First Solar cut its full-year volume outlook to 16.0 to 17.0 GW, so the EPS beat rested on cost of sales falling to $517.9 million rather than demand. A new $500 million buyback is the offset management is offering.
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Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week’s Earnings Rout; First Solar Climbs 5%
Solar stocks are winning back part of last week’s earnings-driven losses, and two of the most beaten-down residential names are setting the pace. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) stock is…
Enphase Energy Sinks 20% on Weak Q4 Guidance as Residential Solar Slump Deepens; SolarEdge Drops 10%, Sunrun Falls 5%, First Solar Dips
A quarter and outlook showing U.S. rooftop solar demand still sliding are sending Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) sharply lower, and residential-focused peers are falling with it. Enphase stock recently…
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…
Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Biogen, First Solar, GoDaddy, Hubspot, Palantir Technologies, Robinhood Markets, Snowflake, TeraWulf, T-Mobile US and More
Pre-Market Stock Futures: Futures are trading mixed as we head into a week that marks the start of third-quarter earnings reports, with big-money banks leading off tomorrow. All major indices finished higher…
Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More
Pre-Market Stock Futures: Futures are trading lower as we enter the final trading days of the third quarter, after a wild week in which interest rates soared and oil prices bounced back…
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%.…
Sunrun and First Solar Rise 6% as Solar Selloff Unwinds; SolarEdge Climbs 4%
Solar stocks are rebounding across the board Thursday afternoon, and the ordering of today’s move tells a specific story about what kind of buying this is. The Invesco Solar ETF (NYSEARCA:TAN) is…
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…
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…
Solar Is Now Half of All New Power on the Grid and This ETF Still Trades Like Nobody Noticed
Solar now accounts for roughly half of every new megawatt added to the U.S. grid, yet one major solar ETF still trades like the pipeline data never happened. A single pending government…