We came across a bullish thesis on Array Technologies, Inc. on r/Valueinvesting by u/c-u-in-da-ballpit. In this article, we will summarize the bulls’ thesis on ARRY. Array Technologies, Inc.'s share was trading at $10.00 as of January 13th. ARRY’s trailing and forward P/E were 63.59 and 10.99 respectively according to Yahoo Finance. SunEdison SUNE Solar Panels Array Technologies has undergone a dramatic operational turnaround, evolving from a loss-making business in 2024 into a high-growth utility-scale ...

Neve Yarak, Israel, Jan. 15, 2026 (GLOBE NEWSWIRE) -- N2OFF, Inc. (NASDAQ: NITO) (“N2OFF” and the “Company”), a drug discovery company that is also investing in solar energy assets based on the RTB (Ready to Build) business model, today highlighted a newly published peer-reviewed study co-authored by Prof. Ciro Leonardo Pierri, co-founder of MitoCareX Bio Ltd. (“MitoCareX Bio”), N2OFF’s wholly-owned subsidiary. The article, appearing in the Journal of Translational Medicine, investigates SLC25A mitochondria ...

OREM, Utah, Jan. 15, 2026 (GLOBE NEWSWIRE) -- SunPower Inc. (herein “SunPower,” the “Company,” or Nasdaq: “SPWR”) a solar technology, services, and installation company, will present its Q4’25 results via webcast on Tuesday, January 20, at 1:00pm ET. Interested parties may access the webcast by registering here or by visiting the Events page within the IR section of the company website: https://investors.sunpower.com/news-events/events. About SunPowerSunPower (Nasdaq: SPWR) is a leading residential solar se ...

OREM, Utah, Jan. 15, 2026 (GLOBE NEWSWIRE) -- SunPower Inc. (herein “SunPower,” the “Company,” or Nasdaq: “SPWR”) a solar technology, services, and installation company, will present its Q4’25 results via webcast on Tuesday, January 20, at 1:00pm ET. Interested parties may access the webcast by registering here or by visiting the Events page within the IR section of the company website: https://investors.sunpower.com/news-events/events. About SunPowerSunPower (Nasdaq: SPWR) is a leading residential solar se ...

As a global leader in solar and energy storage technology, Canadian Solar has built its competitive position on proprietary R&D and sustained innovation. The Company has developed a robust global intellectual property portfolio spanning the entire value chain. This victory not only reflects the fairness and soundness of the international intellectual property protection framework, but also demonstrates Canadian Solar's solid technological foundation and its mature legal capabilities. Colin Parkin, President ...

Asia Insights Global Markets Research Economics - Asia ex-Japan China: Beijing announces termination of VAT rebates for exports of solar and battery products The Ministry of Finance and the State Taxation Administration announced a new round of cuts to value-added tax (VAT) rebates for exports of two key product categories: solar and battery. Rebates for solar products will be fully terminated on 1 April 2026, while those for batteries will be further lowered on 1 April 2026 before being completely cancelle ...

T1 Energy (NYSE:FREY) FY Conference January 14, 2026 03:00 PM ET Conference Call ParticipantsNone - AnalystJeffrey Spittel - Managing Director and Senior Research AnalystNoneAll right, thank you. We're happy to welcome Jeff Spittel from T1 Energy today. Jeff, you know, really happy you could make it. I'm sure you had a busy day.Jeffrey SpittelA little bit late. Better late than never.Do you want to give a quick intro on yourself and your background?Sure. So I'm the EVP of Investor Relations and Corporate De ...

First Solar, Inc. (NASDAQ:FSLR) is one of the stocks Jim Cramer recently looked at. When a caller mentioned that they had success with the stock but purchased shares on margin at $275 on Monday, Cramer commented: “Oh, wow. No, we don’t want that. You don’t live in, you know, you can do a loan for a house, you can live in it… But First Solar is not good enough to be, it’s 16 times earnings, but and I like the company very much, but no. You’re going to have to take, you got, you have to cut your losses. I w ...

Core Thesis - First Solar, Inc. is positioned favorably in the solar energy market, with a focus on utility-scale solar solutions and a strong economic model driven by manufacturing tax credits rather than residential solar incentives [3][4]. Company Overview - First Solar, Inc. provides photovoltaic (PV) solar energy solutions globally, utilizing thin film semiconductor technology for its solar modules, which offers a lower-carbon alternative to traditional crystalline silicon modules [2]. Market Positioning - The company is primarily focused on utility-scale solar projects, where the long-term cost per kilowatt hour is more critical than the initial price per watt, especially as demand shifts towards large-scale projects in hotter regions [4]. - First Solar's cadmium telluride technology outperforms traditional silicon panels in high-temperature environments, generating 5% to 10% more energy annually, leading to a superior levelized cost of energy over decades [4]. Competitive Advantages - First Solar benefits from a lack of exposure to polysilicon supply chains, which are concentrated in China and face regulatory challenges, enhancing its cost and regulatory advantages [6]. - The company's closed-loop recycling program recovers over 90% of semiconductor materials, further reinforcing its competitive position [6]. Future Outlook - The acquisition of Evolar and ongoing tandem perovskite pilots indicate a promising path toward higher efficiency in future panels [7]. - With a backlog sold out through 2029 and strong margins, First Solar is well-positioned to capitalize on the growing demand for utility-scale solar deployment, even as commodity panel prices decline across the industry [7].

Company Performance - T1 Energy Inc. (NYSE:TE) reached a two-year high, closing at $7.86 after a 9.02% increase, driven by positive analyst sentiment regarding its partnership with Nextracker Inc. [1] - The stock peaked at $8.51 during intra-day trading, indicating strong investor interest [1]. Industry Impact - T1 Energy's multi-gigawatt solar module frame supply agreement with Nextracker Inc. is expected to facilitate a shift from imported aluminum frames to US-made specialty steel alternatives, enhancing domestic demand for durable solar technologies [2]. - The agreement involves T1 Energy utilizing Nextracker's patented steel module frame technology for its 5 GW solar manufacturing facility in Dallas, Texas [3]. Regulatory Compliance - T1 Energy has initiated a restructuring plan to comply with US government regulations and maintain eligibility for 2026 tax credits [3]. - The company amended its certificate of incorporation to limit foreign ownership and repaid existing debt to a Chinese investor, addressing compliance with the OBBBA, which restricts companies with excessive foreign ownership from receiving certain tax credits [4].