The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how renewable energy stocks fared in Q4, starting with EnerSys (NYSE: ENS).

Renewable energy companies are buoyed by the secular trend of green energy that is upending traditional power generation. Those who innovate and evolve with this dynamic market can win share while those who continue to rely on legacy technologies can see diminishing demand, which includes headwinds from increasing regulation against “dirty” energy. Additionally, these companies are at the whim of economic cycles, as interest rates can impact the willingness to invest in renewable energy projects.

The 17 renewable energy stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 7.8% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.3% since the latest earnings results.

EnerSys (NYSE: ENS)

Supplying batteries that power equipment as big as mining rigs, EnerSys (NYSE: ENS) manufactures various kinds of batteries for a range of industries.

EnerSys reported revenues of $919.1 million, up 1.4% year on year. This print fell short of analysts’ expectations by 1.4%, but it was still a strong quarter for the company with a solid beat of analysts’ EBITDA estimates.

the stock is down 6.7% since reporting and currently trades at $172.67.

Is now the time to buy EnerSys? Access our full analysis of the earnings results here, it’s free.

Best Q4: Bloom Energy (NYSE: BE)

Working in stealth mode for eight years, Bloom Energy (NYSE: BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation.

Bloom Energy reported revenues of $777.7 million, up 35.9% year on year, outperforming analysts’ expectations by 18.7%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates.

However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $136.55.

Is now the time to buy Bloom Energy? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: Generac (NYSE: GNRC)

With its name deriving from a combination of “generating” and “AC”, Generac (NYSE: GNRC) offers generators and other power products for residential, industrial, and commercial use.

Generac reported revenues of $1.09 billion, down 11.6% year on year, falling short of analysts’ expectations by 5.9%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Interestingly, the stock is up 7% since the results and currently trades at $195.04.

Read our full analysis of Generac’s results here.

ChargePoint (NYSE: CHPT)

The most prominent EV charging company during the COVID bull market, ChargePoint (NYSE: CHPT) is a provider of electric vehicle charging technology solutions in North America and Europe.

ChargePoint reported revenues of $109.3 million, up 7.3% year on year. This result topped analysts’ expectations by 4.4%. Aside from that, it was a satisfactory quarter as it also produced a beat of analysts’ EPS estimates but revenue guidance for next quarter missing analysts’ expectations significantly.

The stock is down 25.4% since reporting and currently trades at $4.85.

Read our full, actionable report on ChargePoint here, it’s free.

EVgo (NASDAQ: EVGO)

Created through a settlement between NRG Energy and the California Public Utilities Commission, EVgo (NASDAQ: EVGO) is a provider of electric vehicle charging solutions, operating fast charging stations across the United States.

EVgo reported revenues of $118.5 million, up 75.5% year on year. This print surpassed analysts’ expectations by 16.3%. Overall, it was a strong quarter as it also produced a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

EVgo pulled off the highest full-year guidance raise among its peers. The stock is down 39% since reporting and currently trades at $1.73.

Read our full, actionable report on EVgo here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.