For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: American Financial Group (AFG - Free Report) Founded in 1872 and headquartered in Cincinnati, OH, American Financial Group, Inc. is a holding company which, through its subsidiaries, engages primarily in property and casualty insurance, with focus on specialized commercial products for businesses. The company also engages in the sale of traditional fixed, fixed-indexed and variable-indexed annuities in the retail, financial institutions, registered investment advisor and education markets.
AFG is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Finance stock. AFG has a Momentum Style Score of B, and shares are up 0.9% over the past four weeks.
Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.37 to $11.37 per share. AFG boasts an average earnings surprise of +7.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AFG should be on investors' short list.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was one of the largest cryptocurrencies when this series began. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional units, and to verify the transfer of assets.”
Bitcoin Bitcoin was the world’s first cryptocurrency and decentralized digital currency. The first bitcoin transaction occurred in early 2009 and has since grown worldwide to a mainstream financial asset. It is often considered volatile, as seen in our first chart, but one can argue that it is also resilient. Learn more about some bitcoin basics for new investors.
Bitcoin’s closing price continued to inch higher as it hovered above $77,000 for most of this past week, even reaching its highest level in 12 weeks. However, BTC is currently down ~13% year-to-date and ~39% below its record close from October 2025.
Recent data suggests that while spot Bitcoin ETF flows weakened earlier in 2026, demand has started to stabilize despite a broader pullback from speculative assets.
Ether Ether is a cryptocurrency run on the Ethereum blockchain platform and was launched in July 2015. It has the second largest market share, despite being the newest of the three discussed in this article.
Ether’s closing price spent most of the past week around $2,300. ETH is currently down ~23% year-to-date and is now ~53% below its record close from August 2025.
XRP XRP, which is owned by Ripple, was launched in 2012 and was one of the larger cryptocurrencies for some time until new coins joined the market.
Bitcoin vs. Ether vs. XRP An index has been created in order to chart these three cryptocurrencies together, considering their significantly different pricing histories. A logarithmic scale is used on the y-axis of this chart to better illustrate the relative percentage changes and long-term growth of these cryptocurrencies, as opposed to their absolute price fluctuations. The chart tells us which cryptocurrency’s price has changed the most since November 9, 2017. At one point or another, all three have been at the top. At the time of writing, bitcoin is in the lead.
On January 10th, 2024, the SEC approved spot bitcoin ETFs from a range of issuers such as Grayscale Bitcoin Trust ETF (GBTC), iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), ARK 21Shares Bitcoin ETF (ARKB), Bitwise Bitcoin ETF (BITB), Coinshares Valkyrie Bitcoin Fund (BRRR). Here are some of the quick takeaways from the spot bitcoin ETF launch.
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Bitcoin (CRYPTO: BTC) hit an all-time high of $126,000 in October 2025, then crashed 52% to $60,000 by early February after the U.S. and Israel struck Iran. Now the BTC price is at $80,200, up 19% over the past 30 days, and trading above $80,000 for the first time since January.
The current rally is being driven by easing tensions in the Iran war, with Brent crude pulling back from a $126 spike last week to around $110 and lifting the bearish pressure that has weighed on the crypto market all year. With the Bitcoin price now holding above $80K, is this the start of a real recovery, and is the bear market finally over?
How Bitcoin Climbed From $66,000 to $80,000 in 30 Days
For most of 2026, Bitcoin had been stuck between $65,000 and $73,000, with most traders betting the price would fall further and oil prices weighing on the market. That changed on April 6, when an Axios report dropped that the U.S., Iran, and regional mediators were negotiating a 45-day ceasefire. The Bitcoin price jumped from $66,000 to $69,000 afterwards, wiping out $196 million in bets against BTC.
When Iran and the U.S. agreed to the ceasefire two days later, Brent crude tumbled 16% and BTC pushed to $71,600. The rally had more than just the geopolitical catalyst behind it—institutional money showed up alongside the easing tensions. Morgan Stanley’s spot Bitcoin ETF launched on April 8 with $34 million in day-one inflows, giving traders their first way to buy BTC through a major U.S. bank.
Moreover, Strategy’s April 22 purchase was the move that made the rally stick. The company bought 34,164 BTC for $2.54 billion on the same day Trump extended the Iran ceasefire indefinitely. The two events pushed BTC back above $77,000 and gave the market its first real reason to keep going higher since October.
By the end of April, Bitcoin had closed the month up 12%, marking its best month since the October 2025 peak. The 19% climb over the past 30 days is what happens when a market full of bets against Bitcoin gets caught off guard, institutional money steps in, and the news turns from threat to relief—all at once.
Three Signals That Suggest the Bitcoin Bear Market Could Be Ending
Bitcoin’s 19% rally shows the market dynamics is changing, but rallies are not the same as bottoms. So the better question is whether the on-chain data has actually shifted, or whether this is just price moves without anything backing them up. Here are three data points that say something has actually changed.
Bull Score Index Hit Neutral for the First Time in Six Months CryptoQuant’s Bitcoin Bull Score Index has spent the most part of the year below 40—the threshold used to mark firmly bearish conditions. However, on April 22, the index climbed to 50, hitting neutral for the first time since BTC peaked at $126,000 in October. The index tracks ten on-chain indicators including blockchain activity, investor profitability, and liquidity. When half of them flip back to bullish,it signals that something has changed underneath the price.
The score pulled back to 40 by the end of April, and CryptoQuant’s research head Julio Moreno noted that a similar neutral reading in March 2022 turned into a fakeout before the bear market continued. So this signal is not a green light, but the fact that it left the bear zone at all is the first genuine improvement this cycle.
Bitcoin Stabilised at Its Previous Cycle High In November 2021, Bitcoin hit a then-all-time high of $69,000 before crashing 78% over the following year. When BTC peaked at $126,000 last October and started falling, the question was where the bottom would form. The price briefly dipped to $60,000 in early February before recovering to the $70,000 zone, and has held that range through every escalation in the Iran war.
In Bitcoin’s earlier bear markets in 2014 and 2018, the price never returned to its prior cycle peak. Only the 2022 bear market dipped below the 2017 high of $20,000, and analysts at the time called it an anomaly tied to the FTX collapse and crypto deleveraging. The fact that BTC has held the 2021 peak instead of breaking decisively below it suggests the market is treating $69,000–$70,000 as a real support for this cycle.
Strategy Kept Buying Through the Worst of the Crash Most institutional money panicked when the bear market hit. Spot Bitcoin ETFs saw roughly $6 billion in net outflows between November 2025 and February 2026 as funds pulled capital exactly when the price was bottoming. Strategy did the opposite—Michael Saylor’s company bought 89,618 BTC in Q1 2026 alone, its second-biggest quarter on record, paying an average of $75,500 even as BTC dipped as low as $60,000.
The buying continued through April, with more than 42,000 BTC added across the month and total holdings now past 818,000 BTC. When the largest corporate Bitcoin holder keeps stacking through the worst stretch of a bear market and pays above what the rest of the market was panic-selling at, that signals deep conviction in where Bitcoin is heading next.
Three Signals That Reflect the Bear Market Isn’t Over Yet
For every signal pointing toward a bottom, there is one pointing the other way. Three patterns from on-chain data and Bitcoin’s history suggest the rally is uncertain and the bear market may have another leg to run.
The 50/100-Week MA Crossover Hasn’t Triggered One long-term Bitcoin indicator has marked every major bottom since 2015—the moment the 50-week moving average crosses below the 100-week moving average. The crossover has flashed exactly three times in BTC’s history: April 2015, February 2019, and September 2022. Each time, this happened near a major bottom that the price has never revisited since.
The two averages have been moving closer together for months, but the 50-week is still holding above the 100-week and the crossover has not happened yet. The signal is a lagging one—it confirms that selling has already reached full capitulation, the moment forced sellers are out and the bottom is in. Until that happens, history says the real bottom probably has not formed.
This Same Setup Preceded the 2022 Bear Market CryptoQuant’s April report showed the 19% climb was driven entirely by perpetual futures demand, while spot demand—the actual buyers of Bitcoin on exchanges—stayed negative all month. The rally was leverage, not buying.
This exact demand structure appeared at the start of the 2022 bear market. Futures demand expanded while spot stayed weak, and the rally that followed eventually rolled over and Bitcoin slid back to new lows. CryptoQuant’s research team flagged the parallel directly, noting that rallies built on this kind of structure tend to be self-limiting. Without fresh spot buyers stepping in, this one could play out the same way.
Bitcoin Has Never Had 3 Green Months in a Bear-Market Year Across every prior Bitcoin bear market—2014, 2018, 2022—the BTC price has never closed three consecutive months in the green. Rallies always faded before reaching the third month. So far in 2026, BTC closed January down 10.1%, February down 14.8%, March barely positive at 0.19%, and April up 11.87%. That makes April the second consecutive green month, and May becomes the test.
If May closes in green, this would be the first time in Bitcoin’s history that a bear-market year has produced three consecutive monthly gains. This reflects that history is against it, but May will tell us whether the pattern breaks or the pattern plays out again.
What Would Actually Confirm the Bear Market Is Over We don’t think the Bitcoin bear market is officially over yet. The signals are too mixed for a clean call, which is exactly what a market in transition looks like. The level that would actually confirm the bottom is the 200-day moving average at $82,228—the line that has separated bear-market bounces from real trend reversals in every prior cycle.
Moreover Glassnode’s RHODL ratio—the metric measures how much Bitcoin is held by long-term investors versus short-term ones—is currently at 4.5. That is a level high enough to suggest the weak hands have already sold and most BTC is now in the hands of long-term holders.
The only times this ratio has been higher were the 2015 bottom at 5.0 and the 2022 bottom at 7.0. So while nothing has officially confirmed the bottom yet, BTC is showing the same on-chain conditions it had at the end of every previous bear market. So, a green May close or BTC reclaiming $82,000 would be the first signal that the bottom is in. Until that happens, the worst might be behind us, but the bear market is not officially over.
Bitcoin portfolios are entering a new phase as traditional financial giants build the plumbing that’s transforming digital assets from a speculative bet into a fundamental part of the financial stack. During a VettaFi webinar sponsored by CoinShares, industry experts outlined how 2026 marks a turning point where on-chain rails and traditional finance collide to create what they call “hybrid finance.”
Key Takeaways Stablecoin market cap surged from $25 billion to $300 billion in five years. Morgan Stanley and Merrill Lynch recommend up to 5% bitcoin allocations. CLARITY Act moved closer to Senate vote after breakthrough on yield provisions. The shift is measurable. Stablecoin market capitalization has surged from $25 billion five years ago to over $300 billion today, according to Matthew Kimmell, digital asset research analyst at CoinShares. Tokenized assets have jumped from $6 billion in early 2025 to $30 billion — a fivefold increase in 16 months.
These aren’t fringe numbers. Stablecoin issuers now rank as a top 15 holder of U.S. debt globally, Kimmell said.
“It’s less about hype and more about fundamentals,” Calvin Tintle, senior manager of national accounts and distribution at CoinShares, said during the session. The conversation among advisors has evolved from “what is bitcoin” to “why does this technology matter and how does this get implemented.”
Major wealth platforms are putting money behind that question. Morgan Stanley and Merrill Lynch now recommend up to 5% allocations to bitcoin across their platforms, according to Kimmell. Both firms are actively hiring and discussing digital assets internally.
The regulatory environment has accelerated the transition. Last summer’s Genius Act established rules for stablecoins and reserve requirements, Kimmell noted. Meanwhile, the CLARITY Act, a market structure bill, defines whether assets fall under Securities and Exchange Commission or Commodity Futures Trading Commission oversight.
The bill moved closer to a Senate floor vote following a breakthrough in the Senate Banking Committee, according to Kimmell. The main sticking point had been stablecoin yield provisions. “There seems to be a compromise,” Kimmell said, referring to the resolution between banking industry lobbyists and crypto firms.
The timing matters. With midterm elections approaching, the congressional calendar gets crowded, making early-year progress on financial legislation more valuable.
Institutional Bitcoin Infrastructure Takes Shape The Depository Trust & Clearing Corporation announced plans to begin trading tokenized securities in a pilot program launching in July, with full deployment in October. Participants include BlackRock, JPMorgan, Goldman Sachs and Nasdaq — institutions that handle trillions in daily settlement, Kimmell said.
“It’s no longer ‘The institutions are coming,’” Kimmell said. “They’re here.”
That presence is visible in quarterly 13F filings, Tintle said. Professional investor allocations to bitcoin ETFs have shown steady upticks. The list spans endowments, sovereign wealth funds, registered investment advisors, and hedge funds.
Bitcoin Portfolios Built on Utility Not Speculation The fundamental case has changed. Bitcoin now trades on fundamentals rather than hype, Tintle argued, noting the asset’s resilience during the recent Iran conflict. The characteristics that matter are store of value, transferability, and decentralization, which advisors examine when evaluating portfolio fit.
Poll results during the webinar showed that 47% of attendees are watching from the sidelines, with 20% actively investing and others researching without allocating. When asked which instrument would have the biggest impact on traditional finance over the next three years, 42% chose tokenized traditional assets, 33% selected stablecoins, 20% picked bitcoin and 4% cited crypto-native financial services.
For those who feel they’ve missed early gains, Kimmell pushed back. Bitcoin remains a scarce, geopolitically neutral asset paired with its own settlement system designed for 24/7 global commerce. The story resonates most in emerging markets facing high inflation, he said.
“The party is just getting started,” Tintle added. Instant settlement and 24/7 trading markets are still being built. Companies are spending heavily on infrastructure. “This is still very much so early innings.”
For more news, information, and strategy, visit the CoinShares Crypto ETF Hub.
The structural shift that began when the SEC approved spot Bitcoin ETFs in January 2024 has reshaped how institutions hold the asset. iShares Bitcoin Trust ETF (NASDAQ:IBIT) accumulated over $54 billion in AUM, the fastest ETF launch in history, while Grayscale Bitcoin Trust (NYSE:GBTC) was forced to convert from a closed-end trust into a competitive spot fund. The third durable vehicle, ProShares Bitcoin ETF (NYSEARCA:BITO), predates them both and still serves a different audience entirely.
These three ETFs cover the spectrum of how institutional and retail capital now reaches Bitcoin: a low-cost, spot-flagship ETF, a legacy incumbent that had to adapt, and a futures-based product with a built-in income wrapper. Bitcoin trades around $82,836, off 12% over the past year but up 19% in the past month, and the relative behavior of these three funds during that move tells the story.
Why the access vehicle matters more than it used to Before January 2024, getting Bitcoin into a portfolio meant navigating a messy set of choices. Investors either held coins directly and dealt with custody, bought GBTC while it traded at a persistent NAV discount, or accepted the roll costs that came with a futures product. Once spot ETFs were approved, that entire menu collapsed. Pension funds, RIAs, and 401(k) platforms could finally access Bitcoin through the same operational rails they already used for equities. The shift marked the real start of the institutional era, and it had far more to do with access infrastructure than with price.
What comes next depends on the structure you choose. The funds below differ in fee levels, product design, and tax treatment, and those differences shape long‑term outcomes far more than any single quarter of price action.
IBIT: the flagship that set the new benchmark IBIT is the cleanest expression of the institutional thesis as it holds spot Bitcoin in custody, charges a 0.25% expense ratio, and, according to BlackRock’s most recent fact sheet, has 99.93% of assets in the underlying trust with the rest in cash. There is no derivatives overlay, no roll mechanism, and no discount-to-NAV history to manage around.
The mechanism connecting IBIT to the institutional theme is distribution. BlackRock’s iShares platform is found on virtually every major brokerage and in model portfolios across the United States, which is why the fund surpassed $54 billion in AUM faster than any ETF in history. Allocators who wanted Bitcoin exposure inside an existing iShares-heavy book could add it without onboarding a new issuer.
Performance has tracked Bitcoin closely. IBIT trades at $46 after a 21% move over the past month, with a 13% decline over the trailing year. The trade-off is inherent to any spot Bitcoin product: investors bear the full volatility of the asset, and the fund’s only job is to track it. There is no income, no hedge, no cushion.
GBTC: the incumbent that had to reinvent itself GBTC’s role on this list is structural rather than cost-competitive. The Grayscale Bitcoin Trust spent years as the only mainstream Bitcoin vehicle available in brokerage accounts, traded at large premiums and then large discounts to NAV, and converted to a spot ETF on the same day IBIT and its peers launched. The conversion ended the discount problem but inherited a fee structure built for a different era.
That history is the reason it belongs here. GBTC is the case study for what the institutional era did to incumbents: forced fee compression, eliminated structural arbitrage, and turned a captive product into one option among many. Its higher expense ratio relative to newer spot peers means a long-term holder pays more in fees per dollar of Bitcoin held, which compounds against returns.
The fund still has a use case. GBTC trades at $63, up 22% in the past month and down 14% over the past year, and existing holders sitting on embedded gains face a tax cost from rotating into a cheaper vehicle. Grayscale also launched a lower-fee Bitcoin Mini Trust to retain assets that would otherwise migrate. For new capital, the fee differential is the reason most allocators default elsewhere. The trade-off is paying a higher expense ratio for the same underlying exposure that is available more cheaply nearby.
BITO: the futures wrapper for accounts that need it BITO is the contrarian inclusion on this list because it holds CME Bitcoin futures contracts and seeks to track the Bloomberg Bitcoin Index. The fund launched in October 2021, more than two years before spot approval, and was the first US-listed Bitcoin-linked ETF.
The mechanism that justifies BITO’s spot on the list is account compatibility. Some retirement plans, separately managed accounts, and institutional sleeves have rules that permit futures-based commodity products but disallow spot crypto vehicles. BITO is also structured to make monthly distributions, which gives it a profile closer to an income product than a pure tracker. That is meaningful for investors who specifically want Bitcoin exposure paired with cash flow.
The cost of the futures structure appears in two places. The expense ratio is 0.95%, well above IBIT, and the fund bears the cost of rolling expiring contracts forward, which in contango markets erodes returns relative to spot. BITO trades at $11, up 21% over the past month and down 43% over the past year; over five years, it’s down roughly 73%. The trade-off is direct: investors pay higher fees and roll costs in exchange for a structure that fits accounts where spot Bitcoin cannot go.
Picking among the three For most first‑time ETF investors entering Bitcoin, IBIT is the natural starting point. The 0.33% expense ratio, the depth of liquidity, and the straightforward spot exposure make it an easy vehicle to hold over multi‑year stretches without overthinking the mechanics.
GBTC speaks to a much narrower crowd. Existing holders managing their tax basis, or investors who specifically want Grayscale as the issuer, tend to stay put. Anyone bringing in fresh capital has to weigh the higher fee against the fact that the underlying exposure is identical to cheaper alternatives.
BITO fills a different need entirely. Some accounts simply cannot hold spot crypto products, and others want the monthly distribution profile that the futures structure creates. That flexibility comes with a cost. The five‑year performance gap versus spot Bitcoin is the number that matters most when deciding whether BITO makes sense over IBIT.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was one of the largest cryptocurrencies when this series began. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional units, and to verify the transfer of assets.”
Bitcoin Bitcoin was the world’s first cryptocurrency and decentralized digital currency. The first bitcoin transaction occurred in early 2009 and has since grown worldwide to a mainstream financial asset. It is often considered volatile, as seen in our first chart, but one can argue that it is also resilient. Learn more about some bitcoin basics for new investors.
Bitcoin’s closing price broke through $80,000 for the first time since the end of January. However, BTC is currently down ~8% year-to-date and ~35% below its record close from October 2025.
Ether Ether is a cryptocurrency run on the Ethereum blockchain platform and was launched in July 2015. It has the second largest market share, despite being the newest of the three discussed in this article.
Ether’s closing price inched higher this past week. ETH is currently down ~20% year-to-date and is now ~51% below its record close from August 2025.
XRP XRP, which is owned by Ripple, was launched in 2012 and was one of the larger cryptocurrencies for some time until new coins joined the market.
Bitcoin vs. Ether vs. XRP An index has been created in order to chart these three cryptocurrencies together, considering their significantly different pricing histories. A logarithmic scale is used on the y-axis of this chart to better illustrate the relative percentage changes and long-term growth of these cryptocurrencies, as opposed to their absolute price fluctuations. The chart tells us which cryptocurrency’s price has changed the most since November 9, 2017. At one point or another, all three have been at the top. At the time of writing, bitcoin is in the lead.
On January 10th, 2024, the SEC approved spot bitcoin ETFs from a range of issuers such as Grayscale Bitcoin Trust ETF (GBTC), iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), ARK 21Shares Bitcoin ETF (ARKB), Bitwise Bitcoin ETF (BITB), Coinshares Valkyrie Bitcoin Fund (BRRR). Here are some of the quick takeaways from the spot bitcoin ETF launch.
On July 23rd, 2024, a handful of spot ether ETFs launched from a range of issuers such as Grayscale Ethereum Trust (ETHE), Franklin Ethereum ETF (EZET), Bitwise Ethereum ETF (ETHW), iShares Ethereum Trust (ETHA), Fidelity Ethereum ETF (FETH). Here’s what investors need to know.
Originally published on Advisor Perspectives.
For more news, information, and analysis, visit VettaFi | ETF Trends.
The Grayscale Bitcoin Trust ETF now faces significant competitive disadvantages due to its high 1.5% expense ratio versus peers charging 0.15–0.25%. GBTC's structural drag guarantees long-term underperformance relative to both spot Bitcoin and lower-cost ETFs like IBIT and FBTC. Legacy holders remain due to tax implications and institutional inertia, but these are frictional, not fundamental, advantages.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was one of the largest cryptocurrencies when this series began. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional units, and to verify the transfer of assets.”
Bitcoin Bitcoin was the world’s first cryptocurrency and decentralized digital currency. The first bitcoin transaction occurred in early 2009 and has since grown worldwide to a mainstream financial asset. It is often considered volatile, as seen in our first chart, but one can argue that it is also resilient. Learn more about some bitcoin basics for new investors.
Bitcoin maintained its momentum this past week, consistently closing above $80,000 and hitting its highest mark since late January. Despite the recent strength, BTC remains down approximately 8% year-to-date and sits ~35% below its October 2025 record high.
Ether Ether is a cryptocurrency run on the Ethereum blockchain platform and was launched in July 2015. It has the second largest market share, despite being the newest of the three discussed in this article.
Ether’s closing price was essentially unchanged for a third straight week, hovering around the $2,300 mark. ETH is currently down ~23% year-to-date and is now ~53% below its record close from August 2025.
XRP XRP, which is owned by Ripple, was launched in 2012 and was one of the larger cryptocurrencies for some time until new coins joined the market.
Bitcoin vs. Ether vs. XRP An index has been created in order to chart these three cryptocurrencies together, considering their significantly different pricing histories. A logarithmic scale is used on the y-axis of this chart to better illustrate the relative percentage changes and long-term growth of these cryptocurrencies, as opposed to their absolute price fluctuations. The chart tells us which cryptocurrency’s price has changed the most since November 9, 2017. At one point or another, all three have been at the top. At the time of writing, bitcoin is in the lead.
On January 10th, 2024, the SEC approved spot bitcoin ETFs from a range of issuers such as Grayscale Bitcoin Trust ETF (GBTC), iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), ARK 21Shares Bitcoin ETF (ARKB), Bitwise Bitcoin ETF (BITB), Coinshares Valkyrie Bitcoin Fund (BRRR). Here are some of the quick takeaways from the spot bitcoin ETF launch.
On July 23rd, 2024, a handful of spot ether ETFs launched from a range of issuers such as Grayscale Ethereum Trust (ETHE), Franklin Ethereum ETF (EZET), Bitwise Ethereum ETF (ETHW), iShares Ethereum Trust (ETHA), Fidelity Ethereum ETF (FETH). Here’s what investors need to know.
Originally published on Advisor Perspectives.
For more news, information, and analysis, visit the Cryptocurrency Content Hub.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was one of the largest cryptocurrencies when this series began. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional units, and to verify the transfer of assets.”
Bitcoin Bitcoin was the world’s first cryptocurrency and decentralized digital currency. The first bitcoin transaction occurred in early 2009 and has since grown worldwide to a mainstream financial asset. It is often considered volatile, as seen in our first chart, but one can argue that it is also resilient. Learn more about some bitcoin basics for new investors.
Bitcoin struggled this past week, falling back below $80,000 and hitting its lowest level in nearly three weeks. BTC is currently down approximately 12% year-to-date and sits ~38% below its October 2025 record high.
Ether Ether is a cryptocurrency run on the Ethereum blockchain platform and was launched in July 2015. It has the second largest market share, despite being the newest of the three discussed in this article.
Ether’s closing price also faltered this week, dropping over 10% to its lowest level in six weeks. ETH is currently down ~29% year-to-date and is now ~56% below its record close from August 2025.
XRP XRP, which is owned by Ripple, was launched in 2012 and was one of the larger cryptocurrencies for some time until new coins joined the market.
Bitcoin vs. Ether vs. XRP An index has been created in order to chart these three cryptocurrencies together, considering their significantly different pricing histories. A logarithmic scale is used on the y-axis of this chart to better illustrate the relative percentage changes and long-term growth of these cryptocurrencies, as opposed to their absolute price fluctuations. The chart tells us which cryptocurrency’s price has changed the most since November 9, 2017. At one point or another, all three have been at the top. At the time of writing, bitcoin is in the lead.
On January 10th, 2024, the SEC approved spot bitcoin ETFs from a range of issuers such as Grayscale Bitcoin Trust ETF (GBTC), iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), ARK 21Shares Bitcoin ETF (ARKB), Bitwise Bitcoin ETF (BITB), Coinshares Valkyrie Bitcoin Fund (BRRR). Here are some of the quick takeaways from the spot bitcoin ETF launch.
On July 23rd, 2024, a handful of spot ether ETFs launched from a range of issuers such as Grayscale Ethereum Trust (ETHE), Franklin Ethereum ETF (EZET), Bitwise Ethereum ETF (ETHW), iShares Ethereum Trust (ETHA), Fidelity Ethereum ETF (FETH). Here’s what investors need to know.
Originally published on Advisor Perspectives.
For more news, information, and analysis, visit the Cryptocurrency Content Hub.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Bitcoin exchange-traded funds (ETFs) let you ride Bitcoin (CRYPTO: BTC) price movements through your regular brokerage account, with no crypto wallets or seed phrases. You get the upside of a Bitcoin rally without touching the actual asset, and your investment stays inside a regulated structure that most traditional portfolios can actually hold.
U.S. spot Bitcoin ETFs now hold over $98 billion, and with a potential bull cycle gaining serious momentum in 2026, the genuine question you might need an answer to is which fund deserves your money.
Why Bitcoin ETFs Have Become a Popular Way to Gain Crypto Exposure
Before January 2024, institutional investors managing pension funds and retirement portfolios had no compliant way into Bitcoin. The regulatory and compliance requirements around direct ownership made it practically off the table for most of them. But now, Spot Bitcoin ETFs have changed that narrative.
Bitcoin ETFs can be held inside Individual Retirement Accounts (IRAs) and other tax-sheltered accounts, something you simply can’t do holding Bitcoin directly on an exchange. For long-term investors building retirement portfolios, that difference carries serious financial weight.
According to SoSoValue, cumulative net inflows are around $56.75 billion since launch. Goldman Sachs holds over $1 billion in Bitcoin through spot ETFs, and CalPERS allocated $500 million in Q1 2026. At that level of institutional commitment, Bitcoin ETFs have clearly earned their place.
Spot Bitcoin ETFs vs. Futures ETFs
The difference between sopt Bitcoin ETFs and Futures ETFs comes down to what the fund actually holds. Spot ETFs like IBIT and FBTC hold real Bitcoin in institutional custody. Every share you buy represents a fractional claim on actual BTC held in a cold storage vault. When Bitcoin’s price goes up, your investment goes up by the same amount, minus fees.
Futures ETFs work completely differently. Products like ProShares’ BITO don’t hold a single Bitcoin. They hold CME futures contracts, agreements to buy Bitcoin at a set price on a future date, and those contracts have to be rolled over every month as they expire. That rolling process costs money every time, and when the market is in contango, meaning future prices are higher than current ones, those costs compound into a meaningful drag on returns.
For a bull cycle where you want to capture as much of Bitcoin’s upside as possible, a futures ETF is the wrong tool for the job.
Which Bitcoin ETF Is Best Positioned for the Next Bull Cycle?
Three things separate the best Bitcoin ETFs from the rest: fees, liquidity, and who’s actually buying in. The table below gives you the full picture, with every metric that matters when picking a fund for this cycle.
ETF Net Assets BTC Share Expense Ratio Value Traded Net Flow Since Launch IBIT $60.75B 3.98% 0.25% $3.65B +$64.58B FBTC $13.92B 0.91% 0.00%* $291.54M +$10.71B GBTC $11.25B 0.74% 1.50% $127.15M −$26.49B ARKB $2.53B 0.17% 0.21% $77.40M +$1.28B BITB $2.82B 0.18% 0.20% $96.01M +$2.04B MSBT $264.30M 0.02% 0.14% $8.89M +$233.81M Fidelity is currently waiving FBTC’s fee, so its effective expense ratio is 0.00%, but the standard 0.25% applies once the waiver ends.
GBTC is the outlier here. It launched as an ETF with nearly $30 billion already in it, so the $26.49 billion in net outflows is really long-time holders rotating into cheaper funds over the years. It says more about GBTC’s 1.50% fee than about demand for Bitcoin. The newer funds all started from zero and built up.
Meanwhile, IBIT still dominates the category, holding well over half its total assets and trading far more each day than every rival combined. GBTC also charges 1.50% a year in a market where IBIT charges 0.25%, and that gap compounds against you every year you stay in the fund.
The Key Risks of Investing in Bitcoin ETFs
Buying a Bitcoin ETF is simpler than buying Bitcoin directly, but simpler doesn’t mean risk-free. The fund still moves with Bitcoin’s price every day, and Bitcoin can drop 20% to 30% in a single week when markets turn uncertain.
There’s also a concentration risk that doesn’t get talked about enough. Most of the major spot Bitcoin ETFs use the same custodian to hold their Bitcoin, which means a problem with that single institution could hit multiple funds at once. So, regulators have started paying attention to this, and investors probably should too.
What to Know Before You Invest Picking the right Bitcoin ETF is only half the equation. Position management is what separates investors who capture a bull cycle from those who give the gains back.
Macro events, ETF inflow data, and regulatory developments all feed directly into Bitcoin’s price, and keeping track of them gives you a real edge over investors who buy and walk away. Bitcoin rarely moves without reason, so knowing what’s driving it at any given moment beats holding and hoping.
So, pick a low-fee, liquid fund like IBIT or FBTC, size the position so a 30% drop won’t shake you out, and let the cycle do the rest.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was one of the largest cryptocurrencies when this series began. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional units, and to verify the transfer of assets.”
Bitcoin Bitcoin was the world’s first cryptocurrency and decentralized digital currency. The first bitcoin transaction occurred in early 2009 and has since grown worldwide to a mainstream financial asset. It is often considered volatile, as seen in our first chart, but one can argue that it is also resilient. Learn more about some bitcoin basics for new investors.
Bitcoin struggled for a second straight week, remaining below the $80,000 threshold and reaching its lowest level in over five weeks. BTC is currently down approximately 13% year-to-date and sits ~39% below its October 2025 record high.
Ether Ether is a cryptocurrency run on the Ethereum blockchain platform and was launched in July 2015. It has the second largest market share, despite being the newest of the three discussed in this article.
Ether’s closing price also continued to struggle this week, steadily inching lower and hitting its lowest level in nearly two months. ETH is currently down ~30% year-to-date and is now ~57% below its record close from August 2025.
XRP XRP, which is owned by Ripple, was launched in 2012 and was one of the larger cryptocurrencies for some time until new coins joined the market.
Bitcoin vs. Ether vs. XRP An index has been created in order to chart these three cryptocurrencies together, considering their significantly different pricing histories. A logarithmic scale is used on the y-axis of this chart to better illustrate the relative percentage changes and long-term growth of these cryptocurrencies, as opposed to their absolute price fluctuations. The chart tells us which cryptocurrency’s price has changed the most since November 9, 2017. At one point or another, all three have been at the top. At the time of writing, bitcoin is in the lead.
On January 10th, 2024, the SEC approved spot bitcoin ETFs from a range of issuers such as Grayscale Bitcoin Trust ETF (GBTC), iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), ARK 21Shares Bitcoin ETF (ARKB), Bitwise Bitcoin ETF (BITB), Coinshares Valkyrie Bitcoin Fund (BRRR). Here are some of the quick takeaways from the spot bitcoin ETF launch.
On July 23rd, 2024, a handful of spot ether ETFs launched from a range of issuers such as Grayscale Ethereum Trust (ETHE), Franklin Ethereum ETF (EZET), Bitwise Ethereum ETF (ETHW), iShares Ethereum Trust (ETHA), Fidelity Ethereum ETF (FETH). Here’s what investors need to know.
Originally published on Advisor Perspectives.
For more news, information, and analysis, visit the Cryptocurrency Content Hub.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know.
This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to be high-risk when it comes to investing, the two have foundational differences that investors should know. We’ve also included XRP, as it was one of the largest cryptocurrencies when this series began. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional units, and to verify the transfer of assets.”
Bitcoin Bitcoin was the world’s first cryptocurrency and decentralized digital currency. The first bitcoin transaction occurred in early 2009 and has since grown worldwide to a mainstream financial asset. It is often considered volatile, as seen in our first chart, but one can argue that it is also resilient. Learn more about some bitcoin basics for new investors.
Bitcoin struggled for a fourth straight week, plummeting to its lowest level since October 2024. BTC is currently down approximately 30% year-to-date and sits ~51% below its October 2025 record high.
Ether Ether is a cryptocurrency run on the Ethereum blockchain platform and was launched in July 2015. It has the second largest market share, despite being the newest of the three discussed in this article.
Ether’s closing price also continued to struggle this week, dropping over 20% to its lowest level since April 2025. ETH is currently down ~45% year-to-date and is now ~66% below its record close from August 2025.
XRP XRP, which is owned by Ripple, was launched in 2012 and was one of the larger cryptocurrencies for some time until new coins joined the market.
Bitcoin vs. Ether vs. XRP An index has been created in order to chart these three cryptocurrencies together, considering their significantly different pricing histories. A logarithmic scale is used on the y-axis of this chart to better illustrate the relative percentage changes and long-term growth of these cryptocurrencies, as opposed to their absolute price fluctuations. The chart tells us which cryptocurrency’s price has changed the most since November 9, 2017. At one point or another, all three have been at the top. At the time of writing, bitcoin is in the lead.
On January 10th, 2024, the SEC approved spot bitcoin ETFs from a range of issuers such as Grayscale Bitcoin Trust ETF (GBTC), iShares Bitcoin Trust (IBIT), Fidelity Wise Origin Bitcoin Fund (FBTC), ARK 21Shares Bitcoin ETF (ARKB), Bitwise Bitcoin ETF (BITB), Coinshares Valkyrie Bitcoin Fund (BRRR). Here are some of the quick takeaways from the spot bitcoin ETF launch.
On July 23rd, 2024, a handful of spot ether ETFs launched from a range of issuers such as Grayscale Ethereum Trust (ETHE), Franklin Ethereum ETF (EZET), Bitwise Ethereum ETF (ETHW), iShares Ethereum Trust (ETHA), Fidelity Ethereum ETF (FETH). Here’s what investors need to know.
Originally published on Advisor Perspectives.
For more news, information, and analysis, visit the Cryptocurrency Content Hub.
Cameco (CCJ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Bloom Energy (BE - Free Report) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +388.89%. A quarter ago, it was expected that this developer of fuel cell systems would post earnings of $0.25 per share when it actually produced earnings of $0.45, delivering a surprise of +80%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Bloom Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $751.05 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 50.78%. This compares to year-ago revenues of $326.02 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Bloom Energy shares have added about 170.1% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Bloom Energy?While Bloom Energy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Bloom Energy was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.24 on $675.12 million in revenues for the coming quarter and $1.44 on $3.27 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Ameresco (AMRC - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 4.
This energy services company is expected to post quarterly loss of $0.27 per share in its upcoming report, which represents a year-over-year change of -145.5%. The consensus EPS estimate for the quarter has been revised 1.6% higher over the last 30 days to the current level.
Ameresco's revenues are expected to be $364.06 million, up 3.2% from the year-ago quarter.
FRAMINGHAM, Mass. & ANNAPOLIS, Md.--(BUSINESS WIRE)--Ameresco and HASI launch Neogenyx Fuels, a new JV to scale advanced biofuels; HASI invests $400M and the venture is valued at $1.8B.
Ameresco (AMRC) came out with a quarterly loss of $0.33 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to a loss of $0.11 per share a year ago.
Although the revenue and EPS for Ameresco (AMRC) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco closes Neogenyx Fuels joint venture with HASI to accelerate advanced biofuels growth with $400 million commitment.
Public-private partnership with the U.S. Navy and Hawaiian Electric delivers renewable energy, grid resilience, and community benefits on Oʻahu
FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced that its Kūpono Project in Hawai’i has been named a winner in the 2026 Environment+Energy Leader Awards. The annual program recognizes companies delivering measurable progress in energy management, environmental performance, and sustainability.
This recognition reflects the strong collaboration with the U.S. Navy and Hawaiian Electric, the local teams who built this project, and the communities in Hawai’i who will benefit from reliable renewable energy for decades to come.
Share Award-Winning Solar and Storage Innovation in Hawai’i
Honored in the Environmental Impact category for reducing emissions, strengthening grid resilience, and expanding access to reliable renewable energy for underserved communities on Oʻahu, the Kūpono Project was one of this year's standout entries across categories spanning product innovation, project implementation, startup advancement, and organizational leadership.
The project pairs a 42 MW solar array with a 42 MW/168 MWh lithium-ion battery energy storage system, delivering reliable power for approximately 10,000 homes. Structured as a 20-year public-private partnership with the U.S. Navy and Hawaiian Electric (HECO), Kūpono reduces more than 50,000 tons of CO₂ annually, equivalent to taking 12,000 cars off the road each year, and supports Hawaii's statutory goal of 100% renewable energy generation and carbon neutrality by 2045.
Beyond environmental performance, the project also demonstrates how large-scale infrastructure investment can deliver meaningful community benefits. Built with local labor and materials, the project supports Hawai’i’s growing renewable energy workforce and funds philanthropic investments in STEM education, youth sports, and community organizations across the island. Thoughtful land stewardship, including the safe relocation of 500,000 bees and ongoing vegetation management by a herd of 200 sheep, ensured minimal disruption to the surrounding environment throughout construction and ongoing operations.
A Testament to Excellence
Recognition from Environment+Energy Leader highlights the Kūpono Project as a standout example of innovation and performance in today's evolving energy and sustainability landscape. Judges highlighted the project's strong public-private partnership structure, innovative land stewardship, and its “excellent alignment with state and federal decarbonization targets.”
"As organizations navigate an increasingly dynamic and uncertain operating environment, the ability to improve efficiency, reduce emissions, and deliver measurable results has never been more critical," said Sarah Roberts, Co-President and Publisher of Environment+Energy Leader. "This year's winners demonstrate the innovation and leadership required to move forward with clarity and impact."
For Ameresco, the recognition reflects the power of collaboration and a long-standing commitment to building resilient energy infrastructure.
"The Kūpono Project reflects exactly what is possible when public, private, and community stakeholders come together around a shared purpose," said Nicole Bulgarino, Co-President of Ameresco. "This recognition reflects the strong collaboration with the U.S. Navy and Hawaiian Electric, the local teams who built this project, and the communities in Hawai’i who will benefit from reliable renewable energy for decades to come.”
About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. (NYSE:AMRC) is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.
About the Environment + Energy Leader Awards
Now in its 14th year, the Environment+Energy Leader Awards program recognizes excellence across products, projects, startups and organizational initiatives that deliver meaningful advancements in environmental programs, sustainability, and energy management. Entries are evaluated by an independent panel of industry experts, with a focus on innovation, scalability, and measurable impact. Winners are recognized as leaders in advancing best practices and setting new standards across the global energy and environmental landscape.
Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced that its Kūpono Project in Hawai’i has been named a winner in the 2026 Environment+Energy Leader Awards. The annual program recognizes companies delivering measurable progress in energy management, environmental performance, and sustainability.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260518292328/en/
Ameresco's Kūpono Project Named Winner in 2026 Environment+Energy Leader Awards
Award-Winning Solar and Storage Innovation in Hawai’i
Honored in the Environmental Impact category for reducing emissions, strengthening grid resilience, and expanding access to reliable renewable energy for underserved communities on Oʻahu, the Kūpono Project was one of this year's standout entries across categories spanning product innovation, project implementation, startup advancement, and organizational leadership.
The project pairs a 42 MW solar array with a 42 MW/168 MWh lithium-ion battery energy storage system, delivering reliable power for approximately 10,000 homes. Structured as a 20-year public-private partnership with the U.S. Navy and Hawaiian Electric (HECO), Kūpono reduces more than 50,000 tons of CO₂ annually, equivalent to taking 12,000 cars off the road each year, and supports Hawaii's statutory goal of 100% renewable energy generation and carbon neutrality by 2045.
Beyond environmental performance, the project also demonstrates how large-scale infrastructure investment can deliver meaningful community benefits. Built with local labor and materials, the project supports Hawai’i’s growing renewable energy workforce and funds philanthropic investments in STEM education, youth sports, and community organizations across the island. Thoughtful land stewardship, including the safe relocation of 500,000 bees and ongoing vegetation management by a herd of 200 sheep, ensured minimal disruption to the surrounding environment throughout construction and ongoing operations.
A Testament to Excellence
Recognition from Environment+Energy Leader highlights the Kūpono Project as a standout example of innovation and performance in today's evolving energy and sustainability landscape. Judges highlighted the project's strong public-private partnership structure, innovative land stewardship, and its “excellent alignment with state and federal decarbonization targets.”
"As organizations navigate an increasingly dynamic and uncertain operating environment, the ability to improve efficiency, reduce emissions, and deliver measurable results has never been more critical," said Sarah Roberts, Co-President and Publisher of Environment+Energy Leader. "This year's winners demonstrate the innovation and leadership required to move forward with clarity and impact."
For Ameresco, the recognition reflects the power of collaboration and a long-standing commitment to building resilient energy infrastructure.
"The Kūpono Project reflects exactly what is possible when public, private, and community stakeholders come together around a shared purpose," said Nicole Bulgarino, Co-President of Ameresco. "This recognition reflects the strong collaboration with the U.S. Navy and Hawaiian Electric, the local teams who built this project, and the communities in Hawai’i who will benefit from reliable renewable energy for decades to come.”
About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. NYSE:AMRC is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.
About the Environment + Energy Leader Awards
Now in its 14th year, the Environment+Energy Leader Awards program recognizes excellence across products, projects, startups and organizational initiatives that deliver meaningful advancements in environmental programs, sustainability, and energy management. Entries are evaluated by an independent panel of industry experts, with a focus on innovation, scalability, and measurable impact. Winners are recognized as leaders in advancing best practices and setting new standards across the global energy and environmental landscape.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260518292328/en/
Marking its first agricultural RNG project, the facility will convert manure into pipeline‑quality renewable natural gas while cutting emissions and supporting local communities
FRAMINGHAM, Mass. & BROKEN BOW, Neb.--(BUSINESS WIRE)--Neogenyx Fuels, a premier developer, owner, and operator of advanced fuel solutions, today announced the commencement of construction on its first agricultural renewable natural gas (RNG) facility located at the Adams Land & Cattle, LLC. feedlot in Broken Bow, Nebraska.
"The Adams feedlot RNG facility is a beacon, showcasing how advanced biofuels can provide tremendous investments in rural communities, create job growth, and position agriculture as the next major domestic export engine."
Share The Neogenyx Fuels owned facility will capture and process manure through anaerobic digestion to produce biogas, which will be upgraded to pipeline‑quality RNG. The RNG will be used as a low‑carbon transportation fuel and for additional energy applications. Digestate byproducts generated through the process, including solids and liquids, will be beneficially reused onsite as livestock bedding and agricultural fertilizer.
The RNG facility will utilize eight anaerobic digesters to generate more than 4,400 standard cubic feet per minute (SCFM) of biogas, which will be upgraded into approximately 1.2 million MMBtu/year of pipeline‑quality renewable natural gas (RNG) and injected into the local natural gas system. By capturing and converting manure into a valuable renewable energy source, the facility is expected to avoid up to ~63,700 metric tons of CO₂ annually, equivalent to the carbon sequestered by ~63,800 acres of U.S. Forest for one year. The project supports decarbonization efforts and delivers meaningful economic and environmental benefits to the surrounding community.
“This project represents a milestone in the industry and an exciting chapter for Neogenyx Fuels. The Adams feedlot RNG facility is a beacon, showcasing how advanced biofuels can provide tremendous investments in rural communities, create job growth, and position agriculture as the next major domestic export engine,” said Michael Bakas, CEO of Neogenyx Fuels.
“We’re proud to work alongside Neogenyx Fuels on a project that demonstrates how agricultural operations can play a meaningful role in advancing clean energy,” said Abram Babcock, CEO at Adams Land & Cattle, LLC. “This facility allows us to build on our day‑to‑day operations while delivering environmental and economic benefits close to home.”
Construction of the RNG facility marks another step forward in Neogenyx Fuels’ growing portfolio of advanced renewable fuel projects and underscores the role agricultural operations can play in delivering scalable, low‑carbon energy solutions. With the addition of this project, the Neogenyx Fuels non-electric project portfolio to date represents more than 13.2 million MMBtu per year of capacity. Through collaboration with Adams Land & Cattle, the project demonstrates how locally rooted partnerships can generate long‑term environmental, economic, and community benefits while supporting a more resilient and sustainable energy future.
To learn more about Neogenyx Fuels, visit www.neogenyxfuels.com.
About Neogenyx Fuels
Neogenyx Fuels is a premier developer, owner, and operator of advanced fuel solutions accelerating the global energy transition. Built on decades of leadership in beneficial use of biogas as a baseload energy resource, Neogenyx Fuels is advancing a new era of technical innovation and capital investment in the next generation of biofuels. Our combination of technical independence, engineering expertise, and operational rigor enables us to deliver resilient energy solutions at scale to communities, utilities, and industries globally. Neogenyx Fuels is forged by two acclaimed industry leaders: Ameresco (NYSE:AMRC) – a leading energy infrastructure solutions provider – and HASI (NYSE:HASI) – a leading investor in sustainable infrastructure assets. Our portfolio spans every phase of project development, construction, and operation with unwavering dedication to safety, reliability, and performance. Drawing on more than 25 years of leadership in electric generation, thermal supply and renewable natural gas, Neogenyx Fuels provides the expertise and innovation our customers need to advance the energy transition. Explore more at www.neogenyxfuels.com.
The announcement of the entry into a renewable energy asset arrangement is not necessarily indicative of the timing or amount of revenue from such arrangement, of Ameresco’s overall revenue for any particular period or of trends in Ameresco’s overall total assets in development or operation. This project was included in Ameresco’s previously reported assets in development as of March 31, 2026.
CARLSBAD, California, and BURLINGTON, Ontario--(BUSINESS WIRE)--Anaergia Inc. (“Anaergia” or the “Company”) (TSX: ANRG) (OTCQX: ANRGF), through its subsidiary Anaergia Technologies, has entered into a C$58 million contract with Neogenyx Fuels to deploy its proprietary anaerobic digestion technology at a large-scale agricultural facility in the United States. Neogenyx Fuels is a newly formed joint venture between Ameresco, Inc. (NYSE: AMRC) and HA Sustainable Infrastructure Capital, Inc. (“HASI”.
On May 22, 2026, Ameresco Inc (AMRC) shares rose 5.1% today, bringing the current price to $31.77. Over the past 52 weeks, AMRC has seen a price range of $12.96
Editor's Note: The U.S. stock market and the InvestorPlace offices, including Customer Service, will be closed tomorrow, May 25, in observance of Memorial Day. Our regular hours will resume on Tuesday, May 26, at 9 a.m.
FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced that members of its management team will attend the following investor conferences:
On May 28, 2026, Ameresco’s Co-President, Nicole Bulgarino; and Chief Investment Officer, Joshua Baribeau, will host investor meetings at the Craig-Hallum 23rd Annual Institutional Investor Conference. This event will take place at the Renaissance Minneapolis Hotel in Minneapolis, MN. On June 2, 2026, Ameresco’s Executive Vice President and Chief Financial Officer, Mark Chiplock; and Senior Vice President and Chief Marketing Officer, Leila Dillon, will host a fireside chat at 12:50pm ET at the Baird Global Consumer, Technology, and Services Conference. This event will take place at the InterContinental New York Barclay in New York, NY. Ameresco’s management team will also host investor meetings throughout the day. On June 2, 2026, Ameresco’s President and Chief Executive Officer, George Sakellaris; and Chief Investment Officer, Joshua Baribeau, will host investor meetings at the Stifel Boston Cross Sector 1x1 Conference. This event will take place at the InterContinental Boston in Boston, MA. About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. (NYSE:AMRC) is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering diversified generation solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.
Citywide infrastructure project targeted aging manholes with structural repairs, improving wastewater system reliability, long-term performance, and safety for the community
FRAMINGHAM, Mass. & MESQUITE, Texas--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced the successful completion of the first phase of a multi-year, citywide manhole rehabilitation initiative with the City of Mesquite, Texas, which maintains approximately 6,400 manholes across its wastewater system.
This proactive approach to rehabilitate aging assets not only prevents disruptions, it manages costs. Programs like the ones offered by Ameresco help the City provide consistent and affordable services to our citizens.
Share As part of the project, Ameresco rehabilitated more than 190 manholes throughout the city’s wastewater infrastructure that have shown signs of deterioration. The project is intended to help minimize the risk of inflow and infiltration of stormwater and address potential structural failures, ultimately reducing system inefficiencies and wastewater treatment costs associated with aging manholes.
“We’re proud of our continued partnership with the City of Mesquite and the successful completion of this important infrastructure investment,” said Louis Maltezos, Co-President of Ameresco. “Modernizing wastewater infrastructure strengthens system reliability and positions communities to meet future needs with confidence. This project supports the modernization of critical infrastructure to strengthen system reliability and long‑term performance.”
Ameresco provided a full wastewater rehabilitation solution that included the supply and installation of a multi-layered polymeric lining system to restore structural integrity of the manholes and extend service life. Prior to coating installation, each manhole structure underwent a comprehensive cleaning process, with any identified holes or cracks grouted and plugged to create ideal surface conditions for maximum coating adhesion and long-term performance.
“The City of Mesquite is committed to providing quality water and wastewater services to our customers with limited disruptions,” said Cliff Keheley, City Manager. “This proactive approach to rehabilitate aging assets not only prevents disruptions, it manages costs. Programs like the ones offered by Ameresco help the City provide consistent and affordable services to our citizens.”
This project marks the latest initiative in a successful multi-year partnership with the City of Mesquite focused on modernizing critical water infrastructure. Previous collaboration efforts included the implementation of a comprehensive smart metering infrastructure project serving the city’s residential and commercial water utility customers.
To learn more about Ameresco’s advanced metering infrastructure solutions, visit: https://www.ameresco.com/advanced-metering-infrastucture/
About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. (NYSE:AMRC) is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.
The announcement of completion of a customer’s project contract is not necessarily indicative of the timing or amount of revenue from such contract, of Ameresco’s overall revenue for any particular period or of trends in Ameresco’s overall total project backlog. This project was included in Ameresco’s previously reported contracted backlog as of March 31, 2026.
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Tom Yeung here with your Sunday Digest.
Last week here, we talked about how master trader Jonathan Rose and Wall Street veteran Marc Chaikin had combined their smart money indicators into a “Convergence Trigger” signal.
They revealed their system’s top five picks in their Convergence Summit on Thursday night. I hope you tuned in. The pick I featured here in the Sunday Digest from that list – Ameresco Inc. (AMRC) – has already risen 10% since then, bringing its one-month return to 18%. In fact, the five companies Jonathan and Marc selected have now risen 38% since the start of May.
Now, it’s tempting to think it’s too late to jump in. Jonathan and Marc’s five stocks are all a part of the AI Revolution, and many investors are rightly wondering how high things can keep going. After all, all “Big 3” dynamic RAM memory chip makers – Micron, Samsung, and SK Hynix – are now worth $1 trillion each.
Could they possibly be worth $2 trillion? $5 trillion? Or more?
Fortunately, I’m quite certain that at least one of their “Convergence Trigger” companies still has further upside. I’ll tell you why in this update.
In the meantime, be sure to tune into a replay of Jonathan and Marc’s Convergence Summit if you haven’t seen it yet. In it, they explain how their system works, and how you can use it to make sure the next investment boom doesn’t pass you by. (And don’t wait long… our publisher will be removing the video later this week.)
Now, here’s more on that “Convergence Trigger” stock that I believe still has some juice in it…
The Sunny Outlier First Solar Inc. (FSLR) is a rather fantastic company. This Tempe, Arizona-based solar company doesn’t have just one moat around its business… but rather it has four. Let’s go through each.
1. Product. First Solar is the only company in the world that can produce cadmium telluride (CdTe) photovoltaic cells at scale. Unlike crystalline silicon (c-Si) panels, CdTe versions are straightforward to build and highly resistant to heat and long-term degradation. That makes them superior in hot and humid environments like the U.S. South, India, and the Middle East.
This moat is protected by numerous patents, $2 billion in cumulative research and development spending, and a proprietary manufacturing process that even General Electric (GE) couldn’t figure out. GE exited the CdTe business in 2013.
2. Supply Chain. First Solar is also protected by a quirk of its technology. CdTe panels require no polysilicon, no silver paste, and no wafers. Instead, their panels are essentially glass, steel, and a thin layer of proprietary cadmium telluride compound.
That’s particularly important because China controls roughly 80% of the global supply of c-Si panel components. Rivals like Canadian Solar Inc. (CSIQ) are low-margin businesses because they rely on Chinese suppliers that can dictate terms and prices. First Solar faces none of those challenges.
In addition, First Solar is vertically integrated. It controls its own tellurium sourcing, module assembly, and even end-of-life-recycling to handle and reuse the cadmium in its panels. Each step is relatively difficult — for instance, telluride is geologically as rare as gold, and cadmium can be as dangerous as mercury. Assembling the whole chain under one roof makes this moat especially wide.
3. Government Subsidies. The U.S. solar industry is currently protected by two pieces of legislation that the 2025 One Big Beautiful Bill confirmed:
Section 45X. This series of production-based tax credits overwhelmingly benefits First Solar because credits for cell production and assembly are stacked. In fact, the company generated so many of these credits that it sold $1.3 billion worth of them in 2025, making up a quarter of total revenues. FEOC Restrictions. This consumer-based tax credit requires buyers avoid Foreign Entity of Concern (FEOC) panel makers to claim their own credits. First Solar clears this hurdle easily given its domestic CdTe supply chain. These rules last through 2027 for project-level credits and until 2032 for manufacturing credits. I expect both to get extended in some fashion. In April 2026, a group of Republican congressmen from Pennsylvania, New York, and Ohio proposed legislation to preserve commercial solar tax credits to protect firms like First Solar, which has a large presence in the region. Meanwhile, FEOC rules were strengthened under the current administration, and any trade war with China will likely trigger an expansion. Even though the White House has publicly criticized the solar industry, its actions have moved in the other direction.
4. Financial Strength. I ordinarily don’t award a “moat” for financial strength, since anyone with a large enough pocketbook can step in. But I’ll make an exception for the solar industry because everyone else is in such terrible shape. Canadian Solar, JinkoSolar Holding Co. (JKS), and Sunrun Inc. (RUN) all have debt-to-equity ratios of over 250% and struggle to afford payments on interest. China’s LONGi Green Energy Technology Co. Ltd. has lost money since 2024 and will likely keep doing so until at least 2027. The c-Si panel industry is a cutthroat business.
Meanwhile, First Solar has maintained a fortress balance sheet, thanks to its 30% profit margins from its differentiated product. The company has $2 billion of net cash on its books, almost no debt, and is expected to generate $1.8 billion of free cash flows next fiscal year, up from $1.2 billion in 2025.
This financial strength has allowed First Solar to continue investing in research and development ($270 million this year) and spending on production capacity ($884 million). It outspends its rivals by almost 3-to-1 on R&D and could be the company to bring next-generation technologies like perovskites to market. (These calcium/titanium/oxygen crystals would be a major step forward if they can get scaled up.)
Dawning Demand These moats suggest that First Solar still has room to run. Shares have risen just 11% this year, even as electricity demand from AI data centers has continued to rise.
Consider the math. The latest Blackwell chips from Nvidia Corp. (NVDA) draw roughly four times the power of what the prior generation needed and produce far more heat. Multiply that across thousands of racks, and you start to understand why data center operators are scrambling for power-generation capacity for chips and cooling.
So, where will that juice come from?
Increasingly, data center operators are turning to the sun. The solar production curve roughly matches demand for data center cooling, solar farms are quick to build, and solar power pairs well with electricity from natural gas and batteries. The U.S. Energy Information Administration estimates that 51% of planned grid capacity additions in 2026 will be solar.
First Solar also easily passes Jonathan and Marc’s smart money screens. Shares have recently flipped to “Very Bullish” in Marc’s system on strong smart money buying. As you can see from the graph below, his system has consistently found the best times to buy.
Marc Chaikin’s First Solar Inc. (FSLR) Rating
I also believe there’s more room for First Solar to grow. Only 17% of installed panels in the U.S. are currently CdTe, and barely 2% of global capacity uses the technology. That gives the company a long runway for growth. In the most recent quarter, First Solar announced record sales in India, and said that its backlog now sits at 47.9 gigawatts, or more than 2.5 years of revenues.
Rays of Caution Obviously, there are longer-term risks for a company like First Solar:
Regulatory. First Solar faces an earnings cliff in 2027 when subsidies start to expire. Without any changes, one of its widest moats could dry up by 2032, taking as much as a third of revenues along with it. Tariffs. Import taxes on Southeast Asian c-Si imports could be reduced, eroding the company’s pricing power Future Products. First Solar’s success in perovskites is not guaranteed. Though these crystals have shown efficiency ratings as high as 34% (compared to 26% for c-Si), this has only been proven at tiny scales. Lossmaking LONGi Green Energy is also pursuing this technology Nevertheless, markets have more than priced these fears in. First Solar’s shares trade at just 11X forward earnings, or roughly a third of comparable companies in the AI power buildout. If regulations move the way I expect, shares have at least a 50% upside from here.
The Swiss Cheese Model Part 2 As I wrote here last week, markets have a lot of pressure building up beneath the surface. Many retail investors are now chasing returns of the hottest stocks, and analysts at Morningstar (and many others) are warning that companies like Micron Technology Inc. (MU) should “expect the wave to crash longer-term.” Morningstar analysts give Micron a fair value of $455, a 50% downside.
Fortunately, Jonathan and Marc’s “Convergence Trigger” system helps investors avoid these pitfalls by forcing investment ideas through multiple screens. Even if smart money is giving bullish signals for Micron’s stock, options traders might have an entirely different outlook.
And so, be sure to watch their Convergence Summit, where Jonathan and Marc will explain where they see the next pockets of opportunity, and how they’re navigating this “new normal” of markets that rise quickly and fall just as fast.
Until next week,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.
Sumitomo Mitsui Trust Group Inc. acquired a new position in shares of Unum Group (NYSE: UNM) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 24,491 shares of the financial services provider's stock, valued at approximately $1,898,000. Several other hedge funds
Mirae Asset Global Investments Co. Ltd. decreased its stake in shares of Unum Group (NYSE: UNM) by 7.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 139,175 shares of the financial services provider's stock after selling 11,316 shares during the period. Mirae
Unum (UNM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Unum Group is rated Hold with a $52/share price target due to limited upside at current valuation. UNM's 9-10x P/E and 2.38% yield offer little premium over risk-free rates, requiring substantial growth or premiumization to justify higher multiples. Persistent LTC block risks, high disability claim incidence, and diversification into lower-margin lines constrain valuation expansion.
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CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) today reported net income of $232.0 million ($1.41 per diluted common share) for the first quarter of 2026, compared to net income of $189.1 million ($1.06 per diluted common share) for the first quarter of 2025. Included in net income for the first quarter of 2026 is a net after-tax investment loss on the Company's investment portfolio of $4.0 million ($0.03 per diluted common share) and the Closed Block segment after-tax adjusted ope.
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Accident and Health Insurance stocks like AFL, UNM, GL, TRUP and EIG are set to gain from rising underwriting exposure and accelerated digitalization. However, pricing pressure is a concern given rising medical costs and inflation.
CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Unum Group (NYSE: UNM) announced today that its board of directors has authorized an increase of approximately 10 percent in the quarterly dividend paid on its common stock. The new rate of 50.5 cents per common share, or $2.02 per share on an annual basis, will be effective with the dividend expected to be paid in the third quarter of 2026. # # # Forward-Looking Statements Certain statements in this release constitute “forward-looking statements” within the.
Unum Group (NYSE: UNM) announced today that its board of directors has authorized an increase of approximately 10 percent in the quarterly dividend paid on its
