Three Clean Energy Names I Keep Coming Back To Going Into 2026

Clean energy feels tired right now. Prices are down. Sentiment is flat. Nobody wants to talk about it at dinner. That’s usually when I start paying attention... Going into 2026, the headlines are still noisy. GPUs. AI. Rates. But when I zoomed out, something else kept popping up in filings and earnings calls... backlog. Power constraints. Storage. Contracts getting signed quietly while the market looks elsewhere. I wasn’t looking for a theme. I was looking for companies with real revenue that keep getting pulled into deals no matter who’s in office or what Twitter is yelling about. So I went looking for the outliers... the companies that win regardless of the noise. If you're new to how I filter ideas, I don’t wing this stuff. I run everything through the same process. It keeps me honest. You can see it here: 10x Stock Checklist: My Exact 47-Point Analysis Framework

1. Bloom Energy (BE) — boring power, serious demand

Bloom isn’t flashy. That’s the point. They sell on-site power systems. Data centers use them. Hospitals use them. Governments use them. Places where the lights can’t go out. What caught my attention wasn’t the tech pitch. It was how often Bloom shows up when companies talk about energy reliability. Not greenwashing. Just power that works. The moat here is boring but real... once a customer installs these systems, ripping them out isn’t trivial. The numbers I care about:

• Price: ~$90
• Revenue growth: low-teens YoY
• Gross margins: mid-20s %
• Customers: commercial, government, data-heavy users
• Cash runway: Not disclosed The financials looked good, but I had to be sure. So I ran it through my 10x Stock Checklist: My Exact 47-Point Analysis Framework... and it passed the management integrity checks cleanly. That matters more to me than guidance slides. This isn’t a moonshot. It’s a rerating candidate if distributed power keeps becoming a necessity instead of a nice-to-have.

2. Plug Power (PLUG) — high risk, real stakes

This one made me uncomfortable. I like that. Plug is messy. Capital-intensive. Missed targets before. But it also sits right in the middle of hydrogen infrastructure... and that doesn’t get built halfway. This is the name where position sizing matters. I don’t trust the numbers blindly. I pull up the chart on TradingView to check the Volume Profile. If you aren't using their advanced charts yet, you should... it saves me hours of headaches. I use the pro screener to filter for hydrogen and clean energy names with improving relative volume. I don’t rush this one. My process here is mechanical:

• Weekly timeframe
• RSI first... if it’s under 30, I start paying attention
• Then volume expansion after long basing If you want to replicate this, I do it on TradingView (/tradingview). To find similar setups, I use the Screener (/tradingview-screener) and filter for:
• Market Cap < 2B
• Rel Vol > 2 It’s simple. It keeps emotion out of it. The numbers:
• Price: ~$5
• Revenue growth: ~20–30% YoY
• Gross margins: low-teens %
• Cash runway: Not disclosed
• Primary risk: dilution and execution This one either works or it doesn’t. I size it accordingly.

3. Ormat Technologies (ORA) — sell the power, get paid

Ormat is the opposite of Plug. They don’t sell a story. They sell electricity. Geothermal plants. Long-term contracts. Predictable cash flows. This is the kind of business that quietly compounds while nobody argues about it online. They benefit when energy demand rises... without needing breakthroughs or subsidies to survive. The numbers:

• Price: ~$65
• Revenue growth: high-single digits
• Gross margins: ~40%
• Business model: long-dated PPAs
• Dividend: modest but consistent This is the ballast in the portfolio. It’s not exciting. It’s stabilizing.

📚 Recommended Resources

10x Stock Checklist: My 47-point System

6 Simple Steps Spotting Undervalued Stocks

Earn $500/Month with Dividend Stocks

3 Swing Trading Strategies for Predictable Gains

The Reality Check (Risks)

I want to be clear... I could be wrong. A few things that would break this thesis:

• Policy shifts that delay or shrink clean energy incentives
• Cheaper fossil energy longer than expected
• Execution issues... especially with capital-heavy businesses
• Equity dilution during weak market windows None of these are theoretical. I assume at least one shows up.

My Plan

I’m not buying all three at once.

• Bloom is first on my list on pullbacks.
• Plug only after confirmation on volume and trend.
• Ormat is my slow add... boring on purpose. I don’t chase. I wait. I scale. Risk management matters more than being early. If you want to see exactly how I vet these companies to avoid zeroes, grab my 10x Stock Checklist: My Exact 47-Point Analysis Framework. It’s the same filter I’m using here.

Conclusion

Clean energy isn’t loud right now. That’s fine. What matters to me is contracts, backlog, and whether a business survives without applause. These three kept earning my attention when I stripped the narrative away. Before you open a position, make sure it passes your own sniff test. Download my 10x Stock Checklist to run the full audit. I’ll keep watching the filings... not the headlines.