Solar companies have seen a big bounce from recent lows and it seems as if something may be brewing if the underlying will cooperate. The most significant event in the solar sector…
One sector that is not falling in response to the downgrade of US debt is the solar PV industry. It is tanking on its own. Bellwether stock First Solar Inc. (NASDAQ: FSLR)…
Three major solar PV companies reported earnings after markets closed yesterday, and the final score does not look promising for the solar PV makers. First Solar Inc. (NASDAQ: FSLR) and MEMC Electronic…
The solar sector is getting off to a bad start for earnings season as the economy softens and as the market keeps hurting investors. We have two key solar issues coming out…
The government of China has just authorized what amounts to a feed-in tariff on the country’s grid operators, who will have to pay $0.16- $0.18/kWh to solar PV developers which supply power…
Earnings from global leader First Solar Inc. (NASDAQ: FSLR) are due tomorrow, and while EPS estimates for the company have fallen from just over $2/share to $0.92/share in the past three months,…
Shares of LDK Solar Co. Inc. (NYSE: LDK) are getting hit again today following the company’s announcement that a member of its board of directors who was also the head of its…
Chinese solar PV makers are taking a few more lumps today as investors continue to shy away from a sector that has been damaged by low demand forecasts and accounting issues at…
Shares of JA Solar Holdings Co., Ltd. (NASDAQ: JASO) fell more than -8% on July 6th and since that day have lost a total of -20%. The reason for the fall was…
Jon C. Ogg Predictions that oversupply of solar PV modules will push down prices and margins in 2011 apparently have no impact on decisions to continue building additional manufacturing capacity. Wafer makers in Asia expect…
Russia’s President Dmitry Medvedev told an economic conference last month that he had ordered the government to reduce its controlling interests in some of the country’s biggest companies. He wants Russia’s largest…
As part of last week’s story on stock buybacks in the solar PV industry, we opined that a consolidation in the solar industry is looking to take shape. Acquisitions and mergers have…
Solar PV makers are facing a tough second half of 2011. Forecast supply is expected to exceed demand, and virtually every solar supplier is seeing its stock price head south. A few…
The solar stocks used to be leveraged energy companies. The sell-off after the energy bubble popped was as bad as it could get, and now many of these companies look like value…
Solar PV makers had a good first quarter in the US. A report from GTM Research for the Solar Energy Industry Association concludes the US solar PV installation grew by 66% over…
