SOLAR

Sep 28, 2026

Japan-based Toyo Co. Ltd. has secured $240 million in supply deals for solar modules to be produced at its manufacturing facility in Humble, Texas. This comes as the company plans an expansion of the facility, reflecting Houston's growing role as a hub for solar manufacturing and the broader trend of reshoring supply chains in the U.S.

Sep 28, 2026

KeyBanc Capital Markets upgraded First Solar (FSLR) to Sector Weight from Underweight, citing the solar-panel maker's significant stock decline this year which has made its valuation more attractive and limited further downside. The firm emphasized that this upgrade is primarily due to valuation rather than an optimistic business outlook. KeyBanc highlighted risks including high U.S. solar inventory, potential price stagnation or decline, limited tariff benefits, and policy changes.

Sep 28, 2026

This article highlights five significant analyst upgrades for Monday, September 28, 2026. Key upgrades include Royal Caribbean Group (RCL) from Hold to Buy, Park Hotels & Resorts Inc (PK) from Market Perform to Strong Buy, and a notable shift for First Solar Inc (FSLR) from Underweight to Sector Weight. Teleflex Inc (TFX) and CF Industries Holdings, Inc. (CF) also received upgrades from various financial institutions.

Sep 28, 2026

This article summarizes top Wall Street analyst upgrades, downgrades, and initiations for various companies on Monday, September 28, 2026. Key actions include Applied Digital receiving a Buy initiation, PepsiCo being downgraded to Hold, and First Solar being upgraded to Sector Weight. The report also provides a brief market overview, noting lower futures, mixed Treasury yields, and movements in oil, gold, and cryptocurrency markets.

Sep 28, 2026

First Solar (NASDAQ:FSLR) shares rose in pre-market trading after KeyBanc upgraded the solar technology company to Sector Weight from Underweight. The upgrade was driven by valuation following a 32% year-to-date decline in the stock, bringing it closer to KeyBanc's previous price target. KeyBanc noted that the company's advanced manufacturing tax credits and cash contribute approximately $135 per share to its valuation.

Sep 28, 2026

Corient Private Wealth LP significantly reduced its stake in Enphase Energy (NASDAQ:ENPH) by 67.7% in Q2 2026, selling 36,396 shares. Despite this, institutional ownership remains strong at 72.12%, with other major funds increasing their positions. Enphase Energy reported mixed quarterly results, beating revenue estimates but missing on EPS, and analysts currently hold a "Hold" consensus rating with a $44.34 price target.

Sep 26, 2026

Enphase Energy (NASDAQ:ENPH) has expanded into the AI data center power hardware market by beginning domestic production of power modules for solid-state transformer racks, alongside securing broad utility approvals for its meter collar hardware. This strategic diversification aims to leverage the company's power electronics expertise beyond its core residential solar business. Despite these advancements, the company's shares faced pressure due to a sector-wide wave of solar selling driven by broader market headwinds.

Sep 26, 2026

Bank of America Corp DE has acquired 748,933 shares of Canadian Solar Inc. (NASDAQ:CSIQ) valued at approximately $12 million during the second quarter, representing 1.10% of the company. This comes as Canadian Solar's stock trades near its 52-week low following a significant earnings miss and a 28.7% year-over-year revenue decline. Analyst sentiment remains cautious, with a consensus "Reduce" rating and a $17.75 average price target.

Sep 26, 2026

Wall Street Zen has upgraded Tigo Energy (NASDAQ:TYGO) stock from a "sell" to a "hold" rating, aligning with the broader analyst consensus of "hold" with a $3.73 average price target. Despite beating quarterly EPS expectations, the company missed revenue estimates, and its stock is trading near its 52-week low amid multiple ongoing investor investigations and proposed class-action lawsuits. Institutional investors have seen significant inflows and outflows, with notable new positions acquired by AIGH Capital Management, BlackRock Inc., and AWM Investment Company.

Sep 26, 2026

Sunrun Inc. (NASDAQ:RUN) has a consensus "Hold" rating from 22 analysts, with an average 12-month price target of $16.70, significantly higher than its current share price of $8.11. The company recently surpassed quarterly expectations, reporting adjusted earnings of $0.42 per share and revenue of $869.99 million. Despite this, insiders have sold shares worth approximately $2.11 million in the last three months, though institutional investors and hedge funds own a substantial 91.69% of the company.

Sep 26, 2026

The Rosen Law Firm has filed a class action lawsuit against Tigo Energy, Inc. (NASDAQ: TYGO) on behalf of investors who purchased securities between February 24, 2026, and August 4, 2026. The lawsuit alleges that Tigo made materially false and misleading statements regarding its revenue projections and an EG4 partnership. Investors who purchased Tigo securities during this period have until November 23, 2026, to move to serve as lead plaintiff.

Sep 26, 2026

Enphase Energy, Inc. (ENPH) has secured approvals from 80 utilities in the U.S. and Canada for its IQ Meter Collar, which simplifies the installation of home battery backup systems for over 38 million customers. This development aims to boost battery sales by reducing installation complexity and costs, making Enphase's solutions more accessible. The article explores both the potential benefits for Enphase, such as increased battery shipments and installer efficiency, and challenges like homeowner commitment and the need to quantify actual financial gains from these approvals.

Sep 26, 2026

First Solar (FSLR) is experiencing a decline in stock price, nearing its 52-week low, despite Wall Street analysts maintaining a consensus Buy rating. The stock's struggles are attributed to rising interest rates impacting solar farm investments, concerns over potential cuts to Inflation Reduction Act subsidies, and ongoing securities litigation. However, bulls highlight First Solar's domestic manufacturing advantages, significant order backlog, and increasing demand for clean energy driven by AI data centers as reasons for optimism.

Sep 25, 2026

First Solar (FSLR) continues to hit new lows, trading near its 52-week low and significantly below its high, yet Wall Street analysts maintain a consensus "Buy" rating. The stock's decline is attributed to rising interest rates, which increase the cost of solar projects, and policy concerns surrounding Inflation Reduction Act subsidies. However, bulls point to First Solar's American-made technology, tariff benefits, substantial order backlog, and favorable valuation amidst increasing electricity demand.

Sep 25, 2026

OPAL Fuels Inc. (OPAL) is in focus following the extension of its Miramar landfill gas rights, bringing renewed attention to its operations in the energy sector. This development prompts investors to evaluate the company's execution, customer response, and the broader sector conditions. The article emphasizes that consistent delivery and operational evidence in subsequent reporting cycles will be key for investors, rather than just the initial announcement.

Sep 25, 2026

SolarEdge Technologies (NASDAQ:SEDG) has a consensus "Reduce" rating from analysts, with an average 12-month price target of $39.20. Despite beating Q2 earnings expectations with $0.05 EPS and a 19.6% revenue increase, the company continues to report negative margins and is expected to post a full-year loss. The stock has seen significant pressure, dropping from a 12-month high of $81.25 to its current trading price of $31.91.

Sep 25, 2026

Bank of America Corp DE has acquired a new stake of 392,627 shares in Enphase Energy, Inc. (NASDAQ:ENPH) during the second quarter, valued at approximately $19.33 million. This purchase makes Bank of America Corp DE an owner of about 0.30% of Enphase Energy. Other institutional investors have also adjusted their holdings in the semiconductor company, and analysts currently have a "Hold" rating on the stock with an average target price of $44.34.

Sep 25, 2026

SolarEdge Technologies Inc (SEDG) shares dropped 4.3% to $31.91, and GuruFocus has assessed the stock as "Modestly Overvalued" with a GF Value of $28.60. Despite an above-average investment quality score of 72/100, the company faces concerns regarding financial strength, growth, and bearish insider selling. Investors are advised to exercise caution due to the overvaluation and insider activity.

Sep 24, 2026

Shares of Sterling, Axon, Herc, Nextpower, and FTAI Aviation experienced a significant drop following a surge in the 10-year Treasury yield to 5.14%, its highest level since 2007, and rising energy prices. This increase in borrowing costs and diminished attractiveness of equities due to high bond yields led to a broad market decline. FTAI Aviation, in particular, saw its shares fall 6.1%, despite having authorized a $500 million share repurchase program eight days prior, indicating market sensitivity to macroeconomic factors.

Sep 24, 2026

Enphase Energy, traditionally known for residential solar microinverters, is strategically shifting towards the artificial intelligence power infrastructure market. This pivot involves starting domestic production of power modules for solid-state transformer racks aimed at AI data centers and securing utility approvals for metering collars. The move comes as the residential solar market faces headwinds from higher interest rates and softer demand, prompting Enphase to seek new growth avenues in the booming data center electricity sector.

Sep 24, 2026

First Solar (NASDAQ:FSLR) has returned to focus after reaffirming its full-year guidance and continuing aggressive expansion of its US manufacturing capacity. The company, a bellwether for American solar production, is navigating a complex market with patent headlines, a broader solar-sector pullback, and high Treasury yields. Its unique thin-film cadmium-telluride technology and domestic production positioning provide a competitive edge amid trade friction and supply chain scrutiny in the clean energy sector.

Sep 24, 2026

Solar stocks, including First Solar, SolarEdge Technologies, and Enphase Energy, experienced significant declines due to high borrowing costs impacting project financing. Elevated interest rates make new solar installations and upgrades more expensive to finance, potentially slowing private investment even with sustained demand for renewable energy. The industry faces additional uncertainty from policy changes and competitive pressures, with the Invesco Solar ETF also seeing a substantial drop compared to the broader market.

Sep 24, 2026

E-Power Inc. (NASDAQ:EPOW) has received full payment for a completed phase of an anode contract, signaling successful execution and positive cash flow. This development positions E-Power, an energy company focused on battery materials, at a critical juncture where investor attention will shift towards its ability to secure further contract phases and new customers within the broader, evolving energy sector. The article highlights the importance of anodes in lithium-ion batteries and the growing demand driven by EVs and energy storage, placing E-Power's progress within a larger industry context.

Sep 24, 2026

JinkoSolar Holding Company Limited (NYSE:JKS) recently hit a new 52-week low of $9.98 after closing at $10.48, largely due to a significant quarterly earnings miss and lower revenue than anticipated. The company reported an adjusted loss of $2.53 per share against an expected $0.75 loss and revenue of $1.82 billion, falling short of the $2.17 billion estimate. Analyst sentiment is cautious, with an average "Hold" rating and a consensus price target of $19.88, despite some recent downgrades to "Sell."