Investors are being asked to buy the AI data center transformer business as the 2027 story, because the core business is shrinking now: U.S. volumes are down 35% year over year as the Section 25D credit expires.
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ENPH Coverage
Vertiv Soars 16% and Enphase Sinks 17%: 6 Stocks Moving Before the Bell
Earnings are doing the heavy lifting before the bell, with reactions ranging from enthusiastic to brutal. Vertiv (NYSE:VRT | VRT Price Prediction) stock is up 16% in morning trading after a strong…
Solar Stocks Rebound as Selloff Reverses: Sunrun Surges 10%, SolarEdge and Enphase Energy Climb 5%
Solar stocks are clawing back ground after a heavy selloff, and the group’s hardest-hit name is leading the way. Sunrun (NASDAQ:RUN) stock is at $7.59, up 10% in afternoon trading, recovering part…
Sunrun Sinks 5% Toward 52-Week Low Ahead of Earnings; Enphase Energy and First Solar Slip
Selling in solar names is concentrating on Sunrun (NASDAQ:RUN), the home solar and battery provider that’s falling harder than the rest of its sector. Sunrun stock is at $6.93, down 5% this…
First Solar Climbs 4% as Truist Buy Call and December Tariff Floor Reset Panel Pricing Outlook; Enphase Energy and Sunrun Hold Flat
Tariff policy is splitting the solar group into winners and losers. First Solar (NASDAQ:FSLR | FSLR Price Prediction) stock is up 4% to $186.21 this afternoon. The gain follows a Truist Securities…
Solar Stocks Slide as High Borrowing Costs Weigh on Project Financing: First Solar Sinks 8%, SolarEdge Falls 5%, Enphase Energy Drops 4%
Solar stocks are sliding sharply Thursday as elevated borrowing costs add pressure to an industry that depends heavily on project financing. First Solar (NASDAQ:FSLR | FSLR Price Prediction) stock is down 8%…
Enphase Energy Drops 5% as Solar Selling Resumes; First Solar and Sunrun Fall 4%
Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) is sliding again on Friday, giving back part of a bounce that formed earlier in the week. The Invesco Solar ETF (NYSEARCA:TAN) is down 2%.…
First Solar Retreats 5% After Dropping ITC Patent Case It Calls Procedural; Enphase Energy Slips, Sunrun Holds Steady
Shares of First Solar (NASDAQ:FSLR | FSLR Price Prediction) are falling 5% in Wednesday afternoon trading after the company voluntarily withdrew a trade complaint it had filed at the U.S. International Trade…
SolarEdge Falls 4% on Analyst Day Despite Joint NVIDIA 800 VDC Paper; Enphase Energy and First Solar Edge Higher
SolarEdge published an 800 VDC white paper co-authored with NVIDIA and hosted its Analyst Day, yet the stock fell while solar peers rallied. The market sent a clear message about what kind…
Enphase Energy Rises 5% as Solid-State Transformer Modules Enter Texas Production, SolarEdge Jumps 6%
A Texas factory just handed Enphase a credible claim on the AI data-center power market, and SolarEdge surged even harder despite announcing nothing at all.
Which Solar Stock Has Dominated in 2026: SolarEdge, Enphase Energy, or First Solar?
Three of solar's biggest names traded in completely different directions in 2026, and the one posting the worst losses also happens to be the most profitable of the group. Find out what…
SunPower Soars 60% on $26.2M Raise: Is This a Short Squeeze in Progress?
A 60% surge on a sub-dollar solar stock with negative equity sounds like a warning sign, but the venture money behind this raise has pulled off this exact playbook before, and the…
SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down
A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence reveals exactly which companies stand to win or lose as Washington rewrites…
SolarEdge Surges 8%, Enphase Climbs 5%, First Solar Rises 4% on Pro-Solar Policy Hopes
Reports of a potential Trump administration move to protect domestic solar manufacturers sent the entire sector surging on Tuesday, and the policy details could determine whether this rally has real staying power…
Live: Will Enphase Energy Crush Tonight’s Q2 Earnings After Market Close?
Enphase Energy heads into its Q2 report with shares down 20% in a month, a divided analyst community, and everything riding on what management says about Q3 demand after the Section 25D…
The Single Biggest Opportunity to Buy Enphase Energy Before July 28 Earnings
Enphase Energy has shed half its value from its 52-week high, insiders have been buying shares at prices well above today's quote, and a catalyst covering 30 million customer accounts is still…