SolarEdge Stock Crashes Despite Strong Q2 Results as Guidance Misses
Strong Q2 results weren’t enough: SolarEdge stock plunged 24%—its worst day in 14 months—after issuing soft third-quarter revenue and margin guidance.
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Solar Stocks Split as Trump Administration Prepares Chinese Inverter Import Ban
Wells Fargo sees big upside for NextPower, while Enphase and SolarEdge get "limited" benefit.
Barclays Upgrades Enphase Energy Stock on Data Center Opportunity
Barclays upgrades Enphase, sees data center AI power tech growth via SSTs. PT raised to $51; solar weak but new opportunity ahead.
Enphase Energy Swings to Q1 Loss as Solar Tax Credit Expires – Beats EPS But Shares Drop on Soft Guidance
Enphase swung to a loss as solar tax credits ended, cutting demand. Sales fell, outlook is weak, but AI tech and cash remain strong.
China Eyes Ban on Advanced Solar Equipment to US – Who Gets Hit Hardest?
China may restrict solar equipment exports to the US, raising costs, slowing projects, and impacting solar stocks differently.
Jefferies Turns Positive on Enphase – Upgrades to Buy, $57 Target as 2026 Low Point Looms
Jefferies upgrades Enphase Energy to Buy with a $57 price target, citing stronger demand and margin outlook after a 2026 low point. Confidence grows in their key products and partnerships.