Key Highlights

  • T1 Energy is trading 3.46% higher at $2.55 on Wednesday, October 28, 2026, the only gainer among the six names.
  • Canadian Solar is trading 2.59% lower at $9.42 with 13.6 days to cover, the longest of the group.
  • Sunrun had 71,657,132 shares sold short at the October 15, 2026 settlement, with third-quarter results due November 4.
  • Eos Energy preliminary third-quarter revenue of $82 million to $83 million was a record, with short interest at 37.68% of float.
  • FuelCell Energy has a committed backlog of $1.296 billion and 32.37% of float sold short.

Which Solar and Clean-Power Stocks Are Moving on October 28, 2026?

Six energy names are moving on Wednesday, October 28, 2026, and only one is rising. Sunrun (NASDAQ:RUN) is trading 2.06% lower at $7.38, Canadian Solar (NASDAQ:CSIQ) is trading 2.59% lower at $9.42 and T1 Energy (NYSE:TE) is trading 3.46% higher at $2.55. Array Technologies (NASDAQ:ARRY) is trading 1.03% lower at $3.36, FuelCell Energy (NASDAQ:FCEL) 1.72% lower at $11.97 and Eos Energy Enterprises (NASDAQ:EOSE) 0.82% lower at $1.80. No company release dated October 28 explains any of the six moves.

Sunrun: Why Is the Stock Lower Before Its November 4 Earnings Report?

Sunrun, a residential solar and battery storage provider, closed at $7.27 on October 26 after a 4.09% decline. Several research firms trimmed price targets through October. The October 15 short-interest reading was 71,657,132 shares, with 8.64 days to cover, and market capitalization is about $1.75 billion. Second-quarter revenue rose 53% to $870.0 million, but the company lowered 2026 guidance, with Aggregate Subscriber Value now expected at $4.6 billion to $4.9 billion from $4.8 billion to $5.2 billion. Third-quarter results arrive after the close on November 4, with a conference call at 4:30 p.m. ET, and the key figures will be subscriber additions, Net Subscriber Value and cash generation against the lowered guidance.

Canadian Solar: Can Storage Growth Offset a Heavy Short Position?

Canadian Solar makes solar modules, sells storage through e-STORAGE and develops projects through Recurrent Energy. The implied prior close is about $9.67 (calculated), and short interest for the October 15 settlement was 19,452,394 shares, about 28.6% of shares outstanding (calculated), down about 2.0% from September 30. Second-quarter revenue was $1,207.7 million, down 29% from a year earlier, with a net loss of $76.9 million, while storage shipments of 3.7 GWh rose 82% from the first quarter. Third-quarter revenue is guided to $1.3 billion to $1.5 billion and gross margin to 13.5% to 15.5%. Total debt including financing liabilities was $7.1 billion at June 30, against cash of $1,461.2 million.

Array Technologies: What Does a 27.9% Short Position Say Ahead of November 5?

Array supplies solar trackers and related infrastructure to utility-scale customers. Short interest was 42,984,386 shares for the October 15 settlement, up about 12.9% from 38,072,067 (calculated), equal to about 27.9% of 154.01 million shares outstanding. That is a share of outstanding stock, not of float, and days to cover were 6.61. Second-quarter revenue was $342.1 million against $362.2 million a year earlier, and the orderbook reached a record $2.5 billion. Third-quarter revenue is guided to $310 million to $330 million, with results due after the close on November 5. Cash was $307.3 million at June 30, and a pending acquisition of Affordable Wire Management is expected to close in the third quarter of 2026.

T1 Energy: What Is Behind a 3.46% Gain With No Release Dated Today?

T1 Energy makes solar modules in Dallas and is building a solar cell factory in Texas. The implied prior close is near $2.46 (calculated). The latest news is an October 22 Commerce Department waiver allowing imports of up to 1.725 GW of solar cells, and the first-phase cell factory budget has risen to about $510 million from $425 million. Second-quarter net sales were $250.128 million with a $36.9 million loss from continuing operations. The final $18 million installment on a solar intellectual property purchase is due October 30, payable in cash or shares. Total debt principal was $583.369 million at June 30, against unrestricted cash of $79.1 million.

FuelCell Energy: How Large Is the Short Bet After the Fit Energy Agreement?

FuelCell Energy builds stationary fuel cell power platforms and is pivoting toward data center power. Short interest for the September 30 settlement was 24,465,442 shares, or 32.37% of float, with about 4.6 days to cover. Fiscal third-quarter revenue fell to $33.0 million from $46.7 million, while committed backlog was $1.296 billion and cash, equivalents and restricted cash were $737.3 million. The Fit Energy agreement covers up to 380 megawatts, with a 30 megawatt first phase, and a further $2.35 billion of awarded capacity is tied to Fit Energy options. Shares sit about 43% below the $21.00 July offering price (calculated).

Eos Energy Enterprises: Why Is the Stock Slipping After a Record Quarter?

Eos, based in Pittsburgh, makes zinc-based battery storage systems. Preliminary third-quarter revenue of $82 million to $83 million was a record, up about 170% from a year earlier, though GAAP gross margin remained negative 55% to negative 53%. Short interest for the September 30 settlement was 134,847,658 shares, or 37.68% of float, up about 12.4% from September 15. Backlog was about $765 million, and projects include a West Virginia installation with MN8 Energy and Google (NASDAQ:GOOGL). Total cash, including restricted cash, was about $344 million at September 30, and full results are due before the market opens on November 5.

Solar and Clean-Power Stocks Compared: How Far Apart Are the Moves, Prices and Short Positions?

T1 Energy's 3.46% gain and Canadian Solar's 2.59% decline are 6.05 percentage points apart (calculated). Among prices, FuelCell Energy at $11.97 is $10.17 above Eos at $1.80 (calculated), and Sunrun at $7.38 is $4.83 above T1 Energy at $2.55 (calculated).

Short-interest dates and bases differ. On a float basis for the September 30 settlement, Eos at 37.68% is 5.31 points above FuelCell Energy at 32.37% (calculated). On a shares-outstanding basis for October 15, Canadian Solar at about 28.6% is 0.7 points above Array at about 27.9% (calculated). By days to cover, Canadian Solar's 13.6 is 9.0 days longer than FuelCell Energy's 4.6 (calculated).

What to Watch Next: Earnings From November 4 to November 5 and the Short-Interest Releases

Sunrun reports on November 4, 2026, Array on November 5 after the close and Eos before the market opens on November 5. T1 Energy owes its final intellectual property installment on October 30, and FuelCell Energy reports fiscal fourth-quarter results for the period ending October 31. Short-interest figures for the October 30 settlement are expected on November 10 for Sunrun, Canadian Solar and Array.