Core Insights - SunPower Inc. has secured a Standby Equity Purchase Agreement (SEPA) with Yorkville Advisors Global for $20 million in funding through newly issued stock [1] - The SEPA includes a pre-paid advance feature, providing financial flexibility without diluting investors or triggering interest payments on unused portions [2] - CEO T.J. Rodgers stated that this SEPA is part of a strategy to maintain a minimum cash balance of $10 million each quarter, following a recent $55 million Equity Line of Credit from White Lion Capital [3] - The company is pursuing an additional $30 million equity offering to achieve cash flow self-sufficiency by Q4 2026, while maintaining non-GAAP quarterly operating income profitability throughout 2026 [3] Company Overview - SunPower Inc. is a leading residential solar services provider in North America, offering digital platforms and installation services to support energy-efficient lifestyles [4]

As filed with the United States Securities and Exchange Commission on January 30, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SunPower Inc. (Exact name of registrant as specified in its charter) Delaware 001-40117 93-2279786 (Commission File Number) (I.R.S. Employer Identification Number) 45700 Northport Loop East Fremont, CA 94538 (510) 270-2507 (Address, Including Zip Code, and Telephon ...

Core Insights - SunPower Inc. is experiencing significant growth, particularly with the installation of its new Monolith panels, indicating strong demand in the market [1][3] - The company reported a revenue increase in Q4 2025, reaching $88.5 million, up from $70 million in the previous quarter, with an operating income of $3.5 million [2][3] - SunPower has expanded its sales force to approximately 2,000 representatives and has set a long-term revenue goal of $1 billion by 2028, despite some uncertainty in the short term [3] Group 1: Product and Market Demand - SunPower achieved its first installation of Monolith panels, which are noted for their high quality and power density, with immediate sell-out of the first shipment [1] - Cobalt Power Systems, the installer, reported extraordinary demand for these premium modules, leading to a second order being placed [1] Group 2: Financial Performance - In Q4 2025, SunPower's revenue climbed to $88.5 million, marking a significant increase from the previous quarter's $70 million [2] - The operating income for the same quarter was reported at $3.5 million, representing 4% of total revenue [2] Group 3: Strategic Initiatives - The company has nearly doubled its sales force to enhance market reach and customer engagement [3] - SunPower provided conservative revenue guidance of $84 million for Q1 2026, citing seasonal factors and the solar tax credit environment as potential uncertainties [3]

Core Insights - SunPower has launched a strategic initiative to enhance accessibility to home battery storage for American families through partnerships with The Cool Down, Palmetto, and Enphase Energy [1][2][4] Group 1: Strategic Initiative - The initiative aims to provide homeowners with access to premium battery systems and flexible financing options to make them more affordable [2] - The program is available to homeowners in 45 states, with priority access for existing SunPower customers [4] Group 2: Partnerships and Technology - The Cool Down is a media platform targeting homeowners seeking to reduce utility bills and gain energy independence [4][6] - Palmetto offers LightReach financing to eliminate upfront cost barriers, making battery storage more viable for homeowners [4][7] - Enphase Energy supplies the IQ Battery 10C, noted for its compact size, safety features, and superior warranty compared to competitors [4][8] Group 3: Market Context - Increasing weather events and energy independence concerns have led more families to recognize the value of battery systems for storing solar energy [3] - Battery systems enhance the value of existing solar installations and improve household resilience during grid outages [3]

IPO Landscape - 2026 is anticipated to be a super cycle for IPO activity, with many companies ready to go public [1] - IPO activity is expected to accelerate towards the end of Q1 and into Q2, with some companies already on the road with their offerings [1] - Mega IPOs like OpenAI, Anthropic, and SpaceX may adopt a more selective approach due to the large capital they intend to raise [1] Market Resilience - Despite geopolitical instability, US markets remain resilient, reaching new highs in the Dow and S&P 500 [2] - The IPO pipeline is diversified across multiple sectors, not solely reliant on the tech industry [2] - AI is recognized as a transformational technology, but companies from various sectors are preparing to go public [2] SunPower Inc. (NASDAQ:SPWR) - SunPower reported Q4 2025 revenue of $88.5 million, up from $70 million in the previous quarter, with an operating income of $3.5 million [9] - The company nearly doubled its sales force to approximately 2,000 representatives and provided conservative Q1 2026 revenue guidance of $84 million [10] - SunPower aims to reach $1 billion in revenue by 2028 and is involved in solar system sales and installation in the US [10] GlobalFoundries Inc. (NASDAQ:GFS) - GlobalFoundries' stock performance increased by 28.79% in the last month, with 27 hedge fund holders [11] - Citi raised its price target on GlobalFoundries to $42 from $35, maintaining a Neutral rating [11] - The company executed a definitive agreement to acquire Synopsys' ARC Processor IP Solutions business, aimed at enhancing capabilities in custom silicon solutions [12][13]

Core Insights - SunPower Inc. has successfully completed its first installation of Monolith panels developed in collaboration with Renewable Energy Corporation (REC), a leader in U.S. residential solar panel sales [1][3] - The installation was carried out by Cobalt Power Systems for a premium customer in Santa Cruz, California, highlighting the demand for advanced solar technology [1][2] Company Developments - Cobalt Power Systems reported extraordinary demand for high-quality, power-dense premium modules, leading to a quick sell-out of the first shipment received on January 16 [2] - Following the initial success, Cobalt Power Systems has placed a second order and is rapidly designing and deploying Monolith technology [2] - The Monolith panels are expected to provide a higher return on investment for customers by reducing the ROI payment period, despite their slightly higher pricing [4] Leadership Commentary - SunPower's CEO, T.J. Rodgers, emphasized the company's goal to regain its technological edge that it had during his tenure as chairman from 2005 to 2011 [4]

Core Viewpoint - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors, while also occasionally analyzing large-cap companies to provide a broader perspective on equity markets [1] Group 1 - The research emphasizes the importance of small- to mid-cap companies in investment analysis [1] - Large-cap companies are analyzed occasionally to give a fuller sense of the broader equity markets [1]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Record 92,863 Ft. August 13, 2001 Fourth Quarter Report January 20, 2026, Live @ 1:00PM ET 1 Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, about us and our industry that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In som ...

Core Insights - SunPower Inc. reported a record revenue of $88.5 million for Q4'25, an increase from $70.0 million in Q3'25, attributed to acquisitions of Sunder and Ambia [6][10][11] - The company achieved an operating income of $3.5 million in Q4'25, up from $2.0 million in Q3'25, marking the fourth consecutive profitable quarter [11][10] - SunPower's cash balance increased to $9.3 million from $5.1 million in Q3'25, supported by an increased Equity Line of Credit with White Lion Capital LLC [6][10] Financial Performance - Q4'25 revenue was $88.5 million, with a gross profit of $48.8 million and a gross margin of 55%, compared to 46% in Q3'25 [3][6] - Operating expenses rose to $50.0 million in Q4'25 from $35.5 million in Q3'25, with operating income showing a significant improvement [3][11] - For the full year 2025, total revenue reached $308.8 million, with an operating income of $10.9 million [11] Sales and Market Strategy - The salesforce expanded to 1,977 representatives by the end of Q4'25, following the onboarding of new sales reps from acquisitions [10][11] - The company anticipates a revenue decline of 10%-15% in Q1'26 due to seasonal factors and the ITC solar subsidy cut, but expects to maintain profitability [11][10] Acquisitions and Partnerships - SunPower signed a Joint Development Agreement (JDA) with REC to develop high-wattage bifacial solar panels, with the first product expected to produce 470 watts [25][10] - A Letter of Intent was signed to acquire Cobalt Power Systems, which will install the new Monolith panels on a project in Silicon Valley [27][10] Operational Efficiency - The company maintained a flat headcount of 847 employees despite acquisitions, leading to record employee productivity of $445,000 revenue per employee per year [18][15] - SunPower aims to improve its market capitalization to revenue (P/S) ratio from 0.55 to match industry leader Sunrun's ratio of approximately 1.75 [21][10]