Clean Energy
ARRY Array Technologies, Inc.
BE Bloom Energy Corp.
CSIQ Canadian Solar Inc
ENLT Enlight Renewable Energy Ltd
ENPH Enphase Energy, Inc.
FSLR First Solar, Inc.
FLNC Fluence Energy, Inc.
GEV GE Vernova
HASI Hannon Armstrong Sustainable Infrastructure
NXT Nextracker, Inc.
MTZ MasTec, Inc.
PRIM Primoris Services Corporation
PWR Quanta Services, Inc.
RUN Sunrun Inc
RNW ReNew Energy Global Plc
SHLS Shoals Technologies Group, Inc.
SEDG SolarEdge Technologies, Inc.
Differentiated Product
Our coverage combines detailed company models, sector-level supply/demand frameworks, and regular channel/expert checks across clean energy, power infrastructure, BESS, gas generation,EPC/E&C, and emerging firm-power technologies. Since July 2025, our work has focused on where demand is real vs. pulled forward, where earnings power shows up, and which companies canconvert policy, data-center load, grid investment, and storage growth into durable cash flow. We have emphasized valuation discipline around 45X/FEOC, safe harbor, tariffs, and data-centeroptionality, rather than underwriting thematic upside without timing or margin proof.
Key Reports
- E&C Sector Launch – MTZ, PRIM, PWR
- PRIM upgrade to O/P in May 2026, CSIQ upgrade to N in Mar 2026
- Timely call w/ Geothermal expert and key investor debates in May 2026
- FSLR deep dive on Tesla competition – Feb 2026
- Timely downgrades ahead of limited catalysts – FLNC
- Data Center World Conf Takeaways
Notable Events
- NDR: SEDG, TOYO, HASI
- RE+ meetings: SEDG, ARRY, NXT, RUN, FSLR, CSIQ
- Mizuho PEI conf Dec 2025: BE, ENLT, HASI, NXT, SHLS
- Corporate group meetings: NuScale, TalonPV
Expert conference calls
- Geothermal expert in May 2026
- HJT Solar expert in April 2026
- BESS lunch w/ Benchmark in Oct 2025
- Trade lawyer @ DCH Law in Oct 2025 on solar/storage policy
Analyst Bio
Maheep is a senior analyst with 14 years experience covering clean energy and renewables in the New York. He joined Mizuho in late 2023 and launched coverage in November 2023. Prior toMizuho was at Credit Suisse for 12 years and most recently as Director of equity research. Prior to CS was Sr. analyst at CRISIL Chennai for 3 yrs. Was II rising star in 2018 and ranked runner-upfrom 2019-2022 in All-Americas Research Team survey. He holds an MBA from the Institute of Management at Nirma University and a Bachelor’s in Electrical Engineering from Gujarat University