FSLR's 17% monthly pullback resets entry into a name posting 50% EBITDA margins, while GEV's Q1 orders surged 71% on AI power demand.
After 15 years of flat consumption, US electricity demand now grows 2.1% annually, with data centers driving a projected 50% generation increase by 2050.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Brookfield Renewable Partners didn't make the cut. Grab the names FREE today.
Green energy just hit an inflection point that few investors are pricing correctly. The U.S. Energy Information Administration's Annual Energy Outlook 2026 projects total electricity generation grows between 25% and 50% through 2050, with natural gas, solar and wind together climbing from about 60% of the mix in 2025 to roughly 80% in most scenarios by 2050. After 15 years of nearly flat U.S. electricity consumption, demand has risen 2.1% per year on average over the last five years, and data centers are the accelerant.
Below are three US-listed renewable names worth examining this month, each backed by real earnings data and each carrying a specific risk to weigh.
First Solar (NASDAQ:FSLR) is the largest U.S. thin-film solar manufacturer and the cleanest pure-play on domestic solar capacity. The stock traded around $213.54 as of July 17, down 16.20% over the past month and 22.16% year-to-date, yet still up more than 23% over the past year. That pullback resets the entry point for a name still compounding earnings.
Q1 2026 was a margin story. First Solar delivered EPS of $3.22, beating consensus of $2.98 by 8.02%, on revenue of $1.044 billion, up 23.6% year over year. Adjusted EBITDA hit $519.81 million at a 50% margin, and net income climbed 65% to $346.62 million. Contracted backlog stood at 47.9 GW as of March 31, and management reaffirmed 2026 net sales guidance of $4.9 billion to $5.20 billion with adjusted EBITDA of $2.60 billion to $2.8 billion.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Brookfield Renewable Partners didn't make the cut. Grab the names FREE today.
CEO Mark Widmar framed the quarter succinctly: "We delivered a strong start to 2026, with record first-quarter revenue, record sales in India, meaningful margin expansion, and Adjusted EBITDA above the top end of our first quarter preview range." The bull case rests on three legs: a domestic manufacturing moat, independence from Chinese crystalline silicon supply chains and Section 45X tax credit monetization worth $2.10 billion to $2.19 billion in 2026.
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