Julien Dumoulin-Smith

Pinnacle West Capital Is Primed For Multiyear EPS Growth, Says Bullish Analyst
Bloom Energy Is Sapped By Low Visibility, Says Bearish Analyst
First Solar Q2 Analysts Like What They See: New Factory In The US, 'Favorable India Update'
Bloom Energy Is Sapped By Low Visibility, Says Bearish Analyst
First Solar Q2 Analysts Like What They See: New Factory In The US, 'Favorable India Update'
Clean Energy Analyst Names Top 4 Stock Picks, Prefers 'Simple Stories And Stocks With Structural Tailwinds'
Generac Analyst Turns Bearish, Says Guidance Is 'Out Of Reach'

Julien Dumoulin-Smith Recent News

The SolarEdge Technologies Story 'Looks Better Than We Thought' Says Analyst
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.
Ameresco Benefits From Inflation Reduction Act, Earnings Momentum Underappreciated: 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.
BofA Downgrades FirstEnergy On Higher Pension Drag
With rising interest rates, FirstEnergy Corp. (NYSE: FE) is poised to be negatively impacted by higher pension expenses, according to BofA Securities.
Why Bank Of America Is Turning Bullish On This ESG Stock
Atlantica Sustainable Infrastructure PLC (NASDAQ: AY) is a “defensive play” in a highly volatile market, according to BofA Securities.
BofA Downgrades First Solar On Lack Of Pricing Power
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.
BofA Upgrades Southwest Gas After Share Issuance
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.
BofA Downgrades Natural Gas and Electric Power Company UGI On Heightened Risks
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.
BofA Upgrades DTE Energy After Beat, Says Company Has Among Best Earnings Growth In Sector
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.
4 Enphase Energy Analysts Break Down Q4 Results As Stock Rallies
Enphase Energy, Inc. (NASDAQ: ENPH) shares were making gains Wednesday after the solar technology company reported strong quarterly results and issued upbeat guidance.
BofA Downgrades Southern Company, Sees Little Upside From Solar
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.
BofA Downgrades First Solar On Potential Margin Pressure
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.
Why This Analyst Believes Ameresco Is Oversold
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 potential of a po
BofA Downgrades FTC Solar On Delays, Inflation And Low Margins: What's Next?
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.
Why Did BofA Upgrade One Gas and Atmos Energy?
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, according to BofA Securities.
Analyst Upgrades Idacorp: 'Organic Growth With A Crypto Mining Kicker'
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.
Why Clean Energy Stocks Could Get A Reconciliation Bill Boost, But 'Expect Outsized Volatility'
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 historic piece of legislation for the Biden administration.
Why There Is An 'Alarming Decline' In US Solar Panel Imports
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.
Why This Analyst Sees Downside to New Jersey Resources' Valuation
New Jersey Resources Corporation (NYSE: NJR), an energy services company, will likely face two challenges, according to an analyst at BofA Securities.
BofA Upgrades Bloom Energy On Potential Alleviation Of Tax Equity Overhang
The near-term tax equity overhangs on Bloom Energy Corp’s (NYSE: BE) shares are likely to ease, according to BofA Securities.
Why First Solar Gets Upgrade, Despite Recent Selloff
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.
Solar Analyst Offers 'What If?' Scenarios For Residential Plays After Biden's Infrastructure Plan
Residential solar power installations are part of the elephantine mix of infrastructure projects and concepts put forth in President Joe Biden's $2-trillion American Jobs Plan.
BofA Upgrades FirstEnergy Stock On Steady Improvement In Ohio Regulatory Backdrop
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.
Why BofA Is Bearish On SunPower
SunPower Corporation’s (NASDAQ: SPWR) valuation versus its residential solar peers seems expensive, according to BofA Securities.

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