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05.02.26 - 23:06
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Space-computing push of Elon Musk′s SpaceX shines beam on China′s solar supply chain (SCMP)
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Elon Musk's SpaceX has been sounding out multiple Chinese solar suppliers in recent weeks, industry insiders and companies confirmed, as the world's richest man advances his vision for space-based data centres powered by constant solar energy – drawing fresh attention to China's solar supply chain.
The discussions, which have not yet resulted in confirmed orders, triggered a rally in shares of several solar-related companies earlier this week, before sentiment cooled on Thursday.
Analysts and......
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05.02.26 - 22:21
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Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results with Record Full Year Revenues (Business Wire)
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Record full year gross margin and 2.5x YoY product backlog growth
2nd consecutive year of positive cash flow from operations
All product shipments now 800 V dc ready
SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy Corporation (NYSE: BE) reported today its financial results for the fourth quarter and the full year ended December 31, 2025. The company had record revenue of $2.02 billion for the full year driven by significant growth from the AI data center industry and continued strong demand from the C&I business.
Full Year Highlights
Revenue of $2.02 billion in 2025, an increase of 37.3% compared to $1.47 billion in 2024. Product and service revenue of $1.76 billion in 2025, an increase of 35.5% compared to $1.30 billion in 2024.
Gross margin of 29.0% in 2025, an increase of 1.6 percentage points compared to 27.5% in 2024; Non-GAAP gross margin of 30.3% in 2025, an increase of 1.6 percentage points compared to 28.7% in 2024.
Operating income of $72.8 million in 2025, an increase of $49.9 million compare...
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05.02.26 - 21:48
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Notification of Executive′s transactions with Vestas shares (Cision)
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Vestas Wind Systems A/S, Aarhus, 5 February 2026
Company Announcement no. 03/2026
In accordance with Article 19 (3) of the EU Market Abuse Regulation, Vestas Wind Systems A/S is required to disclose information regarding trading in Vestas Wind Systems A/S shares and securities by Executives and persons closely associated with an Executive.
The statement is based on reports which Vestas Wind Systems A/S has received from an Executive, see appendix.
Contact details
Vestas Wind Systems A/S, Denmark
Daniel Patterson, Vice President
Investor Relations
Tel: +45 2669 2725...
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05.02.26 - 21:36
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Outlook for Northland Power Stock in 2026 (Fool)
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Northland's Taiwan offshore wind ramp is the make-or-break story for 2026, and delays are already reshaping cash flow expectations.
The post Outlook for Northland Power Stock in 2026 appeared first on The Motley Fool Canada....
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05.02.26 - 21:36
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Live: Will Bloom Energy Soar After Earnings Tonight? (24/7 Wall St.)
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Live Updates Bloom Energy Shares Hammered Today 5 minutes ago Live Yesterday saw one of the largest momentum sell-offs of the 21st century as investors rotated out of risk. The sell-off is continuing today. Bloom shares are down another 8.5% in late trading. The message is pretty clear, Bloom will need to deliver exceptional earnings ... Live: Will Bloom Energy Soar After Earnings Tonight?
The post Live: Will Bloom Energy Soar After Earnings Tonight? appeared first on 24/7 Wall St.....
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05.02.26 - 20:01
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Vestas wins 26 MW order in New Zealand (Cision)
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News release from Vestas Asia Pacific
Seoul, 5 February 2026
Vestas has received an order for the 26 MW Kapuni Wind Farm in New Zealand from Hiringa Energy Limited.
The order includes supply and installation of 4 V162-6.4 MW EnVentus wind turbines optimised to boost energy output. The order also includes a 20-year service agreement, ensuring reliable, long-term clean power for local communities and industry.
The Kapuni project is a partnership between Hiringa Energy, Balance Agri-Nutrients, Todd, PKW and MBIE, with Hiringa Energy leading development and operations. As one of New...
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05.02.26 - 19:48
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Vestas Wind Systems A-S Kaufen (DPA-AFX)
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FRANKFURT (dpa-AFX Analyser) - Die DZ Bank hat den fairen Wert für Vestas nach Zahlen zum vierten Quartal von 195 auf 200 dänischen Kronen angehoben und die Einstufung auf "Kaufen" belassen. Der Anlagehintergrund bleibe intakt, schrieb Aristotelis Moutopoulos ......
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