Looking back on renewable energy stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including SolarEdge (NASDAQ: SEDG) 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.

Luckily, renewable energy stocks have performed well with share prices up 18.1% on average since the latest earnings results.

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 exceeded analysts’ expectations by 2%. Overall, it was a satisfactory quarter for the company with a solid beat of analysts’ adjusted operating income estimates but a significant miss of analysts’ EPS estimates.

Interestingly, the stock is up 28.6% since reporting and currently trades at $57.41.

Is now the time to buy SolarEdge? Access our full analysis of the earnings results 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 scored the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 52.2% since reporting. It currently trades at $344.50.

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’ adjusted operating income estimates.

Interestingly, the stock is up 40.3% since the results and currently trades at $24.32.

Read our full analysis of FuelCell Energy’s results here.

Blink Charging (NASDAQ: BLNK)

One of the first EV charging companies to go public, Blink Charging (NASDAQ: BLNK) is a manufacturer, owner, operator, and provider of electric vehicle charging equipment and networked EV charging services.

Blink Charging reported revenues of $20.78 million, flat year on year. This number lagged analysts’ expectations by 4.1%. Aside from that, it was a very strong quarter as it logged a beat of analysts’ EPS and EBITDA estimates.

The stock is down 31.9% since reporting and currently trades at $0.65.

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

Fluence Energy (NASDAQ: FLNC)

Pioneering the use of lithium-ion batteries for grid storage, Fluence (NASDAQ: FLNC) helps store renewable energy sources with battery systems.

Fluence Energy reported revenues of $464.9 million, up 7.7% year on year. This result missed analysts’ expectations by 24%. More broadly, it was actually a strong quarter as it put up a beat of analysts’ EPS and EBITDA estimates.

Fluence Energy had the weakest performance against analyst estimates among its peers. The stock is up 85.5% since reporting and currently trades at $25.16.

Read our full, actionable report on Fluence Energy 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.

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