http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 27 Aug 2026 14:05:04 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+Jefferies%2C+%27We+see+shares+as+an+unappealing+short%2C+not+a+compelling+long%27/26987528.html <p>Jefferies analyst Julian Dumoulin-Smith lowered the price target on SolarEdge (NASDAQ: SEDG) to $31.00 (from $45.00) while maintaining a Hold rating.</p><p>The analyst comments "2026 marks the trough, but Investor Day could lower, not raise the out year bar. We match cons for 2026, below Street on revenue and EBITDA in 27-28. We expect guidance below street, given resi softness and slower margin recovery. SST contributes ~$5/share in SOTP despite only 2% market share, we view a major SST disclosure as unlikely. C&I is improving, but resi recovery remains key earnings driver. We see shares as an unappealing short, not a http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+Jefferies%2C+%27We+see+shares+as+an+unappealing+short%2C+not+a+compelling+long%27/26987528.html Thu, 27 Aug 2026 11:32:34 -0400 SEDG http://www.streetinsider.com/Hot+Comments/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+Jefferies%2C+%27We+see+shares+as+an+unappealing+short%2C+not+a+compelling+long%27/26987528.html <p>Jefferies analyst Julian Dumoulin-Smith lowered the price target on SolarEdge (NASDAQ: SEDG) to $31.00 (from $45.00) while maintaining a Hold rating.</p><p>The analyst comments "2026 marks the trough, but Investor Day could lower, not raise the out year bar. We match cons for 2026, below Street on revenue and EBITDA in 27-28. We expect guidance below street, given resi softness and slower margin recovery. SST contributes ~$5/share in SOTP despite only 2% market share, we view a major SST disclosure as unlikely. C&I is improving, but resi recovery remains key earnings driver. We see shares as an unappealing short, not a http://www.streetinsider.com/Hot+Comments/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+Jefferies%2C+%27We+see+shares+as+an+unappealing+short%2C+not+a+compelling+long%27/26987528.html Thu, 27 Aug 2026 11:32:34 -0400 SEDG http://www.streetinsider.com/Analyst+Comments/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+Jefferies%2C+%27We+see+shares+as+an+unappealing+short%2C+not+a+compelling+long%27/26987528.html <p>Jefferies analyst Julian Dumoulin-Smith lowered the price target on SolarEdge (NASDAQ: SEDG) to $31.00 (from $45.00) while maintaining a Hold rating.</p><p>The analyst comments "2026 marks the trough, but Investor Day could lower, not raise the out year bar. We match cons for 2026, below Street on revenue and EBITDA in 27-28. We expect guidance below street, given resi softness and slower margin recovery. SST contributes ~$5/share in SOTP despite only 2% market share, we view a major SST disclosure as unlikely. C&I is improving, but resi recovery remains key earnings driver. We see shares as an unappealing short, not a http://www.streetinsider.com/Analyst+Comments/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+Jefferies%2C+%27We+see+shares+as+an+unappealing+short%2C+not+a+compelling+long%27/26987528.html Thu, 27 Aug 2026 11:32:34 -0400 SEDG http://www.streetinsider.com/Upgrades/UBS+Upgrades+SolarEdge+%28SEDG%29+to+Buy/26976467.html <p>UBS analyst Jon Windham upgraded SolarEdge (NASDAQ: SEDG) from Neutral to Buy with a price target of $42.00 (from $36.00).</p><p>The analyst comments: “SEDG is a key beneficiary of the U.S. Federal Communications Commission (FCC) ban on new inverter model imports, in our view. We anticipate the ban will create a supply constrained U.S. market driving both share gains and potential pricing power for SEDG. We have increased our 2027/28E adj. EBITDA estimates to $110/190mn from $101/173mn previously. We find SEDG’s current valuation of 14x 2027E and 7x 2028E EV/EBITDA attractive given reaccelerating earnings growth, and based on our 13x target http://www.streetinsider.com/Upgrades/UBS+Upgrades+SolarEdge+%28SEDG%29+to+Buy/26976467.html Wed, 26 Aug 2026 04:18:49 -0400 SEDG http://www.streetinsider.com/Analyst+Comments/UBS+Upgrades+SolarEdge+%28SEDG%29+to+Buy/26976467.html <p>UBS analyst Jon Windham upgraded SolarEdge (NASDAQ: SEDG) from Neutral to Buy with a price target of $42.00 (from $36.00).</p><p>The analyst comments: “SEDG is a key beneficiary of the U.S. Federal Communications Commission (FCC) ban on new inverter model imports, in our view. We anticipate the ban will create a supply constrained U.S. market driving both share gains and potential pricing power for SEDG. We have increased our 2027/28E adj. EBITDA estimates to $110/190mn from $101/173mn previously. We find SEDG’s current valuation of 14x 2027E and 7x 2028E EV/EBITDA attractive given reaccelerating earnings growth, and based on our 13x target http://www.streetinsider.com/Analyst+Comments/UBS+Upgrades+SolarEdge+%28SEDG%29+to+Buy/26976467.html Wed, 26 Aug 2026 04:18:49 -0400 SEDG http://www.streetinsider.com/Options/SolarEdge+Technologies+%28SEDG%29+call+put+ratio+1.4+calls+to+1+put/26889202.html <p>SolarEdge Technologies (NASDAQ: SEDG) 30-day option implied volatility is at 91; compared to its 52-week range of 75 to 123. Call put ratio 1.4 calls to 1 put.</p> http://www.streetinsider.com/Options/SolarEdge+Technologies+%28SEDG%29+call+put+ratio+1.4+calls+to+1+put/26889202.html Fri, 07 Aug 2026 10:57:51 -0400 SEDG http://www.streetinsider.com/Rumors/US+Considers+Delaying+Collection+Of+Planned+Polysilicon+Tariffs+-+Bloomberg/26882620.html <p>US Considers Delaying Collection Of Planned Polysilicon Tariffs - Bloomberg</p><ul><li>People Familiar Describe Discussions On Planned Tariffs</li><li>Officials Weigh Implementation Period Of 90 To 120 Days</li></ul> http://www.streetinsider.com/Rumors/US+Considers+Delaying+Collection+Of+Planned+Polysilicon+Tariffs+-+Bloomberg/26882620.html Thu, 06 Aug 2026 14:17:04 -0400 ENPH FSLR SEDG http://www.streetinsider.com/Rumors/US+Considers+Delaying+Collection+Of+Planned+Polysilicon+Tariffs+-+Bloomberg/26882620.html <p>US Considers Delaying Collection Of Planned Polysilicon Tariffs - Bloomberg</p><ul><li>People Familiar Describe Discussions On Planned Tariffs</li><li>Officials Weigh Implementation Period Of 90 To 120 Days</li></ul> http://www.streetinsider.com/Rumors/US+Considers+Delaying+Collection+Of+Planned+Polysilicon+Tariffs+-+Bloomberg/26882620.html Thu, 06 Aug 2026 14:17:04 -0400 ENPH FSLR SEDG http://www.streetinsider.com/Rumors/US+Considers+Delaying+Collection+Of+Planned+Polysilicon+Tariffs+-+Bloomberg/26882620.html <p>US Considers Delaying Collection Of Planned Polysilicon Tariffs - Bloomberg</p><ul><li>People Familiar Describe Discussions On Planned Tariffs</li><li>Officials Weigh Implementation Period Of 90 To 120 Days</li></ul> http://www.streetinsider.com/Rumors/US+Considers+Delaying+Collection+Of+Planned+Polysilicon+Tariffs+-+Bloomberg/26882620.html Thu, 06 Aug 2026 14:17:04 -0400 ENPH FSLR SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2435+at+Morgan+Stanley/26880149.html Morgan Stanley analyst David Arcaro lowered the price target on SolarEdge (NASDAQ: SEDG) to $35.00 (from $40.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2435+at+Morgan+Stanley/26880149.html Thu, 06 Aug 2026 08:53:02 -0400 SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+BMO+Capital/26879239.html BMO Capital analyst Ameet Thakkar lowered the price target on SolarEdge (NASDAQ: SEDG) to $31.00 (from $36.00) while maintaining a Underperform rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2431+at+BMO+Capital/26879239.html Thu, 06 Aug 2026 08:00:57 -0400 SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2438+at+Susquehanna/26878537.html Susquehanna analyst Biju Perincheril lowered the price target on SolarEdge (NASDAQ: SEDG) to $38.00 (from $56.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2438+at+Susquehanna/26878537.html Thu, 06 Aug 2026 07:07:04 -0400 SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2424+at+RBC+Capital/26878185.html RBC Capital analyst Christopher Dendrinos lowered the price target on SolarEdge (NASDAQ: SEDG) to $24.00 (from $30.00) while maintaining a Sector Perform rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2424+at+RBC+Capital/26878185.html Thu, 06 Aug 2026 06:58:35 -0400 SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2430+at+Goldman+Sachs/26877834.html Goldman Sachs analyst Brian Lee lowered the price target on SolarEdge (NASDAQ: SEDG) to $30.00 (from $34.00) while maintaining a Sell rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2430+at+Goldman+Sachs/26877834.html Thu, 06 Aug 2026 06:34:13 -0400 SEDG http://www.streetinsider.com/Analyst+Comments/Mizuho+Reiterates+Neutral+Rating+on+SolarEdge+%28SEDG%29/26877215.html <p>Mizuho analyst Maheep Mandloi reiterated a Neutral rating and $38.00 price target on SolarEdge (NASDAQ: SEDG)</p><p>The analyst comments "SEDG 3Q revenue and margin guidance missed our/consensus estimates, driven by continued US market weakness despite tailwinds in Europe and batteries, similar to commentary this earnings season from inverter and installer peers. 2Q GM% beat quality was weak as it benefited from an IEEPA tariff refund. SST remains in proof-of-concept testing later this year, while management reiterated FY26 SST capex. We cut our PT to $38 from $71, reflecting a weaker US recovery, slower EBITDA margin ramp due to lower revenue, and http://www.streetinsider.com/Analyst+Comments/Mizuho+Reiterates+Neutral+Rating+on+SolarEdge+%28SEDG%29/26877215.html Thu, 06 Aug 2026 05:38:12 -0400 SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2437+at+Barclays/26876991.html Barclays analyst Christine Cho lowered the price target on SolarEdge (NASDAQ: SEDG) to $37.00 (from $53.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2437+at+Barclays/26876991.html Thu, 06 Aug 2026 04:21:08 -0400 SEDG http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++SOLAREDGE+TECHNOLOGIES%2C+++For%3A+Jun+30/26873676.html si-local-file:///var/storage/secattach/20260805/26873676.html http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++SOLAREDGE+TECHNOLOGIES%2C+++For%3A+Jun+30/26873676.html Wed, 05 Aug 2026 16:02:00 -0400 O.10150743 SEDG http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++SOLAREDGE+TECHNOLOGIES%2C+++For%3A+Jun+30/26873676.html si-local-file:///var/storage/secattach/20260805/26873676.html http://www.streetinsider.com/SEC+Filings/Form++10-Q+++++++SOLAREDGE+TECHNOLOGIES%2C+++For%3A+Jun+30/26873676.html Wed, 05 Aug 2026 16:02:00 -0400 O.10150743 SEDG http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2465+at+TD+Cowen/26873148.html TD Cowen analyst Jeffrey Osborne lowered the price target on SolarEdge (NASDAQ: SEDG) to $65.00 (from $75.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/SolarEdge+%28SEDG%29+PT+Lowered+to+%2465+at+TD+Cowen/26873148.html Wed, 05 Aug 2026 14:46:13 -0400 SEDG