Citi Upgrades Generac Holdings (GNRC) to Buy, Opens Catalyst Watch

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BofA lists best U.S. clean tech stocks for 2026

January 12, 2026 4:00 PM EST

Bank of America said 2026 will be a stock-pickers cycle, not a solar-beta cycle, as policy clarity gives way to what it calls grid reality.

Analyst Dimple Gosai wrote in a note to clients that while solar remains the cheapest and fastest way to add new power, the investment debate has shifted as tax credit deadlines pull demand forward and interconnection delays widen the gap between... More