As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the renewable energy industry, including Sunrun (NASDAQ: RUN) and its peers.

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 strong Q1. As a group, revenues beat analysts’ consensus estimates by 5.7% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 8.4% on average since the latest earnings results.

Sunrun (NASDAQ: RUN)

Helping homeowners use solar energy to power their homes, Sunrun (NASDAQ: RUN) provides residential solar electricity, specializing in panel installation and leasing services.

Sunrun reported revenues of $722.2 million, up 43.2% year on year. This print exceeded analysts’ expectations by 12.6%. Overall, it was a strong quarter for the company with a solid beat of analysts’ ARR and EPS estimates.

Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 1.7% since reporting and currently trades at $12.61.

We think Sunrun is a good business, but is it a buy today? Read our full report here, it’s free.

Best Q1: 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 $751.1 million, up 130% year on year, outperforming analysts’ expectations by 42%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates.

Bloom Energy pulled off the biggest analyst estimate beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 13.6% since reporting. It currently trades at $257.26.

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

Weakest Q1: FuelCell Energy (NASDAQ: FCEL)

Founded in 1969, FuelCell Energy (NASDAQ: FCEL) is a leading manufacturer and developer of carbonate fuel cell technology for stationary power generation.

FuelCell Energy reported revenues of $35.59 million, down 4.9% year on year, falling short of analysts’ expectations by 12.6%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

The stock is flat since the results and currently trades at $17.41.

Read our full analysis of FuelCell Energy’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 $101.8 million, up 4.3% year on year. This number topped analysts’ expectations by 6%. Overall, it was a very strong quarter as it also put up a beat of analysts’ EPS and adjusted operating income estimates.

The stock is down 5.7% since reporting and currently trades at $7.17.

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

SolarEdge (NASDAQ: SEDG)

Established in 2006, SolarEdge (NASDAQ: SEDG) creates advanced systems to improve the efficiency of solar panels.

SolarEdge reported revenues of $310.5 million, up 41.5% year on year. This print surpassed analysts’ expectations by 2%. However, it was a slower quarter as it produced a significant miss of analysts’ EBITDA and EPS estimates.

The stock is up 29.2% since reporting and currently trades at $57.68.

Read our full, actionable report on SolarEdge 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 Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.