Company Performance - Sunrun's stock increased by 1.2% to $20.28, outperforming the S&P 500's gain of 0.69% for the day [1] - Over the past month, Sunrun's stock has risen by 6.82%, which is lower than the Oils-Energy sector's increase of 14.14% and better than the S&P 500's decline of 1% [1] Earnings Expectations - Sunrun is expected to report earnings of -$0.08 per share on February 26, 2026, indicating a year-over-year decline of 105.67% [2] - Revenue is anticipated to reach $656.91 million, reflecting a 26.7% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, analysts project earnings of $1.32 per share and revenue of $2.43 billion, representing changes of -0.75% and +19.22% respectively from the previous year [3] - Recent adjustments to analyst estimates for Sunrun may indicate shifting business dynamics, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - Sunrun currently has a Forward P/E ratio of 55.03, which is significantly higher than the industry average Forward P/E of 19.42 [5] - The Zacks Consensus EPS estimate has remained unchanged over the past month, and Sunrun holds a Zacks Rank of 2 (Buy) [5] Industry Context - The solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 80, placing it in the top 33% of over 250 industries [6] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [6]

Key Takeaways Array Technologies is expected to post a 23.7% revenue drop and breakeven Q4 earnings.ARRY's backlog, APA acquisition and higher volumes may support results despite delays.Array Technologies trades below industry P/E, but policy risks cloud near-term outlook.Array Technologies, Inc. (ARRY) is expected to witness a decline in its top and bottom lines when it reports fourth-quarter 2025 results. The Zacks Consensus Estimate for ARRY’s fourth-quarter revenues is pegged at $210 million, indicating ...

In this article, we explore the 11 Best Alternative Energy Stocks to Invest In According to Analysts.The alternative energy sector entered 2026 with high optimism after enjoying a great run in 2025. Last year, the International Energy Agency (IEA) in its tenth edition of the World Energy Investment report, had predicted that global energy investment would reach $3.3 trillion. The lion’s share of the capital flow, at least $2.2 trillion, would go to clean technologies, the report detailed. Fast forward to 20 ...

Key Takeaways Array Legacy Operations revenues rose 87% in the first nine months of 2025 on a 104% volume surge.ARRY's backlog and U.S.-based manufacturing support domestic growth and help limit tariff risk.ARRY trades at 12.22x earnings versus the industry's 18.68. Shares have climbed 31% in six months.Array Technologies’ (ARRY) Array Legacy Operations segment — its core U.S. solar tracker business — remains the backbone of the company. The segment generated 72% of total revenues in 2024 and 81% in the fir ...

SolarEdge Technologies (SEDG) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $3.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +25.85%. A quarter ago, it was expected that this photovoltaic products maker would post a loss of $0.38 per share when it actually produced a loss of $0.31, delivering a surprise of +18.42%.Over the last four qua ...

Company Performance - Array Technologies, Inc. (ARRY) ended the recent trading session at $11.29, showing a +1.16% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.1% [1] - Over the past month, shares of Array Technologies have appreciated by 16.13%, surpassing the Oils-Energy sector's gain of 11.68% and the S&P 500's loss of 1.43% [1] Upcoming Earnings - The upcoming earnings release for Array Technologies is scheduled for February 25, 2026, with an expected EPS of $0, indicating a 100% decline compared to the same quarter last year [2] - Revenue is predicted to be $210.01 million, reflecting a 23.7% drop compared to the year-ago quarter [2] Fiscal Year Projections - For the entire fiscal year, Zacks Consensus Estimates project earnings of $0.67 per share and revenue of $1.27 billion, representing changes of +11.67% and +38.47% from the prior year, respectively [3] Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Array Technologies should be noted, as positive alterations indicate analyst optimism regarding the business and profitability [3][4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Array Technologies at 3 (Hold) [5] Valuation Metrics - Array Technologies is currently traded at a Forward P/E ratio of 11.91, which is below the industry average Forward P/E of 19.3, suggesting it is trading at a discount [6] - The company holds a PEG ratio of 0.61, compared to the Solar industry's average PEG ratio of 0.7, indicating favorable valuation metrics [7] Industry Ranking - The Solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 80, placing it within the top 33% of over 250 industries [7] - The Zacks Industry Rank evaluates the performance of distinct industry groups, showing that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - First Solar is experiencing a decline in stock performance compared to the broader market, with upcoming earnings expected to show significant growth in EPS and revenue [1][2]. Financial Performance - First Solar plans to announce its earnings on February 24, 2026, with an expected EPS of $5.22, reflecting a 43.01% increase year-over-year [2]. - Quarterly revenue is projected to be $1.57 billion, up 3.87% from the same period last year [2]. - For the entire fiscal year, earnings are estimated at $14.63 per share and revenue at $5.11 billion, indicating growth of +21.71% and +21.51% respectively from the previous year [3]. Analyst Estimates - Recent modifications to analyst estimates for First Solar indicate positive sentiment regarding the company's business outlook [4]. - The Zacks Rank system, which evaluates estimate changes, currently ranks First Solar at 3 (Hold) [6]. Valuation Metrics - First Solar has a Forward P/E ratio of 9.8, which is below the industry average of 19.96, suggesting it is undervalued [7]. - The company also has a PEG ratio of 0.29, compared to the industry average PEG ratio of 0.68, indicating favorable growth prospects relative to its valuation [7]. Industry Context - The Solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [8]. - Strong industry rankings correlate with better performance, with the top 50% of rated industries outperforming the bottom half by a factor of 2 to 1 [8].

Group 1: Stock Performance - SolarEdge Technologies (SEDG) closed at $36.80, with a +2.45% increase from the previous day, outperforming the S&P 500's gain of 0.47% [1] - The stock has risen by 9.21% over the past month, which is lower than the Oils-Energy sector's gain of 13.69% but better than the S&P 500's loss of 0.16% [1] Group 2: Upcoming Earnings Report - The earnings report for SolarEdge Technologies is scheduled for February 18, 2026, with an expected EPS of -$0.19, representing a 94.6% increase from the same quarter last year [2] - Revenue is projected to be $328.48 million, indicating a 67.4% increase compared to the previous year [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of -$2.65 per share and revenue of $1.18 billion, reflecting changes of +88.47% and +27.04% respectively from last year [3] Group 4: Analyst Estimates and Zacks Rank - Recent changes to analyst estimates for SolarEdge Technologies indicate shifting business dynamics, with positive revisions suggesting analyst optimism [4] - The Zacks Rank system, which integrates estimate changes, currently ranks SolarEdge Technologies at 3 (Hold) [6] Group 5: Valuation Metrics - SolarEdge Technologies has a Forward P/E ratio of 315.78, significantly higher than the industry average Forward P/E of 21.17 [7] - The Solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [7]

Core Viewpoint - Sunrun's stock performance has shown resilience with a recent increase, but upcoming earnings are expected to reflect a significant decline in earnings per share year-over-year [1][2]. Company Performance - Sunrun's stock closed at $20.41, up 2.41% from the previous day, outperforming the S&P 500's gain of 0.47% [1]. - Over the past month, Sunrun's shares have increased by 10.17%, while the Oils-Energy sector gained 13.69% [1]. Upcoming Financial Results - Sunrun is set to announce its earnings on February 26, 2026, with analysts predicting an earnings per share of -$0.08, indicating a year-over-year decline of 105.67% [2]. - The consensus estimate for quarterly revenue is $656.91 million, which represents a 26.7% increase from the same period last year [2]. Full Year Projections - For the full year, earnings are projected at $1.32 per share, reflecting a decrease of 0.75%, while revenue is expected to reach $2.43 billion, marking an increase of 19.22% from the prior year [3]. Analyst Estimates and Market Sentiment - Recent modifications to analyst estimates indicate a positive outlook for Sunrun's business operations, with upward revisions suggesting improved profit generation capabilities [4]. - A significant rise of 604.85% in the Zacks Consensus EPS estimate over the past month highlights growing analyst confidence [6]. Valuation Metrics - Sunrun currently has a Forward P/E ratio of 54.72, which is a premium compared to the industry average Forward P/E of 21.17 [7]. - The Solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [7]. Zacks Rank System - Sunrun holds a Zacks Rank of 2 (Buy), indicating a favorable investment outlook based on the quantitative model that incorporates estimate changes [6].

Company Overview - First Solar, Inc. is a leading American manufacturer of thin-film photovoltaic solar modules using cadmium telluride (CdTe) technology, with a market capitalization of $25.55 billion [1] Stock Performance - Over the past 52 weeks, First Solar's stock has gained 43.2%, significantly outperforming the broader S&P 500 index, which is up 14% [2] - Year-to-date, First Solar's stock is down 8.9%, while the S&P 500 index has increased marginally [3] - The stock reached a 52-week high of $285.99 in December 2025 but is currently down 16.8% from that level [4] Financial Performance - For the third quarter, First Solar's net sales grew 79.7% year-over-year to $1.59 billion, and EPS increased from $2.91 to $4.24, although results fell short of analysts' expectations [5] - The company narrowed its 2025 net sales guidance from $4.90 billion-$5.70 billion to $4.95 billion-$5.20 billion and lowered its volume sold expectation from 16.7 GW-19.3 GW to 16.7 GW-17.4 GW [5] Competitive Position - The United States Patent and Trademark Office denied three Inter Partes Review applications from competitors, supporting First Solar's competitive edge in the Tunnel Oxide Passivated Contact (TOPCon) segment [6] Future Expectations - For the fourth quarter of 2025, analysts expect First Solar's EPS to increase 43% year-over-year to $5.22 on a diluted basis [7] - EPS is projected to increase to $14.63 for fiscal 2025 and further improve by 58.8% to $23.23 in fiscal 2026 [9]