The DOGE Shock: Nine Stocks to Buy

They say that DOGE's real agenda could shock the entire stock market in the coming days - sending a handful of widely unknown stocks soaring. And they've compiled the definitive investment playbook for anyone who wants the opportunity to capitalize.

6 Clean Energy Stocks Face Challenges, Opportunities Ahead Of Earnings

Lekha Gupta
January 28, 2025

BofA Securities analyst Dimple Gosai revised the rating or price forecast on several clean energy stocks ahead of the earnings results.

First Solar, Inc. (NASDAQ:FSLR): The analyst cut the price forecast from $246 to $236, while maintaining a Buy rating.

The analyst writes that updates on the A/D ruling will be pivotal for pricing power, though near-term customer commitments may stay limited.

The analyst says that monitoring warranty remediation costs and the shift of India-manufactured supply to the U.S. will be crucial for evaluating capacity utilization and gross margin gains.

For FY24/FY25, Gosai estimates revenue of $1.502 billion with an adj. EBITDA margin of 44.6% and $5.516 billion with a 55% margin (slightly above consensus).

Fluence Energy, Inc. (NASDAQ:FLNC): The analyst cut the price forecast from $25 to $20, while reiterating a Buy rating.

Taking about the key focus areas, the analyst expects FY25 revenue cover to rise to the mid-80% range, 25% of U.S. projects to use domestic cells in FY25 and maintain stability in market share.

Gosai estimates revenue of $361 million and gross margin of 12.7% ahead of consensus at $257 million and 11.1% for first quarter 2025.

For FY25, the analyst sees revenue of $3.84 billion near the middle of the guidance range ($3.6 billion-$4.4 billion).

HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI): Gosai retained the price forecast of  $37 and a Buy rating on the stock.

The analyst writes that the company’s key factors to watch include progress on the >$5.5 billion pipeline, developments in the KKR partnership, and the stability of asset yields.

The analyst expects to closely monitor guidance updates, particularly regarding the projected 8%-10% annual adjusted EPS growth through 2026 and the outlook for 2027 amidst policy uncertainties.

The analyst's adjusted EPS estimate for fourth-quarter is 61 cents (slightly higher than the consensus of 59 cents) and for 2024 stands at $2.43 (vs. $2.41 consensus).

Clearway Energy, Inc. (NYSE:CWEN): The analyst maintained the price forecast of $32 and a Buy rating on the stock.

Gosai anticipates that wind production data from key western states could provide upside during the seasonally weaker fourth-quarter.

The analyst highlights updates on the path to achieving the 2027 CAFD guidance as a key factor, noting recent M&A activity, including Tuolumne Wind, and the offer of Honeycomb, which add visibility toward reaching the $2.50 midpoint.

The analyst estimates 2024 EBITDA/CAFD of $1.17 billion/$406 million (roughly in-line) and 2025 EBITA/CAFD of 1.24 billion/$432 million (above consensus).

Bloom Energy Corporation (NYSE:BE): The analyst cut the price forecast from $20 to $18, while reiterating an Underperform rating.

Gosai says that key focus areas for the company include ensuring stability in order flow, securing greenfield projects, and tracking developments related to ITC impacts, which are pivotal for project economics.

While utility partnerships are expected to increase, maintaining cost competitiveness and improving margins will be critical for achieving the company’s goals, adds the analyst.

The analyst's 2024 revenue estimate falls at the lower end of the guidance range of $1.4 billion-$1.6 billion, and expects gross margins to be below consensus at 24.3%, vs. the 26.6% consensus and 28% guidance.

Also, the analyst sees 2025 revenue and EBITDA below consensus.

The AES Corporation (NYSE:AES): The analyst maintained the price forecast of $11 and an Underperform rating on the stock.

The analyst expects the outlook for the near term to be impacted by one-off headwinds, including the expiration of the Warrior Run PPA, divestitures in Brazil and Ohio, and droughts in Columbia. FLNC monetization is not expected in the near term.

The analyst says they are looking for updates on the $3.5 billion asset sale program while anticipating near-term EPS dilution and execution risks in the renewables segment.

Gosai estimates 2024 EBITDA of $2.65 billion, at the lower end of the $2.6 billion-$2.9 billion guidance and in line with consensus at $2.66 billion.

Read Next:

  • Trump’s First Day Sends Gold Miners, Defense Stocks Soaring, Solar Sliding

Photo: Shutterstock

Continue Reading...

Popular

Social Security says higher payments are on the way for millions of former public workers

WASHINGTON (AP) — More than 3.2 million Social Security recipients who received pensions from their time as teachers, firefighters, police officers and other public service jobs will soon see a boost in their benefits. Most people will receive their one-time retroactive payment by the end of March, and new monthly payments will begin in April, the agency says.

Trump's Cabinet members have already backtracked on some promises made before being confirmed

WASHINGTON (AP) — As they mustered support for their confirmations by the U.S. Senate, some of President appointees made statements from which they've already distanced themselves upon taking office.

Beyond Stocks: Smart Money Chooses Private Credit - Ad

The traditional 60/40 portfolio faces unprecedented headwinds in 2025. Percent's platform gives accredited investors access to institutional-quality private credit deals starting at $500. Experience why sophisticated investors are adding private credit to their portfolios.

Trump administration due in court over AP lawsuit on White House access

WASHINGTON (AP) — A federal judge is due to hear arguments Monday afternoon in The Associated Press’ lawsuit against three staff members of President Donald Trump, whose administration has barred the news agency from presidential events.

7 things I don’t own in my portfolio

As someone who writes about building portfolios for a living, I research many types of investments, from tried-and-true core holdings to more esoteric corners of the investment world. But what do I actually do with my own money? Here are seven investment types that I’ve decided to take a pass on.

Elon Musk Admits: All the Energy in the World Will Soon Come From This. - Ad

Imagine an energy source so powerful, experts predict it will soon eclipse everything, including oil and gas. Right now, there's a 40-cent opportunity perfectly positioned as this trend unfolds. This is your chance to get ahead of the herd.

English cricket gets 'seminal moment' as $650M raised by investors

English cricket has generated around $650 million from the in The Hundred to big-business investors from India and the United States.

Merz on Track To Lead Germany Following Sunday Election, Far-Right AfD Takes 20% of Vote

Friedrich Merz of the conservative CDU is likely to become Germany's new chancellor, according to exit polls from Sunday's elections. The far-right Alternative for Germany (AfD) finished second.

AI-Powered Trading Platform Does 99% of the Work - Ad

My powerful AI software analyzes market data 24/7 to pinpoint high-probability option trades and finds opportunities in less than 60 seconds a day (no experience required). Watch my free video presentation, where I reveal exactly how this system works and how you could start targeting potentially life-changing profits.

Chris Camillo Made $42 Million Trading Stocks Over 15 Years, Here's His Success Strategy

Investor Chris Camillo has transformed a modest sum of $84,000 into a whopping $42 million over a span of 15 years, leveraging a unique investment strategy known as social arbitrage.

2025 AI Blueprint Could Impact Nvidia's $5 Trillion Goal - Ad

Nvidia's mission to $5 trillion is detailed in Michael Robinson's 2025 AI Blueprint. But it's not Nvidia he's picking ...Instead, it's three of Nvidia's "Silent Partners." This crucial briefing focuses on a select group of three companies partnering with Nvidia that could benefit greatly this year.

Rich in cash, Japan automaker Toyota builds a city to test futuristic mobility

SUSONO, Japan (AP) — Woven City near Mount Fuji is where plans to test everyday living with robotics, artificial intelligence and autonomous zero-emissions transportation.

Lester Holt to step down as the anchor of NBC's flagship 'Nightly News' program

NEW YORK (AP) — NBC's veteran Lester Holt will step down as anchor of the network's flagship “Nightly News” broadcast.

Nvidia's Run To $5 Trillion Tied to 2025 AI Blueprint - Ad

Nvidia's mission to $5 trillion is detailed in Michael Robinson's 2025 AI Blueprint. But it's not Nvidia he's picking ...Instead, it's three of Nvidia's "Silent Partners." This crucial briefing focuses on a select group of three companies partnering with Nvidia that could benefit greatly this year.

Wolff Book: Ivanka Trump and Jared Kushner Refused to Sign Statement Saying Trump Is Not Antisemitic

Ivanka Trump and Jared Kushner refused to sign a statement asserting that Donald Trump was not antisemitic, according to Michael Wolff's latest book.

Charlie Munger's Financial Success and Longevity Advice: 'My Game in Life Was Always To Avoid All Standard Ways of Failing'

The late billionaire Charlie Munger, who passed away at the age of 99, shared in an interview that there's no hidden formula to achieving financial success and longevity.

Modernize Your Investment Strategy - Ad

The 60/40 portfolio needs an upgrade. Private credit offers potential double-digit yield potential and crucial diversification benefits. Through Percent, accredited investors can access institutional-quality deals starting at $500. Join thousands of investors evolving their portfolios.

Amazon's Jeff Bezos Weighs in on Next James Bond — Fans Agree on a Clear Favorite

Amazon founder Jeff Bezos has taken over creative control of the James Bond franchise, with his streaming service now in charge of the legendary British spy series.

Pony AI, Celsius And WeRide Are Among Top 9 Mid Cap Gainers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?

These 9 mid-cap stocks were top performers last week. Pony AI, Celsius Holdings, WeRide, Applied Digital, Solaris Energy, Vicor, GDS Holdings, VNET Group, and Goodyear Tire all saw significant gains.

"Breakout Trigger" Detected on Tiny AI Stock - Ad

Don't invest another dime in NVIDIA, Microsoft, Google, or any of the other big boys. This one has the potential to be 100x bigger than all those. We have reason to believe its share price could go ballistic in the coming days and weeks. Get our No 1 AI investment recommendation of the decade.

What To Expect From Intuit Q2 Earnings?

Wall Street analysts upgraded Intuit Inc (NASDAQ: INTU) ahead of earnings season. JP Morgan's Mark R Murphy remains Neutral on stock.

First Solar Q4 Earnings Preview: Sales, Net Bookings To Watch

First Solar is set to report its fourth-quarter results after Tuesday's closing bell. Here's a look at what to expect in the report.

Big Study Shows Stocks Extremely Likely to Crash in 2026? - Ad

Legendary quant analyst Marc Chaikin says in 50 years on Wall Street, one stock cycle indicator worked better than anything else. It's been studied by Schwab, T.Rowe, Goldman, and more. And now Chaikin is sounding the alarm because this cycle indicator is pointing to March 2026 for the next big crash.

Just Eat Takeaway.com set to be acquired by tech investor Prosus for nearly $4.3 billion

NEW YORK (AP) — Europe's Just Eat Takeaway.com could soon have a new owner. Technology investment company Prosus has agreed to buy the food delivery giant for 4.1 billion euros ($4.29 billion).

The DOGE Agenda (Nine Stocks to Buy) - Ad

One Boston based think tank – who has studied Elon's work for decades – is stepping forward to share what they've found. They believe his TRUE plan is far more radical than anyone realizes. It could change the way you live, work, get paid...AND could make more people rich than all of Elon's previous ventures.

What to know about the airplane that crashed and flipped while landing at Toronto's airport

A passenger jet flipped onto its roof while landing in Toronto, Canada, the fourth in North America in the past three weeks.

The Latest: Opposition leader Merz’s headed to form Germany's next government

Germany's mainstream conservatives won the country's national election, while a far-right party surged to become the nation’s second-largest party, according to .

The Elon Shock - Ad

All of Elon Musk's strange behavior in recent times is starting to make sense. His feuds with other leading technologists like Sam Altman and Bill Gates has all been building up to what he's been planning in Washington. It's a fascinating new financial story that some say could change life in America forever.

Leading contenders make their final appeals to German voters before a landmark election

BERLIN (AP) — The contenders in made their final appeals to voters Saturday, with opposition leader and front-runner Friedrich Merz vowing to revive the stagnant economy and defend Europe's interests in the face of a confrontational U.S. administration.

Hate Elon? Read Immediately - Ad

Elon Musk is days away from launching the most radical economic transformation in American history. Please understand... you don't have long to act before Elon makes his move. Inside the next 100 days, I predict he's going to instigate an economic transformation that'll impact hundreds of millions of people.

New Social Security chief contradicts claims that millions of dead people are getting payouts

WASHINGTON (AP) — The new head of the Social Security Administration said Wednesday that deceased centenarians are “not necessarily receiving benefits," contradicting claims that tens of millions of dead people over the age of 100 are getting payments from the agency.

Georgia bill to veto government rules isn't the same as DOGE. But Democrats are still upset

ATLANTA (AP) — Georgia’s Senate voted 33-21 on Monday to pass a bill that would give legislators a veto over significant regulations imposed by the executive branch, a move that has hampered safety efforts and environmental protections in other states.

Shocking Elon Move: Bigger Than DOGE? - Ad

After blowing everyone's mind with his recent DOGE moves, what Elon Musk is about to do next will not only shock the world... But it could also put an extra $30,000 a year in your pocket.

Stock Of The Day: Will Constellation Energy Keep Moving Lower?

Shares of Constellation Energy (CEG) may be forming a new downtrend. The stock has broken an important support level.

Author of Upcoming Elon Musk Biography Questions His 'Intellectual Achievements'

Elon Musk's intellectual abilities have been called into question by his biographer, Seth Abramson. Abramson has disputed the widely held belief of Musk's intellectual achievements, asserting that there is no substantial evidence to support such claims.

Unlocking a Polymetallic Discovery Like No Other - Ad

With drill results rivaling the best in the world and a fully funded 2025 program, this polymetallic stock is poised for major growth. Industry icons Robert Friedland and Rob McEwen are already in. Will you be next?

Apple Ditches Budget Smartphone Segment With iPhone 16E Launch

In a strategic shift, Apple has unveiled its latest product, the iPhone 16e, marking its exit from the budget smartphone market.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright 2025 markethundred.com
Privacy Policy | Terms of Service