3 Clean Energy Stocks Showing Positive Moving Average Trends
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 08 2026
0mins
Source: Marketbeat
Current Trends in Energy Sector: The war in Iran has led to new winners in the oil and gas industry, with energy being the only sector projected to grow positively by 2026, despite rising crude prices highlighting the need for energy independence and diverse sources.
Clean Energy Growth: Clean energy stocks have been quietly regaining strength, with several prominent companies reaching key levels in their moving averages, indicating potential buying opportunities as they prepare for Q2.
Impact of Legislation: The One Big Beautiful Bill Act (OBBBA) signed last July was expected to impact the clean energy sector, particularly solar companies, as residential and commercial solar credits are set to expire, yet renewable energy stocks have thrived since the bill's enactment.
Investment Recommendations: Analysts suggest that solar technology advancements and the diversification of clean energy stocks are driving investor interest, with recommendations for five specific stocks that are poised for growth in the current market environment.
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 940.660
Low
714.00
Averages
858.23
High
1087
Current: 940.660
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is engaged in the electric power industry, with products and services that generate, transfer, orchestrate, convert, and store electricity. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. The electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Legislative Support: Last year, the Swedish parliament passed legislation to finance a new generation of reactors, the first to be built in Sweden in over 40 years, which the government views as essential for achieving net zero emissions by 2045.
- Project Scale: Vattenfall plans to order either five BWRX-300 reactors from GE Vernova or three Rolls-Royce SMRs through its Videberg Kraft venture by August 2025, providing a total output of approximately 1,500 MW, significantly boosting power supply capacity.
- Energy Transition Strategy: This initiative not only aids Sweden in achieving its energy transition goals but also promotes the synergistic development of renewable energy and nuclear power, ensuring the stability and sustainability of future energy supplies.
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- Support for U.S. Nuclear Expansion: This investment is part of a broader nuclear collaboration between the U.S. and Japan aimed at supporting the expansion of the U.S. nuclear power sector, with initial projects being considered in Tennessee where licensing processes have already begun.
- Trump Administration Policy Push: The Trump administration has signed an executive order to accelerate the deployment of nuclear technologies, aiming to quadruple U.S. nuclear generation capacity from about 100 gigawatts to 400 gigawatts by 2050, thereby promoting the development of small modular reactors.
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See More
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- Revenue Growth Projections: NOMAD anticipates approximately 175% revenue growth in 2025, 135% in 2026, and over 285% in 2027, providing robust financial backing for LIXTE's transformation efforts.
See More
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- Nuclear Cooperation Agreement: Swedish utility Vattenfall has selected Britain's Rolls-Royce SMR to supply small modular reactors, marking a significant advancement in Sweden's nuclear energy sector and expected to enhance national energy security.
- Legislative Support: Last year, the Swedish parliament passed legislation to finance a new generation of reactors, the first to be built in Sweden in over 40 years, which the government views as essential for achieving net zero emissions by 2045.
- Project Scale: Vattenfall plans to order either five BWRX-300 reactors from GE Vernova or three Rolls-Royce SMRs through its Videberg Kraft venture by August 2025, providing a total output of approximately 1,500 MW, significantly boosting power supply capacity.
- Energy Transition Strategy: This initiative not only aids Sweden in achieving its energy transition goals but also promotes the synergistic development of renewable energy and nuclear power, ensuring the stability and sustainability of future energy supplies.
See More
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- Japan's Nuclear Investment Plan: The Japanese government plans to invest approximately $65 billion in next-generation small modular reactor projects in the U.S., including a $25 billion investment in NuScale Power, indicating Japan's proactive stance in the global nuclear energy market.
- Support for U.S. Nuclear Expansion: This investment is part of a broader nuclear collaboration between the U.S. and Japan aimed at supporting the expansion of the U.S. nuclear power sector, with initial projects being considered in Tennessee where licensing processes have already begun.
- Trump Administration Policy Push: The Trump administration has signed an executive order to accelerate the deployment of nuclear technologies, aiming to quadruple U.S. nuclear generation capacity from about 100 gigawatts to 400 gigawatts by 2050, thereby promoting the development of small modular reactors.
- Market Sentiment Shift: Despite SMR stock being down nearly 40% this year, retail sentiment around the stock shifted from 'bearish' to 'neutral' within 24 hours, reflecting optimism about the Japanese investment and potentially attracting interest from more countries.
See More
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- Significant Revenue Growth: Bloom Energy's Q1 revenue surged 130% year-over-year to $751.1 million, driven by a 208% increase in product revenue, indicating strong demand in the data center market, with 2026 revenue projected to reach $3.4 to $3.8 billion, reflecting an approximately 80% growth.
- Surge in Power Equipment Orders: GE Vernova's Q1 orders increased 71% year-over-year to $18.3 billion, with gas turbine orders and slot reservations rising from 83 gigawatts to 100 gigawatts, showcasing robust demand for grid equipment, with expectations to reach at least 110 gigawatts by the end of 2026.
- Long-term Nuclear Agreements: Vistra has signed long-term nuclear power agreements with Amazon and Meta, providing up to 1,200 megawatts and 2,609 megawatts of nuclear energy, respectively, further solidifying its position in the competitive U.S. power market, with 2023 EBITDA expected to reach $6.8 to $7.6 billion.
- Market Risks and Opportunities: Despite facing risks related to project timing and demand fluctuations, ongoing demand signals suggest that the electricity bottleneck presents investors with a more grounded investment opportunity in the AI boom, particularly in the power infrastructure sector.
See More
Surge in AI Infrastructure Investments
- Financing Platform Launch: Broadcom, in collaboration with Apollo Global Management and Blackstone, has initiated a financing platform aimed at achieving over 20 gigawatts of AI compute capacity by 2028, starting with a $35 billion tranche, indicating strong market demand for AI infrastructure.
- Bloom Energy Revenue Surge: Bloom Energy reported a 130% year-over-year revenue increase in Q1, reaching $751.1 million, with product revenue soaring 208%, and it now expects 2026 revenue to hit between $3.4 billion and $3.8 billion, highlighting its market leadership in data center power solutions.
- GE Vernova Order Surge: GE Vernova's Q1 orders surged 71% year-over-year to $18.3 billion, pushing total backlog to $163 billion, reflecting robust demand in the grid equipment market, with expectations to reach at least 110 gigawatts of generation capacity by the end of 2026.
- Vistra Long-term Agreements: Vistra has signed 20-year power purchase agreements with Amazon and Meta to supply up to 2,609 megawatts of nuclear power, further solidifying its position among competitive power producers in the U.S., while also planning to acquire 5,500 megawatts of natural gas generation capacity to enhance market competitiveness.
See More
LIXTE Biotechnology Transforms into Power Infrastructure Company
- Strategic Transformation: LIXTE Biotechnology has announced its pivot from a clinical-stage cancer drug developer to a power infrastructure company, aiming to address the acute electricity shortages impacting the AI sector in the modern economy.
- Acquisition Plan: LIXTE has entered into an agreement to acquire NOMAD Transportable Power Systems, Inc., a leader in deployable utility-grade battery storage, and plans to rename itself NOMAD Power Solutions, marking a complete business metamorphosis.
- Market Demand: The North American Electric Reliability Corporation projects a 224-gigawatt increase in summer peak demand over the next decade, and LIXTE's transformation is a strategic response to this systemic electricity shortage, which is expected to drive business growth.
- Revenue Growth Expectations: NOMAD anticipates revenue growth of approximately 175% in 2025, 135% in 2026, and over 285% in 2027, highlighting LIXTE's significant market opportunities in the power infrastructure sector.
See More
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- Strategic Shift: LIXTE Biotechnology announced its acquisition of NOMAD Transportable Power Systems, pivoting from clinical cancer drug development to focus on power infrastructure, addressing the urgent electricity needs of the AI era.
- Market Opportunity: The North American Electric Reliability Corporation projects a 224-gigawatt increase in summer peak demand over the next decade, with LIXTE's transformation targeting this power shortage by offering NOMAD's deployable battery systems as a solution.
- Technological Advantage: NOMAD's systems are transportable and can be deployed quickly, circumventing the lengthy approval processes of traditional battery installations, with manufacturing capacity expected to grow from 2.5 gigawatts in 2026 to 3.5 gigawatts, meeting rising market demands.
- Revenue Growth Projections: NOMAD anticipates approximately 175% revenue growth in 2025, 135% in 2026, and over 285% in 2027, providing robust financial backing for LIXTE's transformation efforts.
See More
