Enphase Energy, Inc. (NASDAQ:ENPH) is one of the Goldman Sachs Solar and Green Energy Stocks: Top 10 Stock Picks. On March 16, 2026, Enphase Energy, Inc. (NASDAQ:ENPH) announced a joint venture with Ensol to increase IQ Battery deployments in France through a subscription model starting at €30 per month. Ensol installs and administers IQ Battery 5P systems, including monitoring, maintenance, and a 15-year guarantee, with choices to continue, purchase, or quit after the third year. Ensol aggregates enrolle ...

Enphase Energy, Inc. (NASDAQ:ENPH) is among the 11 Most Undervalued Renewable Energy Stocks to Invest In. On March 5, Vistra announced the expansion of its battery aggregation program to include Enphase Energy, Inc. (NASDAQ:ENPH)’s IQ Batteries. The initiative will further scale Vistra’s residential virtual power plant and help strengthen grid reliability across Texas. The program, known as Battery Rewards, is offered through Vistra’s flagship retail electricity brand TXU Energy. It allows eligible Enphas ...

Core Insights - Tesla has received approval from the UK energy regulator Ofgem to supply electricity directly to households and businesses across Great Britain, marking a significant expansion in its energy sector presence [1][10] - The license allows Tesla Energy Ventures to provide electricity to both residential and non-residential customers in England, Scotland, and Wales, effective from March 11 [2][10] - This move aligns with Tesla's strategy to diversify its operations beyond electric vehicles, similar to its retail electricity business model in Texas [2][4] Expansion of Energy Operations - Tesla's entry into the UK electricity supply market follows previous efforts, including obtaining an electricity generation license in 2020 and deploying large-scale battery storage projects [3][7] - The company has partnered with Octopus Energy to connect Powerwall owners to a virtual power plant network, offering special electricity rates [3] Competitive Landscape - Tesla plans to implement elements of its Texas electricity model in the UK, which includes a virtual power plant that allows Tesla owners to charge vehicles at lower rates and earn credits for exporting electricity back to the grid [4][10] - The UK electricity supply license does not permit Tesla to offer dual-fuel contracts, requiring customers to maintain separate gas supply arrangements [4] Market Context - Tesla's expansion into electricity supply comes amid challenges in its automotive business, with vehicle sales in the UK declining by 37% year-over-year in February, totaling 2,422 units [5] - The decline is attributed to increased competition in the electric vehicle market and controversies surrounding CEO Elon Musk [5][6]

FREMONT, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced a collaboration with Ensol, a residential solar and storage provider in France, to expand IQ® Battery deployments through Ensol’s battery subscription program for French homeowners. The program makes Enphase® battery storage more accessible through a monthly subscription model, with plans starting at €30 per month. Ensol installs the IQ Battery 5P and manages the syste ...

Core Insights - Tesla has officially become a licensed utility in the UK, allowing it to sell electricity directly to households and commercial users [1] Group 1: Company Developments - Tesla has been involved in electricity markets since 2015 with the introduction of its Powerwall and Powerpack products [2] - The company accelerated its energy division after merging with Solar City in 2016 [2] - In 2022, Tesla launched Tesla Electric in Texas, enabling direct electricity sales to customers [2] Group 2: Market Competition - The new division, Tesla Energy Ventures, will compete with established UK utilities such as EDF, E.ON, and Octopus Energy [3] - Octopus Energy, founded in 2015, has become the largest utility in the UK by leveraging software, renewable energy, and innovative marketing strategies [3]

Core Insights - Tesla has received approval from Ofgem to supply electricity to households and businesses across Great Britain, marking an expansion of its energy ambitions [1] - The company plans to replicate its Texas electricity supply model in the UK, branded as Tesla Electric, focusing on low-cost sustainable electricity [2] - Tesla's electricity licence prohibits offering dual fuel contracts, meaning it can only supply electricity if customers have a separate gas supply agreement [2] Business Operations - In Texas, Tesla operates a "virtual power plant" that allows owners to charge their cars at lower costs and sell stored electricity back to the grid [3] - In the UK, this "virtual power plant" service for Powerwall owners is provided through Octopus Energy [3] - Tesla has sold over 250,000 electric vehicles in the UK, although the number of Powerwalls sold remains undisclosed [3] Market Performance - Tesla's sales in the UK have decreased significantly, with a 37% drop from 3,852 to 2,422 units sold in February year-over-year [4] - The company's market share in the UK is currently at 1.34%, trailing behind competitors such as BYD at 2.64% and BMW at 5.43% [4] Challenges - Sales have been negatively impacted by customer backlash against Elon Musk's political affiliations and actions, including his support for Donald Trump [5] - Musk's political interventions, such as controversial public appearances and statements, have further alienated potential customers [6] Strategic Moves - In December, Tesla introduced a lower-priced version of its Model 3 in Europe to stimulate sales and attract a broader customer base [7]

Core Insights - Vistra is expanding its battery aggregation program to include Enphase Energy's IQ® Batteries, enhancing its residential virtual power plant (VPP) to improve grid reliability in Texas [1] - The Battery Rewards program allows eligible Enphase customers to earn incentives by exporting stored battery power to the grid during high demand periods [1] - The program aims to manage peak demand and optimize the use of existing grid infrastructure as Texas experiences rapid load growth [1] Company Initiatives - The Battery Rewards program is offered through Vistra's retail electricity brand, TXU Energy, and aggregates energy from customer-owned residential batteries [1] - Participants in the program will receive financial incentives while maintaining control of their systems during local power outages [1] - The program also allows participants to benefit from TXU Energy's solar buyback plans, providing bill credits for excess solar energy exported to the grid [1] Technology and Operations - The VPP utilizes a sophisticated operating system that coordinates energy assets in real time, responding to high demand by shifting homes to draw power from their batteries instead of the grid [1] - This system reduces grid demand temporarily and allows excess stored energy to be exported to the grid, facilitating effortless participation in a flexible energy system [1] - Vistra's approach focuses on customer-centric solutions, enhancing customer experiences and building lasting relationships [1] Market Context - Texas is experiencing unprecedented energy demand growth due to population influx and industrial expansion, necessitating demand-side solutions [1] - The partnership with Enphase Energy aims to leverage flexible, distributed energy resources to meet this growing demand effectively [1] - Vistra's history of innovative energy solutions includes connected thermostat offerings and the first free electric vehicle charging program in the nation [1]

Company Overview - Sunrun is a leading provider of residential solar energy solutions in the United States, specializing in residential solar energy systems and battery storage solutions, and operates a virtual power plant system [6] - The company's current stock price is $20.28, with a market capitalization of $4.71 billion and a revenue of $2.32 billion for the trailing twelve months [3][6] - Sunrun's stock has experienced a significant price change of 135.54% over the past year [3] Recent Insider Activity - Lynn Michelle Jurich, a director at Sunrun, sold 50,000 shares for approximately $929,700 on February 2, 2026, which represents 2.17% of her direct holdings at the time [1][5] - The sale aligns with Jurich's recent trading activity, as she has consistently executed similarly sized trades over the last 18 months [5] - The transaction was part of a Rule 10b5-1 trading plan established on June 9, 2025, indicating it was scheduled in advance [7] Market Performance - Sunrun's stock rose approximately 95% in 2025, marking the first year of positive gains since 2020, and is up 8% in 2026 as of February 21 [8] - The company has a strong customer base in California and is expanding operations in the Northeast [9] - Despite the positive growth, the company faced challenges due to the expiration of a 30% federal tax credit for solar installations and battery storage at the end of 2025 [9][10] Competitive Landscape - Sunrun is the largest residential solar installer by volume in the U.S. and has the largest distributed power plant, which grew more than fivefold in 2025 [11] - The solar industry has seen significant layoffs and market exits from competitors due to declining revenues following the tax credit expiration [10] - The company may benefit from the increasing reliance on electricity by AI and data centers, positioning it for long-term growth [11]

Core Insights - Tigo Energy has achieved 1,500 engagements in its Green Glove service program, aimed at enhancing the installer experience and ensuring quality in solar installations [1] - The company has implemented over 12,000 customized onboarding sequences across ten countries to support new installation companies [1] - Tigo's customer care team reported a 7% reduction in installation-related customer support tickets per site for Tigo TS4 Flex MLPE and a 50% decrease for Tigo EI Residential Solutions in North America and Europe [1] Group 1: Green Glove Program - The Green Glove program focuses on continuous quality improvement and has been beneficial for both Commercial and Industrial (C&I) and residential solar service companies [1] - The program has helped maintain zero-issue sites for systems registered under it, demonstrating its effectiveness [1] - Feedback from installers indicates that Tigo's support and training initiatives have significantly improved their operational processes [1] Group 2: Training and Support Initiatives - Tigo has developed specialized training programs to ensure proper system design, commissioning, and servicing as technology adoption increases [1] - The Tigo Academy and on-demand training are part of a broader effort to educate installers and enhance the quality of solar installations [1] - The company emphasizes the importance of timely and relevant information for the growing network of installation companies using Tigo equipment [1] Group 3: Industry Growth and Employment - Employment for solar PV installers is projected to grow by 42% from 2024 to 2034, indicating a robust expansion in the solar industry [1] - The influx of new installation companies and technicians necessitates comprehensive training and support systems to maintain quality standards [1] - Tigo's initiatives are aligned with the industry's growth, aiming to raise the bar on total quality solar for all stakeholders involved [1]

Core Viewpoint - Aqua Metals, Inc. has announced its intention to acquire Lion Energy, LLC, aiming to create a comprehensive platform that integrates energy storage products, energy management software, recycling, and battery materials, thereby enhancing its position in the expanding energy and virtual power plant markets [1][2][3] Company Overview - Aqua Metals is a pioneer in battery metals recycling and refining, utilizing proprietary AquaRefining™ technology to deliver sustainable energy storage solutions [16] - Lion Energy, based in Utah, has established a significant presence in the U.S. energy storage market, achieving approximately $50 million in revenue in 2025 [5][6] Strategic Rationale - The acquisition is expected to add meaningful revenue to Aqua Metals while expanding its participation in the rapidly growing energy storage market, which is driven by increasing demand for AI data centers and reliable distributed power solutions [3][7] - Lion Energy's vertically integrated energy software and systems platform will enable Aqua Metals to support advanced use cases such as demand response and fleet-level orchestration [6][9] Market Dynamics - The U.S. energy storage market is experiencing rapid growth, with battery storage capacity increasing by 59% annually, positioning the combined entity to capture market opportunities driven by electrification and decentralized power needs [7][9] - Utility-scale deployments are projected to rise by approximately 66% in 2024, indicating strong demand for energy storage solutions [8] Transaction Details - The acquisition will be conducted as an all-stock transaction valued at approximately $25.8 million, with potential additional shares based on Lion Energy's performance post-transaction [11][12] - Following the acquisition, Lion Energy will operate as a wholly-owned subsidiary of Aqua Metals, maintaining its current executive and management team [13] Future Outlook - The combined company is expected to advance across three growth areas: energy storage systems, battery manufacturing, and critical minerals recycling, aligning with the increasing focus on domestic supply chains [9][10]