First Solar, Inc. (FSLR) is a leading American manufacturer of thin-film photovoltaic solar modules using cadmium telluride (CdTe) technology. Headquartered in Tempe, Arizona, the company operates a vertically integrated model that covers design, manufacturing, sales, and services, including project development, EPC, and O&M for utility-scale solar plants worldwide. The company has a market capitalization of $25.55 billion. First Solar’s stock has reaped the gains from strong solar demand and the Inflati ...

Both Silicon Valley and Solar CredentialsOREM, Utah, Feb. 05, 2026 (GLOBE NEWSWIRE) -- SunPower Inc. (herein “SunPower,” the “Company,” or Nasdaq: “SPWR”), a solar technology, services, and installation company – today announced that it hired Wendell Laidley as CFO, reporting to CEO T.J. Rodgers. SunPower CEO T.J. Rodgers said, “When our company acquired the SunPower name and assets, I moved our headquarters to Salt Lake City from Silicon Valley despite the fact that miniscule Silicon Valley has produced si ...

Core Insights - SolarEdge Technologies (SEDG) shares increased by 13.1% to $35.04, with a significant trading volume, contrasting with a 0.6% gain over the past four weeks [1] - The company is expanding its presence in Europe to leverage the growing renewable energy market through strategic partnerships and new product offerings [2] - SolarEdge is expected to report a quarterly loss of $0.19 per share, a year-over-year change of +94.6%, with revenues projected at $328.48 million, up 67.4% from the previous year [3] Company Performance - The consensus EPS estimate for SolarEdge has been revised 10.7% lower in the last 30 days, indicating a negative trend in earnings estimate revisions [4] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [4] Industry Context - SolarEdge operates within the Zacks Solar industry, which includes other companies like Canadian Solar (CSIQ), which saw a 3.2% increase in its stock price [4] - Canadian Solar's consensus EPS estimate remains unchanged at -$1.1, reflecting a year-over-year change of +25.2% [5]

Core Viewpoint - JinkoSolar's stock experienced an 8.5% increase, closing at $27.56, following the announcement of a significant cybersecurity certification for its energy storage systems, which is expected to enhance customer trust and drive future sales growth [1][2]. Group 1: Stock Performance - JinkoSolar shares rose 8.5% in the last trading session, with trading volume significantly higher than usual, contrasting with a 9.7% loss over the previous four weeks [1]. - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [4]. Group 2: Certification Impact - The Jinko ESS North American unit received the IEC 62443-2-4 cybersecurity certification from exida, enhancing the credibility of its energy storage systems among utilities, enterprises, and regulators [2]. - This certification is expected to improve competitiveness in regulated markets and drive higher adoption of energy storage systems [2]. Group 3: Earnings Expectations - JinkoSolar is projected to report a quarterly loss of $0.62 per share, reflecting a year-over-year change of +38.6%, with expected revenues of $2.79 billion, down 1.4% from the previous year [3]. - The consensus EPS estimate for JinkoSolar has remained unchanged over the last 30 days, suggesting that stock price movements may be limited without changes in earnings estimates [4]. Group 4: Industry Comparison - Tigo Energy, Inc., another company in the solar industry, saw its shares increase by 7.9% to $3.69, with a remarkable return of 113.8% over the past month [4]. - Tigo Energy's consensus EPS estimate has also remained unchanged at -$0.04, representing a year-over-year change of +90.9% [5].

Enphase Stock Rallies 40% On Strong Guidance But This Key Question Remains | Investor's Business DailyTRENDING: [How To Handle The Current Market]---Solar stock Enphase Energy (ENPH) roared higher during stock market action on Wednesday after better-than-expected fourth-quarter earnings and Q1 guidance late Tuesday. Enphase after Tuesday's market close announced Q4 EPS slipped 24.5% to 71 cents with revenue declining 10.4% to $343.3 million. Prior to the release, analysts predicted earnings of 59 cents per ...

Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable companies, with a current market cap of approximately $1.6 trillion.Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs), along ...

Solar stocks didn't just wake up — they exploded. After being written off for dead in 2025, Enphase Energy Inc (NASDAQ:ENPH) just ripped 35% higher in one day. The surge was not driven by hope — but on a statement quarter that blew up the bearish narrative. Enphase stock delivered one of its best days ever, torching a crowded short trade that had been betting on a ‘solar winter’.Track ENPH stock here.Q4 Beat Vs. Solar Inventory GlutThe spark was a massive fourth quarter earnings beat that shattered the narr ...

Key Takeaways FSLR demand is strong as U.S. thin-film adoption grows, lifting backlog to 54.5 GW through 2030.First Solar is expanding U.S. manufacturing, targeting up to 17.7 GW of domestic capacity by 2027.FSLR faces tariff risks, with U.S. duties up to 50% that could disrupt module sales and overseas operations.First Solar, Inc. (FSLR) shares have fallen 13.8% over the past three months, underperforming the Zacks Solar industry’s decline of 9%. However, the company is capitalizing on strong demand by exp ...

All right, joining me right now to talk about some of the stocks to watch and moves. Diane King Hall is with me and first up Diane, we're looking at Nphase and it was running right. >> Oh my goodness, eyepopping move here.I wasn't even expecting it to uh be this high out the gate. Up more than 31% off the back of its quarterly results. Uh let's go through the numbers for InPhase.Uh adjusted earnings per share came in at 71 cents. Uh Street was looking for 54 cents. So that's a big beat there.revenue coming ...

Core Viewpoint - Shares of Chinese solar panel manufacturers surged following reports of a visit by staff linked to Elon Musk to several photovoltaic suppliers in China, indicating potential demand increase for advanced solar products [1][2][5]. Group 1: Market Reaction - JinkoSolar's shares rose by as much as 20%, reaching their daily limit, while Jolywood Suzhou Sunwatt also saw a 20% increase [2]. - Other solar manufacturers, including Trina Solar and Shenzhen Topraysolar, experienced gains of 8.9% and 10%, respectively, with the CSI All Share Solar Power Equipment Sub-Industry Index increasing by 6.8% [3]. Group 2: Business Developments - Musk's team showed particular interest in suppliers focusing on heterojunction and perovskite technologies, which aim to enhance cell efficiency and potentially lower costs if manufacturing challenges are addressed [4]. - Reports indicated that the visitors were from SpaceX and Tesla, with JinkoSolar confirming the visit but not providing details on business plans [5]. Group 3: Industry Context - The solar sector is currently facing a prolonged price slump and oversupply, which has pressured margins despite leading producers expanding capacity [10]. - JinkoSolar plans to increase its solar wafer, cell, and module capacity in Southeast Asia to over 12 gigawatts by the end of 2030 and operates a factory in Florida with an annual production capacity of about 1.2 million solar panels [11]. Group 4: Future Outlook - Musk's intention to build 100 gigawatts of solar cell capacity in the U.S. suggests a significant opportunity in the solar market, which is currently underestimated [9]. - Despite the recent stock rally, some analysts believe many solar stocks are now fully valued or overvalued, while maintaining a positive long-term outlook for the sector [11].