Goldman Comments on Big Beautiful Bill and American Clean Energy
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- Broadcom's sales and AI chip forecast comes in below expectations, shares tumble
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Oppenheimer weighs in on Array Technologies (ARRY) after deal for APA Solar
June 18, 2025 9:24 AM EDTOppenheimer 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 EDTKeyBanc 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.
... MoreMizuho Out Positive on Sunrun (RUN) Energy Storage Business
June 17, 2025 7:30 AM EDTMizuho 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

