Technip Energies (PARIS:TE) announces that Mr. Joseph Rinaldi, current Chair of the Board of Directors (the “Board”), has informed the Board of his intention to retire at the end of his current term immediately following the 2026 Annual General Meeting (“2026 AGM”) and will not seek reappointment at the 2026 AGM. The Board has decided to nominate Mr. John O’Higgins for appointment to the Board at the 2026 AGM and to designate Mr. O’Higgins to succeed Mr. Rinaldi as Chair of the Board, assuming his appointme ...

Baker Hughes Company (NASDAQ:BKR) is included among the 14 Best LNG Stocks to Buy Now. Baker Hughes Secures Contract for 25 Generators to Power AI Data Center Carol Gauthier/Shutterstock.com Baker Hughes Company (NASDAQ:BKR) is an energy technology company that provides solutions for energy and industrial customers worldwide. Baker Hughes Company (NASDAQ:BKR) announced on February 24 that it had secured an award to supply 25 BRUSH Power Generation electric generators to Boom Supersonic for use in AI da ...

4q25 AND full year Earnings call KARNOTM PRODUCT DEVELOPMENT Power System & Performance UL Certification February 25, 2026 DISCLAIMER The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of present or historical fact included in this presentation, regarding Hyliion and its future financial and operational ...

Core Viewpoint - A class action lawsuit has been announced against Enphase Energy, Inc. for securities purchasers during the specified class period from April 22, 2025, to October 28, 2025 [1] Group 1: Company Overview - Enphase Energy, Inc. is identified as an energy technology company [1] Group 2: Legal Proceedings - The Rosen Law Firm is leading the investigation into allegations against Enphase Energy, Inc. related to the class action lawsuit [1]

Core Viewpoint - Geospace Technologies Corporation (NASDAQ:GEOS) experienced a significant decline in share price and financial performance, primarily due to reduced revenue across its major segments, particularly in Energy Solutions [1][3][4]. Financial Performance - For Q1 2026, Geospace reported a net loss of $9.8 million, translating to a loss of $0.76 per diluted share, a stark contrast to a net income of $8.4 million or $0.65 per diluted share in the same period last year [3]. - Revenue for the quarter fell by 31% year-over-year to $25.6 million [3]. Segment Performance - The decline in revenue was largely driven by a 40% drop in the Energy Solutions segment, attributed to lower utilization of the OBX rental fleet [4]. - Other segments, including Smart Water and Intelligent Industrial, also saw revenue declines of 21% and 8%, respectively, compared to the previous year [4]. Market Reaction - Following the release of its Q1 2026 results on February 4, the share price of Geospace Technologies fell by 44.57% between February 3 and February 10, 2026, marking it as one of the Energy Stocks that lost the most during that week [1][7].

Core Viewpoint - Generac's stock surged over 17% following a positive AI-driven growth forecast despite a decline in fourth-quarter net sales and profits [1][4]. Group 1: Financial Performance - Generac reported a 12% year-over-year decline in fourth-quarter net sales, totaling $1.1 billion [4]. - Residential product sales fell by 23% to $572 million, attributed to fewer power outages leading to lower portable generator shipments [4]. - In contrast, commercial and industrial product revenue increased by 10% to $400 million, driven by higher sales to data center customers [4]. - Adjusted net income for the quarter was $95 million, or $1.61 per share, down from $168 million, or $2.80 per share, in the same quarter last year [5]. Group 2: Future Outlook - Generac anticipates full-year sales growth in the mid-teens percentage range for 2026, with a projected 10% increase in residential product sales due to normalized power outage activity [6]. - The company expects commercial and industrial sales to grow by 30%, bolstered by the expansion of its data center business [6]. - CEO Aaron Jagdfeld highlighted ongoing investments in manufacturing capabilities, including the acquisition of a new facility in Wisconsin, aimed at doubling commercial and industrial product sales in the coming years [7].

Core Insights - NextNRG, Inc. has signed a Memorandum of Understanding (MOU) with NeutronX Corporation to collaborate on energy projects, positioning NextNRG as the lead partner contractor and project manager [1][2] Collaboration Framework - The MOU establishes a framework for NextNRG to provide technical expertise, operational support, proprietary technology, and resources for energy projects pursued by NeutronX [2][3] - NeutronX will utilize its government contracting expertise to identify and win projects in defense, infrastructure, and related sectors, while NextNRG will support project execution and maintenance [3][4] Strategic Goals - This collaboration aims to create synergy between NeutronX's government contracting experience and NextNRG's AI-driven energy infrastructure capabilities, enhancing service delivery to government and defense sectors [4][7] - The partnership is expected to focus on areas such as energy infrastructure, intelligent grid systems, and cybersecurity for critical systems [5] Project Execution - For each government project, separate definitive agreements will be negotiated to outline specific terms, deliverables, and compensation, without creating an exclusive relationship outside of agreed projects [6] Company Background - NextNRG integrates AI and machine learning into energy management solutions, including utility infrastructure and renewable energy, aiming to optimize both new and existing systems [9][11] - NeutronX is led by Colonel Emilio Gonzalez, focusing on building intelligent energy systems for national security and critical infrastructure [8]

Core Viewpoint - Pelican Bay Capital Management (PBCM) reported strong performance in its Concentrated Value Strategy for Q4 2025, driven by AI-related stocks and commodities exposure, outperforming the Russell 1000 Value Index [1]. Group 1: PBCM Performance - PBCM's Concentrated Value Strategy returned 8.5% in Q4 2025, compared to a 3.8% return for the Russell 1000 Value Index [1]. - For the full year, the Strategy achieved a return of 20.6%, exceeding the Index's 15.9% [1]. - The firm focuses on investing in high-quality companies with strong balance sheets [1]. Group 2: Generac Holdings Inc. (NYSE:GNRC) - Generac Holdings Inc. was highlighted as an underperformer in PBCM's Q4 2025 investor letter, with a stock price of $183.53 as of February 6, 2026 [2]. - The one-month return for Generac was 17.20%, and it experienced a 26.51% increase over the past twelve months, with a market capitalization of $10.77 billion [2]. - PBCM noted that Generac and Brown-Forman experienced weakness in Q4, as both companies gave back some gains from Q3 [3]. - PBCM expressed a willingness to add to its position in Generac if the stock continues to decline [3]. Group 3: Hedge Fund Interest - Generac Holdings Inc. was held by 54 hedge fund portfolios at the end of Q3 2025, an increase from 51 in the previous quarter [4]. - While acknowledging Generac's potential, PBCM believes certain AI stocks present greater upside potential and less downside risk [4].

Core Viewpoint - Bloom Energy Corporation reported record revenue of $2.02 billion for the full year 2025, marking a significant growth driven by the AI data center industry and strong demand from the commercial and industrial (C&I) sector [1]. Full Year Highlights - Revenue for 2025 reached $2.02 billion, representing a 37.3% increase compared to $1.47 billion in 2024 [1]. - The growth in revenue was primarily attributed to the expansion in the AI data center industry and sustained demand from the C&I business [1].

Core Insights - American Superconductor Corp. (AMSC) experienced a significant surge of 22.65% in after-hours trading, reaching a price of $33.86 after closing the regular session at $27.61, which was a decline of 7.97% [1] Financial Performance - AMSC reported third-quarter fiscal 2025 revenue of $74.5 million, marking a 21% increase from $61.4 million in the same quarter of fiscal 2024, driven by organic growth and the acquisition of Brazilian transformer manufacturer Comtrafo [2] - The company posted a net income of $117.8 million, or $2.68 per share, up from $2.5 million, or $0.07 per share, in the same period of fiscal 2024. Non-GAAP net income totaled $123.5 million, or $2.81 per share, compared to $6 million, or $0.16 per share, a year earlier [3][4] - A significant tax benefit of $113.1 million from the release of a valuation allowance on a deferred tax asset contributed to the improved net income figures [4] Cash Position and Future Outlook - As of December 31, 2025, AMSC's cash, cash equivalents, and restricted cash totaled $147.1 million, an increase from $85.4 million at March 31, 2025 [4] - The company anticipates fourth-quarter revenue to exceed $80 million, with non-GAAP net income projected to surpass $8 million, or $0.17 per share [4] Trading Metrics - AMSC has a market capitalization of $1.25 billion, with a 52-week trading range between $13.98 and $70.49. The stock has gained 8.19% over the past 12 months and is currently positioned at approximately 24.1% of its 52-week range, indicating it is near the lower end [5] - The Relative Strength Index (RSI) of AMSC stands at 33.78, suggesting potential short-term upward movement alongside medium- and long-term consolidation [5][6]