Renewables & Clean Energy
BullishFSLR Price Target (BMO)
First Solar ($FSLR) received an upgrade from BMO Capital analyst Ameet Thakkar, moving the rating from Market Perform to Outperform. The firm raised its price target to $263 from $237, signaling increased confidence in the solar manufacturer's outlook. The upgrade comes as solar capacity additions continue to expand, though no specific production or shipment figures were disclosed in the announcement.
Oil & Gas Majors
NeutralZaza Energy Escrow Proceeds
ExxonMobil ($XOM) appeared in coverage of Dividend Aristocrats ahead of September 2026, as income-focused investors evaluate energy sector holdings. The Dividend Aristocrats index nearly matched the SPY benchmark in 2026 performance, with the report identifying undervalued picks within the group. Separately, Zaza Energy announced that Hess has agreed to an early release of escrow, with Zaza expecting to receive net cash proceeds of $11.5M from the arrangement. The Hess escrow release follows the company's acquisition by $XOM, though specific operational or production impacts were not detailed.
Utilities Sector
NeutralSouthern Company ($SO) was among stocks registering movement in after-hours trading following Thursday's close. The utility operator's activity followed the regular session, though no specific price change, percentage move, or fundamental catalyst was disclosed in the after-hours update. Utility sector participants continue to monitor rate cases and grid infrastructure investment trends, though no company-specific developments were detailed for $SO in available reporting.