, balance-sheet strength, policy exposure, and segment leadership.
- Clean-energy demand must be material to the thesis
- Solar, wind, storage, hydrogen, and clean utilities are separated
- Profitability and cash burn are reviewed side by side
- Policy and rate sensitivity are treated as core inputs
- Theme returns are equal-weighted to show breadth
Investment thesis
Why this theme exists
Renewable energy remains a long-duration infrastructure buildout. The opportunity comes from grid decarbonization, electrification, policy support, and falling technology costs, but winners vary sharply by segment.
- Utility-scale renewables continue gaining share
- Storage improves the economics of intermittent power
- Clean utilities can combine growth with cash flow
- Manufacturing incentives support domestic supply chains
- Lower financing costs can revive project demand
Key risks
What could go wrong
Clean-energy stocks are highly sensitive to rates, policy, competition, and execution. A strong long-term demand story does not protect weak balance sheets or uneconomic projects.
- Higher interest rates can delay projects
- Policy credits and trade rules can change economics
- Solar and hydrogen margins can compress quickly
- Pre-profit companies may need repeated financing
- Commodity and equipment costs can pressure returns
FAQ
Frequently asked questions
Common questions investors have about the Renewable Energy Stocks theme.
01What are renewable energy stocks?
Companies whose revenue or growth is materially driven by clean-energy demand — solar installations, wind capacity, hydrogen production, battery storage, grid modernization, or utility-scale decarbonization. Spans equipment manufacturers (FSLR, ENPH), project developers, clean utilities (NEE, CEG), hydrogen (PLUG, BE), and storage companies.
02What are the best solar stocks to invest in?
First Solar (FSLR) is the dominant US-manufactured panel company with strong margins and IRA beneficiary status. Enphase (ENPH) leads residential microinverters. Sunrun (RUN) is the largest residential installer. JinkoSolar, Canadian Solar, and Array Technologies round out the investable universe. Different business models and margin profiles — compare in the table.
03Are renewable energy stocks a good investment right now?
Structural case is strong: global renewable capacity growing, electrification broadening, IRA providing multi-year visibility. Near-term is uneven — clean utilities with contracted cash flows trade at very different risk levels from pre-profit hydrogen. Check performance chart and valuations to see which segments are leading and whether prices reflect the growth.
04Why did clean energy and solar stocks crash from 2021 to 2024?
Three forces: rates rose sharply (crushing long-duration valuations disproportionately), supply-chain and trade policy disrupted shipments, and stocks were priced for aggressive growth assuming perfect execution and zero-rate financing. SEDG and ENPH hit hardest as residential demand softened. Lesson: clean-energy is extremely rate-sensitive and policy-sensitive.
05How does the Inflation Reduction Act affect renewable energy stocks?
IRA provides $370B+ in clean-energy tax credits, manufacturing incentives, and domestic-content bonuses over a decade. Benefits solar manufacturers with US production (FSLR), clean developers, battery/storage companies, and hydrogen via production tax credits. Multi-year credit schedules provide visibility, but credit amounts and qualification rules create ongoing uncertainty.
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