Key Takeaways FSLR's Q4 net sales rose 11.1% year over year to $1.68B, beating estimates by 7%.First Solar generated $2.06B in operating cash flow in 2025, up from $1.22B in 2024.FSLR expects 2026 module shipments of 17-18.2 gigawatts and capex of $0.8-$1B.First Solar, Inc. (FSLR) reported fourth-quarter 2025 earnings of $4.84 per share, which missed the Zacks Consensus Estimate of $5.22 by 7.2%. The bottom line increased 32.6% from the prior-year quarter’s figure of $3.65.The company reported 2025 earnings ...

We recently published 10 Stocks Winning the Market. T1 Energy Inc. (NYSE:TE) was one of the best performers on Tuesday. T1 Energy soared by 12.72 percent on Tuesday to finish at $7.09 apiece, as investors appeared to have hunted for bargains amid the company’s 29 percent fall this month. From the $8.33 closing price in end-January, T1 Energy Inc.’s (NYSE:TE) share price has already fallen by as much as 30 percent to $5.91 apiece, following concerns over the immediate termination of its chief accounting o ...

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. SolarEdge Technologies Inc. (NASDAQ:SEDG) was one of the worst performers on Wednesday. SolarEdge snapped a two-day winning streak on Wednesday, shedding 5.47 percent to finish at $35.10 apiece as investors appeared to have already priced in a strong earnings performance last year prior to the official release. Earlier this month, several solar companies announced a stellar earnings performance for the fourth quarter and full-year ...

Nir said SolarEdge increased market share in the U.S. across residential, commercial, and storage categories. In Europe, he said the company gained share in commercial and industrial (C&I) and stabilized its share position in residential, despite a slow market. He also noted the company continued ramping U.S. manufacturing to serve domestic demand and began exporting its first products late in the year.For full-year 2025, Nir said SolarEdge grew revenue 30% year-over-year, raised gross margin from negative ...

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 Insights - SolarEdge Technologies Inc. (NASDAQ:SEDG) experienced a significant stock price increase of 13.14%, closing at $35.04, driven by investor optimism ahead of its earnings report and positive news from a competitor [1][3]. Financial Outlook - The company is set to release its financial and operational highlights for Q4 and full-year 2025 on February 18, with a revenue outlook of $310 million to $340 million for Q4, a non-GAAP gross margin of 19% to 23%, and non-GAAP operating expenses projected at $85 million to $90 million [2]. Market Demand - The surge in SolarEdge's stock is attributed to a broader optimism in the solar sector, particularly following Sunrun Inc.'s announcement of a 430% increase in its customer base, indicating strong demand for solar services [3][4]. - Expectations of a 25% increase in energy demand over the next four years further enhance the growth prospects for solar technology providers like SolarEdge [4].

Market Overview - The US stock market continues to show a rotation in styles, with the Nasdaq Composite Index falling over 1% for the second consecutive day due to pressure from major tech stocks [1] - The S&P 500 Index closed down 0.51% at 6882.72 points, while the Nasdaq fell 1.51% to 22904.58 points, and the Dow Jones Industrial Average rose 0.53% to 49501.3 points [1] S&P 500 Performance - Among the S&P 500 constituents, 363 stocks closed higher, leading to a 0.9% increase in the equal-weighted S&P 500 index [3] - The top three gainers were companies that recently released strong earnings: AMD up 13.78%, Fortive up 10.63%, and Eli Lilly up 10.33% [3] - Conversely, several previously popular stocks saw significant declines, with AMD dropping 17.31% post-earnings, and AI application stocks AppLovin and Palantir both falling over 10% [3] Solar Sector Movement - The solar sector experienced a significant rally influenced by news of the SpaceX team assessing the Chinese solar industry, with Enphase Energy rising 38.60%, SolarEdge up 13.14%, and JinkoSolar increasing by 8.66% [4] Notable Stock Movements - As of the market close, Nvidia fell 3.41%, while Apple rose 2.6%. Other notable movements included Google-A down 1.96%, Microsoft up 0.72%, and Amazon down 2.36% [5] - Alphabet announced a staggering capital expenditure forecast of $175 billion to $185 billion for the current fiscal year, significantly higher than the analyst expectation of $119.5 billion and last year's $91.45 billion [5] Impact on Chinese Stocks - The global sell-off in software stocks also affected Chinese stocks, with the Nasdaq Golden Dragon China Index closing down 1.95% [7] - Notable declines included Alibaba down 2.76%, JD.com down 1.75%, and Baidu down 4.77%, while Li Auto rose 1.88% [7]

Core Insights - First Solar, Inc. (FSLR) shares have decreased by 13.8% over the past three months, underperforming the Zacks Solar industry's decline of 9% [1] - The company is expanding its U.S. manufacturing capacity to capitalize on strong demand for its products [1][4] Demand and Expansion - First Solar is experiencing robust demand in the U.S., driven by the adoption of advanced thin-film solar modules [4] - The company has secured 2.7 gigawatts (GW) of additional gross bookings, raising its total backlog to 54.5 GW through 2030 [5] - First Solar has initiated operations at its fourth and fifth U.S. manufacturing plants and expanded capacity at its Ohio facilities [5][6] - Planned expansion includes a 3.7 GW U.S. module finishing line expected to start in Q4 2026, enhancing production capacity [6] Manufacturing Footprint - First Solar is establishing a $330 million facility in Gaffney, SC, for final production of Series 6 Plus modules [8] - A $1.1 billion AI-enabled manufacturing facility in Iberia Parish, LA, is expected to add 3.5 GW of annual capacity, increasing U.S. manufacturing to 14 GW in 2026 and 17.7 GW in 2027 [8] Financial Performance and Estimates - The Zacks Consensus Estimate for 2026 earnings per share (EPS) indicates a slight increase of 0.22% over the past 60 days, with a long-term earnings growth rate of 33.5% [9] - First Solar's trailing 12-month return on equity is 16.61%, surpassing the industry average of 11.48% [16] - The stock is currently trading at a forward P/E of 10.06X, which is a discount compared to the industry's 17.74X [17] Challenges - First Solar faces challenges from rising trade tensions and tariff risks, with U.S. tariffs ranging from 19% to 50% potentially affecting module sales and international operations [11] - The risk of global solar module oversupply due to aggressive capacity expansion in China may lead to price volatility and increased competition [12]

Key Takeaways ENPH's Q4 revenues of $343.3M beat estimates but declined 10.3% year over year on softer demand.Enphase Energy shipped 1.55M microinverters and 150.1 MWh of IQ Batteries during the quarter.ENPH's adjusted gross margin fell 710 basis points year over year to 46.1% in Q4.Enphase Energy, Inc. (ENPH) reported fourth-quarter 2025 adjusted earnings of 71 cents per share, which decreased 24.5% from 94 cents reported in the prior-year quarter. However, the bottom line topped the Zacks Consensus Estima ...