Solar

Macquarie believes that commercial-scale solar PV is nearing grid parity in major markets around the world. The firm believes that SunPower Corporation (NASDAQ: SPWR) is well-positioned to capitalize in the long term on the distributed power revolution. In the short term, the firm sees a...

Canadian Solar Inc. (NASDAQ: CSIQ) shares are spiking after the company upped its Q3 guidance. According to management, the increased guidance is the result of unexpected demand in its solar module business. If the strong demand is widespread within the solar industry, it could have a large impact...

Bernstein sees major long-term investment opportunity in the fall of fossil fuels. The firm believes that solar, energy storage and electric vehicles are poised to take significant shares of multi-trillion-dollar established markets. The firm sees lithium-ion battery makers at the center of the...

The end of the Investor Tax Credit will be a game-changing event in the solar industry. The expiration of the credit could trigger a massive wave of consolidation among installers. While 2017 could be a tough year for installers, falling costs will eventually eliminate any lasting effects...

Wunder Capital offers high-yield investment funds in diversified commercial solar projects. According to the company, these funds offer low-volatility, low-risk exposure to the solar industry. The difficult commercial solar financing environment allows Wunder to be extremely selective in...

Shares of Sunedison Inc (NYSE: SUNE) spiked higher by more than 7 percent Monday morning, but are still down nearly 54 percent year-to-date. Sunedison announced on Monday a series of actions to "optimize its business operations in alignment with current and future market opportunities, and...

Shares of the Guggenheim Solar ETF (NYSE: TAN) fell more than 5 percent on Monday, trading at a new 52-week low of $25.37. Individual solar stocks also recorded notable declines on Monday. Gordon Johnson of Axiom Capital pointed out the Japanese government may restrict access to FIT program....

Alternative energy stocks have outperformed the S&P 500 so far this year. Energy Storage and Wind have been the leading segments. Despite concerns about China and ITC step-downs, discussions at the SPI conference were generally positive. In Credit Suisse’s latest weekly...

Solar stocks have fallen approximately 35 percent since July, while the S&P 500 lost around 5 percent. Paul Coster of JPMorgan commented in a note that solar fundamentals are "largely unchanged" and that the growth opportunity "continues to accumulate." Coster recommended owning shares of...

Philip Shen of Roth Capital Partners commented in a note that near-term fundamentals for the solar sector are "healthy." Shen added that visibility beyond 2016 "remains unclear." Shen's top solar picks remain Hannon Armstrong Sustnbl Infrstr Cap Inc (NYSE: HASI), Solaredge Technologies Inc (NASDAQ...

According to Colin Rusch of Oppenheimer, the solar sector represents a "high growth opportunity" due to improving cost structures, lower commodity risks and an improving policy environment. In a report published Tuesday, Rusch stated that solar is a "cost leader" for new...

Shares of Canadian Solar Inc. (NASDAQ: CSIQ) plunged more than 20 percent on Thursday as the company stated it will explore alternative options to the YieldCo if market conditions remain unchanged. In a report published Friday, Julien Dumoulin-Smith explored if now is a good time for investors...

With President Barack Obama's Clean Power Plan (CPP) promoting renewables and solar panel installations expected to rise by a third this year, one would expect that shares of solar firms would be through the roof. However, investors have been getting out of the market quickly, causing prices...

First Solar, Inc. (NASDAQ: FSLR) is scheduled to report its second-quarter results after Tuesday's market close. The Estimize community (based on 16 estimates) is expecting the company to earn $0.42 per share on revenue of $765.40 million. The Wall Street consensus estimate is also looking...

SunEdison Inc (NYSE: SUNE), Vivint Solar Inc (NYSE: VSLR) and TerraForm Power Inc (NASDAQ: TERP) announced a deal on Monday morning for SunEdison to acquire Vivint Solar for about $2.2 billion in cash, shares of SunEdison common stock and SunEdison convertible notes. As part of the deal,...