{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Mexico Solar news", "home_page_url": "https://sharemaestro.com/newsreel/mx/technology/solar/", "feed_url": "https://sharemaestro.com/newsreel/mx/technology/solar/feed.json", "description": "Latest Solar company headlines from Mexico, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:02ae49aa690783431a89639164e24cd0af57e582183c8e2f546deceb73a87d99", "url": "https://finance.yahoo.com/markets/stocks/articles/1-growth-stock-add-roster-142900750.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-growth-stock-add-roster-142900750.html", "title": "1 Growth Stock to Add to Your Roster and 2 We Turn Down", "content_text": "1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our job at StockStory is to help you avoid short-term fads by pointing you toward high-quality businesses that can generate sustainable long-term growth. On that note, here is one growth stock with significant upside potential and two that could be down big. Two Growth Stocks to Sell: Sunrun (RUN) One-Year Revenue Growth: +63.2% Help", "date_published": "2026-08-13T14:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:1084ea3437131eb7cc309dfdec343b15977f1bda63a76846090e473b4b7fd81d", "url": "https://finance.yahoo.com/energy/articles/enphase-energy-brings-full-home-120000215.html", "external_url": "https://finance.yahoo.com/energy/articles/enphase-energy-brings-full-home-120000215.html", "title": "Enphase Energy Brings Its Full Home Energy Platform to Italy with Backup, Three-Phase Support, and EV Charging", "content_text": "Enphase Energy, Inc. FREMONT, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced that Italian homeowners can now build a complete home energy system with Enphase, combining solar, storage, backup, and EV charging on a single platform. The new IQ\u00ae System Controller 3 enables homeowners with IQ\u00ae Battery 5P\u2122 systems to add home backup for the first time, including three-phase backup, while the IQ\u00ae EV Charger 2 lets them power their vehicle from their own solar energy. Together, the products give homeowners a future-re", "date_published": "2026-08-13T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:d0ac47e16e7fd03e7bec5599cff2efbd3adaf08173d18bbc5a02125b07eddbbf", "url": "https://finance.yahoo.com/markets/stocks/articles/stocks-wall-street-betting-against-193023310.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stocks-wall-street-betting-against-193023310.html", "title": "These Are the Stocks Wall Street Is Betting Against the Most", "content_text": "This article first appeared on GuruFocus. The supplied source only contains the heatmap headline and ticker list, without the underlying short-interest percentages or ranking data. I can write the story accurately from that limited information, but I would not invent figures. A group of heavily shorted stocks is drawing renewed attention as investors track companies facing elevated bearish positioning, with Wolfspeed (NYSE:WOLF), Purple Innovation (NASDAQ:PRPL), Recursion Pharmaceuticals (NASDAQ:RXRX) and Intellia Therapeutics (NTLA) among the names highlighted in a recent short-interest heatm", "date_published": "2026-08-12T19:30:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:7c73d06f84f7c5e70bc081731d766597ff1016a9a1a31fe3844f1676dd966d8b", "url": "https://finance.yahoo.com/markets/stocks/articles/redwire-enphase-core-main-republic-003722969.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/redwire-enphase-core-main-republic-003722969.html", "title": "Redwire, Enphase, Core & Main, Republic Services, and Owens Corning Stocks Trade Up, What You Need To Know", "content_text": "Redwire, Enphase, Core & Main, Republic Services, and Owens Corning Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls. According to the U.S. Bureau of Labor Statistics, the unemployment rate held steady at 4.1%. This weaker-than-expected data led investors to bet on the possibility of an interest rate cut by the Federal Reserve. The logic, often described as \"bad news is goo", "date_published": "2026-08-11T00:37:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:4c021cab24d846d2ffd58a4c0241df77b4484980197570c619c69855fa938f9a", "url": "https://finance.yahoo.com/markets/stocks/articles/corning-sunrun-coinbase-builders-firstsource-001322125.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/corning-sunrun-coinbase-builders-firstsource-001322125.html", "title": "Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know", "content_text": "Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls. According to the U.S. Bureau of Labor Statistics, the unemployment rate held steady at 4.1%. This weaker-than-expected data led investors to bet on the possibility of an interest rate cut by the Federal Reserve. The logic, often described as \"bad news is good ne", "date_published": "2026-08-11T00:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:a9d3ba08ff0a0033ad31b4c174674552acb9e618056e104dfad2050acfbe489c", "url": "https://finance.yahoo.com/energy/articles/enphase-energy-board-directors-responds-200500866.html", "external_url": "https://finance.yahoo.com/energy/articles/enphase-energy-board-directors-responds-200500866.html", "title": "Enphase Energy Board of Directors Responds to 2026 Annual Meeting Vote Results and Announces Governance Enhancements", "content_text": "Enphase Energy, Inc. FREMONT, Calif., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced that its Board of Directors, excluding Benjamin Kortlang, unanimously voted to retain Mr. Kortlang as a member of the Board of Directors. The decision followed a recommendation by the Nominating and Corporate Governance Committee, excluding Mr. Kortlang, in accordance with Enphase Energy's Corporate Governance Guidelines. Following a thorough review, the Board, excluding Mr. Kortlang, unanimously reaffirmed its support and highlighted ", "date_published": "2026-08-10T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:212547758f2c04e7b9cfdb86b049ba419742196edd3164f00f91b6358ad86b7f", "url": "https://www.globenewswire.com/news-release/2026/08/10/3341945/0/en/fslr-investors-have-opportunity-to-lead-first-solar-inc-securities-fraud-lawsuit-with-sbs-law.html", "external_url": "https://www.globenewswire.com/news-release/2026/08/10/3341945/0/en/fslr-investors-have-opportunity-to-lead-first-solar-inc-securities-fraud-lawsuit-with-sbs-law.html", "title": "FSLR Investors Have Opportunity to Lead First Solar, Inc. Securities Fraud Lawsuit with SBS Law", "content_text": "LOS ANGELES, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (\u201cSBS\u201d), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against First Solar, Inc. (\u201cFirst Solar\u201d or \u201cthe Company\u201d) (NASDAQ: FSLR) for violations of \u00a7\u00a710(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Shareholders who purchased shares of FSLR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is ", "date_published": "2026-08-10T14:15:00+00:00", "authors": [{"name": "globenewswire.com"}], "tags": ["Regulatory and legal", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:e2d9fdd63fdb4a7f5c82fa24c98400bb9727556b113fdbc2a71708801f59ae81", "url": "https://finance.yahoo.com/markets/stocks/articles/3-market-beating-stocks-worth-122122232.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-market-beating-stocks-worth-122122232.html", "title": "3 Market-Beating Stocks Worth Investigating", "content_text": "3 Market-Beating Stocks Worth Investigating The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world. Long story short, there is a near-perfect correlation between consistent earnings growth and huge winners. Keeping that in mind, here are three market-beating stocks that deserve a spot on your list. Howmet (HWM) Five-Year Return: +823% Inventing the first forged aluminum truck wheel, Howmet (NYSE:HWM) specializes in lightweight metals engineering and manufacturing multi-material components used in vehicles. Why Do We Love HWM? Annual revenue growth of 13.8% over the last five years was superb and indicates its market share increased during this cycle Share repurchases over the last two years enabled its annual earnings per share growth of 42.8% to outpace its revenue gains Free cash flow margin grew by 12.7 percentage points over the last five years, giving the company more chips to play with Howmet's stock price of $291.28 implies a valuation ratio of 51.2x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. First Solar (FSLR) Five-Year Return: +179% Headquartered in Arizona, First Solar (NASDAQ:FSLR) specializes in manufacturing solar panels and providing photovoltaic solar energy solutions. Why Will FSLR Outperform? Impressive 19.5% annual revenue growth over the last two years indicates it's winning market share this cycle Free cash flow margin is now positive, indicating the company has achieved financial self-sustainability Returns on capital are climbing as management makes more lucrative bets First Solar is trading at $264.00 per share, or 11.3x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. Skyward Specialty Insurance (SKWD) Return Since IPO: +244% Founded in 2006 to serve markets where standard insurance coverage falls short, Skyward Specialty Insurance (NASDAQ:SKWD) provides customized commercial property, casualty, and health insurance solutions for underserved or specialized market niches. Why Does SKWD Stand Out? Market penetration was impressive this cycle as its net premiums earned expanded by 29.5% annually over the last two years Expected revenue growth of 16.8% for the next year suggests its market share will rise Impressive 25.8% annual book value per share growth over the last two years indicates it's building equity value this cycle Story Continues At $65.70 per share, Skyward Specialty Insurance trades at 2.1x forward P/B. Is now a good time to buy? Find out in our full research report, it's free. High-Quality Stocks for All Market Conditions ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments", "date_published": "2026-08-10T12:21:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:9b8621a2b861adea279685f0d2dd0e56c2297d5827af8c3c5b75cc96358b2601", "url": "https://finance.yahoo.com/energy/articles/homeowner-looking-beat-rate-hikes-114800080.html", "external_url": "https://finance.yahoo.com/energy/articles/homeowner-looking-beat-rate-hikes-114800080.html", "title": "Homeowner looking to beat rate hikes weighs $296 PPA against Tesla's $198-a-month lease", "content_text": "Photo Credit: iStock With utility costs climbing, solar shopping often turns into a long-range math problem, and a recent Reddit thread summarized a choice many homeowners face: pay more each month for a contract that stays flat, or start with a cheaper lease that becomes pricier over time. That kind of comparison is showing up more often as power prices increase across much of the United States and more buyers look at solar systems bundled with batteries rather than panels by themselves. What's happening? In a post on Reddit's r/solar, a homeowner asked users to weigh two very different propo", "date_published": "2026-08-10T11:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:20bc9641488d8dd5dc288ad4480c56b0f51c541aa0a874a04950f41dc101d408", "url": "https://seekingalpha.com/news/4629672-solar-tariffs-are-clearing-event-with-limited-hit-to-demand-ubs-says?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4629672-solar-tariffs-are-clearing-event-with-limited-hit-to-demand-ubs-says?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Solar tariffs are major boost for First Solar, analysts say", "content_text": "New U.S. tariffs on imported solar panels are likely to raise industry costs, but analysts at UBS and BNP Paribas see several factors that could cushion the effect on solar installations. Both firms also view First Solar (FSLR [https://seekingalpha.com/symbol/FSLR]) as a major beneficiary of the new trade barriers. Jon Windham, analyst at UBS, sees the tariff announcement as a potential \"clearing event\" that removes a major source of uncertainty. He expects a minimal impact on utility-scale solar volumes and argues that strong demand for electricity should help developers absorb higher costs. ", "date_published": "2026-08-09T18:02:43+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Guidance", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:b87aa1ed242bc9042e3a17a26cca805dcfd2f9a537e579c96cffbfa0c56505bd", "url": "https://finance.yahoo.com/markets/stocks/articles/first-solar-fslr-tariffs-guidance-211445769.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/first-solar-fslr-tariffs-guidance-211445769.html", "title": "First Solar (FSLR) After Tariffs And Guidance, Buying Opportunity Or Fairly Valued?", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Tariffs, earnings and guidance put First Solar stock in focus First Solar (FSLR) has moved into the spotlight after the U.S. administration approved a 15% tariff and minimum import prices on polysilicon products. This policy treats its thin film technology differently from silicon based rivals. The company publicly backed the new trade measures, which target reliance on Chinese polysilicon supply chains and support domestic manufacturing. Investors are weighing how this policy backdrop interacts with First Solar's recent earnings and guidance. See our latest analysis for First Solar. First Solar's latest tariff tailwind and earnings update come after a mixed stretch in the stock, with strong recent momentum, including a 7 day share price return of 18.49% and a 1 year total shareholder return of 35.42%, following a year to date share price decline of 8.85%. If these policy moves have you rethinking the solar and energy theme, it can be useful to see what is happening across power infrastructure more broadly with the 36 power grid technology and infrastructure stocks After a sharp move higher on tariffs and solid guidance, the real question for First Solar holders is simple: Does the current setup still skew the risk reward toward new buyers, or has most of the upside already been priced in? Most Popular Narrative: 1% Undervalued First Solar last closed at $250.05, compared with a widely followed fair value estimate of about $251.90 that uses a detailed future earnings and discount rate framework. Recent U.S. policy changes, specifically strengthened incentives and tighter restrictions against foreign entities of concern (such as China) under the new reconciliation legislation, are boosting First Solar's competitive moat, supporting demand for domestically produced modules, and enabling the company to capture higher long-term contracted pricing, directly affecting forward revenue visibility and gross margins. Read the complete narrative. Want to see how that policy premium gets translated into hard numbers? The narrative hinges on specific growth, margin, and valuation assumptions that pull together a detailed earnings path. Result: Fair Value of $251.90 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the First Solar narrative still faces pressure from potential policy shifts on tax credits and tariffs, as well as ongoing class action and tariff related legal risks. Story Continues Find out about the key risks to this First Solar narrative. Next Steps If the First Solar story so far sounds balanced but uncertain, it makes sense to look at the underlying data yourself and move quickly to form a view. To understand why some investors are focusing on its potential rewards, start with the 4 key rewards. Looking for more First Solar investment ideas? If you like the First Solar setup but want a wider watchlist, use a few focused screens to quickly spot other opportunities that fit your style. Skipping this step can mean missing stocks that quietly match your criteria long before they hit the headlines. Target potential mispricings by scanning companies that look attractively valued using the 51 high quality undervalued stocks. Prioritise resilience by checking out companies that pass strict balance sheet and fundamentals filters through the solid balance sheet and fundamentals stocks screener (49 results). Get ahead of the crowd by reviewing a screener containing 19 high quality undiscovered gems that may not be widely followed yet but show strong underlying metrics. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take ", "date_published": "2026-08-08T21:14:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:788c6ea0f255b3b99fa5a783102fdfe0b1212a58e6e42d064c3343dd7997d0e6", "url": "https://finance.yahoo.com/energy/articles/first-solar-fslr-18-5-190938580.html", "external_url": "https://finance.yahoo.com/energy/articles/first-solar-fslr-18-5-190938580.html", "title": "First Solar (FSLR) Is Up 18.5% After Cad-Tel Edge Widens Under New U.S. Solar Tariffs", "content_text": "In late July 2026, First Solar reported second-quarter 2026 results showing sales of US$1,056.19 million and net income of US$422.57 million, while also reaffirming full-year guidance for US$4.9 billion to US$5.2 billion in net sales and 17.0 GW to 18.2 GW of volume sold. Shortly after, the U.S. administration imposed a 15% tariff and minimum import prices on polysilicon-based solar products, a policy that largely spares First Solar's cadmium telluride thin-film technology and could shift competitive conditions in its favor versus silicon-focused rivals. Now we'll examine how these new polysil", "date_published": "2026-08-08T19:09:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:75d852c780fc9fc78fd49f440bba1e98a88befea915d9f513ba21309aec3be03", "url": "https://finance.yahoo.com/economy/policy/articles/first-solar-fslr-backed-15-181138323.html", "external_url": "https://finance.yahoo.com/economy/policy/articles/first-solar-fslr-backed-15-181138323.html", "title": "First Solar (FSLR) Backed New 15% US Polysilicon Tariffs", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. First Solar (NasdaqGS:FSLR) has publicly backed a new U.S. policy that sets 15% tariffs and minimum import prices on polysilicon imports. The policy targets long running concerns about Chinese competition and supply chain risk for U.S. solar manufacturers. First Solar framed the move as a positive step for domestic manufacturing investments and future production plans. Investors are assessing how the new tariffs and pricing floors may influence First Solar's competitive posit", "date_published": "2026-08-08T18:11:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "FSLR"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}]}}, {"id": "source:238420256316770f50da1dc7f0d3cc0795bd74180737d0eaffc43e9ec449e6e3", "url": "https://finance.yahoo.com/markets/stocks/articles/sunrun-q2-earnings-beat-record-181016938.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sunrun-q2-earnings-beat-record-181016938.html", "title": "Should Sunrun\u2019s Q2 Earnings Beat and Record Storage Attachments Reshape RUN\u2019s Investment Narrative?", "content_text": "In the second quarter of 2026, Sunrun Inc. reported US$543.73 million in sales and US$869.99 million in revenue, with net income of US$115.15 million and a US$15 million non-cash impairment of energy systems, while also pricing a US$267 million securitization of residential solar assets. Despite lowering full-year cash generation guidance, Sunrun combined a strong earnings surprise, record storage attachment rates, and improved financing access to highlight progress in its solar-plus-storage and grid services business. We'll now examine how Sunrun's earnings beat and record storage attachment ", "date_published": "2026-08-08T18:10:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:703a9bec9ff303106c595df7caa05d69918bddfedb581b8aff4bf1bafbdf84d5", "url": "https://finance.yahoo.com/markets/stocks/articles/sunrun-run-stock-fair-value-161314040.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sunrun-run-stock-fair-value-161314040.html", "title": "Sunrun (RUN) Stock Fair Value Falls As Analysts Weigh Growth Projects And Cash Risks", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Sunrun's latest internal fair value estimate has shifted from US$18.84 to US$17.05, signaling a more conservative stance on the stock's pricing. This reset lines up with recent Street research that balances enthusiasm for Sunrun's grid scale storage and AI related projects with concerns about execution, cash generation, and sector level risks. As you read on, you will see how these moving pieces shape the evolving Sunrun nar", "date_published": "2026-08-08T16:13:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:fc8ed42bd4872ab16c40ef1751b8a0fd9c894b74805080889cd8bad449bb9413", "url": "https://finance.yahoo.com/markets/stocks/articles/enphase-energy-enph-stock-looks-121211780.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/enphase-energy-enph-stock-looks-121211780.html", "title": "Enphase Energy (ENPH) Stock Looks Fully Priced With Cash Flow And Earnings In Sync", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Enphase Energy stock has delivered a steep 76.1% decline over the past five years, yet current valuation checks now suggest the shares trade at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing in the same direction. The share price is down 76.1% over five years, which puts extra focus on whether the recent recovery phase is supported by the underlying valuation. Recent work on U.S. based manufacturing and the Kestrel A", "date_published": "2026-08-08T12:12:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:0697028cc3636452c312ff1b0ed9c1f997e9855f33b5690e4ed167dc246d8388", "url": "https://finance.yahoo.com/energy/articles/enphase-energy-enph-6-1-221245652.html", "external_url": "https://finance.yahoo.com/energy/articles/enphase-energy-enph-6-1-221245652.html", "title": "Enphase Energy (ENPH) Is Up 6.1% After Expanding U.S. AI-Focused Power Electronics Manufacturing - What's Changed", "content_text": "In late July and early August 2026, Enphase Energy, Inc. reported year-on-year lower quarterly sales and earnings, filed a US$102.63 million employee stock plan shelf registration, completed a prior US$731.34 million buyback program, and outlined third-quarter revenue guidance of US$290.0 million to US$320.0 million. Days later, Enphase highlighted expanded U.S. manufacturing for its IQ Microinverters, batteries, and upcoming AI-focused IQ Solid-State Transformer platform, aiming to tap domestic-content incentives and an emerging AI power infrastructure market while maintaining its global foot", "date_published": "2026-08-07T22:12:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:85f5a2ba7a8dda5958fef1ee64184bb7f71cbd09a23c949ed26c097f40cc4f67", "url": "https://finance.yahoo.com/video/solar-stocks-pop-trump-tariffs-200323630.html", "external_url": "https://finance.yahoo.com/video/solar-stocks-pop-trump-tariffs-200323630.html", "title": "Solar stocks pop on Trump tariffs: AlphaSpace heat map breakdown", "content_text": "Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Markets and Data Editor Jared Blikre analyze a rally in solar stocks following new tariffs on imported solar components. Solar stocks include NextEra (NEE) and First Solar (FSLR). Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets. Video Transcript 00:00 Speaker A Trump puts in place new tariffs on imported solar products. A couple details here. So this is a 15% tariff plus minimum import prices on polysilicon, downstream pro", "date_published": "2026-08-07T20:03:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "FSLR", "ENPH", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}, {"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}, {"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:8f4ad2efa30365e56bcfb6d108dddb9072bef4b5b871e700453097d665a687f3", "url": "https://news.google.com/rss/articles/CBMiZEFVX3lxTFBsMkdWbElqNVVQTGgyTFFXaEVqSVNlSzJBNFRWUEQxeXQ2bFJfTWFGYmtzYkpmXzZycmpkaXJuQ2lkaEJpT3IwSVpSSHJ5bDZUUl9oN2lJTzNHQ2dpMUNkajBmMWw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiZEFVX3lxTFBsMkdWbElqNVVQTGgyTFFXaEVqSVNlSzJBNFRWUEQxeXQ2bFJfTWFGYmtzYkpmXzZycmpkaXJuQ2lkaEJpT3IwSVpSSHJ5bDZUUl9oN2lJTzNHQ2dpMUNkajBmMWw?oc=5", "title": "Noticias de acciones de Enphase Energy Inc (ENPH)", "content_text": "Noticias de acciones de Enphase Energy Inc (ENPH)", "date_published": "2026-08-07T18:33:49+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:466c17247da6271d720b854eb9f17282affa1334bb8e3bf103885ded6e560431", "url": "https://seekingalpha.com/news/4629473-solar-stocks-rally-on-new-tariffs-the-10-biggest-etf-positions?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4629473-solar-stocks-rally-on-new-tariffs-the-10-biggest-etf-positions?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Solar stocks rally on new tariffs: The 10 biggest ETF positions", "content_text": "[Solar pannels] mesut zengin/iStock via Getty Images The newly announced 15% tariffs and price floors on foreign polysilicon imports have triggered a broad rally across U.S. solar stocks, as investors assess the potential benefits for domestic producers and the wider solar supply chain. Against this backdrop, the Invesco Solar ETF (TAN [https://seekingalpha.com/symbol/TAN]) offers exposure to a broad group of solar and renewable-energy companies, with its portfolio heavily concentrated among its largest holdings. First Solar, Inc. (FSLR [https://seekingalpha.com/symbol/FSLR]) is the largest ho", "date_published": "2026-08-07T18:16:32+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Macro sensitivity", "FSLR", "ENPH", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FSLR", "name": "First Solar, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/22ba9d52-0030-431a-a1dc-16c1a7b280a0/"}, {"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}, {"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:59b848651c9b6f5e77974fc08287cfaae3c7e0e0a9736ac396becb48ed0bd4f0", "url": "https://finance.yahoo.com/markets/stocks/articles/sunrun-run-q2-earnings-key-180002995.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sunrun-run-q2-earnings-key-180002995.html", "title": "Sunrun (RUN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates", "content_text": "For the quarter ended June 2026, Sunrun (RUN) reported revenue of $869.99 million, up 52.8% over the same period last year. EPS came in at $0.42, compared to $1.07 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $722.86 million, representing a surprise of +20.35%. The company delivered an EPS surprise of +425%, with the consensus EPS estimate being $0.08. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate pi", "date_published": "2026-08-07T18:00:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:a9f909124d9d7c466ae8988f43753c97218b83d47842f094866ccd5ecb84ab19", "url": "https://news.google.com/rss/articles/CBMizwFBVV95cUxOR1J0YTdmVEtyd1ViQUZGc19PMjdxMVc0Z0VRX2ZNaUxDOXhjOXdRenpqSTdCcEp0LXM2ajVSYkhBWVF1M3pITHUyaXRfSzV3Nk5CVlRTc3BIT0EtbUN1YVhIVU4taEVpVGwwME05UVZ5VzVKakhlb21scDlsek9pUlhBSG44Z2daNld3aVduNjh3am5fM05MbTRFQ0c1TTZwMXhGb3p2VUdmUjVJeVJnemlLSFhxTnQ4RkZ4OTVCUEhMcGRiZF9JaThLMEpKOUk?oc=5", "external_url": "https://news.google.com/rss/articles/CBMizwFBVV95cUxOR1J0YTdmVEtyd1ViQUZGc19PMjdxMVc0Z0VRX2ZNaUxDOXhjOXdRenpqSTdCcEp0LXM2ajVSYkhBWVF1M3pITHUyaXRfSzV3Nk5CVlRTc3BIT0EtbUN1YVhIVU4taEVpVGwwME05UVZ5VzVKakhlb21scDlsek9pUlhBSG44Z2daNld3aVduNjh3am5fM05MbTRFQ0c1TTZwMXhGb3p2VUdmUjVJeVJnemlLSFhxTnQ4RkZ4OTVCUEhMcGRiZF9JaThLMEpKOUk?oc=5", "title": "Informe de resultados: Sunrun recorta perspectivas para 2026 y sus acciones caen", "content_text": "Informe de resultados: Sunrun recorta perspectivas para 2026 y sus acciones caen", "date_published": "2026-08-05T21:36:00+00:00", "authors": [{"name": "Investing.com Espa\u00f1a"}], "tags": ["Market update", "RUN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RUN", "name": "Sunrun Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7f05c621-8b28-432d-b72e-0c9522df87ef/"}]}}, {"id": "source:ca600fbbab6ab8f1c1a8d58a71fe30c9c6372833894394f37874d9f5e3bfe505", "url": "https://news.google.com/rss/articles/CBMihAFBVV95cUxPanYtQll0dno5QTJqb0FEdFZtaEFSYW94cTk3Z19zNVR4eHpuV2xCZEk2NlBqSjU4Zk9Rcm9iSDRHNTM4SGFPeVplMVRZa0JOd0RGNHJPSERmc0ZvYnpXWWlyRmFjUEIzODFsRnlxWHJibklDeXJ3YnRaMUVvWUVDb25mOEY?oc=5", "external_url": "https://news.google.com/rss/articles/CBMihAFBVV95cUxPanYtQll0dno5QTJqb0FEdFZtaEFSYW94cTk3Z19zNVR4eHpuV2xCZEk2NlBqSjU4Zk9Rcm9iSDRHNTM4SGFPeVplMVRZa0JOd0RGNHJPSERmc0ZvYnpXWWlyRmFjUEIzODFsRnlxWHJibklDeXJ3YnRaMUVvWUVDb25mOEY?oc=5", "title": "Datos reales y previsiones de Enphase Energy, Inc. (NASDAQ:ENPH)", "content_text": "Datos reales y previsiones de Enphase Energy, Inc. (NASDAQ:ENPH)", "date_published": "2026-06-26T01:25:10+00:00", "authors": [{"name": "TradingView"}], "tags": ["Market update", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}, {"id": "source:c8cc8ae1ae98e6bbf8bccebfa543d0d3ace666f96f6a5b65fc3ec981d4b8571a", "url": "https://news.google.com/rss/articles/CBMidkFVX3lxTE9DSzRIODVLLUYxVGdmT0RGOWVkV01SdGpuT3Y2NUdaRmstekZfZVRuMXNLdFNMUUFrZDRtYVBicjl6ZjBNZllzN05nOGI1REVwNWVfWnlLSkI4ekxTN2ZZd2tmMExHdzFIbFdMbGVYUVVBSjNXYmc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMidkFVX3lxTE9DSzRIODVLLUYxVGdmT0RGOWVkV01SdGpuT3Y2NUdaRmstekZfZVRuMXNLdFNMUUFrZDRtYVBicjl6ZjBNZllzN05nOGI1REVwNWVfWnlLSkI4ekxTN2ZZd2tmMExHdzFIbFdMbGVYUVVBSjNXYmc?oc=5", "title": "Resultados financieros de Enphase Energy, Inc. \u2013 NASDAQ:ENPH", "content_text": "Resultados financieros de Enphase Energy, Inc. \u2013 NASDAQ:ENPH", "date_published": "2021-03-25T04:59:06+00:00", "authors": [{"name": "TradingView"}], "tags": ["Market update", "ENPH"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ENPH", "name": "Enphase Energy, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3c4dffc6-2151-494c-ab96-29398228af16/"}]}}]}