储能配套率预计将继续上升,调查受访者表示,2026年住宅太阳能的预期中位储能配套率为60%。TD Cowen指出,这对Sunrun的"储能优先"策略构成利好,该策略得到了延续至2033年的100%能源储存税收抵免的支持。
SolarEdge Technologies, Inc. has significantly underperformed, dropping 71% since I initially flagged its balance sheet weaknesses and competitive disadvantages against Enphase. In August, I predicted ...
Enphase Energy (NASDAQ:ENPH) -15% and SolarEdge Technologies (NASDAQ:SEDG) -7.5% in Wednesday's trading after Enphase's revenue guidance missed analyst estimates at the midpoint and Morgan Stanley ...
As the world is shifting toward renewable energy, solar power companies are capturing growing attention from investors. Among the key players are Enphase Energy, Inc. ENPH and SolarEdge Technologies, ...
Truist analyst Jordan Levy lowered the firm’s price target on SolarEdge (SEDG) to $15 from $20 and keeps a Hold rating on the shares. While SolarEdge’s Q4 guide came in below the Street, given prior ...
SunRun shares are plunging 25%, SolarEdge Technologies stock is diving 20%, and Enphase Energy is sliding 15% after Senate Republicans proposed an end to wind and solar tax credits. Lennar shares are ...
Enphase Energy (ENPH) +12.5% in Thursday's trading as investors moved into riskier stock sectors such as alternative energy ...
Enphase Energy recently began US production shipments of its IQ9N-3P commercial microinverter, its first gallium ...