Strategic Transactions Lay Groundwork for T1 Energy to Deliver FEOC Compliant Solar Modules to Customers in 2026 and BeyondAUSTIN, Texas and NEW YORK, Dec. 30, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) announced that today it has concluded a series of transactions with Trina Solar and other parties intended to allow T1 to continue its eligibility in 2026 for Section 45X tax credits. These transactions are a result of several months of detailed compliance effort ...

Core Insights - Financial giants have shown a bearish sentiment towards First Solar, with 47% of traders indicating bearish tendencies compared to 38% bullish [1] - The predicted price range for First Solar's stock is between $200.0 and $380.0 based on recent options activity [2] - The analysis of volume and open interest reveals significant liquidity and investor interest in First Solar's options, particularly within the $200.0 to $380.0 strike price range over the past 30 days [3] Options Trading Analysis - A total of 21 unusual trades were identified for First Solar, with 8 puts valued at $897,840 and 13 calls valued at $992,340 [1] - The largest options trades include a bearish put sweep with a total trade price of $492,000 and a bullish call sweep valued at $368,800 [7] - Current trading volume for First Solar stands at 516,039, with the stock price at $269.39, reflecting a slight decrease of -0.11% [13] Company Overview - First Solar is the world's largest manufacturer of thin-film solar modules, utilizing cadmium telluride technology for converting sunlight into electricity [8] - The company operates production lines in Vietnam, Malaysia, the United States, and India, focusing on utility-scale solar development projects [8] - Recent analyst ratings suggest an average target price of $285.0 for First Solar, with a consistent Overweight rating from Wells Fargo [10][11]

Key Takeaways FSLR is ramping up manufacturing, reaching 23.5 GW of nameplate capacity with new and expanded facilities.FSLR's booking backlog stands at 54.5 GW through 2030, reflecting strong global demand for its solar modules.FSLR faces tariff and trade risks that could pressure U.S. sales and international manufacturing performance.First Solar, Inc. (FSLR) continues to expand its manufacturing capacity, which is expected to support revenue growth. The company’s growth prospects remain solid in the Unite ...

Core Insights - N2OFF, Inc. is advancing its European portfolio through a partnership with Solterra Renewable Energy Ltd, focusing on solar energy assets and reducing permitting risks [1][5] Germany Update - The flagship project in Germany is on track for Q3 2026 approval, with no objections received during the public consultation phase, indicating strong regulatory support [9] - An amendment to the development agreement has been executed, providing Solterra with approximately €280,000 in advance funding, resulting in project-level savings exceeding $1.69 million [9] Italy Update - Formal planning applications for Sicilian battery storage projects have been submitted, with approvals targeted for H2 2026, contingent on the absence of material objections [4][9] - N2OFF will evaluate optimal value realization paths, including project sale or construction and operation, based on strategic partner decisions [4] Financial Highlights - The strategic renegotiation in Germany has optimized returns, demonstrating a disciplined and capital-efficient approach to project management [9] - The Italian battery storage projects are positioned for high-upside monetization flexibility, with options for sale or build-and-operate strategies [9]

Core Viewpoint - JinkoSolar Holding Co., Ltd. successfully passed all shareholder resolutions at its 2025 annual general meeting, indicating strong governance and shareholder support for the company's strategic direction [1]. Group 1: Shareholder Resolutions - The re-election of Mr. Haiyun Cao as a director of the Company was approved [4]. - The re-election of Mr. Wing Keong Siew as an independent director of the Company was approved [4]. - The appointment of PricewaterhouseCoopers Zhong Tian LLP as auditors for the fiscal year of 2025 was ratified [4]. - The directors were authorized to determine the remuneration of the auditors [4]. - Each director was authorized to take necessary actions to effectuate the resolutions [4]. Group 2: Company Overview - JinkoSolar is recognized as one of the largest and most innovative solar module manufacturers globally [1]. - The Company operates over 10 production facilities and has more than 20 overseas subsidiaries across various countries, including Japan, South Korea, and the United States [2]. - JinkoSolar has a diversified international customer base, serving utility, commercial, and residential sectors in multiple regions [1].

Core Insights - Sunrun, a residential solar provider, experienced a significant insider sale by Board member Edward Harris Fenster, who sold 32,787 shares following the exercise of stock options, amidst strong stock performance with a one-year total return of 100.4% as of December 22, 2025 [1][10]. Transaction Summary - The sale of 32,787 shares was valued at approximately $655,740, based on a weighted average sell price of $20.00 per share [2]. - Post-transaction, Fenster retains 1,492,139 shares valued at around $30.2 million [2]. Company Overview - As of December 22, 2025, Sunrun's stock price was $20.24, with a market capitalization of $4.68 billion and a trailing twelve months (TTM) revenue of $2.32 billion, although it reported a net income loss of $2.47 billion [4]. - The company specializes in residential solar energy systems, including design, installation, and maintenance, targeting homeowners across the United States [7][8]. Insider Trading Context - Fenster's sale aligns with his historical trading patterns, representing 2.15% of his direct holdings, indicating disciplined execution rather than opportunistic behavior [6]. - The sale was primarily to cover costs associated with exercising 50,000 stock options, with a portion of the shares sold to meet tax obligations [9]. Market Performance - Sunrun's stock price increased significantly from a 52-week low of $5.38 in June to a high of $22.44 by October, driven by strong Q3 results [10]. - Q3 revenue reached $724.6 million, a substantial increase from $537.2 million the previous year, leading to an operating income turnaround from a loss of $127.8 million [11]. - The company's price-to-sales ratio has doubled since the beginning of the year, suggesting that while it may be a good time to sell shares, it is not the best time to buy [12].

Market Performance - The S&P 500 increased by approximately 16% and the Nasdaq 100 gained nearly 21% in 2025, driven largely by artificial intelligence as a key return driver [2] - Gold was the standout asset in 2025, rising about 68%, while Bitcoin declined roughly 5% despite its growing institutional presence [3] Economic Outlook - There are few signs of an imminent economic slowdown, although a K-shaped economic recovery persists, with high living costs contrasting booming asset markets [4] - The investment landscape remains favorable, with technological innovation, geopolitical uncertainty, and abundant liquidity expected to drive returns into 2026 [5] Sector Insights - Big Tech continues to dominate, with strong revenue growth and profitability, expanding into areas like cloud computing and autonomous driving [6] - The AI infrastructure cycle is ongoing, with significant capital expenditures projected to exceed $500 billion, indicating a multi-year buildout [11] - Solar energy has emerged as a strong performer, with costs for photovoltaic modules dropping by about 90% over the past decade, making it one of the cheapest power generation sources [29][30] - Oil and gas remain essential, with natural gas demand accelerating and oil prices stabilizing after recent volatility [32][36] Investment Strategies - Aligning portfolios with durable economic megatrends has proven successful, with a focus on sectors like healthcare and biotech, which are showing signs of recovery [10][44] - The Magnificent Seven stocks are expected to see earnings growth of 16.5% in 2026, driven by strong revenue growth and the integration of AI technologies [16][18] - Healthcare stocks have outperformed in the final quarter of the year, supported by stable demand and improving earnings visibility [44][46] Alternative Assets - Gold has seen a significant rise, increasing nearly 70% this year, and is viewed as a portfolio diversifier amid rising geopolitical tensions [38][40] - Bitcoin is increasingly recognized as a legitimate alternative for hedging risk, with its narrative as "digital gold" gaining traction [42]

I have covered Shoals Technologies Group, Inc. ( SHLS ) twice before, recommending a “Buy” on both occasions. After shares continued to fall after publishing my first coverage back in January – something of aI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to creating wealth ...

Group 1 - The analyst has previously recommended a "Buy" on Shoals Technologies Group, Inc. (SHLS) twice, indicating confidence in the company's potential despite recent share price declines [1] - The investment philosophy emphasizes the importance of accumulating high-quality assets over time, blending steady investments with high-risk, high-reward opportunities [1] - The analyst has a long position in SHLS and TAN, reflecting a personal investment commitment to these stocks [2] Group 2 - The article expresses the analyst's independent opinions and does not involve compensation from any company mentioned, ensuring an unbiased perspective [2] - Seeking Alpha clarifies that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]

KITCHENER, ON, Dec. 24, 2025 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced the appointment of Colin Parkin as a member of its Board of Directors and his promotion to President of Canadian Solar. Parkin succeeds Yan Zhuang on the Company's Board of Directors and assumes the role of the Company's President from Dr. Shawn Qu, effective immediately. Dr. Qu, the Founder of Canadian Solar, continues to serve as the Company's Chairman and Chief Executive Of ...