Podcast: May 2026 Sustainable Stock and ETF Picks

Podcast: May 2026 Sustainable Stock and ETF Picks

May 2026 Sustainable Stock and ETF Picks. Podcast includes articles on hydrogen/fuel cell stocks and the world’s most influential companies.

By Ron Robins, MBA

Transcript & Links, Episode 167, May 29, 2026

Hello, Ron Robins here. Welcome to my podcast episode 167, published on May 29, 2026, titled “May 2026 Sustainable Stock and ETF Picks.”

Now, before I begin, I want to apologize if my voice at any time sounds a little rough!

This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources.

Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts.

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.

I have a great crop of 32 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I’ve chosen 3 to quote from. Titles and links to the other 29 can be found on the webpage for this podcast edition.

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9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com

Many of you are interested in hydrogen stocks, so I thought this article would be good to start this podcast. It’s titled 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com and is by Fatima Gulzar. Here are some quotes.

“We used screeners to identify Best Hydrogen and Fuel Cell Stocks and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds.

9. FuelCell Energy, Inc. (NASDAQ:FCEL)

On March 23, 2026, FuelCell Energy announced the introduction of a standardized ‘12.5-megawatt’ packaged power block that offers on-site electricity to data centers… It positioned the system as a speedier deployment option in power-constrained markets…

FuelCell Energy is a firm that develops, designs, manufactures, constructs, and services high-temperature fuel cells for clean electricity generation… It operates in three geographical segments: the United States, South Korea, and Europe.

8. Ballard Power Systems Inc. (NASDAQ:BLDP)

Ballard Power Systems designs, develops, manufactures, sells, and services fuel cell products. It specializes in power products for bus, truck, rail, marine, stationery, and developing market applications, as well as service delivery, which includes technical solutions, after-sales services, and training.

7. Plug Power Inc. (NASDAQ:PLUG)

On April 9, 2026, Susquehanna analyst Charles Minervino updated Plug Power’s price target to $2.75 from $2.50. It maintained a Neutral rating on the stock…

Plug Power is an alternative energy technology firm. It designs, develops, commercializes, and manufactures hydrogen and fuel cell systems for the material handling and stationary power fields.

6. New Jersey Resources Corporation (NYSE:NJR)

On April 21, 2026, Mizuho analyst Gabriel Moreen increased New Jersey Resources Corporation’s price objective to $61 from $54. It maintained an ‘Outperform rating’ on the shares…

New Jersey Resources Corporation is a holding company. It provides regulated natural gas distribution, transmission, and storage services, as well as certain unregulated enterprises. It works in five segments: natural gas distribution, clean energy ventures, energy services, storage and transportation, and home services and other.

5. Bloom Energy Corporation (NYSE:BE)

On April 14, 2026, Reuters reported that Bloom Energy will supply Oracle with up to ‘2.8 gigawatts’ of fuel cell capacity under an upgraded deal, which shows rising power demand due to artificial intelligence. The corporations have already signed for an initial 1.2 gigawatts…

Bloom Energy manufactures and installs power production platforms based on solid oxide fuel cells. Bloom Energy Server turns conventional low-pressure natural gas or biogas into electricity using an electrochemical method that does not include combustion.

4. BP p.l.c. (NYSE:BP)

BP is an integrated oil and gas corporation that provides carbon products and services. It operates in three segments: gas and low-carbon energy, oil production and operations, and customers/products.

3. Cummins Inc. (NYSE:CMI)

On April 20, 2026, Truist analyst Jamie Cook raised the Cummins price objective to $730 from $703. It retained a Buy rating on the stock…

On April 13, 2026, Wells Fargo lifted its price objective for Cummins to $693 from $630…

Cummins is a U.S.-based firm that designs, manufactures, and services diesel and natural gas engines, electric and hybrid powertrains, and related components. Its segments include Engine, Distribution, Components, Power Systems, and Accelera.

2. Air Products and Chemicals, Inc. (NYSE:APD)

On April 24, 2026, RBC Capital raised Air Products and Chemicals’ price target to $338 from $325. It maintained an Outperform rating…

On April 24, 2026, Air Products and Chemicals declared that it will build, own, and operate a brand new air separation facility in Cocoa, Florida. The facility will produce liquid oxygen, nitrogen, and argon…

Francesco Maione, president of the Americas, said that the location will help space launch operators in Florida and also position the corporation to meet increased demand from the booming space launch industry…

Air Products and Chemicals manufactures and distributes atmospheric gases. It operates in the Americas, Asia, Europe, the Middle East, India, and Corporate and Other.

1. Linde plc (NASDAQ:LIN)

On April 24, 2026, TheFly reported that RBC Capital analyst Arun Viswanathan raised Linde’s price objective to $552 from $512. It retained an Outperform rating…

Linde is a global industrial gas and engineering firm. It designs and manufactures industrial gas production equipment. The company also provides gas production and processing services for olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants, and other plants.”

End quotes.

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TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com

This article offers a unique company ranking that will interest many of you. TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com. It’s by TIME PR. Now some quotes – however, note that many of the highly ranked companies are private!

“The 2026 TIME100 Most Influential Companies issue features three worldwide covers, each spotlighting top executives from a company on the list with an in-depth profile, including: Sundar Pichai, CEO of Alphabet (GOOG) and GoogleJimmy Donaldson (MrBeast), founder of Beast Industries; and Hailey Bieber, co-founder of Rhode

To assemble the list, TIME solicited nominations across sectors, and polled its global network of editors and correspondents, as well as outside experts. The result is a diverse group of 100 businesses helping chart an essential path forward. 

In addition to the 100 companies featured on the list, TIME unveils the TIME100 Companies Impact Awards—recognizing five standout companies making meaningful contributions in the fields of AI, Health, Sustainability, Equality, and Culture. 

The 2026 TIME100 Companies Impact Award recipients are: Waystar (WAYfor Impact in AIXenco Medical for Impact in HealthSun King for Impact in SustainabilityCareMessage for Impact in Equality and Depop for Impact in Culture

See the complete 2026 TIME100 Most Influential Companies list: here.”

End quotes

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3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com

Now, an article featuring a sector that interests all ethical and sustainable investors. The article’s title is 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com and is by Tanvi Sarawagi. Here’s some of what the writer has to say about their picks.

“1. Bloom Energy (BE – Free Report)

Based in San Jose, CA, the company generates and distributes renewable energy…

The Zacks Consensus Estimate for Bloom Energy’s 2026 sales implies an improvement of 80.3% year over year. The Zacks Consensus Estimate for 2026 earnings suggests an improvement of 151.3% year over year. The company currently sports a Zacks Rank #1 (Strong Buy).

2. Montauk Renewables (MNTK – Free Report)

Based in Pittsburgh, PA, the company is a fully-integrated renewable energy company. Montauk specializes in the management, recovery and conversion of biogas into renewable energy…

The Zacks Consensus Estimate for Montauk Renewables’ 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for 2026 earnings suggests an improvement of 700% year over year. The company currently carries a Zacks Rank #2 (Buy).

3. FuelCell Energy (FCEL – Free Report)

Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants…

The Zacks Consensus Estimate for the company’s fiscal 2026 sales implies an improvement of 0.9% year over year. The estimate for fiscal 2026 earnings implies 50.6% growth year over year. The company currently carries a Zacks Rank #2.”

End quotes.

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29 more articles from around the world with Sustainable Investment Picks for May 2026.

1. Title: 5 Top-Ranked AI Infrastructure Bigwigs for Sparkling Returns in 2026 from finance.yahoo.com. By Nalak Das.

2. Title: Top Ethical ETFs Of 2026 from fool.co.uk. By Zaven Boyrazian.

3. Title: Best Green Energy ETFs for Beginners in 2026: Top Picks from ecodweller.com. By Mangaleswaran.

4. Title: Linde’s Ethics Recognition Meets Premium Valuation And ESG Investor Interest from uk.finance.yahoo.com. By Simply Wall St.

5. Title: Trade Brains Smallcase Picks: 4 Halal Stocks (Ethical) Theme Stocks to keep on your radar from tradebrains.in. By Manideep Appana.

6. Title: Top sustainable funds to invest in from msn.com. By Dan McEvoy.

7. Title: The Best 2 Renewable Energy Stocks to Buy and Hold for Decades from finance.yahoo.com. By Leo Sun, The Motley Fool.

8. Title: Meet the Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Nvidia and Broadcom With a 270% Jump. It Can Still Fly Higher from /finance.yahoo.com. By Harsh Chauhan, The Motley Fool.

9. Title: 7 Best Renewable Energy Stocks to Buy from wtopnews.com. By U.S. News & World Report.

10. Title: 3 Multi-Energy Stocks to Consider for Powering the Future from theglobeandmail.com. By the Motley Fool.

11. Title: 3 Utility Stocks Built for a World of High Energy Prices and Grid Strain from finance.yahoo.com. By James Brumley, The Motley Fool.

12. Title: As Oil Shocks Accelerate The Quest For Alternative Energy, This ETF (KGRN) Could Benefit from kraneshares.com. By Brendan Ahern.

13. Title: 2 Stocks That Should be on Your Radar as the Iran War Shifts Global Energy Markets from fool.com. By Matt DiLallo.

Continuing

14. Title: Ethical Investing: Top Shares on the ASX To Consider from thebull.com.au. By The Bull Team.

15. Title: A Few Winners Dominate Canada’s Sustainable Fund Market from global.morningstar.com/en-ca. By Kimberly Hart.

16. Title: Green energy stocks outperform fossil fuels amid Iran war from nltimes.nl. By NL Times.

17. Title: 5 ASX Lithium Stocks Set to Rally After Albemarle’s 672% Profit Boom from stocksdownunder.com. By Ujjwal Maheshwari.

18. Title: Wind Energy ETFs to Rally on Profit Beats and Iran War Energy Shift from theglobeandmail.com. By Zacks Investment Research.

19. Title: SA Asks: What’s the long-term outlook for wind energy stocks? From seekingalpha.com. Remarks by Melissa Tucker and Ritabrata Das.

21. Title: Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026 from fool.com. By Adria Cimino.

22. Title: Celebrate Earth With These 2 Unstoppable Green Energy Stocks from fool.com. By Reuben Gregg Brewer.

23. Title: My Top 3 AI Infrastructure Stocks to Buy for May 2026 on fool.com. By Stefon Walters.

24. Title: 3 Calvert Mutual Funds to Help Manage Market Volatility – May 14, 2026, from zacks.com. By Zacks Equity Research.

25. Title: Best AI Energy Stocks to Buy Now Down 30%: CEG, VST – May 15, 2026 from zacks.com. By Benjamin Rains.

26. Title: 3 Space Infrastructure Stocks to Watch Ahead of SpaceX IPO from marketbeat.com. By Ryan Hasson. Reviewed by Clare Titus.

27. Title: Top Renewable Energy Companies in Solar, Wind & clean Power from fortunebusinessinsights.com. By Energy & Power.

28. Title: 1 Canadian Company Set to Make a Fortune From the $650 Billion Data Centre Buildout from fool.ca. By Demetris Afxentiou.

29. Title: 7 Clean Energy ETFs to Buy Now from wtop.com. By U.S. News & World Report.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, “May 2026 Sustainable Stock and ETF Picks.”

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And please click the share buttons to share this podcast with your friends and family. Let’s promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times!

Contact me if you have any questions.

Thank you for listening.

Again, I want to apologize for my voice sounding, at times, a little rough!

My next podcast will be on June 26th.

See you then. Bye for now.

 

© 2025 Ron Robins, Investing for the Soul

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