Mizuho cuts ratings on Fluence, Nextracker, Shoals, Enlight after energy bill

Go back to Mizuho cuts ratings on Fluence, Nextracker, Shoals, Enlight after energy bill

First Solar (FSLR) PT Raised to $194 at Jefferies

July 15, 2025 5:27 AM EDT

Jefferies analyst Julian Dumoulin-Smith raised the price target on First Solar (NASDAQ: FSLR) to $194.00 (from $192.00) while maintaining a Buy rating.

The analyst comments "We see FSLR as one of the most macro-entangled name within renewables. With '25 guidance and the fate of... More

SolarEdge Technologies (SEDG) PT Raised to $18 at Jefferies

July 14, 2025 9:43 AM EDT

Jefferies analyst Julian Dumoulin-Smith raised the price target on SolarEdge Technologies (NASDAQ: SEDG) to $18.00 (from $10.00) while maintaining a Underperform rating.

The analyst comments "Since the Senate reintroduced resi leasing under 48E in mid-June, SEDG is up ~62% given its ties with RUN, and... More

Barclays Reiterates Equalweight Rating on Sunrun (RUN)

July 14, 2025 7:49 AM EDT

Barclays analyst Christine Cho reiterated an Equalweight rating and $15.00 price target on Sunrun (NASDAQ: RUN).

The analyst comments "Residential solar market will shrink next year, but TPO share will grow: We estimate the market in 2025 is tracking to be ~5 GW with the... More