Key Takeaways ENPH's 2026 EPS estimate rose 4.76% in 60 days, while FSLR's 2025 EPS estimate dipped 0.13%.ENPH shipped 150.1 MWh of IQ Batteries and 1.55 million microinverters in Q4 2025.FSLR expanded U.S. manufacturing, produced 16.1 GW in 2025 and plans up to $1B capex in 2026.As renewable energy continues to grow, investors are paying more attention to companies that play important roles in the solar sector. Two widely followed names in this space are First Solar, Inc. (FSLR) and Enphase Energy, Inc. (E ...

华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者 需了解的今日机构评级变动。 重点上调评级 责任编辑：郭明煜 华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者 需了解的今日机构评级变动。 重点上调评级 Arete 将 Spotify（SPOT） 评级从中性上调至买入，目标价 586 美元。该机构认为公司付费会员 业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 Arete 将 Spotify（SPOT） 评级从中性上调至买入，目标价 586 美元。该机构认为公司付费会员 业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 TD Cowen 在投资者日之后，将 纳斯达克（NDAQ） 评级从持有上调至买入，目标价从 105 美元 上调至 106 美元。理由是近期股价回调，且对纳斯达克平台（尤其金融科技板块）的可持续性更 有信心。 富国银行将 爱尔康（ALC） 评级从持平上调至超配，目标价从 88 美元上调至 97 美元。认为其 2026 年业绩指引存在上行空间，新产品周期正开始推动 ...

Core Viewpoint - First Solar (FSLR) is experiencing technical weakness following its Q4 earnings report, with 2026 sales guidance approximately $1 billion below consensus estimates [1] Group 1: Financial Performance - Management reported that the sales guidance for 2026 is about $1 billion lower than market expectations [1] - The stock has retreated in response to the disappointing earnings and guidance [1] Group 2: Market Conditions - Tariffs and underutilization are negatively impacting demand for First Solar's products [1]

RBC Capital将第一太阳能的目标价从258美元下调至236美元，维持"跑赢大市"评级。(格隆汇) ...

美国AXITEC, LLC of Radnor, PA、德国AXITEC Energy GmbH & Co. KG of Germany、美国AXITEC SOLAR, LLC of Newark, Delaware、加拿大Canadian Solar Inc. of Canada、中国江苏CSI Solar Co., Ltd. of China阿特斯阳光电力集团股份有限公司、美国Canadian Solar (USA) Inc. of Walnut Creek, CA、泰国 Canadian Solar Manufacturing (Thailand) Co., Ltd. of Thailand、美国Canadian Solar US Module Manufacturing Corporation of Mesquite, TX、中国香港特别行政区Canadian Solar International Ltd. of Hong Kong、中国河北JA Solar Technology Co., Ltd. of China晶澳太阳能科技股份有限公司、美国JA Solar USA, Inc. of San ...

Understanding the Power Inflow SignalThe Power Inflow alert is a proprietary signal developed and provided by TradePulse. The alert is issued within the first two hours of the trading day, it highlights when there is a significant shift in order flow, specifically indicating that there's been a strong trend toward buying activity. This suggests a high probability of bullish price movement for the rest of the day, making it a potentially strategic and opportune entry point for active traders.Order flow analy ...

First Solar, Inc. (NASDAQ:FSLR) shares slipped after the solar manufacturer delivered mixed quarterly results and outlined a cautious outlook tied to policy and trade uncertainty.Management highlighted ongoing tariff pressures and a disciplined booking strategy even as it expands U.S. manufacturing and advances next-generation solar technology.Earnings SnapshotOn Tuesday, the company reported earnings of $4.84 per share, which missed the consensus estimate of $5.14.Quarterly sales of $1.68 billion, which be ...

From a fundamental perspective, fourth quarter earnings from First Solar, Inc. ( FSLR ) look like an absolute disaster. GAAP earnings for the quarter missed Street expectations , but the bigger concern is around guidanceI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerag ...

Shares of solar panel manufacturer First Solar (NASDAQ: FSLR) are tanking today. The company ended the year strong, but management disappointed investors with guidance for 2026. First Solar stock tanked nearly 20% on the news, and remained down by 15.2% as of 10:41 a.m. ET. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Growing domestic supply First Sola ...

甲骨文涨2.7%，Oppenheimer将其评级上调至"跑赢大盘"。Circle涨20.1%，Q4调整后EBITDA为1.67亿 美元，同比增长412%。第一太阳能跌17.8%，今年净销售额指引不及预期。惠普跌4.2%，关税及内存成 本上涨拖累盈利指引。Workday跌10%，财年订阅收入指引低于预期。 来源：滚动播报 ...