Greetings. I'm Sean Puit, Zach's equity strategist, and today I'm going to be discussing whether investors should buy the surge in First Solar stock before it's too late. So, the excitement for First Solar's massive earnings potential is back in effect with the solar industry leader being boosted by a powerful mix of policy support, analyst upgrades, and strong business fundamentals.and being a prime beneficiary of the inflation reduction act which has an emphasis on incentivizing and investing in clean ene ...

With a market cap of $25.5 billion, First Solar, Inc. (FSLR) is a leading global solar technology company, specializing in the design, manufacture, and sale of photovoltaic (PV) solar modules using proprietary thin-film cadmium telluride semiconductor technology. The company provides lower-carbon solar energy solutions and related services to utilities, developers, and commercial customers worldwide. The Tempe, Arizona-based company is slated to announce its fiscal Q3 2025 results after the market closes ...

Core Insights - SolarEdge Technologies (SEDG) experienced a decline of 1.04% to $40.11, underperforming the S&P 500's loss of 0.63% in the latest trading session [1] - Over the past month, shares of SolarEdge have increased by 18.82%, outperforming the Oils-Energy sector's decline of 0.65% and the S&P 500's gain of 0.92% [1] Earnings Projections - The upcoming earnings release is anticipated with projected earnings per share (EPS) of -$0.43, representing a significant increase of 97.2% year-over-year [2] - Revenue is expected to reach $333.46 million, indicating a 27.81% increase compared to the same quarter last year [2] Annual Forecast - For the entire year, earnings are forecasted at -$2.97 per share and revenue at $1.16 billion, reflecting increases of 87.08% and 25.18% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for SolarEdge are crucial as they indicate evolving short-term business trends, with positive revisions suggesting optimism about the business outlook [4] - The Zacks Rank system, which incorporates these estimate changes, provides actionable ratings for investors [5] Zacks Rank and Industry Performance - SolarEdge currently holds a Zacks Rank of 3 (Hold), with the consensus EPS projection having increased by 2.19% in the past 30 days [6] - The solar industry is part of the Oils-Energy sector and currently holds a Zacks Industry Rank of 45, placing it in the top 19% of over 250 industries [6]

The excitement for First Solar’s (FSLR)  massive earnings potential is back in effect, with the solar industry leader being boosted by a powerful mix of policy support, analyst upgrades, and strong business fundamentals.Being a prime beneficiary of the Inflation Reduction Act, which has an emphasis on incentivizing and investing in clean energy and climate initiatives, more long-term visibility demand is on the horizon amid increased government funding for renewable energy.This comes as First Solar’s U.S. p ...

JPMorgan announced a $1.5 trillion plan to bolster critical US industries, focusing on four key sectors. CEO Jamie Dimon highlights America's reliance on unreliable sources for minerals and manufacturing. Investment will target defense, frontier tech, energy, and supply chain industries. Jamie Dimon announced Monday morning that JPMorgan will spearhead a $1.5 trillion initiative to invest in critical industries for the US over the next decade. "It has become painfully clear that the United States h ...

Enphase Energy (ENPH) closed at $34.82 in the latest trading session, marking a +1.6% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 1.56% for the day. Elsewhere, the Dow saw an upswing of 1.29%, while the tech-heavy Nasdaq appreciated by 2.21%. The solar technology company's stock has dropped by 8.93% in the past month, falling short of the Oils-Energy sector's loss of 2.93% and the S&P 500's gain of 0.41%.The investment community will be closely monitoring the performa ...

ab 8 October 2025 An "All-Of-The-Above" Energy Future Is nuclear bad for solar? In our view, it is not. Rather, the increased interest in nuclear is further evidence of the U.S. market being drastically short of clean electricity generation. In this note, we sketch out the depth of the need for clean electricity capacity, of which AI data center driven demand is only a portion. The larger pool of demand includes the displacement of fossil fuel generation and the eventual replacement of an aging nuclear and ...

SolarEdge Technologies (SEDG) ended the recent trading session at $35.06, demonstrating a -9.19% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 2.71%. Meanwhile, the Dow lost 1.9%, and the Nasdaq, a tech-heavy index, lost 3.56%. The photovoltaic products maker's shares have seen an increase of 30.93% over the last month, surpassing the Oils-Energy sector's gain of 2.1% and the S&P 500's gain of 3.5%.The investment community will be paying close ...

In the latest close session, First Solar (FSLR) was down 3.51% at $226.08. The stock fell short of the S&P 500, which registered a loss of 2.71% for the day. At the same time, the Dow lost 1.9%, and the tech-heavy Nasdaq lost 3.56%. Shares of the largest U.S. solar company have appreciated by 15.24% over the course of the past month, outperforming the Oils-Energy sector's gain of 2.1%, and the S&P 500's gain of 3.5%.Analysts and investors alike will be keeping a close eye on the performance of First Solar i ...

Key Takeaways Enphase has added electric water heater control to its IQ Energy Management system in Europe.The update lets users manage solar, storage, EVs, heat pumps and water heaters from one app.This expansion boosts efficiency, increases solar self-consumption and supports flexible energy use.Enphase Energy, Inc. (ENPH) recently expanded its IQ Energy Management system to include select electric water heaters in Belgium, the Netherlands and Switzerland. The update allows homeowners to manage solar pane ...