Core Viewpoint - Jefferies has raised its price target for SolarEdge Technologies to $24.00 from $20.00 while maintaining an Underperform rating, highlighting concerns over operational leverage despite significant stock performance [1] Group 1: Price Target and Rating - Jefferies increased the price target for SolarEdge Technologies to $24.00 from $20.00 [1] - The firm maintains an Underperform rating on the stock [1] Group 2: Performance Comparison - SolarEdge's stock has rallied 183% year-to-date, significantly outperforming the TAN index's 40% gain [1] Group 3: Market Outlook and Risks - Analysts noted potential benefits from the market's shift to PPA and lease structures under Section 25D, along with some commercial and industrial share gains [1] - Execution risks remain a concern for the company [1] - Jefferies estimates SolarEdge's volumes will grow 10% in 2026, which is below the consensus expectation of 17% [2] - The firm expressed caution regarding the residential solar market outlook beyond 2026 [2]

Core Viewpoint - Jefferies has raised its price target for First Solar Inc. to $260.00 from $212.00, maintaining a Buy rating, which has resulted in a more than 3% increase in shares intra-day on Thursday [1] Group 1: Financial Performance - Strong bookings in the third quarter have been reported, with U.S. capacity fully booked through 2028, indicating a return to price discovery mode for the company [1] - Analysts noted the planned use of approximately $9 billion in cumulative free cash flow generation from 2025 to 2028 as a significant factor for investors to monitor [2] Group 2: Market Conditions - Favorable policy tailwinds have been highlighted, including AD/CVD measures, Section 232 tariffs, and FEOC rules, which are expected to benefit the company [1] - Analysts find First Solar's finishing lines attractive but are still seeking clarity on long-term margin recovery and the impact of tariffs [2]

Core Viewpoint - Nextracker is set to announce its second quarter fiscal 2026 financial results on October 23, 2025, after market close [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for the same day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) [1] - A live webcast of the earnings call will be available on the company's investor relations website [1] - The webcast replay and supporting materials will also be accessible following the call [1]

First Solar (NASDAQ: FSLR ) is set to continue to generate strong revenue from sales of its eco-efficient solar modules, even as a drill, baby, drill policy backdrop from a White House hostile to renewables dampens investment sentiment for renewables. Critically, the ongoing ramp in dataThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on ...

Core Viewpoint - First Solar is expected to maintain strong revenue from its eco-efficient solar modules despite a challenging policy environment for renewables from the current administration [1] Group 1: Company Performance - First Solar continues to generate significant revenue from the sales of its solar modules [1] - The company is positioned to benefit from the ongoing ramp in data and market dynamics [1] Group 2: Industry Context - The current administration's "drill, baby, drill" policy is creating a hostile backdrop for renewable investments, which may dampen overall investment sentiment in the sector [1] - Despite the negative sentiment, there is a focus on long-term wealth creation in the renewable energy sector, particularly for undervalued and high-growth companies [1]

Core Viewpoint - Canadian Solar has secured a significant long-term agreement with Aypa Power for its energy storage business, which has positively impacted its stock performance. Group 1: Business Development - Canadian Solar's e-STORAGE unit signed agreements with Aypa Power to provide the SolBank energy storage system for two battery energy storage projects in Ontario [2] - The partnership includes 20-year long-term services agreements, indicating a strong commitment between the two companies [3] - Delivery of the energy storage systems is expected to begin in Q1 of next year, with commercial operations aimed for the first half of 2027 [3] Group 2: Market Reaction - Following the announcement, Canadian Solar's shares rose nearly 14%, reflecting positive investor sentiment towards the long-term deal [1][5] - The lack of financial details regarding the contracts makes it challenging to assess the impact on Canadian Solar's revenue and profitability, but the long-term nature of the agreement is viewed as a positive development [4][5]

Core Viewpoint - Jefferies analysts have upgraded the shares of the solar panel provider from Hold to Buy and increased their price target to $21 [1] Company Summary - The solar panel provider has received a positive rating change from Jefferies, indicating a more favorable outlook for the company's stock performance [1] Industry Summary - The upgrade reflects a broader positive sentiment in the solar energy sector, suggesting potential growth opportunities for companies involved in renewable energy [1]

Upgrades - Baird upgraded United Rentals (URI) to Outperform from Neutral with a price target of $1,050, up from $888, indicating stabilization in the rental industry after two years of deceleration [2] - Jefferies upgraded Sunrun (RUN) to Buy from Hold with a price target of $21, up from $11, expecting cash generation to materialize in the second half and strong growth through 2026 as U.S. Third-Party Owners gain market share [3] - HSBC upgraded Autodesk (ADSK) to Buy from Hold with a price target of $343, down from $388, noting Autodesk's potential to monetize artificial intelligence and likely margin expansion [4] - Jefferies upgraded Delta Air Lines (DAL) to Buy from Hold with a price target of $70, up from $62, citing a raised Q3 revenue outlook to 2%-4% from 0%-4% as a sign of confidence in topline growth for Q4 and 2026 [5] - Jefferies upgraded Carvana (CVNA) to Buy from Hold with a price target of $475, up from $385, based on consumer survey results and capacity analysis suggesting continued elevated growth [6] Downgrades - Northland double downgraded DraftKings (DKNG) to Underperform from Outperform with a price target of $33, down from $53, due to increasing headwinds from prediction markets [7] - RBC Capital downgraded GE Vernova (GEV) to Sector Perform from Outperform with a price target of $605, down from $631, as current valuations reflect strong demand and productivity improvements [7] - Evercore ISI downgraded Allstate (ALL) to In Line from Outperform with a price target of $233, up from $230, citing over-earning in auto insurance and limited scope for positive estimate revisions [7] - Goldman Sachs downgraded Doximity (DOCS) to Sell from Neutral with a price target of $64, up from $57, indicating the growth profile does not support the current valuation [7] - Goldman Sachs downgraded LivaNova (LIVN) to Neutral from Buy with a price target of $55, down from $56, due to decelerating sales growth and slowing margin expansion [7]

Core Insights - PainReform Ltd. has made significant advancements in both specialty pharmaceuticals and renewable energy technologies during the first half of 2025, focusing on non-opioid solutions for pain management and AI-driven solar analytics [3][12] Pharmaceutical Programs - The company acquired a majority interest in LayerBio, enhancing its pipeline with the OcuRing™-K platform, a novel therapy targeting a global market of approximately $9 billion for post-surgical pain management [6][7] - Continued development of PRF-110 is underway, which showed significant efficacy in the early postoperative period despite not meeting primary endpoints in a Phase 3 trial [7] DeepSolar Division - The DeepSolar division has shown strong momentum, highlighted by the completion of the MyDeepSolar consumer app and acceptance into NVIDIA's Connect Program, which will aid in developing the DeepSolar Predict forecasting solution [3][14] - A successful 92MW pilot project with Econergy in Romania has transitioned into the company's first commercial customer agreement, marking a significant step in commercial deployment [3][14] Financial Performance - The company reduced its net loss to approximately $2.3 million for the six months ended June 30, 2025, down from $12.8 million in the same period the previous year [11] - Research and development expenses significantly decreased to approximately $0.3 million compared to $11.4 million in the prior year, primarily due to the completion of the Phase 3 clinical trial for PRF-110 [9] - As of June 30, 2025, PainReform maintained cash and cash equivalents of approximately $3.5 million and positive working capital of approximately $1.5 million [11]

Accessibility StatementSkip Navigation 48,500 square-foot, LEED-certified facility now powered by advanced solar photovoltaic (PV) system SAN JOSE, Calif., Sept. 30, 2025 /PRNewswire/ --Â Maxeon Solar Technologies, Ltd. (NASDAQ: MAXN), a global leader in solar innovation and channels, together with its Preferred Partner, Chicago-based Hardt Electric, have announced a successful new solar energy installation to help power the American College of Chest Physicians (CHEST) headquarters in Glenview, Illinois. CH ...