Core Viewpoint - Array Technologies Inc. is experiencing a decline in stock price due to profit-taking after reaching a recent high, compounded by concerns over the impact of upcoming deadlines for clean energy tax credits [1][4]. Company Performance - Array Technologies' stock dropped by 5.62% to close at $9.40, marking a second consecutive day of decline as investors reacted to profit-taking after the stock retested the $10 level [1]. - The stock had previously reached a record high of $10.47 during the Christmas holiday rush, but has since fallen back to the $9 range [4]. - Year-to-date, the stock has increased by 55.63%, indicating strong performance prior to the recent downturn [4]. Industry Context - The company, which designs and manufactures solar tracking systems for large-scale solar power plants, is expected to be indirectly affected by the Trump administration's accelerated deadlines for solar tax credits [2]. - Under the new One Big Beautiful Bill Act, projects must begin construction by July 4, 2026, and be operational by December 31, 2027, to qualify for tax credits; failure to meet these deadlines will result in the loss of incentives [3].

Key Points Nextpower's core business is technology that allows solar panels to follow the Sun's movements. The relatively young company is profitable and has a large backlog of work to support its growth. The major change for Nextpower in upcoming years will be expanding into new business lines. 10 stocks we like better than Nextpower › Nextpower (NASDAQ: NXT), formerly known as Nextracker, excels at its core mission. However, management has plans to grow beyond its original product focus. Over t ...

29 December 2025 | 11:03AM CST Equity Research CHINA SOLAR: TRACKING PROFITABILITY INFLECTION Dec-25: Increasingly wait-and-see stance with a new round of price hike proposed Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in Dec MTD: Goldman Sachs does and seeks to do business with companies covered in its research reports. As a re ...

AUSTIN, Texas and NEW YORK, Dec. 30, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) announced this morning that the Company has completed a $160 million sale of Section 45X production tax credits (“PTCs”) to a leading, investment grade buyer of tax credits. T1 executed the Tax Credit Purchase and Sale Agreement in December at a price of $0.91 per dollar of PTC generated. The sale encompasses $160 million of PTCs accrued and verified by a third party through December ...

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 ...

Financial giants have made a conspicuous bearish move on First Solar. Our analysis of options history for First Solar (NASDAQ:FSLR) revealed 21 unusual trades.Delving into the details, we found 38% of traders were bullish, while 47% showed bearish tendencies. Out of all the trades we spotted, 8 were puts, with a value of $897,840, and 13 were calls, valued at $992,340.Predicted Price RangeAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window ...

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].