KITCHENER, ON, June 20, 2025 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that it held its Annual Meeting of Shareholders on June 20, 2025. Each of the proposals submitted for shareholder approval was approved. Specifically, the shareholders approved: The election of Shawn (Xiaohua) Qu, Yan Zhuang, Harry E. Ruda, Andrew (Luen Cheung) Wong, Lauren C. Templeton, Leslie Li Hsien Chang, and Yuan Yuan Zhang Qu each as a director of the Company until the n ...

Key Takeaways FSLR stock has dropped 21.2% in six months, underperforming peers and broader energy and market indices. Earnings fell 11.4% in Q1, with warranty charges and tariffs weighing on 2025 guidance and near-term outlook. FSLR is expanding U.S. manufacturing and projects 16% revenue growth in both 2025 and 2026.Shares of First Solar Inc. (FSLR) have plunged 21.2% in the past six months, underperforming the Zacks solar industry’s decline of 19.3% as well as the broader Zacks Oil-Energy sector’s grow ...

Core Insights - First Solar Inc. (FSLR) is the largest solar photovoltaic (PV) manufacturer in the Western Hemisphere and is significantly increasing its U.S. production capacity to meet rising solar demand, targeting an installed nameplate capacity of approximately 14 gigawatts (GW) by the end of 2026 [1][8] Company Developments - FSLR has commenced commercial operations at its fourth manufacturing facility in the U.S. in Q2 2025 and is progressing on its fifth facility, expected to start operations in the second half of 2025 [2] - The company plans to invest approximately $0.6 billion in U.S. facilities and upgrades throughout 2025 and 2026 [2][8] Industry Trends - Other solar companies, such as Canadian Solar Inc. (CSIQ) and SolarEdge Technologies (SEDG), are also expanding their manufacturing capacities in response to increasing demand and government incentives [4] - Canadian Solar's facility in Mesquite, TX, is expected to contribute around 3 GW of volume delivery this year, enhancing the share of domestically produced products in its U.S. shipments [5] - SolarEdge Technologies is increasing its manufacturing of inverters in Florida and batteries in Utah to leverage federal incentives from the Inflation Reduction Act [6] Market Performance - FSLR shares have declined by 45.1% over the past year, compared to a 49% decline in the industry [7] - The company's shares are trading at a forward 12-month Price/Earnings ratio of 7.99X, significantly lower than the industry's average of 14.40X [9]

Group 1 - The article discusses the caution surrounding First Solar, Inc. (NASDAQ: FSLR) amidst the backdrop of significant tariffs imposed on crystalline silicon solar panels from Southeast Asia by the Trump administration [1] - The author emphasizes the need for investors to temper their enthusiasm regarding FSLR, suggesting that the market reaction may be overly optimistic given the regulatory changes [1] Group 2 - The author, Dilantha De Silva, is an experienced equity analyst with over 10 years in the investment industry, focusing on small-cap stocks often overlooked by Wall Street [1] - Dilantha has contributed to various investment platforms and has been featured on major financial media outlets, indicating a strong reputation in the investment community [1]

Core Insights - Enphase Energy, Inc. (ENPH) has launched its IQ Battery 5P with FlexPhase in several European solar markets, enhancing its product offerings in the region [1][11] - The new battery system has a storage capacity of 5 kilowatt-hours (kWh) and can be configured up to 70 kWh, providing significant backup power capabilities [1][2] - The launch is expected to increase customer adoption of ENPH's battery solutions, thereby boosting future revenues as more households seek grid independence [4][11] Company Developments - The IQ Battery 5P with FlexPhase is designed as an all-in-one system that supports both single-phase and three-phase applications, backed by a 15-year warranty [2] - When paired with the IQ System Controller 3 INT, the battery can discharge up to twice the maximum continuous power for three seconds, allowing high-power devices to function during grid failures [3] - ENPH's expansion into the European energy storage market aligns with the growing trend of clean energy adoption across the continent [5][6] Market Trends - The battery energy storage system capacity in Europe is projected to grow by 50%, surpassing 90 gigawatt-hours (GWh) by 2025, with a compound annual growth rate (CAGR) of 45% expected until 2029 [6] - Other solar companies, such as Emeren Group Ltd, SolarEdge Technologies, and Canadian Solar Inc., are also expanding their presence in the European clean energy market [8][12] - The competitive landscape is intensifying as these companies aim to capitalize on the increasing demand for energy storage solutions [11] Financial Outlook - The Zacks Consensus Estimate for ENPH's 2025 earnings per share (EPS) indicates a significant increase of 116.7% [9] - SolarEdge's 2025 sales are expected to improve by 18.2%, while Canadian Solar's sales are projected to rise by 4.3% [10][12] - Despite the positive outlook for the industry, ENPH's stock has seen a decline of 28.4% over the past month, contrasting with the industry's 12.9% drop [13]

Summary of Array Technologies (ARRY) M&A Announcement Company and Industry - **Company**: Array Technologies (ARRY) - **Acquisition Target**: APA Solar - **Industry**: Solar Energy Solutions Core Points and Arguments 1. **Acquisition Announcement**: Array Technologies announced a definitive agreement to acquire APA Solar, valued at approximately $179 million, with an expected closing in Q3 2025, subject to regulatory approval [6][27]. 2. **Strategic Rationale**: The acquisition aims to enhance Array's competitive advantage by expanding its product portfolio beyond solar tracking systems to include engineered foundation solutions and fixed tilt racking systems [5][7]. 3. **Market Expansion**: The acquisition is expected to increase Array's addressable market by nearly 40%, allowing the company to serve a broader range of project types [9][21]. 4. **Cost and Revenue Synergies**: Anticipated cost synergies will arise from sourcing efficiencies and streamlined manufacturing processes, while revenue synergies will come from integrated offerings and increased access to utility-scale clients [10][11]. 5. **Financial Impact**: The transaction is expected to be accretive to Array's adjusted EPS in the first year before synergies, with an attractive valuation multiple [6][11][30]. 6. **Tax Benefits**: The acquisition is expected to provide tax advantages, including approximately $31 million in present value tax savings due to a step-up in basis on APA's assets [28][30]. 7. **APA's Financials**: APA Solar reported $129 million in revenue and $25 million in EBITDA for 2024, indicating a strong financial position that is expected to integrate well with Array's operations [13][28]. 8. **Product Integration**: The combination of Array's tracker technology with APA's engineered foundations is expected to optimize system design and improve project economics [22][24]. 9. **Market Trends**: The acquisition aligns with trends in the solar industry, where engineered foundations are becoming essential for projects in diverse geographies, particularly in challenging soil conditions [15][19]. 10. **Leadership Retention**: APA's leadership will remain with the company post-acquisition, incentivized to deliver financial results and contribute to Array's success [11][30]. Other Important Content 1. **Cultural Fit**: APA's family-owned culture and focus on collaboration and innovation are seen as a good match for Array's values [12]. 2. **Future Growth**: The acquisition supports Array's long-term growth strategy, particularly in the context of increasing demand for hybrid utility-scale projects that utilize both tracking and fixed tilt systems [29][30]. 3. **No Change to Guidance**: Array's standalone 2025 full-year guidance remains unchanged at this time, with updates expected post-transaction [30].

Sunrun Inc (NASDAQ:RUN) stock is down 1.9% before the bell, extending Tuesday’s historic rout in the solar sector. RUN's slide follows an RBC Capital Markets downgrade to “sector perform” from “outperform,” alongside a drastic price-target cut to $5 from $12, as analysts note mounting pressure across the alternative energy space.RUN plunged 40% yesterday — its worst single-session drop on record. The shares hit their lowest level since 2018 last session before paring losses, and are eyeing those levels once ...

Market Trends - Solar energy stocks experienced a significant sell-off following the Senate's decision to maintain the full removal of clean-energy tax credits [1] - SunRun shares plummeted, leading the decline in the solar energy sector [1] Key Factors - The Senate's budget bill includes the full removal of clean-energy tax credits, impacting the solar industry [1] Technical Analysis - Key chart levels should be monitored in light of the market volatility [1]

fix continues to be naive. Melissa. >> All right.Thank you, Pippa Stevens. Let's get more with Oppenheimer senior Research analyst Colin Rusch. Colin, great to have you with us.I first want to focus on the residential solar sector, which had already been under pressure because of consumer confidence, because of financing costs, so many other reasons. And now this. And I'm just wondering what what happens in this sector.It's been rerated obviously. Is it enough what happens to these stocks. >> Honestly this ...

马来西亚吉隆坡, June 18, 2025 (GLOBE NEWSWIRE) -- Founder Group Limited (NASDAQ：FGL，下称“Founder Group”或“公司”) 是马来西亚领先的太阳能光伏系统工程设计、采购、建设和调试 (EPCC) 解决方案提供商。该公司欣然宣布与 GCL Systems Integration Technology Co. Ltd. (GCL) 签署谅解备忘录 (MOU)。 双方已同意携手合作，共同探索、发现、评估并承办专注于马来西亚及其他东盟国家可再生能源行业的项目，预计价值高达 2.2 亿美元。 GCL 是一家在深证证券交易所上市交易的公司。 该公司成立于 2003 年，现已发展成为全球领先的一站式智能光伏和储能系统集成商。 GCL 强调技术创新和卓越品质，致力于提供高质量、高效率和差异化的产品。 凭借强大的技术研发实力和卓越的系统解决方案设计能力，经过 20 年的不懈努力，GCL 已在智能光伏和储能解决方案领域占据领先地位。 截至目前，其产品范围涵盖高效电池、光伏组件和储能系统。 此外，GCL 还提供多元化的服务模块，如综合金融服务和智能化运维 ...