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Trump's Hydrogen Lifeline Could Revive Plug Power's Stalled Plans
Tuesday, July 8, 2025 - 11:41am | 362In a move that could reshape the landscape of clean energy, President Donald Trump's recent signing of the "One Big Beautiful Bill" extends a lifeline to hydrogen production, offering a vital two-year grace period for companies eager to invest in this burgeoning sector. The law allows the 45V clean...
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Commercial Metals Guides To Earnings Improvement, Analyst Raises Estimate For Q4
Tuesday, June 24, 2025 - 11:48am | 283Commercial Metals Co (NYSE:CMC) reported its fiscal third quarter adjusted EBITDA short of expectations but guided to improved earnings across segments, according to JPMorgan. The Commercial Metals Analyst: Analyst Bill Peterson reiterated a Neutral rating with a price target of $52. The Commercial...
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Trump Launches Aviation Overhaul: Archer, Joby, New Horizon, AeroVironment Rally As US Targets Drone, eVTOL, Supersonic Comeback
Wednesday, June 11, 2025 - 10:52pm | 1002The White House just unveiled a sweeping set of executive actions aimed at bolstering the future of America’s defense and aviation. What Happened: On Wednesday, President Donald Trump signed three executive orders aimed at revitalizing the country’s stalled aerospace ambitions,...
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Blade Flies Higher On Q1 Beat, Tightens Flight Path To Profitability
Tuesday, May 13, 2025 - 10:56am | 311Shares of Blade Air Mobility Inc (NASDAQ:BLDE) climbed Tuesday after the company reported its first-quarter results. The company delivered a revenue and EBITDA beat on marginally better-than-expected passenger results and reiterated its full-year guidance, according to JPMorgan. The Blade Air...
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Plug Power Chases Growth Beyond US Tax Credit Hurdles
Tuesday, May 13, 2025 - 10:46am | 349Plug Power Inc (NASDAQ:PLUG) Monday reported its first-quarter results. With U.S. policy for green energy posing challenges, the company is likely to shift its focus to international opportunities, according to JPMorgan. The Plug Power Analyst: Analyst Bill Peterson maintained a Neutral rating and...
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Archer Aviation's Stellantis Deal, Launch Program Strengthen Growth Prospects, FAA Certification Looms
Friday, February 28, 2025 - 3:03pm | 499Archer Aviation Inc (NYSE:ACHR) stock gained Friday after Wall Street analysts rerated it after its fourth-quarter report Thursday. The company reported a fourth-quarter loss of $1.42 per share, missing analyst estimates for a loss of $1.24 per share. Archer Aviation said its quarterly spending...
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Plug Power's 'Longer-Term Backstop' Is Here, But Execution Is Key: Analyst
Friday, January 17, 2025 - 1:59pm | 498Plug Power Inc (NASDAQ:PLUG) has locked in its much-anticipated $1.66 billion Department of Energy loan. JPMorgan analyst Bill Peterson believes that the move “likely eases investor concerns” about a potential cancellation under a second Donald Trump administration. While this milestone...
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ChargePoint Outpaces Tesla In EV Network Market Share, But JPMorgan Stays Cautious
Tuesday, January 14, 2025 - 2:56pm | 428ChargePoint Holdings Inc. (NYSE:CHPT) has secured its spot as the market leader in the U.S. EV charging network, boasting a commanding 32% share and more than 70,000 ports nationwide. The company’s network has overtaken Tesla Inc (NASDAQ:TSLA) and other major players, highlighting ChargePoint...
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ChargePoint Q3 Results Some Restructuring Benefits, Analysts Say: Expect 'Return To Growth In 2025'
Thursday, December 5, 2024 - 12:13pm | 778Shares of ChargePoint Holdings Inc (NYSE:CHPT) were up 6.15% at last check Thursday, after the company posted upbeat third-quarter revenues. Here are some key analyst takeaways from the company’s earnings report. RBC Capital Markets analyst Christopher Dendrinos maintained a Sector Perform...
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Trump's Victory A Tailwind For Domestic Steel, Risk For Canada, Say Analysts
Wednesday, November 6, 2024 - 7:53pm | 640The U.S. election results have stirred up first reactions in the markets. Analysts from JPMorgan Chase & Co see Donald Trump’s return to the White House as a potential shift in the commodity market. The bank’s equity research analyst, Bill Peterson, noted Trump’s history of...
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Steel Stocks Rebound: JPMorgan Lifts Ratings On Nucor, Steel Dynamics, US Steel
Monday, September 9, 2024 - 11:16am | 409Following the pressure on shares of North America steel companies due to weakening fundamentals, they are now more attractively valued. North American steel equities are now better positioned, with a potential improvement in the rate environment ahead and a stable post-election backdrop in 2025,...
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ChargePoint Q2, Guidance Miss Expectations, Analysts Say: 15% Layoffs Could 'Create Efficiencies'
Thursday, September 5, 2024 - 12:06pm | 725ChargePoint Holdings Inc (NYSE:CHPT) shares tanked in early trading on Thursday, after the company reported downbeat second-quarter sales. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets On ChargePoint Holdings Analyst...
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Plug Power Analyst Says Loan Commitment De-Risks Hydrogen Stock
Tuesday, May 14, 2024 - 12:30pm | 362Plug Power Inc (NASDAQ:PLUG) shares were climbing on Tuesday, just days after the company reported disappointing first-quarter results. The company announced a long-awaited loan commitment from the U.S. Department of Energy (DOE), which comes at a time when investors were concerned about the need...
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This eVTOL Stock Has A Trillion Dollar Opportunity: Analyst
Thursday, April 28, 2022 - 7:15pm | 389Anytime a company or sector has a trillion-dollar market opportunity, it causes some excitement for investors. That’s what happened Thursday with a new analyst note on a company that went public via SPAC merger in 2021. The Archer Aviation Analyst: JPMorgan analyst Bill Peterson initiated...
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JPMorgan Cuts Plug Power Price Target By $10 Despite Strong Execution
Wednesday, January 26, 2022 - 12:18pm | 260Although Plug Power Inc.’s (NASDAQ: PLUG) stock came under pressure following the Business Update call, the company seems to be “executing well across its business lines,” according to JPMorgan. The Plug Power Analyst: Bill Peterson maintained an Overweight rating for Plug Power...