Company Performance - Enphase Energy's stock closed at $41.86, down 2.59% from the previous trading session, which is less than the S&P 500's daily loss of 0.33% [1] - Over the past month, shares of Enphase Energy have decreased by 3.86%, while the Oils-Energy sector and the S&P 500 gained 4.04% and 4.07%, respectively [1] Upcoming Earnings - Enphase Energy is set to release its earnings report on July 22, 2025, with expected earnings of $0.62 per share, indicating a year-over-year growth of 44.19% [2] - The Zacks Consensus Estimate for revenue is projected at $356.33 million, reflecting a 17.42% increase from the previous year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $2.46 per share and revenue at $1.43 billion, representing increases of 3.8% and 7.57% from the prior year, respectively [3] - Recent changes to analyst estimates for Enphase Energy indicate evolving short-term business trends, with positive revisions suggesting analyst optimism about the company's profitability [3] Zacks Rank and Valuation - Enphase Energy currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having increased by 1.21% over the last 30 days [5] - The company is trading at a Forward P/E ratio of 17.47, which is a premium compared to its industry's Forward P/E of 16.34 [6] Industry Context - The Solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [6] - The Zacks Industry Rank evaluates the performance of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

In the latest close session, First Solar (FSLR) was down 1.61% at $162.44. The stock's change was less than the S&P 500's daily loss of 0.33%. At the same time, the Dow lost 0.63%, and the tech-heavy Nasdaq lost 0.22%. The largest U.S. solar company's stock has dropped by 1.63% in the past month, falling short of the Oils-Energy sector's gain of 4.04% and the S&P 500's gain of 4.07%.Analysts and investors alike will be keeping a close eye on the performance of First Solar in its upcoming earnings disclosure ...

Exclusive: Surging defaults on loans used to buy residential solar panels are cascading through Wall Street, catching bond investors and private-credit funds in their wake https://t.co/ZDCdd7Ex6H ...

July 10, 2025 06:18 PM GMT China Musings | Asia Pacific Supply-Side Reform Returns... But This Time It's More Complicated China's capacity consolidation campaign may be returning – but we see this as new wine in an old bottle. The industrial landscape and macro environment are fundamentally more difficult than in 2015-18, meaning implementation will likely be slower. We maintain a persistent deflation baseline into 2026. 1. Introduction: "anti-involution" returns In recent years, the concept of "involution" ...

China Equity Strategy | Asia Pacific A-Share Sentiment Improves with Anti-involution Message Sentiment improved with the government's clearer message on anti-involution, aimed at reining in the escalation of excess competition and potential overcapacity. We still expect near- term volatility to rise and range-bound index moves in the offshore market. We prefer A-shares over offshore for now. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved 7ppt and 8ppt, to 78 ...

Company Performance - SolarEdge Technologies (SEDG) ended the recent trading session at $27.57, demonstrating a +1.77% change from the preceding day's closing price, outpacing the S&P 500's 0.28% gain [1] - Prior to today's trading, shares of SolarEdge had gained 30.05%, significantly outperforming the Oils-Energy sector's gain of 4.96% and the S&P 500's gain of 4.37% [1] Upcoming Earnings - SolarEdge is anticipated to report an EPS of -$0.81, marking a 54.75% rise compared to the same quarter of the previous year [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $274.47 million, up 3.42% from the year-ago period [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates forecast earnings of -$3.25 per share and revenue of $1.09 billion, indicating changes of +85.86% and +17.55%, respectively, compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for SolarEdge Technologies are important as they signify the changing landscape of near-term business trends [4] - Positive revisions in estimates convey analysts' confidence in the business performance and profit potential [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a proven track record of outperformance, with 1 stocks returning an average of +25% annually since 1988 [6] - Within the past 30 days, the consensus EPS projection for SolarEdge has moved 0.07% higher, and the company currently holds a Zacks Rank of 2 (Buy) [6] Industry Overview - The Solar industry is part of the Oils-Energy sector and currently carries a Zacks Industry Rank of 51, placing it within the top 21% of over 250 industries [7] - The Zacks Industry Rank assesses the strength of industry groups by calculating the average Zacks Rank of the individual stocks within those groups [7]

Core Insights - First Solar, Inc. (NASDAQ: FSLR) has experienced significant stock volatility due to changing policy decisions regarding IRA tax credits, with an initial rally of over 50% from April lows followed by a subsequent drop of 25% [1] Company Summary - The stock of First Solar saw a dramatic increase of more than 50% from its lows in April, indicating strong market interest or positive sentiment [1] - Following the initial rally, the stock faced a decline of 25%, suggesting potential market corrections or reactions to policy changes [1] Industry Context - The fluctuations in First Solar's stock price are closely tied to the evolving landscape of tax credits under the IRA, highlighting the impact of government policy on renewable energy companies [1]

China’s solar industry is grappling with overcapacity and fierce competition, with a slew of measures since late last year to reduce output and set a price floor so far failing to halt the losses https://t.co/S8MYbnjftx ...

Core Insights - The One Big Beautiful Bill (OBBB) Act has been enacted, introducing new rules that may weaken the U.S. clean energy sector, particularly solar power, by eliminating several incentives [1][2] - Despite the negative impact on solar companies, the Senate version of the bill has softened some provisions, suggesting that the industry may not face as dire a situation as previously feared [2][3] Summary of Key Provisions - The OBBB Act cancels the 30% tax credit for residential solar systems, which will expire on December 31 of this year, significantly ahead of schedule [4] - Utility and commercial projects will see a phase-out of the 30% tax credit after 2027, with projects started after 2029 losing the credit entirely, although projects initiated within 12 months of the bill's passage are exempt [4] - The act has removed an excise tax on imported solar modules and eased timelines for commercial projects, which may provide some relief to the solar sector [3] Company-Specific Insights - **NextEra Energy**: - One of the largest diversified clean energy companies in the U.S., with 33,000 megawatts of operating energy in 2023 [5] - The stock trades at a P/E ratio of 27.5, slightly below its 10-year average, with projected EPS growth of 26% in 2024 and 7.2% in 2025 [6][7] - **First Solar**: - Focuses on domestic manufacturing of solar modules, which may provide a competitive edge under the new regulations [9] - The Royal Bank of Canada has increased its price target for First Solar from $188 to $200, with an average analyst price target of $228.69, indicating significant upside potential [10] - **Nextracker**: - Sold nearly $3 billion worth of solar trackers in the last year, primarily used in large utility-scale projects, which may shield it from the impacts of tax credit phase-outs [11] - The stock trades at a P/E ratio of 19, with a net profit margin of 17.21% and a quarterly revenue increase of 15% year-over-year [12]

Additionally, the companies expanded their photovoltaic module R&D collaboration focused on optimizing performance of utility-scale solarLOS ALAMOS, N.M., July 9, 2025 /PRNewswire/ -- UbiQD®, a global leader in quantum dot (QD) nanotechnology, announced today that it has entered into an exclusive, multi-year agreement to supply its proprietary fluorescent QD technology to First Solar, Inc. (NASDAQ: FSLR). The agreement paves the way for the incorporation of QD technology into First Solar's thin film bifacia ...