Ratings by Evercore ISI (Nicholas Amicucci)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/10/2026 | Entergy Corp | ETR | Upgrade | Outperform (In Line) |
109.66 (113.81) |
3.78% | Details | |
| 5/15/2026 | Fermi | FRMI | Downgrade | In Line (Outperform) |
7.37 (8.69) |
17.91% | Details | |
| 5/12/2026 | SOLV Energy Inc | MWH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2026 | Constellation Energy | CEG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | SOLV Energy Inc | MWH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Xcel Energy | XEL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | NextEra Energy | NEE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Mirion Technologies | MIR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | First Solar | FSLR | Maintain | In Line (N/A) |
|
Details | ||
| 5/4/2026 | Entergy Corp | ETR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/4/2026 | Enphase Energy | ENPH | Maintain | In Line (N/A) |
|
Details | ||
| 5/4/2026 | CenterPoint Energy | CNP | Maintain | In Line (N/A) |
|
Details | ||
| 5/1/2026 | Dominion Resources, Inc. | D | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2026 | Bloom Energy Corp. | BE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Constellation Energy | CEG | New Coverage | Outperform (N/A) |
287.16 (270.26) |
-5.89% | Details | |
| 4/14/2026 | Bloom Energy Corp. | BE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2026 | SOLV Energy Inc | MWH | New Coverage | Outperform (N/A) |
28.47 (32.63) |
14.61% | Details | |
| 3/5/2026 | Archrock | AROC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | XPLR Infrastructure | XIFR | Downgrade | In Line (Outperform) |
10.25 (11.54) |
12.59% | Details | |
| 3/5/2026 | Sempra Energy | SRE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | American Electric Power | AEP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Southern Co. | SO | Upgrade | Outperform (In Line) |
97.63 (94.93) |
-2.77% | Details | |
| 3/5/2026 | PPL Corp | PPL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Public Service Enterprise Group Inc. | PEG | Upgrade | Outperform (In Line) |
83.91 (81.39) |
-3% | Details | |
| 3/5/2026 | NiSource | NI | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2026 | Montrose Environmental Group | MEG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | First Solar | FSLR | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2026 | Exelon | EXC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Entergy Corp | ETR | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2026 | Consolidated Edison | ED | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Duke Energy | DUK | Downgrade | In Line (Outperform) |
131.88 (125.05) |
-5.18% | Details | |
| 3/5/2026 | Clearway Energy Inc. | CWEN | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2026 | CenterPoint Energy | CNP | Maintain | In Line (N/A) |
|
Details | ||
| 2/26/2026 | Public Service Enterprise Group Inc. | PEG | Maintain | In Line (N/A) |
|
Details | ||
| 2/25/2026 | NRG Energy | NRG | New Coverage | Outperform (N/A) |
184.03 (137.66) |
-25.2% | Details | |
| 1/8/2026 | Bloom Energy Corp. | BE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Fermi | FRMI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | NextEra Energy | NEE | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/25/2025 | Mirion Technologies | MIR | New Coverage | Outperform (N/A) |
24.93 (18.78) |
-24.67% | Details | |
| 11/6/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | First Solar | FSLR | Maintain | In Line (N/A) |
|
Details | ||
| 10/29/2025 | Enphase Energy | ENPH | Maintain | In Line (N/A) |
|
Details | ||
| 10/28/2025 | NextEra Energy | NEE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2025 | Fermi | FRMI | New Coverage | Outperform (N/A) |
23.54 (7.37) |
-68.69% | Details | |
| 10/20/2025 | NiSource | NI | Maintain | In Line (N/A) |
|
Details | ||
| 10/13/2025 | Bloom Energy Corp. | BE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Exelon | EXC | New Coverage | Outperform (N/A) |
45.34 (46.62) |
2.82% | Details | |
| 10/7/2025 | Xcel Energy | XEL | New Coverage | Outperform (N/A) |
80.26 (80.33) |
0.09% | Details | |
| 10/7/2025 | Sempra Energy | SRE | New Coverage | Outperform (N/A) |
91.44 (92.29) |
0.93% | Details | |
| 10/7/2025 | Duke Energy | DUK | New Coverage | Outperform (N/A) |
123.54 (125.05) |
1.22% | Details | |
| 10/7/2025 | American Electric Power | AEP | New Coverage | Outperform (N/A) |
114.06 (133.74) |
17.25% | Details | |
| 10/7/2025 | Enphase Energy | ENPH | New Coverage | In Line (N/A) |
36.80 (47.22) |
28.32% | Details | |
| 10/7/2025 | NextEra Energy | NEE | New Coverage | Outperform (N/A) |
80.06 (86.43) |
7.96% | Details | |
| 10/7/2025 | PPL Corp | PPL | New Coverage | Outperform (N/A) |
36.70 (36.29) |
-1.12% | Details | |
| 10/7/2025 | First Solar | FSLR | New Coverage | In Line (N/A) |
230.13 (249.24) |
8.3% | Details | |
| 10/7/2025 | Bloom Energy Corp. | BE | New Coverage | Outperform (N/A) |
90.29 (321.98) |
256.61% | Details | |
| 10/7/2025 | Clearway Energy Inc. | CWEN | New Coverage | In Line (N/A) |
30.34 (36.56) |
20.5% | Details | |
| 10/7/2025 | Public Service Enterprise Group Inc. | PEG | New Coverage | In Line (N/A) |
82.00 (81.39) |
-0.74% | Details | |
| 10/7/2025 | Consolidated Edison | ED | New Coverage | In Line (N/A) |
98.81 (108.75) |
10.06% | Details | |
| 10/7/2025 | AES Corp. | AES | New Coverage | In Line (N/A) |
14.58 (14.70) |
0.82% | Details | |
| 10/7/2025 | Dominion Resources, Inc. | D | New Coverage | In Line (N/A) |
61.53 (68.45) |
11.25% | Details | |
| 10/7/2025 | NiSource | NI | New Coverage | In Line (N/A) |
43.83 (47.26) |
7.83% | Details | |
| 10/7/2025 | Entergy Corp | ETR | New Coverage | In Line (N/A) |
95.39 (113.81) |
19.31% | Details | |
| 10/7/2025 | CenterPoint Energy | CNP | New Coverage | In Line (N/A) |
38.86 (43.50) |
11.94% | Details | |
| 10/7/2025 | Southern Co. | SO | New Coverage | In Line (N/A) |
94.54 (94.93) |
0.41% | Details | |
| 8/26/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2025 | Centrus Energy Corp. | LEU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Centrus Energy Corp. | LEU | New Coverage | Outperform (N/A) |
94.71 (177.50) |
87.41% | Details |

