Non-GAAP Financial Information All results shared within this presentation are non-GAAP unless noted as "reported," in which case we are referring to our results on a GAAP basis. Please see GAAP to non-GAAP reconciliations at the end of this presentation for comparable GAAP measures. Refer to the definitions of these measures in our earnings release for Q4 2025 on our investor relations website at https://investors.shoals.com. Market and Industry Data This presentation also contains information regarding th ...

Group 1 - First Solar, Inc. is set to release its fourth-quarter earnings results on February 24, with expected earnings of $5.17 per share, an increase from $3.65 per share in the same period last year [1] - The consensus estimate for First Solar's quarterly revenue is $1.57 billion, compared to $1.51 billion a year earlier [1] - In the third quarter, First Solar reported sales of $1.6 billion, exceeding the consensus of $1.56 billion, while the EPS of $4.24 fell short of the consensus estimate of $4.30 [2] Group 2 - First Solar shares experienced a slight gain of 0.1%, closing at $242.15 on Monday [2] - Analysts have been providing ratings on First Solar, which can be accessed on the Analyst Stock Ratings page [2]

– Record Quarterly Revenue of $148.3 million – – Quarterly Operating Profit of $17.4 million – – Quarterly Net Income of $8.1 million – – Quarterly Adjusted EBITDA1 of $30.3 million – – Record Backlog and Awarded Orders of $747.6 million – – Provides First Quarter and Full Year 2026 Outlook – PORTLAND, Tenn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Shoals Technologies Group, Inc. (“Shoals” or the “Company”) (Nasdaq: SHLS), a leading provider of electrical balance of system (“EBOS”) solutions and components, inclu ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Enphase Energy, Inc. due to allegations of violations of federal securities laws, specifically regarding misleading statements and overstatements of financial and operational prospects [2][4]. Group 1: Legal Investigation and Claims - The law firm is encouraging investors who suffered losses in Enphase between April 22, 2025, and October 28, 2025, to discuss their legal rights [1]. - A federal securities class action has been filed against Enphase, with a deadline of April 20, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that Enphase overstated its ability to manage channel inventory and mitigate effects from the termination of the 25D Credit, leading to materially false public statements [4]. Group 2: Financial Performance and Market Reaction - On October 28, 2025, Enphase reported weak financial results for Q3 2025, indicating elevated channel inventory and lower expected battery storage shipments for Q4 2025, along with anticipated revenue impacts from the expiration of the residential solar investment tax credit in Q1 2026 [5]. - Following the announcement of these results, Enphase's stock price fell by $5.56 per share, or 15.15%, closing at $31.14 per share on October 29, 2025 [6].

Core Insights - The U.S. power grid is experiencing a significant transformation, with solar energy leading the way, as developers are expected to add 86 gigawatts of new utility-scale generating capacity by 2026, with only 7% coming from natural gas [1][2] - First Solar's stock has more than doubled since last April, while Enphase's stock has increased by 78% since November, indicating strong market performance for solar-related companies [1][4] Industry Trends - Utility-scale solar will represent 51% of the new capacity additions, with batteries contributing 28% and wind 14%, highlighting the growing dominance of solar in the energy mix [2] - The shift towards solar and battery projects is driven by the need for speed and cost-effectiveness, as traditional energy sources like gas turbines and nuclear plants face delays [3][4] Demand Drivers - The rising electricity demand, fueled by the expansion of data centers and AI infrastructure, is pushing utilities to adopt renewables more rapidly than traditional energy sources [4][5] - The phaseout of federal tax credits has prompted a rush among developers to initiate projects, aiming to secure incentives before they expire, thus accelerating the deployment of renewable energy [5][6] Market Outlook - The increasing dominance of renewables in new capacity additions, coupled with rising electricity demand, suggests a structural tailwind for solar and energy storage stocks in the coming years [6]

America's power grid is undergoing a dramatic shift — and solar is leading the charge. U.S. developers will add 86 gigawatts of new utility-scale generating capacity in 2026. What makes it interesting is that just 7% of that will come from natural gas. First Solar shares have more than doubled in price since hitting multi-year lows last April amid a wider stock-market sell-off triggered by President Donald Trump‘s tariff announcements. The Enphase stock has rallied 78% from the lows reached in November.Util ...

Zacks Investment Research recently initiated coverage of Zeo Energy Corp. (ZEO) with a “Neutral” recommendation, indicating an earnings inflection point, though balanced by notable financial and structural risks.Zeo Energy is a vertically integrated provider of residential solar systems and related energy efficiency solutions. Following its March 2024 business combination with Sunergy, the Florida-based company has focused on selling, designing, installing and maintaining residential solar systems, while al ...

Philadelphia, Pennsylvania--(Newsfile Corp. - February 23, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Enphase Energy, Inc. (NASDAQ: ENPH) ("Enphase" or the "Company") on behalf of investors who purchased or otherwise acquired Enphase securities during the period from April 22, 2025 through October 28, 2025 (the "Class Period").Investor Deadline: Investors who purchased Enphase securities during the Class Period may, no later than Ap ...

PHOENIX--(BUSINESS WIRE)-- #AmericanJobs--A new economic impact study released today by First Solar, Inc. (Nasdaq: FSLR) ("First Solar†or "the Company†), details its estimated contributions to the US economy. The Kathleen Babineaux Blanco Public Policy Center at the University of Louisiana at Lafayette, using IMPLAN economic modeling software, analyzed First Solar's actual and forecasted US spending in 2025 and 2027. First Solar expects to operate approximately 18 gigawatts (GW) of annual nameplate solar ...

Vancouver, British Columbia and Lusaka, Zambia--(Newsfile Corp. - February 23, 2026) - Stardust Solar Energy Inc. (TSXV: SUN) (OTCQB: SUNXF) (FSE: 6330) ("Stardust Solar" or the "Company") continues to advance its international utility-scale solar strategy through a series of diplomatic, government, and national utility engagements in Zambia. These activities mark continued progress toward the next phase of project planning, regulatory alignment, and long-term development as the Company expands its global ...