Category Archives: smart grid

Digi International (DGII) Beats, Guides About Inline; Updates On Investigation

Digi Intl (DGII) reported results after the bell tonight that were a bit better than what analysts expected.  The company reported a non GAAP Q3 EPS of $0.09, 2 cents better than the analyst estimate of $0.07. Revenue for the quarter was $47.2 million, which was a bit higher than the estimate of $46.90 million.  Those numbers were about inline with what they posted a year ago and incrementally better than the previous quarter.  All … Read the rest

Needham Initiates Coverage On EnerNOC (ENOC) With Buy: Demand Response Leader

Needham has initiated coverage on EnerNOC (ENOC) this morning with a Buy rating and $37 price target.  Hat tip to Street Insider for the analyst comment.

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“EnerNOC holds the top position among Demand Response (DR) providers in addition to a commanding lead in the C&I space, that appears poised to improve even more in coming years. Further, the company’s technology is industry-leading, provides a scalable platform and … Read the rest

Jefferies Bullish On Green Stocks: Buy JASO, YGE, TSL, ITRI, ENS, AMSC; Hold FSLR, CSIQ, SOLF, SPWRA, STP, WFR, ORA

Jesse Pichel, who was formerly at Piper Jaffray, is now at Jefferies and initiating coverage on many green stocks.  Hat tip to Street Insider for the ratings.

Buy Rating:
JA Solar (JASO) – $8 price target
Yingli Green Energy (YGE) – $15 price target
Trina Solar (TSL) – $35 price target
Itron (ITRI) – $74 price target
EnerSys (ENS) – $28 price target
American Superconductor (AMSC) – $35 price target
EnerNOC (ENOC) – $38 price … Read the rest

Echelon (ELON) & Convergys (CVG) Partner To Develop Smart Grid Billing Solutions

Echelon (ELON) and Convergys (CVG) have announced a collaboration to develop next generation billing solutions for the smart grid.  The goal is to allow customers to pass energy usage data from Echelon’s real time system to Convergys real time customer relationship and billing system so they can see how much they’re spending in real time, allowing them to make adjustments for greater energy efficiency.

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Analyst Rating Roundup (FSLR, ENOC, CWST, KDN)

A few analyst rating changes for today..
Hat tip to Street Insider for the analyst commentary.

Canaccord Genuity maintains Buy rating on Casella Waste Systems (CWST) and has a price target of $6 which is more than 50% higher than current levels.  “We maintain our BUY on CWST with higher confidence that the company can improve recycling volumes within its recycling segment this fiscal year.” Shares of CWST aren’t moving on the positive comments, down … Read the rest

Ener1 (HEV) Signs MOU With Russian Federal Grid Company

Ener1 just announced that it has signed a memorandum of understanding with Russia’s Federal Grid Company.  Per the MOU, the two companies will work together to develop high-performance battery systems to help support Russia’s aging grid, which is expected to experience unprecedented demand in the years to come.

The MOU is part of a $15 billion effort by Federal Grid Company to modernize its power grid.

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Morning Analyst Ratings (COMV, FSLR, CREE)

Needham & Company has initiated coverage on Comverge (COMV) with a Buy rating and $14 price target.  Shares of COMV could use a boost.  They remain in a down trend and there is resistance all the way up to the 11.15 level of the 200 day moving average.  Hat tip to Street Insider for the following analyst comment:

“Overall, we view Comverge’s strong presence in US residential demand response (along with its building presence in … Read the rest

Spain’s Iberdrola Selects Itron (ITRI) For 1st Phase Of Large Smart Meter Program

Spain’s top energy company and one of the world’s largest utility companies, Iberdrola, has selected Itron’s (ITRI) smart meter technology for the first phase of its smart meter rollout.  Itron will provide the development and integration of the smart meters and the data management software to go with it.  The initial deployment calls for 100K meters in the city of Castellon, Spain to be completed by the end of this year with the potential for … Read the rest

Itron (ITR) Teams Up With RuggedCom On Smart Grid

Itron just announced a new partnership with Ruggedcom to help both companies increase their smart-grid related business. Under the agreement, Ruggedcom’s RuggedMAX product will be integrated into Itron’s OpenWay smart metering product to provide utilities with an extra WiMAX backhaul communications option.

In a press release, Elik Jaeger, Vice President of RuggedWIRELESS for RuggedCom, commented on the agreement:

“The collaboration with Itron is part of our commitment to work with leading providers of Smart … Read the rest

PowerSecure (POWR) Wins $30 Million Award From Major Utility

PowerSecure just announced that it has been chosen to provide its infrastructure services to a large US utility, a contract worth approximately $30 million over the next three years. As part of an expansion in the relationship between PowerSecure and the utility, PowerSecure will help the utility remodel its distribution system to make it more reliable and efficient.

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PowerSecure plans to report the income as part of … Read the rest