Sharemaestro Newsreel

SolarEdge (SEDG) Stock Price Drops As Margin Recovery Faces Fresh Doubts

First Solar (FSLR) CTO Markus Gloeckler Sells 4,254 Shares

First Solar Inc.'s CTO, Markus Gloeckler, sold 4,254 shares of FSLR stock for approximately $955,000. This transaction is part of a broader trend of insider selling at the company, with 68 insider sells and no buys over the past year. GuruFocus estimates the stock …

SolarEdge Technologies (NASDAQ:SEDG) Price Target Lowered to $30.00 at The Goldman Sachs Group

The Goldman Sachs Group has lowered its price target for SolarEdge Technologies (NASDAQ:SEDG) from $34.00 to $30.00, maintaining a "sell" rating, which implies an 11.5% potential downside. This comes after SolarEdge reported a quarterly EPS loss of $0.43, missing analyst estimates, despite a 41.5% …

Voya Financial (ARRY stakeholder) discloses 7.8M Array Technologies shares on Schedule 13G/A

Voya Financial, Inc. has filed an amended Schedule 13G, disclosing a beneficial ownership of 7,807,545 shares of Array Technologies, Inc. common stock, which represents a 5.1% stake in the company as of June 30, 2026. Voya Financial has sole voting power over 1,786,059 shares …

Form 10-Q Array Technologies, Inc. For: Jun 30

Array Technologies, Inc. has filed its Form 10-Q for the quarter ended June 30, 2026, detailing its financial performance and operational updates. The report includes condensed consolidated financial statements, management's discussion and analysis, and disclosures about market risks and legal proceedings. Key highlights include …

SolarEdge (NASDAQ:SEDG) shares drop 30% as tariff refunds complicate profit outlook

Oppenheimer cuts Sunrun stock price target on guidance reduction

Oppenheimer has lowered its price target for Sunrun Inc. (NASDAQ:RUN) to $20 from $25, while maintaining an Outperform rating, due to the company's reduced 2026 guidance, focus on direct sales, and interest rate headwinds. Despite a 47% stock decline over six months, InvestingPro analysis …

Array Technologies (NASDAQ: ARRY) posts Q2 results and record $2.5B orderbook

Array Technologies (NASDAQ: ARRY) reported strong Q2 2026 results, including $342.1 million in revenue, $8.4 million net income, and $63.3 million adjusted EBITDA. The company achieved a record orderbook of $2.5 billion, a 37% year-over-year increase, and raised its full-year 2026 guidance for adjusted …

TIGO ENERGY, INC. 2Q 2026: Revenue $25.41M, EPS $0.03— 10-Q Summary

Tigo Energy, Inc. reported strong second-quarter 2026 results, with revenue reaching $25.41 million and a net income of $2.17 million, a significant turnaround from a loss in the previous year. Diluted earnings per share improved to $0.03. The company saw an 18% year-to-date revenue …

Beam Global deploys EV charging systems in Serbia's Vrnjacka Banja

Beam Global has deployed EV charging systems in Vrnjacka Banja, Serbia. This initiative represents an investment in the country's automotive and engineering industries. The deployment highlights the growing focus on electric vehicle infrastructure in Southeast Europe.

First Solar, Inc. $FSLR Stock Position Increased by Glenmede Trust Co. NA

Glenmede Trust Co. NA significantly increased its holdings in First Solar, Inc. (NASDAQ:FSLR) by 113.0% in the first quarter, bringing its total ownership to 9,386 shares valued at $1.85 million. This increase comes as First Solar reported strong quarterly earnings, beating analyst estimates with …

Analysts Offer Insights on Technology Companies: Shoals Technologies Group (SHLS) and DigitalOcean Holdings (DOCN)

This article highlights bullish sentiments from analysts on two technology companies: Shoals Technologies Group (SHLS) and DigitalOcean Holdings (DOCN). Philip Shen from Roth MKM reiterated a Buy rating for Shoals Technologies Group with a $15.00 price target, while William Blair analyst Jason Ader maintained …

Sunrun Stock Plunges After Q2 Report — Details

Sunrun (NASDAQ: RUN) stock plunged 14.2% in extended trading despite reporting a strong Q2 with earnings of 42 cents per share, beating analyst estimates of 24 cents, and revenue of $869.99 million, surpassing the Street's $751.83 million forecast. The company highlighted significant subscriber value …

Sunrun Inc earnings beat by $0.16, revenue topped estimates

Sunrun Inc (NASDAQ: RUN) reported strong second-quarter earnings, beating analyst EPS estimates by $0.16 with a reported $0.42. The company also surpassed revenue expectations, bringing in $869.99 million against a consensus estimate of $747.49 million. Despite the positive earnings, Sunrun's stock price has seen …

USITC Ends Patent Probe Against Philadelphia Solar USA, Trina Solar After First Solar Withdrawal

The U.S. International Trade Commission (USITC) has terminated its patent investigation against Philadelphia Solar USA Inc. and Changzhou Trina Solar Energy Co., Ltd. This decision follows First Solar's withdrawal of its complaint, which alleged violations of Section 337 of the Tariff Act of 1930 …

First Solar: Structural Growth, Financial Strength, And An Attractive Valuation

First Solar (FSLR) is positioned for long-term growth due to its proprietary CdTe thin-film technology, vertically integrated U.S. manufacturing, and significant contracted backlog. Despite a 170% five-year stock gain and strong fundamentals, the company trades at a discount, which the author believes reflects market …

Sunrun Inc. (Nasdaq: RUN) grows Q2 revenue to $870M but cuts 2026 targets

Sunrun Inc. reported Q2 2026 revenue of $870 million, a 53% increase year-over-year, driven by strong growth in energy systems and product sales. Despite this revenue growth, the company cut its 2026 targets for Aggregate Subscriber Value and Cash Generation, citing reduced affiliate channel …

Bank of America Corp DE Lowers Stock Holdings in First Solar, Inc. $FSLR

Bank of America Corp DE reduced its stake in First Solar, Inc. (NASDAQ:FSLR) by 2.1% in the first quarter, selling 19,095 shares but retaining 880,771 shares valued at approximately $173.7 million. Despite this reduction, institutional investors collectively hold 92.08% of FSLR. The company recently …

Compared to Estimates, SolarEdge (SEDG) Q2 Earnings: A Look at Key Metrics

SolarEdge Announces Second Quarter 2026 Financial Results

SolarEdge Technologies (Nasdaq: SEDG) announced its second-quarter 2026 financial results, reporting revenue of $346.2 million, a 20% year-over-year increase. The company achieved non-GAAP operating profitability for the first time since Q2 2023 and generated positive free cash flow. This performance was driven by strong …

First Solar, Inc. (FSLR) officer sells 7,000 shares via 10b5-1 plan

First Solar's Chief Supply Chain Officer, Michael Koralewski, sold 7,000 shares of common stock in two open-market transactions on August 3, 2026. The sales were executed at prices of $218.02 and $225.00 per share, under a Rule 10b5-1 trading plan established on May 4, …

FTC Solar Releases Q2 2026 Financial Results

FTC Solar, Inc. (FTCI) reported a Q2 2026 adjusted loss of $0.76 per share, which was wider than analysts' expectations, and a net loss of $12.3 million. Despite the wider loss, the company saw a significant revenue increase of 30.8% year-over-year to $26.2 million, …

Tigo Energy (TYGO) Stock Price Faces Guidance Cut And Thin Margins

Tigo Energy (TYGO) saw its stock drop by 37% after reporting Q2 2026 earnings that included a revenue guidance cut and thin margins, despite moving from a net loss to a profit due to a tax benefit. The company's revenue remains concentrated in one …

JinkoSolar Holding Co., Ltd. Sponsored ADR Revenue Breakdown – HAM:ZJS1

JinkoSolar Holding Co., Ltd. (ZJS1) generated €7.97 billion in revenue last year, with its Photovoltaic Products segment contributing the most at €7.41 billion. China was the largest regional contributor, accounting for €2.68 billion. The article provides a breakdown of the company's revenue by segment …

Enphase Energy (ENPH) Is Up 15.0% After Pivoting Q3 Outlook Toward U.S.-Made AI Power Electronics – Has The Bull Case Changed?

Enphase Energy (ENPH) saw its stock rise 15% after shifting its Q3 outlook to emphasize U.S.-made AI power electronics, aligning with federal incentives and targeting AI data center demand. Despite recent declines in sales and earnings, the company is focusing on new U.S. manufacturing …

Tigo Energy (NasdaqCM:TYGO) Stock Forecast & Analyst Predictions

Tigo Energy (TYGO) is forecasted to grow earnings by 28.9% and revenue by 19% annually, with EPS expected to increase by 26.8% per year and a projected return on equity of 25.9% in three years. Despite positive growth forecasts, the company faces risks including …

Array Technologies, Inc. (ARRY) Q2 Earnings and Revenues Surpass Estimates

Array Technologies, Inc. (ARRY) reported Q2 earnings of $0.24 per share, significantly exceeding the Zacks Consensus Estimate of $0.11, although slightly down from $0.25 a year ago. The company's revenues for the quarter were $342.07 million, surpassing the Zacks Consensus Estimate by 5.63%. Despite …

Insider Selling: First Solar (NASDAQ:FSLR) CTO Sells 829 Shares of Stock

First Solar's CTO, Markus Gloeckler, sold 829 shares of the company's stock for $205,592 on August 4th, reducing his direct ownership by 11.1%. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan, following a larger sale of 3,425 shares the previous day. …

GUIDANCE: (ARRY) Array Technologies, Inc. Expects Q3 Revenue Range $310.0M - $330.0M

Array Technologies, Inc. (ARRY) has provided its guidance for the third quarter, anticipating revenue to be in the range of $310.0 million to $330.0 million. This financial outlook offers investors and analysts insight into the company's expected performance for the upcoming quarter.

Array Technologies, Inc. 2026: Revenue $342.07M, EPS $0.05— 10-Q Summary

Array Technologies, Inc. reported its 2026 quarter results, with revenue at $342.07M and diluted EPS at $0.05, a decrease compared to the prior year's $362.24M revenue and $0.19 EPS. The decline was primarily due to an 83% drop in the STI segment, despite growth …

FTC Solar Sets Up $20 Million Equity Facility With Lincoln Park, Obtains Lender Waiver

FTC Solar has established a $20 million equity purchase facility with Lincoln Park Capital to boost its liquidity and financial flexibility. Concurrently, the company secured a waiver from its lenders for Q2 2026 covenant breaches and received consent to pay off seller notes related …

Earnings call transcript: Array Technologies tops Q2 2026 estimates, shares rebound

Array Technologies (ARRY) exceeded Q2 2026 revenue and EPS estimates, reporting $0.24 EPS on $342.1 million in sales, against analyst expectations of $0.12 EPS and $317.9 million revenue. The company's stock rebounded 2.15% after hours, reflecting strong execution, increased tracker volume, and robust APA …

First Solar (NASDAQ: FSLR) CTO trades 4,254 shares via 10b5-1 plan

First Solar's Chief Technology Officer, Markus Gloeckler, reported the sale of 4,254 shares of Common Stock through open-market or private transactions. These sales, totaling approximately $955,000, were executed under a pre-arranged Rule 10b5-1 trading plan established on May 4, 2026. The transactions occurred on …

Sunrun Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:RUN) 2026-08-05

Sunrun Inc. published its Q2 2026 earnings call presentation on August 5, 2026. The company reported an EPS of $0.42, beating estimates by $0.17, and revenue of $869.99 million, surpassing expectations by $124.53 million and showing a 52.81% year-over-year increase. The slide deck provides …

GUIDANCE: (SEDG) SolarEdge Technologies, Inc. Expects Q3 Revenue Range $310.0M - $340.0M

SolarEdge Technologies, Inc. (SEDG) has provided guidance for its third-quarter revenue, projecting a range between $310.0 million and $340.0 million. This financial outlook offers insight into the company's expected performance for the upcoming quarter.

SolarEdge Technologies Inc earnings beat by $0.07, revenue topped estimates

SolarEdge Technologies Inc (NASDAQ: SEDG) reported strong Q2 earnings, beating analyst estimates with an EPS of $0.05 against an expected $-0.02, and revenue of $346.2M exceeding the consensus of $341.99M. Despite this, the company's Q3 2026 revenue guidance of $310.00M-$340.00M fell below analyst expectations …