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Search resuls for: "Steve Fleishman"


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☆ No other sector has more on the line in this election than energy. How to play it
  + stars: | 2024-10-28 | by ( Spencer Kimball | ) www.cnbc.com   time to read: +7 min
The Invesco Solar ETF (TAN) and the iShares Global Clean Energy ETF (ICLN) have tumbled more than 9% and 10%, respectively. While Trump's platform says he wants to unleash production from all sources, the document specifically calls out oil, gas and nuclear. How voters perceive the two candidates' energy policies could end up playing an influential role in the outcome of the election altogether. While the election will bring short-term volatility, the solar industry remains well positioned for long-term growth, according to Bank of America. About 25% of oil and 10% of natural gas production is on federal land and waters, according to the bank.
Persons: Donald Trump, Kamala Harris, Harris, fracking, Barack Obama, Trump, Steve Fleishman, Roger Read, Read, Biden, Morgan Stanley Organizations: Trump, Republican, Green New, Clean Energy, Bank of America, Keystone State, GOP, Republicans, Democratic, Wolfe Research, Wells, Wells Fargo Securities . Oil, Biden, CNBC, Exxon, Chevron Locations: Wisconsin , Michigan, Pennsylvania, China, Trump, Wells Fargo, U.S, New Mexico, Gulf of Mexico, Alaska, Iran, Tehran
☆ Vistra overtakes Nvidia as S&P 500's top gainer in 2024
  + stars: | 2024-09-25 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVistra overtakes Nvidia as S&P 500's top gainer in 2024Steve Fleishman, Wolfe Research utilities analyst, joins “Squawk on the Street” to discuss Vistra overtaking Nvidia as the S&P 500's top gainer for the year, energy futures, and more.
Persons: Steve Fleishman, Squawk Organizations: Nvidia, Wolfe Research
☆ This utility stock is the standout of its sector and it's raising its dividend. Here's what Wall Street says is next
  + stars: | 2024-03-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
The utilities sector is living in the shadows of mega-cap tech, but a power player name is emerging — and it's toting year-to-date gains of more than 40%. Constellation Energy , headquartered in Baltimore, is the top winner in the utilities sector in 2024, with NRG Energy in a distant second place with a 22.7% advance. Indeed, the utilities sector and real estate are the two laggards of the S & P 500 , down about 1% and 3.5% in 2024, respectively. CEG XLU 1Y line Constellation Energy versus the Utilities Select Sector SPDR Fund over the past year Constellation, which currently has a dividend yield of 0.8%, isn't your father's utility. So-called 24/7 carbon-free power involves purchasing electricity generation from the same region where a corporate client will use it.
Persons: it's, CEG, James Thalacker, It's, Daniel Eggers, Sophie Karp, BMO's, Joseph Dominguez, Steve Fleishman, Ross Fowler Organizations: Constellation Energy, NRG Energy, Utilities, SPDR Fund, BMO Capital, Atlantic City Electric, Baltimore Gas and Electric, Delmarva Power, Constellation, Microsoft, Wolfe Research, Republican, UBS Locations: Baltimore, Virginia
☆ Wolfe Research says buy First Solar, a 'uniquely positioned' clean energy stock poised to rally nearly 30%
  + stars: | 2022-10-28 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
First Solar is well-positioned to fend off growing clean energy competition, according to Wolfe Research. Analyst Steve Fleishman upgraded the solar stock to an outperform rating in a note to clients Friday, citing an improving long-term outlook. Fleishman set a $170 price target on the stock, suggesting shares can rally nearly 30% from Thursday's close. The stock has already surged more than 50% this year and 7% this month as investors set their sights on clean energy alternatives. Fleishman also views First Solar as a "uniquely positioned" clean energy stock in a rising-rate environment.
☆ Wolfe Research downgrades solar stocks Sunnova and Sunrun as interest rates rise
  + stars: | 2022-10-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
A rising rate environment could spell trouble for solar stocks Sunrun and Sunnova Energy in the near term, according to Wolfe Research. "Headwinds from the interest rate spike on financing costs and valuation are tough to ignore despite strong demand growth from IRA and rising utility rates," he wrote in two separate notes to clients Wednesday. Fleishman said both stocks are among the most exposed to a rising rate environment given their reliance on consistent access to capital. "We are still big believers in the demand tailwinds for the business from the benefits in IRA and from pricing headroom afforded by rising utility rates, which we expect to continue moving higher," he said. Shares of both Sunrun and Sunnova are down more than 40% this year.
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