US-based Origis Energy has announced that the 500MW-direct current (MWdc) three-phased Swift Air Solar complex in Texas, US, is fully commissioned and operational. The three solar power facilities will provide support to oil and gas company Occidental's operations in West Texas, including the STRATOS Direct Air Capture facility. The entire project represents an investment exceeding $650m in Ector County and the broader West Texas region. Oxy Low Carbon Ventures vice-president Joe Lavoy said: “New power ...

Core Insights - SolarEdge Technologies, Inc. (SEDG) reported a narrower adjusted loss of 14 cents per share for Q4 2025, improving from a loss of $3.52 per share in the prior-year quarter and better than the Zacks Consensus Estimate of a loss of 63 cents [1][8] - For the full year 2024, SEDG incurred an adjusted loss of $2.38 per share, which was also narrower than the Zacks Consensus Estimate of a loss of $2.65, and improved from a loss of $22.99 per share in the previous year [2] Revenue Performance - SEDG's revenues for Q4 2025 reached $335.4 million, exceeding the Zacks Consensus Estimate of $325 million by 3.2% and representing a 70.9% increase from $196.2 million in the same quarter last year [3][8] - For the full year 2024, the company generated revenues of $1.18 billion, significantly higher than the prior year's $0.90 billion, aligning with the Zacks Consensus Estimate [3] Operational Highlights - In Q4 2025, SEDG shipped approximately 98.8 thousand inverters, 2.87 million optimizers, and 280 MWh of batteries for PV applications [4][8] - The company reported an adjusted gross profit of $74.5 million, a significant recovery from an adjusted gross loss of $112.3 million in the prior-year period [4] - Adjusted operating expenses decreased by 18.9% year over year to $122.8 million [4] Financial Performance - As of December 31, 2025, SEDG had cash and cash equivalents of $455.1 million, up from $274.6 million a year earlier [6] - Total long-term liabilities increased slightly to $951.2 million from $930.8 million as of December 31, 2024 [6] - The net cash provided by operating activities in 2025 was $104.3 million, compared to cash used of $313.3 million in the previous year [6] Q1 2026 Guidance - SEDG expects revenues for Q1 2026 to be in the range of $290-$320 million, with the Zacks Consensus Estimate at $291.7 million, which is lower than the midpoint of the company's guidance [7][9] - Adjusted operating expenses are projected to be between $88-$93 million, with an expected adjusted gross margin of 20-24% [9]

Core Insights - The ACES ETF is positioned to benefit from a $1.4 trillion utility infrastructure upgrade through 2030, driven by the need to modernize an aging grid to meet rising power demands [1] - Utilities have increased capital spending by 12% in 2025, with expectations of an additional 6% increase in 2026 as they address surging electricity needs and replace outdated equipment [1] - Approximately 40% of the U.S. grid infrastructure is over 40 years old, creating a bottleneck that necessitates an overhaul, benefiting companies within ACES' holdings [1] Investment Opportunities - ACES has a 16.2% allocation to energy management and storage firms that provide equipment and technology for grid modernization [1] - Itron (ITRI), making up 4.9% of ACES, manufactures smart meters and grid management equipment essential for utilities [1] - The fund also includes renewable energy developers such as Brookfield Renewable Partners (BEP) at nearly 5% and Clearway Energy (CWEN) at 3.9% [1] Performance Metrics - ACES has total assets of $115.8 million as of December and has returned 36.2% over the past year, significantly outperforming the S&P 1000 Index, which returned 7.04% in the same period [1] Market Trends - Battery energy storage systems are becoming integral to utility planning, with over 30 U.S. states expected to show strong market conditions for battery storage in the next five years [1] - Fluence Energy (FLNC), representing 1.5% of ACES, surged 55.6% in January after securing contracts for battery technology for a clean energy center [1] - Eos Energy Enterprises (EOSE), holding a 3.8% weight in the fund, gained 27.8% following the launch of a new battery architecture [1] Sector Dynamics - Total electricity demand rose by 2.3% in 2025, with data centers projected to account for 10% of total electricity consumption by 2030 [1] - U.S. electricity demand growth is expected to quadruple in 2026, driven by AI computing facilities and broader electrification [1] - The clean energy sector is increasingly influenced by long-term capital expenditures related to infrastructure needs rather than short-term policy cycles [1]

AI Data Centers Fuel Clean Energy ETF Rally | ETF TrendsETF Trends is now VettaFi. Read More --The [ALPS Clean Energy ETF (ACES)] jumped 9.26% in January as investors turned their attention to the massive power requirements of AI data centers and the infrastructure needed to support them, according to recent ALPS Advisors [insights].The fund, which tracks seven clean energy segments including solar, wind, and energy storage, has attracted $115.8 million in assets since launching in June 2018, according to E ...

在光伏领域，马斯克传出大动作！ 周五（当地时间2月6日），美股光伏概念股集体大涨，Solaredge Technologies涨近8%，Shoals Technologies、Array Technologies、Nextracker、应用材料涨 超6%，Enphase Energy涨超5%，阿特斯太阳能涨4.79%。 据最新消息，特斯拉正加速推进太阳能制造，以落实马斯克提出的"年产100吉瓦太阳能电池"目标。上个月，马斯克在特斯拉财报电话会上表示："太阳能 的机会被低估了。" 据外媒报道，特斯拉正在评估扩产光伏产能的多个选项，包括扩大纽约州布法罗工厂的产能至10吉瓦，以及在纽约州、亚利桑那或爱达荷州建设额外的工 厂。 特斯拉拟扩大光伏产能 特斯拉并未坐等马斯克提出的年产100吉瓦太阳能宏愿是否可行，而是已经付诸行动。据彭博社报道，知情人士透露，该公司正在评估美国多个地点，计 划启动太阳能电池制造项目，将几周前看似遥不可及的目标转化为现实的产业推进。 据报道，知情人士称，该计划的一部分是在其位于纽约州布法罗的工厂扩大生产。他们表示，该工厂的产能有望达到10吉瓦，相当于十座核电站的发电 量。其中一位人士还指出， ...

据外媒报道，特斯拉正在评估扩产光伏产能的多个选项，包括扩大纽约州布法罗工厂的产能至10吉瓦，以及在 纽约州、亚利桑那或爱达荷州建设额外的工厂。 周五，美股光伏概念股集体大涨，Solaredge Technologies涨近8%，Shoals Technologies、Array Technologies、 Nextracker、应用材料涨超6%，Enphase Energy涨超5%，阿特斯太阳能涨4.79%。 据最新消息，特斯拉正加速推进太阳能制造，以落实马斯克提出的"年产100吉瓦太阳能电池"目标。上个月， 马斯克在特斯拉财报电话会上表示："太阳能的机会被低估了。" 在光伏领域，马斯克传出大动作！ 特斯拉拟扩大光伏产能 特斯拉并未坐等马斯克提出的年产100吉瓦太阳能宏愿是否可行，而是已经付诸行动。据彭博社报道，知情人 士透露，该公司正在评估美国多个地点，计划启动太阳能电池制造项目，将几周前看似遥不可及的目标转化为 现实的产业推进。 据报道，知情人士称，该计划的一部分是在其位于纽约州布法罗的工厂扩大生产。他们表示，该工厂的产能有 望达到10吉瓦，相当于十座核电站的发电量。其中一位人士还指出，从长远来看，另一个 ...

Core Predictions - Alphabet's Gemini is predicted to reach market share parity with OpenAI's ChatGPT in 2026, with ChatGPT currently holding 68% and Gemini at 18% market share [2][4] - The solar industry is expected to outperform the market in 2026, potentially doubling its performance due to increasing demand for power solutions, particularly in AI [7][10] - Home Builder stocks are forecasted to rise by 30% in 2026, driven by anticipated interest rate cuts and pent-up demand from homebuyers [13][15] Alphabet and AI Market - ChatGPT has lost 19 percentage points in market share over the last year, while Gemini gained 13 points, indicating a shift in momentum [4] - Alphabet's advantages include distribution, integration with popular products, and the ability to subsidize losses in generative AI [4][5] - OpenAI may face challenges securing funding if it continues to lose market share, needing approximately $100 billion over the next few years [4] Solar Industry - The solar industry is positioned to be the fastest solution for power deployment, outpacing natural gas turbines in terms of speed [10][11] - First Solar's new facilities have a turnaround time of 18 to 24 months, which is significantly faster than the ramp-up time for natural gas production [11] - Texas is leading in solar deployment due to favorable conditions, which will further enhance the industry's growth [11] Home Builders - Home Builder stocks are currently undervalued, trading at single-digit PE multiples, which presents a buying opportunity [15] - The expectation of two to three interest rate cuts could lower mortgage rates, encouraging homebuyers to enter the market [15][17] - Existing home sales have been low, but a recovery is anticipated, which would benefit home improvement retailers like Floor and Decor [21] Stock Picks - Prologis is highlighted for its potential in industrial real estate and data centers, with management noting compelling market conditions for rent and occupancy growth [18] - Array Technologies is recognized for its solar tracking technology, which enhances efficiency and reduces land use for solar installations [20] - Floor and Decor is seen as a low-risk buy due to its growth potential and current valuation, despite recent underperformance in the housing market [21]

Core Thesis - Array Technologies, Inc. is experiencing a significant operational turnaround, transitioning from a loss-making entity in 2024 to a high-growth leader in utility-scale solar infrastructure by 2025, with its valuation not reflecting the underlying improvements in fundamentals [2][3] Financial Performance - The company reported a net loss of $296 million and flat revenue of $916 million at the end of 2024, but is projected to achieve revenue of approximately $1.28 billion in 2025, indicating a strong recovery with a 74% year-to-date increase in shipment volumes [2] - Array's forward P/E ratio stands at 11.5 and a PEG ratio of 0.58, with earnings expected to grow by around 33% next year, highlighting a disconnect between valuation and growth potential [3] Market Dynamics - The stock has a short interest of 26.6% of the float and institutional ownership exceeding 100%, suggesting a market skepticism rooted in past performance, despite current data showing 70% quarterly revenue growth and $1.9 billion in new orders [4] - Array's strategic focus on selling solar tracking hardware rather than panels allows it to benefit from lower panel prices, which can enhance demand by reducing overall project costs [5] Competitive Position - Array, alongside Nextracker, controls nearly half of the global solar tracker market and is supported by U.S. manufacturing incentives, positioning it favorably against low-cost competitors [6] - The company’s technology, which includes complex engineering and proprietary software optimized for harsh conditions, provides a competitive edge over Chinese competitors in gaining utility trust [5][6]

Core Insights - Nextpower (NASDAQ: NXT), formerly known as Nextracker, has seen its value increase approximately fourfold since its IPO on February 9, 2023, indicating strong market interest and potential for future growth [1] Company Evolution - Initially, as Nextracker, the company focused on solar tracking systems that enhance energy generation by 15% to 25% compared to fixed-tilt systems [2] - In 2024, Nextracker held a 26% market share in solar tracking systems, leading the industry ahead of competitors like Arctech Solar and Gamechange Solar [3] - The company has expanded its capabilities by acquiring three companies to establish a dedicated AI and robotics division, which was launched in July 2025 [4] - The rebranding to Nextpower in November reflects its transition to a comprehensive platform offering advanced technologies and services for utility-scale solar power plants [5] Product and Service Expansion - Nextpower aims to provide a full range of structural, electrical, and digital solutions throughout the lifecycle of power plants, including design, construction, operations, and maintenance [6] - The company plans to introduce utility-scale power conversion systems (PCS) to enhance compatibility of solar-generated electricity with power grids, complementing its existing product offerings [7] Growth Metrics - From fiscal 2022 to fiscal 2025, Nextpower's revenue grew at a compound annual growth rate (CAGR) of 27%, increasing from $1.46 billion to $2.96 billion [10] - Adjusted EBITDA rose at a CAGR of 103%, from $92.3 million to $776.5 million, while net income increased tenfold from $50.9 million to $509.2 million [10]

Company Performance - Fluence Energy Inc. (NASDAQ:FLNC) experienced a significant increase of 13.8 percent in the first trading week of the year, driven by a positive outlook for the utility-scale solar industry and bargain-hunting after a three-day decline [1] - On a single day, Fluence Energy's stock surged by as much as 16.88 percent, ultimately closing up by 16.33 percent at $23.01 per share [1] Industry Outlook - Goldman Sachs expressed strong optimism for the utility-scale solar sector, particularly for key players including Fluence Energy, First Solar, Nextracker, and Array Technologies, issuing a "buy" recommendation for their stocks [2] - The firm anticipates a 3 percent year-on-year increase in utility-scale solar deployments for 2026, with revenue growth for key players expected to average 15 percent [3] Analyst Sentiment - In addition to Goldman Sachs, Fluence Energy has received positive outlooks from several other investment firms, including UBS, Citigroup, Jefferies, Susquehanna, Morgan Stanley, and Canaccord [4]