Solar names are surging in early trading on Tuesday as an AI data center power narrative grips the sector. Enphase Energy ...

Analysts identified Nextpower as the leading beneficiary of the Trump administration's proposed restrictions on foreign ...

As Vice President Kamala Harris‘ odds improve ahead of the 2024 presidential election, observers expect a promising rebound in the U.S. residential solar market. Invesco Solar is down 28.94% for the ...

Elon Musk's solar vision coincides with potential U.S. tariffs on solar imports, impacting market dynamics. Enphase and SolarEdge stand to benefit from tax incentives amid rising optimism in the U.S.

A draft FCC proposal to restrict Chinese energy inverters is a direct market-share and pricing tailwind: installers shift to ...

每经AI快讯，6月30日，美国太阳能技术股及相关公司盘前普遍上涨，Enphase Energy涨12%，SolarEdge Technologies涨11%，Sunrun涨3.5%，Fluence Energy涨6.3%，First ...

A reported draft ban on Chinese solar inverter imports could provide a marginal boost to Enphase Energy and SolarEdge Technologies, though Goldman Sachs said the practical implications are more ...

The selling pressure isn't coming out of nowhere. Both companies face shared headwinds: reciprocal tariff impacts running at roughly 5 percentage points of margin pressure, softening European demand, ...

Enphase Energy 2026年第一季度营收达到2.829亿美元，超出预期的2.8189亿美元；每股收益（EPS）为0.47美元，较预测的0.44美元高出6.82%。 毛利率从2025年第四季度的46.1%下降至43.9%；受可转换票据结算影响，现金储备从15.1亿美元降至9.306亿美元。 尽管盈利超出预期，但盘后交易中股价仍下跌0.09%至35.21美元，反映出投资者对利润率压力和现金 ...

Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 6.1% in the afternoon session after reports suggested ...

Enphase Energy upgraded at Barclays, which cited the company's solid-state transformer initiative as representing a credible entry point into the evolving data center power stack.