Latest ideas and analyses related to SunPower Corporation Common Stock

RUN , NOVA , ARRY , ENPH , SEDG , SPWR , SHLS , FSLR

Comin’ in Hot: Initiating on Solar

By mooreideas on Aug. 5, 2022, 11:22 a.m.
Tagged topics: deep dive , initiation report , solar power

Views: 48, Votes: 7, Responses: 1, Attachments: 1

ARRY , AES , RUN , SPWR , FSLR , NEE , SHLS , CSIQ , JKS

US Solar Trade Restrictions: Some Near-Term Noise, but Bottom-Line Growth Outlook Is Constructive

By realmomobags on July 8, 2022, 2:08 a.m.
Tagged topics: renewables , solar

Views: 18, Votes: 3, Responses: 0, Attachments: 1

SPWR , NOVA , RUN

Taking a more selective stance on resi solar on potential consumer headwinds; SPWR to Sell, NOVA to Neutral

By ethonomics on June 22, 2022, 12:34 p.m.
Tagged topics: analyst downgrade

Views: 23, Votes: 4, Responses: 0, Attachments: 1

SPWR

$SPWR Mixed 1Q Results, Guidance Maintained

By scorpioduck on May 6, 2022, 11:49 a.m.
Tagged topics: earnings results

Views: 22, Votes: 5, Responses: 0, Attachments: 1

ADI , FIVE , SPWR

Buy options ahead of April preannouncements; Tactical Trades: ADI, FIVE, SPWR

By ethonomics on March 23, 2022, 11:30 a.m.
Tagged topics: options

Views: 49, Votes: 7, Responses: 0, Attachments: 1

RUN , SPWR , PLUG , FSLR , AES , BE , NEE , SEDG

MS Energy & Power Conference - Takeaways for Clean Tech

By realmomobags on March 9, 2022, 8:10 a.m.
Tagged topics: clean energy , clean tech , renewables

Views: 62, Votes: 5, Responses: 0, Attachments: 1

CLNE , FSLR , SOL , SPWR , TPIC , AQUA , NEP , XYL

Time to Go on Offense; Upgrading CLNE, FSLR, SOL, SPWR, TPIC; Lowering AQUA, NEP, XYL (as requested)

By mooreideas on Jan. 4, 2022, 2:13 p.m.
Tagged topics: clean energy

Views: 67, Votes: 7, Responses: 1, Attachments: 1

SPWR , TPIC

Looking for the recent Raymond James upgrades research for SPWR and TPIC. Both renewables stocks took massive beating end of year. Also, any other renewables research would be highly appreciated!

By realmomobags on Jan. 4, 2022, 10:52 a.m.
Tagged topics: solar power , renewables

Views: 36, Votes: 3, Responses: 1, Attachments: 0

ENPH , STEM , SEDG , NOVA , SHLS , SPWR , FSLR , ARRY

$NOVA $RUN $SEDG - relative underperformance creates more attractive buying opportunities coming out of earnings

By ethonomics on Nov. 15, 2021, 3:35 p.m.
Tagged topics: buying opportunity , clean energy , solar power

Views: 189, Votes: 8, Responses: 1, Attachments: 1

ENPH , SEDG , STEM , SPWR , RUN , NOVA

Goldman says US residential demand for solar robust, and supply challenges at least not getting worse

By josiebe on June 18, 2021, 12:35 p.m.
Tagged topics: non deal roadshow , supply constrained , Goldman Sachs , clean energy , strong demand , solar power

Views: 258, Votes: 2, Responses: 0, Attachments: 8

RUN , SEDG , SPWR

$RUN - Goldman says strong results confirm strong demand growth for solar industry and indicate supply concerns overdone

By josiebe on May 6, 2021, 12:27 p.m.
Tagged topics: supply constrained , beat and raise , Goldman Sachs , strong demand , solar power , buy the dip , solar roof , concerns overblown

Views: 227, Votes: 2, Responses: 2, Attachments: 5

RUN , SEDG , SPWR , NOVA , ENPH

$RUN, $SEDG - Morgan Stanley says these two clean tech names are best positioned to address semi shortage issues and deliver on 2021 targets

By josiebe on May 3, 2021, 1:35 p.m.
Tagged topics: supply constrained , Morgan Stanley , clean energy , clean tech , semi shortage , solar power , battery storage

Views: 201, Votes: 1, Responses: 0, Attachments: 4

SPWR , RUN , SEDG , Clean Energy

Carbon Tracker says solar and wind energy potential is 100x as much as global energy demand (deep dive)

By josiebe on April 26, 2021, 2:51 p.m.
Tagged topics: deep dive , clean tech , decarbonization , cheap energy , fossil fuel era is over , Africa , Carbon Tracker

Views: 221, Votes: 1, Responses: 0, Attachments: 71

SEDG , ARRY , ENPH , FSLR , SPWR , RUN

$SEDG, $ARRY - Barclays upgrades SolarEdge to Top Pick, sees upside to street estimates; also upgrades Array to Buy following pullback

By phenphen on April 22, 2021, 4:19 p.m.
Tagged topics: valuations , buying opportunity , earnings preview , analyst upgrade , Barclays , clean energy , solar power , upside to estimates

Views: 170, Votes: 3, Responses: 0, Attachments: 37

RUN , PLUG , SEDG , ENPH , SPWR , ROK , HON , GE

Jefferies says clean energy and made-in-America names are among beneficiaries of Biden's agenda, but multinationals with low effective tax rates are vulnerable

By phenphen on April 1, 2021, 1:07 p.m.
Tagged topics: tax increases , climate change , clean energy , Jefferies , Biden policies , Biden Infrastructure Plan , made in America , multinationals , effective tax rates

Views: 333, Votes: 3, Responses: 2, Attachments: 8

RUN , SPWR , NOVA , ENPH , ARRY

$RUN, $SPWR - Goldman upgrades RUN to Buy on overdone selling from rising rate fears, and downgrades SPWR to Neutral on valuations

By josiebe on March 23, 2021, 12:03 p.m.
Tagged topics: valuations , buying opportunity , analyst downgrade , analyst upgrade , Goldman Sachs , clean energy , clean tech , solar power , buy the dip

Views: 227, Votes: 2, Responses: 0, Attachments: 25

SPWR , ENPH , NOVA , TSLA

$SPWR - Barclays raises target to $28 on improving risk reward profile, but maintains Underweight rating

By josiebe on March 16, 2021, 3:32 p.m.
Tagged topics: valuations , analyst raises target , Barclays , clean energy , wallstreetbets , short squeeze , solar power

Views: 274, Votes: 3, Responses: 1, Attachments: 5

GM , TSLA , F , APTV , LEA , FSLR , ARRY , RUN , NOVA , SPWR , ENPH , SEDG , NEP , BEP , CWEN , HASI , VNT , DOV , BWA , MTOR , AXL , DAN , MMM

Barclays recommends baskets of long and short stocks based on Biden's clean energy agenda

By josiebe on March 1, 2021, 1:15 p.m.
Tagged topics: electric vehicles , deep dive , charging infrastructure , Barclays , clean energy , ICE vs BEV , solar power , ESG investors , Biden policies , long short baskets , renewable yield

Views: 295, Votes: 6, Responses: 1, Attachments: 34