Bastion Energy ETF

Kinetik Approves $260 Million Expansion of Kings Landing II Gas Plant

Williams Companies Executive Glen G. Jasek Sells 2,500 Shares for Approximately $195,606.58

ARS Investment Partners Reduces Cheniere Energy Stake by 12.4% Amid New Buyback Plan

Sempra Announces Quarterly Dividend of $0.6575 per Share

Western Midstream Partners Projects EBITDA to Reach Upper End in 2026

SoCalGas Urges Shareholders to Vote in Favor of Premium Buyout of Unredeemed Preferred Stocks

Cheniere Energy Announces $10 Billion Stock Repurchase and Quarterly Dividend

Ineos Energy Signs Long-term Gas Supply Agreement with Kinetik Holdings

Truist Financial Corp Increased Its Holdings in Sempra Energy to 87,750 Shares

SRE Reveals New Risk in SEC Filings

Citigroup Raises Williams' Target Price to $83

Cheniere Initiates Maintenance at Corpus Christi LNG Export Plant

Enterprise Products Partners Reports 6.4% Q1 Net Income Growth and Declares Quarterly Cash Distribution

Cheniere CEO Says LNG Expansion Project Exceeded Expectations

Sempra Energy released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 3.655 B (forecast USD 4.121 B), actual EPS USD 1.58 (forecast USD 1.478)

Cheniere Energy released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 5.868 B (forecast USD 5.845 B), actual EPS USD -16.65 (forecast USD 4.0177)

Sempra Reports Q1 2026 Earnings

Cheniere Energy Posts $3.5 Billion Q1 Loss

Western Midstream Partners LP released FY2026 Q1 earnings on May 6 (EST), actual revenue USD 1.124 B (forecast USD 1.022 B), actual EPS USD 0.85 (forecast USD 0.7166)

Kinetik released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 409.98 M (forecast USD 438.04 M), actual EPS USD -0.07 (forecast USD 0.2067)

Amesite

Meiwu Tech

InMed Pharmaceuticals

Co-Diagnostics

Phoenix Asia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

MetaVia

Generation Income Properties

NextNRG

Virax Biolabs

FLNC

BESF

The AI power infrastructure trade is thriving, highlighted by Hut 8's $9.8 billion lease and Fluence's agreements with hyperscalers. Hut 8's lease, a 15-year triple-net contract, ensures stable revenue, while Fluence's new status as a global supplier marks a significant shift in its business model. Both companies address critical power quality issues essential for AI operations, with Hut 8's capacity reaching 597 MW and Fluence securing a record $5.6 billion backlog. These developments underscore the foundational role of energy infrastructure in the AI sector.

benzinga_article

Hut 8 Mining

Fluence Energy

Franklin Exponential Data ETF

SPDR S&P Kensho Intelligent Structures ETF

Global X Data Center & Dgtl Infrs ETF

Global X Robotics & Artificial

ISHRS S&P Glb It

Proshares Big Data Refiners ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

ARK Autonomous Tech & Robotics ETF

NVIDIA

American Electric Power

Vertiv

Jacobs Solutions

NVIDIA Corporation

The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That

JPMorgan Chase & Co. has raised its price target for Fluence Energy (NASDAQ:FLNC) from $13.00 to $17.00, maintaining a "neutral" rating. This new target suggests a potential downside of 31.94% from the previous close. Other analysts have varied opinions, with Susquehanna setting a target of $25.00 and Citigroup lowering theirs to $15.00. Fluence Energy's stock recently traded at $24.98, reflecting a 31.7% increase. The company reported a quarterly loss of $0.16 per share, beating estimates, with revenue of $464.89 million, up 7.7% year-over-year.

Market Beat

Defiance Daily Target 2X Long JPM ETF

JPMorgan Chase

Citigroup

Morgan Stanley

Bank of Montreal

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

CITIGROUP INC 6.250 NON CUM SER II PFD WI

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Fluence Energy (NASDAQ:FLNC) Given New $17.00 Price Target at JPMorgan Chase & Co.

JOBY

CNRG

CTEX

GRID

PRISM MarketView highlighted eight public companies driving the clean economy on Earth Day 2026. These companies, selected from various PRISM indexes, are involved in power generation, energy storage, electric mobility, and environmental remediation. Featured companies include Bloom Energy, Fluence Energy, Clearway Energy, Sunrun, Rivian Automotive, ChargePoint Holdings, Joby Aviation, and 374Water. Each company plays a crucial role in the clean economy supply chain, addressing challenges in renewable energy, electric vehicles, and environmental remediation technologies.

fidelity

Joby Aviation

Sunrun

Bloom Energy

Rivian Automotive

Clearway Energy-C

ChargePoint

374Water

GraniteShares 2x Long RIVN Daily ETF

VanEck Environmental Services ETF

Ishares Breakthrough Environmental Solutions ETF

SPDR S&P Kensho Clean Power ETF

Proshares S&P Kensho Cleantech ETF

First Trust Nasdaq Clean Edg Liquid Series

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

WisdomTree Battery Value Chain and Innovation Fund - ETF

First Trust S-Network Future Vehicles & Tech ETF

Clearway Energy

JOBY AVIATION INC C/WTS 10/08/26 (TO PUR COM)

PRISM MarketView Spotlights Eight Public Companies Driving the Clean Economy on Earth Day 2026

ARRY

ACES

Array Technologies (ARRY) is undergoing a boardroom overhaul, proposing to declassify its board amid the departure of several directors. Despite a 1-year total shareholder return of 61.15%, the company has seen declines over 3 and 5 years. Currently trading at $7.30, analysts suggest a fair value of $14.29, indicating the stock is undervalued. However, a DCF model suggests it may be slightly overvalued at $6.93. Investors should consider operational risks and monitor key drivers before making decisions.

Simplywall

Pwrs Wildh Clean Engy

Array Tech

Invesco Solar ETF

ALPS Clean Energy ETF

A Look At Array Technologies (ARRY) Valuation After Board Declassification Plan And Director Departures

Array Technologies received a Buy rating from analyst Jeff Osborne of TD Cowen, with a price target of $12.00. The rating is based on the company's strong earnings durability and a strategic shift towards developers, enhancing market share. Osborne views the anticipated 2026 margin decline as a temporary accounting issue, with core margins remaining stable compared to peers. Guggenheim also maintains a Buy rating with a $13.00 target, reflecting confidence in Array's growth and profitability.

Tip Ranks

Buy Rating on Array Technologies Driven by Accounting-Related Margin Optics and Strengthening Developer-Focused Growth Strategy

Cantor Fitzgerald has reaffirmed its positive outlook on Array Technologies following IRS confirmation that solar projects starting before July 4, 2026, qualify for clean electricity production credits. This clarity may boost utility-scale solar projects, enhancing Array's demand pipeline. However, risks remain regarding policy changes and project cancellations. Array's recent credit facility expansion to $370 million could support larger project volumes, but profitability and order volatility management are crucial. Analysts project $1.5 billion revenue by 2028, with varying fair value estimates for the stock.

How IRS Solar Tax-Credit Clarity May Reshape Array Technologies’ (ARRY) Utility-Scale Demand Narrative

MLPA

TPYP

Energy Action corrects delayed director interest disclosure after administrative oversight

VanEck Oil Services ETF

Global X MLP

Tortoise N Americ Pipe

SPDR O&G Ex & Prd

First Trust North American Energy Infra Fd

GLOBAL X MLP & Energy Infra

Energy Transfer LP

iShares US Oil Equip & Svcs

SPDR O&G Equip

Alerian MLP

Energy Action corrects delayed director interest disclosure after administrative oversight

UPGR

Fluence Energy (FLNC) has gained attention following a Jefferies upgrade, highlighting strong U.S. market conditions and a record project backlog. Despite a recent decline in share price, the stock is considered undervalued with a fair value estimate of $17.75 compared to its current price of $15.76. Investors are advised to conduct thorough due diligence due to industry risks, including competition and potential project delays. The article emphasizes the importance of understanding the underlying assumptions driving the valuation and encourages exploring additional investment opportunities.

Xtrackers US Green Infrastructure Select Equity ETF

Fluence Energy (FLNC) Valuation Check After Jefferies Upgrade And Record Project Backlog

Array Technologies shares are trading lower after multiple analyst firms lowered their respective price targets on the stock.

Spdr Select Indu

VG Industr

iShares US Industrials

ISHRS S&P Glb Indus

Array Technologies (ARRY) reported weaker Q4 2025 results, including a larger net loss and a significant goodwill impairment charge, impacting its stock performance. The share price rose 2.52% in one day but declined 5.98% over the week. Analysts suggest ARRY is 23% undervalued with a fair value of $14.29, while a DCF model indicates a slight premium at $11.00. Investors are advised to consider operational and macroeconomic risks, and to monitor key drivers for potential growth in the renewable energy sector.

Array Technologies (ARRY) Valuation Check After Q4 Results And Goodwill Impairment Update

Bastion Energy ETF(BESF.US)

The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That

Fluence Energy (NASDAQ:FLNC) Given New $17.00 Price Target at JPMorgan Chase & Co.

PRISM MarketView Spotlights Eight Public Companies Driving the Clean Economy on Earth Day 2026

A Look At Array Technologies (ARRY) Valuation After Board Declassification Plan And Director Departures

Buy Rating on Array Technologies Driven by Accounting-Related Margin Optics and Strengthening Developer-Focused Growth Strategy