Goldman Comments on Big Beautiful Bill and American Clean Energy

Go back to Goldman Comments on Big Beautiful Bill and American Clean Energy

Oppenheimer weighs in on Array Technologies (ARRY) after deal for APA Solar

June 18, 2025 9:24 AM EDT

Oppenheimer analyst Colin Rusch reiterated an Outperform rating and $13.00 price target on Array Technologies (NASDAQ: ARRY) after the company agreed to acquire APA Solar.

The analyst commented, "ARRY announced the acquisition of racking and pilings company APA Solar for 7.6x TTM EBITDA ex-45X credits. We believe... More

KeyBanc Downgrades Enphase Energy (ENPH) to Underweight Amid 20pct Drop

June 17, 2025 8:30 AM EDT

KeyBanc analyst Sophie Karp downgraded Enphase Energy (NASDAQ: ENPH) from Sector Weight to Underweight with a price target of $31.00.

For an analyst ratings summary and ratings history on Enphase Energy click here. For more ratings news on Enphase Energy click here.

Shares of Enphase Energy closed at $45.93 yesterday.

... More

Mizuho Out Positive on Sunrun (RUN) Energy Storage Business

June 17, 2025 7:30 AM EDT

Mizuho Out Positive on Sunrun (NASDAQ: RUN) Energy Storage Business

The analyst comments "No Tax Credit Phase-Outs for Energy Storage, Nuclear: The ITC and PTC phase-outs we mentioned in our 6/16 note only apply to solar and wind projects. 100% of ITC is available through 2037 for other technologies like Energy Storage, Nuclear, Hydro, Geothermal for projects that start construction by the end of 2033. Steps down to 75%/50%/0% for construction... More

GLJ Research Downgrades Sunrun (RUN) to Sell, PT $0.01 (~99pct Downside), 'SunRun Can No Longer Grow'

June 17, 2025 7:18 AM EDT

(Updated - June 17, 2025 8:07 AM EDT)

GLJ Research analyst Gordon Johnson downgraded Sunrun (NASDAQ: RUN) from Hold to Sell with a price target of $0.01.

The analyst comments "While SunRun did not make the same mistake that Sunnova did in allowing one to see its second set of books, we believe SunRun uses close-to-identical accounting to that being used by Sunnova. More specifically, as per SunRuns 1Q25A financial disclosure, it currently has 1,074,270 systems on its balance sheet.... More