cleantech
Commented by Fabian Lorenz on December 30th, 2025 | 07:00 CET
HYDROGEN STOCK with 10x POTENTIAL! Nel ASA, thyssenkrupp, and dynaCERT are starting the new year in different ways
Hydrogen stocks have had a challenging year. However, analysts see the potential for 10x growth in the new year, specifically, for the cleantech company dynaCERT. Operational tailwinds are coming from market entry in Mexico and sales successes in Europe. Successes in Asia are expected to follow in 2026. The decisive factor for 2026 will be whether dynaCERT makes progress in terms of order volume, capacity utilization, and recurring revenues. With its retrofit solution, dynaCERT is setting itself apart from large plant manufacturers such as thyssenkrupp nucera and Nel ASA. Analysts praise the former for its efficient structures and full coffers. The other is aggressive despite its share price being at an all-time low.
ReadCommented by Fabian Lorenz on December 29th, 2025 | 07:10 CET
Three potential takeover candidates for 2026: Puma, RENK, and CHAR Technologies
Which companies could become acquisition targets in 2026, and where might shareholders benefit from strategic interest? Three names stand out. From the booming energy sector, CHAR Technologies is attracting attention. The Canadian company has only recently been listed on the Frankfurt Stock Exchange, but has already completed its development phase and is targeting strong revenue growth. CHAR benefits from strong partners such as ArcelorMittal, which could easily manage an acquisition. RENK is also a candidate: anchor shareholder KNDS could make good strategic use of an acquisition in the context of its IPO story, and the former RENK CFO is already on board. Things are also likely to remain interesting at Puma. According to analysts, a takeover premium of around 30% could be on the cards.
ReadCommented by Armin Schulz on December 23rd, 2025 | 07:05 CET
The strategic positioning of Plug Power, dynaCERT, and Nel ASA in the USD 110 billion market
2025 marks the long-awaited turning point for the hydrogen economy: with global investments of over USD 110 billion, annual volumes recently exploding by 70%, and groundbreaking infrastructure projects such as Germany's 400 km core network, the vision is becoming a commercial reality. Technological milestones, such as Bosch's production-ready fuel cell truck system, and ambitious EU targets underscore the enormous potential for decarbonization. In this dynamic environment, it is innovative companies that are translating these macroeconomic dynamics into concrete growth opportunities. Against this backdrop, it is worth taking a closer look at the pioneers Plug Power, dynaCERT, and Nel ASA.
ReadCommented by Carsten Mainitz on December 18th, 2025 | 07:30 CET
When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms?
The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early on. The framework conditions in Europe have improved significantly thanks to a matchmaking portal for hydrogen projects and subsidies. The US is attracting investors with tax incentives for clean hydrogen. Overall, the market has become more technologically mature and increasingly more large-scale projects are being realized. Everything points to a revival of hydrogen stocks. Who will be ahead next year?
ReadCommented by Carsten Mainitz on December 17th, 2025 | 07:35 CET
Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial?
The 2025 stock market year was full of exciting developments. Bull markets in commodities, interest rate cuts, and geopolitical tensions. However, some companies, such as Evotec, had to deal with many home-grown problems and lagged behind the positive performance of the overall market. Mutares saw its coffers fill up, but its share price could have done better this year. Next year could be very successful for RZOLV Technologies. The Canadians are solving a major problem in gold mining.
ReadCommented by Nico Popp on December 10th, 2025 | 07:05 CET
Second hydrogen wave with Linde, BASF, dynaCERT: Why 2026 will be the year of truth
fundamentally from the hype cycles of 2020 and 2021. Back then, enthusiasm was driven largely by visionary PowerPoint presentations rather than real-world progress. The transition to 2026, however, marks the start of a new industrial reality. Investors who have followed the sector for years now recognize a clear shift in market dynamics - one based less on hope and more on regulatory certainty and technological maturity. As Der Aktionär correctly notes, a new tailwind is emerging for industry. We explain what improved framework conditions and the market launch of large-scale plants in Europe could mean for the shares of Linde, BASF, and dynaCERT.
ReadCommented by Fabian Lorenz on December 8th, 2025 | 06:55 CET
Nearly 2,000% returns! Siemens Energy, Nel ASA, and First Hydrogen shares! Hydrogen or SMR nuclear power!
Siemens Energy shares are unstoppable. Analysts are enthusiastic about the DAX-listed company. The outlook for the coming years is bright, and a 2,000% return could soon be achieved. First Hydrogen shares have not yet benefited from the AI energy boom in the US. The Company aims to make SMR nuclear reactors more efficient and safer. In addition, North Americans are benefiting from the willingness of their governments to go full throttle on the issue. Full operational momentum, however, has been missing at Nel for quite some time. Revenue growth and order intake are not fueling any share price speculation. Can a new EU initiative give the hydrogen sector new momentum?
ReadCommented by Stefan Feulner on December 2nd, 2025 | 07:15 CET
Enphase, dynaCERT, Fluence Energy – Now it is getting interesting
At the start of the last trading month of 2025, global stock markets are faltering once again. There is nervousness and fear of a major correction. AI-related stocks in particular are currently on the selling lists of major investors due to their sometimes horrendous valuations. In contrast, companies in the renewable energy sector have undergone a broad wave of consolidation in recent months. As a result, there are attractive entry opportunities here.
ReadCommented by Armin Schulz on November 28th, 2025 | 07:05 CET
The comeback is here: How to capitalize on the hydrogen boom with Plug Power, First Hydrogen, and Nel ASA
After a steep decline, the hydrogen industry is on the verge of a spectacular turnaround. Global decarbonization targets and massive infrastructure programs, such as Germany's planned 9,000 km pipeline corridor, are catapulting the market for green hydrogen into a new phase of growth. These political impulses are now triggering an explosive comeback and creating an investment-friendly environment in which the once-ostracized pioneers can accelerate their operational profitability. Plug Power, First Hydrogen, and Nel ASA are seeking to capitalize on this upswing. We analyze the current situations.
ReadCommented by Fabian Lorenz on November 27th, 2025 | 07:00 CET
REBOUND for Steyr shares! COLLAPSE at Nel and thyssenkrupp nucera! SCALING at dynaCERT?
Hydrogen will play an important role in the future. But companies like Nel and thyssenkrupp nucera are not generating sustainable profits despite high revenues. In contrast, dynaCERT's bridge technology is convincing more and more companies. The retrofit kit for diesel engines can be installed with little effort, helping to save fuel and reduce emissions. If the rollout is successful, a scalable business model could drive the share price. thyssenkrupp nucera has crashed. Why is the stock trading at an all-time low? Meanwhile, Steyr is in rebound mode. Analysts see even more potential in the stock of the specialty engine provider.
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