Key Takeaways SEDG's Q4 revenues are projected at $328.48M, up 67.4% year over year.SEDG expanded into Europe's largest C&I market, driving solar-plus-storage shipments.SEDG surpassed 500 MWh in virtual power plants, though tariffs likely weighed on margins.SolarEdge Technologies (SEDG) is scheduled to release fourth-quarter 2025 results on Feb. 18, before market open. The company delivered an earnings surprise of 18.4% in the last reported quarter. Let’s discuss the factors that are likely to be reflected ...

Core Insights - First Solar, Inc. (FSLR) is a leading manufacturer of thin-film cadmium telluride (CdTe) photovoltaic modules, with a strong presence in the U.S. and global markets [1][8] - The company is expanding its manufacturing capacity in the U.S. and investing in next-generation technologies to enhance module efficiency and maintain competitiveness [4][8] Company Overview - First Solar specializes in the design, production, and sale of advanced thin-film CdTe solar modules, operating manufacturing facilities in the U.S., India, Malaysia, and Vietnam [1] - The product portfolio includes Series 6 Plus and Series 7 modules, primarily supplied to utility-scale developers and large commercial customers [2] Manufacturing and Production - The company employs a vertically integrated production process, overseeing semiconductor fabrication, module assembly, and quality assurance, which supports operational consistency and cost control [3][8] - Ongoing investments in research and development focus on next-generation thin-film and tandem technologies to improve module efficiency [4] Market Position and Financials - The Zacks Consensus Estimate for FSLR's earnings per share in 2026 indicates a year-over-year increase of 58.82%, with a long-term earnings growth rate projected at 33.5% [7] - First Solar is currently trading at a forward price-to-earnings ratio of 9.22X, significantly lower than the industry average of 17.4X, indicating a potential investment opportunity [10] Stock Performance - Over the past six months, FSLR shares have increased by 22.4%, while the industry has seen a growth of 43.8% [12]

Core Insights - Orrön Energy AB has successfully closed one of the three solar projects in its portfolio transaction, achieving a milestone that triggers payments totaling MEUR 1.6 [1] - The total consideration for the entire 234 MW portfolio sale is up to MEUR 14, contingent on meeting development milestones [2] - The remaining two projects are progressing towards closing conditions and are expected to reach the ready-to-permit stage in 2026 and the ready-to-build stage in 2027 [3] Group 1 - The first project in the portfolio has an estimated installed capacity of 93 MW and is part of a larger agreement involving three Agri-PV projects in Germany with a combined capacity of 234 MW [1] - The milestone-based payment structure stipulates that 40 percent of the total consideration is due upon reaching the ready-to-permit milestone, with the remaining 60 percent upon achieving the ready-to-build milestone [2] - Orrön Energy is committed to developing the projects until they reach the ready-to-build stage, with the expectation of favorable permit approvals and grid reservations [3] Group 2 - Orrön Energy is an independent, publicly listed renewable energy company within the Lundin Group, focusing on high-quality, cash flow-generating assets and greenfield growth opportunities in various regions [4] - The company has significant financial capacity to support further growth and acquisitions, backed by a major shareholder and a management team with a proven track record [4]

12 February 2026 | 4:22PM CST Equity Research CHINA SOLAR Corporate Day takeaways: Space based solar applications real and promising; multiple tech hurdles ahead but equipment orders to benefit first On Feb 6-11, we hosted 6 companies at our China Solar Technology and New Application Call Series. Most discussions were related to SBSP (Space based Solar Power), including the opportunities and challenges from SBSP application, the latest solar technology development progress, as well as company strategies to ...

商报讯 （记者 叶晓珺 通讯员 倪斐） 在温州，一场以金融活水灌溉绿色产业的实践正悄然展开。广发 银行温州分行紧扣区域经济转型脉搏，瞄准清洁能源、节能环保等绿色产业，创新供应链金融服务模 式，为太阳能设备龙头企业——正泰安能数字能源（浙江）股份有限公司及其上下游企业注入金融动 能，打通"绿水青山"向"金山银山"的转化通道。 2025年，广发银行温州分行基于正泰安能在光伏领域的领先地位及其供应链特点，量身打造了"保付 通"供应链融资服务，提供总额为3亿元的专项支持。该模式以应收账款转让为核心，上游供应商将其应 收账款债权转让至银行，银行通过动产融资统一登记公示系统（中登网）完成登记后，即可为链上企业 提供便捷高效的融资支持，有效盘活了供应链资金流。 广发银行温州分行此举并非简单的融资行为，而是其深耕绿色金融、践行ESG理念的缩影。该行将环境 与社会表现纳入业务考量，优先支持像正泰安能这样处于清洁能源关键领域的核心企业及其生态圈，通 过金融手段引导资源向绿色产业集聚。这不仅强化了对低碳转型项目的支持力度，也通过核心企业的信 用传导，降低了整个绿色供应链的融资成本与风险。 未来，广发银行温州分行将继续深化绿色金融产 ...

PowerBank Announces Strategic Investment in Orbit AI Following Successful Satellite Rocket Launch of the "Genesis" Space Mission [Accessibility Statement] Skip NavigationTORONTO, Feb. 12, 2026 /PRNewswire/ - PowerBank Corporation (NASDAQ: SUUN) (Cboe CA: SUNN) (FSE: 103) ("PowerBank" or the "Company"), a leader in advanced solar energy and sustainable digital infrastructure is pleased to announce a definitive subscription agreement for a strategic investment of US$500,000 by PowerBank into Orbit AI. This mi ...

NINGBO, China, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Skycorp Solar Group Limited (the “Company”) (NASDAQ: PN), a solar PV product provider engaged in the manufacture and sale of solar cables and solar connectors, today reported its financial results for the fiscal year 2025, ended September 30, 2025. Financial Highlights for Fiscal Year 2025 Revenue increased 26.97% year over year, to approximately $63.31 million in fiscal 2025 from approximately $49.86 million in the same period of last year. The increase refl ...

Daqo New Energy to Announce Unaudited Results for the Fourth Quarter and Fiscal Year 2025 on February 26, 2026 [Accessibility Statement] Skip NavigationSHANGHAI, Feb. 12, 2026 /PRNewswire/ -- Daqo New Energy Corp. (NYSE: DQ) ("Daqo New Energy" or the "Company"), a leading manufacturer of high-purity polysilicon for the global solar PV industry, today announced it plans to release its unaudited financial results for fourth quarter and fiscal year ended December 31, 2025, before U.S. markets open on Thursday, ...

Financial giants have made a conspicuous bearish move on Enphase Energy. Our analysis of options history for Enphase Energy (NASDAQ:ENPH) revealed 11 unusual trades.Delving into the details, we found 9% of traders were bullish, while 54% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $296,510, and 7 were calls, valued at $870,049.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price ...

Core Insights - SUNation Energy Inc. has entered into a strategic financing agreement with Palmetto to support residential solar projects in 2026 [1][2][3] Group 1: Partnership Details - The agreement includes Palmetto's LightReach plan, which offers lease and power purchase agreement (PPA) options to enhance customer access to residential solar installations [2] - This partnership aims to improve project economics and cash flow efficiency for SUNation, facilitating broader adoption of clean energy solutions by homeowners through predictable monthly payments [2][3] Group 2: Company Statements - Scott Maskin, CEO of SUNation, emphasized that this agreement strengthens the company's residential financing platform as it transitions into the post-investment tax credit landscape in 2026 [3] - The collaboration is expected to accelerate project execution and customer adoption, positioning SUNation for continued growth and operational flexibility [3] Group 3: Company Overview - SUNation Energy Inc. is a leading provider of sustainable solar energy and backup power solutions, focusing on residential, commercial, and municipal customers [4] - The company designs, installs, finances, and services solar energy systems, helping customers reduce energy costs and transition to cleaner energy solutions [4] Group 4: About Palmetto - Palmetto is a consumer energy platform that aims to simplify the clean energy transition for American families, connecting homeowners with vetted clean energy partners and flexible financing solutions [5] - The company's mission includes enabling households to reduce utility costs and achieve energy independence while supporting renewable energy access for underserved communities [5]