Gordon Johnson

On Wednesday and Thursday, JinkoSolar Holding Co., Ltd. (NYSE: JKS) recovered all of its initial post-earnings losses, but Axiom analyst Gordon Johnson says Jinko and other solar vendors with exposure to the Chinese module market have plenty more pain on the horizon. Johnson says Jinko’s...

Axiom Capital's celebrated solar stock analyst Gordon Johnson has a word of caution for solar stock investors in the wake of weak U.S. rooftop solar installations data for June. The analyst thinks rooftop solar companies such as Sunrun Inc (NASDAQ: RUN) and Vivint Solar Inc (NYSE: VSLR) could...

Less than a week after predicting JA Solar Holdings Co., Ltd. (ADR) (NASDAQ: JASO) would report its first earnings loss in four years in third quarter, Axiom analyst Gordon Johnson added JA Solar to his list of solar stock short ideas. In a new note to clients Tuesday, Johnson downgraded JA Solar...

Declining PV module margins may push one popular solar stock into the red in the third quarter for the first time in four years. On Thursday, Axiom analyst Gordon Johnson said he can’t see how JA Solar Holdings Co., Ltd. (ADR) (NASDAQ: JASO) will possibly manage to keep its 16-quarter...

The United States concluded first-round negotiations of the North American Free Trade Agreement with Canada and Mexico Sunday, having laid groundwork to modernize the 23-year-old treaty. President Donald Trump has been critical of the existing deal and has threatened to exit altogether if the U.S....

Solar panel prices have been on the rise in recent months, providing a tailwind to solar stocks. However, according to Axiom analyst Gordon Johnson, investors should be careful about drawing conclusions about underlying demand. In a new note Thursday, Johnson explained that the strong solar...

In spite of United States Steel Corporation (NYSE: X)'s positive earnings report Tuesday, the markets saw unusual weakness across the industry Wednesday, from AK Steel Holding Corporation (NYSE: AKS) to Steel Dynamics, Inc. (NASDAQ: STLD). Gordon Johnson, managing director of Axiom Capital...

It’s been about one month since Chinese Premier Li Keqiang spoke at the World Economic Forum and said that China’s economy is not headed for a hard landing and that it will have no problem meeting growth targets in the near future. Since that time, Chinese commodity prices have been on...

In a way, the solar scene is poised to prove the maxim “ignorance is bliss.” Gordon Johnson, managing director of Axiom Capital Management, thinks uncertain regulatory catalysts are cause for hope among solar investors. Johnson expects a bull market in U.S. solar until November 2017 ━...

After last week’s Intersolar Conference, Axiom's Gordon Johnson expects First Solar, Inc.'s (NASDAQ: FSLR) Q2 earnings to “dazzle." “We are hearing that First Solar is delaying the ramp up of its Series 6 technology, and instead focusing on ramping back up its Series...

Could Tesla Inc (NASDAQ: TSLA) be looking to partner with Meyer Burger Technology? Axiom Senior analyst Gordon Johnson believes a deal could be in the works. “Through our regular checks we learned of an alleged meeting between the CEOs of Meyer Burger and Tesla; our contact suggested Tesla...

After reports surfaced earlier this month that President Donald Trump is considering covering his proposed border wall with Mexico in solar panels, solar investors finally got to hear the words right from the horse’s mouth this week. On June 21, Trump told supporters in Iowa that a “...

Looking ahead at a busy next two weeks for the U.S. steel industry (Section 232, inventory data, mid-quarter updates, WSD/AMM Steel Success Strategies conference), BMO Capital Markets analyst David Gagliano rated the United States Steel Corporation (NYSE: X) as Market Perform. Under new CEO David...

United States Steel Corporation (NYSE: X)’s new CEO Dave Burritt might not make the stock a Buy Thursday, but his long-term vision for the company could have it repositioned for growth in the years ahead. After speaking with Burritt about his strategy, Axiom analyst and long-time U.S. Steel...