EV & Clean Energy Scan

Scan

EV & Clean Energy Scan

raw scan snapshot — prices as of scan date, not live 60 rows · screens, not recommendations superseded by2026-04-26-ev-clean-energyported fromresearch/classic/scans/_archive/2026-03-12-ev-clean-energy.mdscan slugev-clean-energysource typescan-archive

Chinese EV makers NIO (+16.4%) and XPEV (+17.9%) surge on the week while BE continues its monster run (+72.2% 3M); TSLA stabilizing near $400 but LCID and FSLR remain structurally challenged.


Quick Snapshot

Signal Reading
Overall 🟡 MIXED — Chinese EVs and energy storage surging on momentum; clean energy ETFs (LIT, ICLN, KARS) holding strong-up structures; TSLA stabilizing but 3M still weak; LCID and legacy clean energy names (ENPH, SEDG) long-tail recovery plays
Leaders BE ($163.57, +72.2% 3M, strong-up), NIO ($5.62, +16.4% 7D), XPEV ($20.27, +17.9% 7D), KARS ($32.20, near 52wk high)
Laggards LCID ($10.12, -68.3% from 52wk high), FSLR ($197.68, RSI 38.4, -22.4% 3M), PLUG ($2.28, -51.3% from 52wk high)

Price Table (Validated 2026-03-12)

Stock Price RSI vs SMA20 7D% 30D% 3M% Trend
BE $163.57 54.5 +4.8% -1.9% +17.7% +72.2% 🟢 strong-up
PLUG $2.28 56.4 +13.2% -7.5% +25.3% -1.7% 🟢 strong-up
ENPH $42.33 48.2 -4.4% +3.6% -4.1% +31.5% 🟢 strong-up
SEDG $35.31 48.1 -5.2% +0.2% +2.6% +19.6% 🟢 strong-up
LIT $71.67 48.7 -1.7% +4.1% -0.1% +12.5% 🟢 strong-up
ICLN $18.51 53.0 +0.3% +3.5% +0.7% +12.4% 🟢 strong-up
KARS $32.20 50.6 -0.3% +4.0% +0.7% +4.8% 🟢 strong-up
RIVN $15.97 52.2 +2.3% +10.0% +14.1% -13.3% weak-down
XPEV $20.27 65.8 +13.9% +17.9% +14.5% +6.7% up
NIO $5.62 63.5 +11.5% +16.4% +13.5% +11.7% up
BYDDY $12.37 51.0 +0.2% +6.0% -0.5% +0.1% weak-up
LI $18.20 55.6 +1.2% +8.2% -3.2% +6.6% weak-up
TSLA $399.93 43.9 -1.6% +1.0% -4.1% -12.9% weak-down
TAN $54.88 46.7 -3.6% +2.4% -3.5% +14.7% weak-down
DRIV $30.71 40.3 -4.0% +0.2% -5.2% +2.7% weak-down
FSLR $197.68 38.4 -6.9% +2.3% -10.3% -22.4% down
LCID $10.12 48.0 +0.7% +8.1% +2.0% -19.3% strong-down

Tier Analysis

Approaching Oversold (RSI 35–45) — Watch Closely

Stock Price RSI 3M% Notes
FSLR $197.68 38.4 -22.4% Golden cross structural positive but -8.5% below SMA200 of SMA50. Policy headwinds (IRA uncertainty) weighing.
DRIV $30.71 40.3 +2.7% Golden cross; EV/autonomous vehicle ETF. -4.4% below SMA50 despite overall positive trend.
TSLA $399.93 43.9 -12.9% Near SMA200 at $393. Golden cross. Stabilizing at $400. Political/brand headwinds persist.

Neutral (RSI 45–60) — Stabilizing or Mixed

Stock Price RSI Notes
SEDG $35.31 48.1 Strong-up, golden cross. +19.6% 3M recovery but -5.2% below SMA20 = pulling back.
ENPH $42.33 48.2 Strong-up, golden cross, +31.5% 3M. Residential solar recovering. -4.4% below SMA20 = normal pullback.
LIT $71.67 48.7 Strong-up, golden cross. Lithium/battery ETF. -1.7% below SMA20.
LCID $10.12 48.0 Strong-down, death cross. -68.3% from 52wk high. Pre-profitability EV, existential risk.
KARS $32.20 50.6 Strong-up, golden cross. Near 52wk high (-2.9%). Best EV ETF structure.
BYDDY $12.37 51.0 weak-up, death cross. -38.3% from 52wk high. Chinese EV giant; consolidating.
ICLN $18.51 53.0 Strong-up, golden cross. Near 52wk high (-4.5%). Clean energy ETF in excellent shape.
RIVN $15.97 52.2 Golden cross, +10% 7D but weak-down trend. Amazon van contract = floor.
BE $163.57 54.5 Strong-up, golden cross, +89.5% above SMA200. Bloom Energy on monster run.
LI $18.20 55.6 weak-up, death cross. Chinese EV recovering from lows.
PLUG $2.28 56.4 Strong-up, golden cross. +25.3% 30D momentum. Still -51.3% from 52wk high.

Strong (RSI 60+) — Momentum

Stock Price RSI Notes
NIO $5.62 63.5 "up" trend, +6.2% above SMA200. +16.4% 7D — Chinese EV momentum building.
XPEV $20.27 65.8 "up" trend, +13.9% above SMA20, near SMA200 ($20.14). Best 7D in group.

Entry Zones

Stock Zone RSI Action Notes
TSLA $385–$405 43.9 📈 Accumulate Near SMA200 support ($393). Golden cross. Core EV position. Political headwinds = near-term overhang.
FSLR $190–$200 38.4 🔍 Watch -22.4% 3M. Golden cross = structural positive. Wait for RSI < 35 for conviction.
BYDDY $11.50–$12.50 51.0 🔍 Watch Consolidating near SMA20. -38% from ATH. China policy catalyst potential.
BE Hold 54.5 🔒 Hold +72.2% 3M monster run. Don't add at +89.5% above SMA200. Hold existing positions.
ENPH $40–$44 48.2 📈 Accumulate Residential solar leader. +31.5% 3M recovery. Near SMA20 support.
XPEV $18–$20 65.8 ⚠️ Avoid/Wait +17.9% 7D — extended. Wait for pullback to SMA20 ($17.80).
NIO $5.00–$5.50 63.5 ⚠️ Avoid/Wait +16.4% 7D — extended. Wait for pullback.
LIT $70–$73 48.7 📈 Accumulate Lithium ETF strong-up. Good entry near SMA20.
LCID Avoid 48.0 ❌ Don't Buy -68.3% from 52wk high, death cross. Pre-profitability risk.

Action Matrix

Action Stocks Why
🔒 HOLD BE, PLUG Strong-up monsters; don't sell, don't add extended
📈 ACCUMULATE TSLA, ENPH, LIT, ICLN Near key support levels with strong-up structures
🔍 WATCH FSLR, BYDDY, LI, RIVN Approaching or near entry zones; need confirmation
⚠️ WAIT NIO, XPEV +16-18% this week — extended, wait for pullback
❌ DON'T BUY LCID Death cross + -68% from 52wk high + pre-profitability

What Changed (vs Previous Scan)

Stock Previous Mar-12 Move Note
BE ~$138 $163.57, +72.2% 3M Monster run continues +89.5% above SMA200; stays strong-up
XPEV ~$17 $20.27, +17.9% 7D Surging Chinese EVs breaking out; near SMA200
NIO ~$4.80 $5.62, +16.4% 7D Surging Positive trend confirmed
RIVN ~$14.50 $15.97, +10.0% 7D Recovering Golden cross + Amazon contract narrative
TSLA ~$395 $399.93 Stabilizing Hovering near $400, golden cross intact
FSLR ~$193 $197.68, -22.4% 3M Weak recovery +2.3% 7D but 3M damage significant
PLUG ~$2.46 $2.28, -7.5% 7D Slight pullback Still +25.3% 30D; taking breather

Key Discoveries

Discovery Implication
BE +72.2% in 3M, +89.5% above SMA200 Bloom Energy stationary fuel cell thesis on fire; monster-scan territory
Chinese EVs (NIO +16.4%, XPEV +17.9%) both in "up" trend China policy support driving EV sector rotation into Chinese names
LIT, ICLN, KARS all strong-up near 52wk highs Clean energy ETFs outperforming individual EV stocks significantly

Open Questions

  • BE: is +89% above SMA200 signaling a top or is there more to the fuel cell thesis?
  • Chinese EV surge: policy-driven or genuine demand recovery?
  • TSLA brand/political headwinds: when does the golden cross reassert as the dominant signal?
10 events

No direct external sources are attached to this read.