Canadian Solar ( CSIQ ) is a worldwide company in the solar-panel and battery-storage business that works through two main parts: CSI Solar , which handles manufacturing, and Recurrent Energy , which develops and operates solar and storage projects. The last timeI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader e ...

Core Insights - N2OFF, Inc. has completed the acquisition of MitoCareX Bio Ltd., focusing on the precision oncology market and leveraging MitoCareX's proprietary MITOLINE algorithm for drug discovery [1][2][3] Company Overview - MitoCareX Bio Ltd. is a biotechnology company utilizing MITOLINE, an algorithm for 3D modeling of mitochondrial transport proteins, to develop therapies for difficult-to-treat cancers [2][4] - The company targets mitochondrial SLC25 transport proteins, which are crucial in the metabolic reprogramming of aggressive cancers like lung and pancreatic cancer, with a projected global therapeutic market exceeding $50 billion by 2026 [3][4] Strategic Direction - MitoCareX aims to optimize hit-to-lead medicinal chemistry and pharmacokinetic profiling in 2026, with the goal of nominating a preclinical development candidate [5] - The company is exploring strategic collaborations and licensing agreements to expand MITOLINE's applications, creating non-dilutive revenue opportunities [6][7] Long-Term Vision - The long-term strategy includes preparing for IND-enabling studies to transition MitoCareX toward clinical readiness while establishing MITOLINE as a scalable discovery engine [7][8] - MitoCareX's approach combines mitochondrial biology, computational modeling, and precision oncology, positioning it uniquely in the biotech sector [8][9] Innovation and Value Creation - The MITOLINE algorithm enables high-throughput in silico screening of small molecules, accelerating the drug discovery process [4][10] - The company aims to build a repeatable, data-driven discovery platform that transforms mitochondrial biology into sustained innovation and value creation [10][11]

MUNICH & MILPITAS, Calif.--(BUSINESS WIRE)--SolarEdge marks strong early adoption of its new Commercial Storage System in Germany, Europe's largest solar C&I self-consumption market. ...

European Energy has entered into a solar park operations agreement with Heartland, assuming responsibility for Gedmose solar park near Holstebro, Denmark, from January 2026. This move marks the first time European Energy will operate a solar park it has not developed or owned, expanding its portfolio of operational activities within renewable energy. The Gedmose solar park, owned by Heartland, was connected to the grid in 2021 and was Northern Europe’s largest at the time, with a capacity of 207MW. Situ ...

Ac t i o n | 16 Nov 2025 19:21:56 ET │ 17 pages Tongwei (600438.SS) Raising TP Expecting it to Benefit from Anti-Involution in 2026E CITI'S TAKE We met Tongwei's management at Citi's 2025 China conference last week. While losses may rise qoq in 4Q25E on less polysilicon sales volume and higher electricity unit cost, profitability should improve yoy in 2026E on polysilicon sales price rise (>Rmb50/kg now, vs. Rmb43/kg ytd). Positive catalyst from anti-involution efforts would be a "wild card", pending any go ...

13 November 2025 | 10:23PM EST Equity Research Canadian Solar Inc. (CSIQ) Earlier deliveries drive 3Q25 beat and weak 4Q25 guidance; 2026 guidance introduced; Sell CSIQ 12m Price Target: $17.00 Price: $28.62 Downside: 40.6% CSIQ's 3Q25 results beat expectations driven by accelerated storage deliveries, as module shipments were in line with guidance. Additionally, gross margins also exceeded guidance, driven by the incremental storage volumes, and opex decreased by 10% yoy due to ongoing cost reductions. How ...

Shares of Spruce Power Holding Corporation (SPRU) have surged 73% since the company announced its third-quarter 2025 results, sharply outperforming the S&P 500 index’s 1.6% decline over the same period. Over the past month, the stock has gained 79% compared with the S&P 500’s modest 0.2% increase, reflecting strong investor optimism surrounding the company’s recent performance and outlook.Spruce Power incurred a third-quarter 2025 net loss of 5 cents per share, narrower than a loss of $2.88 per share record ...

For the first time in three decades of U.N. climate talks, the conversation in Belém, Brazil, turned uncomfortable for clean-tech champions. A COP30 working group has formally acknowledged the "social and environmental risks" of the minerals needed to power the green transition — a diplomatic way of saying the world wants Tesla Inc (NASDAQ:TSLA) -scale electrification without Tesla-scale mining.And for investors, the message is unmistakable: the mineral bottleneck that feeds EVs, solar farms and grid batter ...

Core Insights - First Solar (FSLR) is expanding its manufacturing capacity to meet increasing demand for its thin-film solar modules, driven by factors such as the Inflation Reduction Act and the rising need for clean electricity from large-scale projects like AI data centers [1][8] - The company is launching higher-output CuRe modules in early 2026 and investing in perovskite thin-film R&D to enhance efficiency and reduce costs [2][8] - FSLR plans to invest between $0.9 billion and $1.2 billion in capital expenditures during 2025 to modernize operations and construct new manufacturing facilities [3][4] Investment and Production Plans - The capital expenditure plan aims to deliver between 16.7 gigawatts (GW) and 17.4 GW of solar modules by the end of 2025, enhancing FSLR's competitive advantage and market share [4][8] - The company is focused on improving module output and production capacity through upgrades to existing machinery and equipment [3][4] Financial Performance and Estimates - The Zacks Consensus Estimate indicates a year-over-year EPS growth of 21.63% for 2025 and 58.36% for 2026 [7][9] - FSLR's stock is currently trading at a forward price-to-earnings ratio of 11.45X, which is lower than the industry average of 18.29X, suggesting it is undervalued [10] Market Position - In the past month, FSLR's shares have increased by 9.2%, outperforming the industry's growth of 4.9% [12]

JinkoSolar Holding Co., Ltd. (JKS) reported Monday a net loss attributable to the company's ordinary shareholders for the third quarter was RMB749.79 million or US$105.32 million, compared to net income of RMB22.53 million in the prior-year quarter. Loss per ADS was RMB14.32 or US$2.01, compared to earnings per ADS of RMB0.11 last year.Total revenues for the quarter declined 34.1 percent to RMB16.16 billion or US$2.27 billion, from RMB24.51 billion in the same quarter last year.Quarterly shipments were 21, ...