Valero Energy (VLO) and Baker Hughes (BKR) Stocks Surge While First Solar (FSLR) Sinks in 2026

Valero Energy (VLO) and Baker Hughes (BKR) Stocks Surge While First Solar (FSLR) Sinks in 2026

Quick Read Valero Energy (VLO) and Baker Hughes (BKR) stocks are up roughly 33% and 32% year-to-date in 2026, respectively, driven by oil price tailwinds, refining margin strength, and a broader geopolitical rotation into traditional energy. In contrast, First Solar (FSLR) stock has shed roughly a quarter of its value in 2026 so far despite a strong 2025, weighed down by policy uncertainty, guidance disappointment, and a sector rotation away f…