Posts on NOVA

Latest ideas and analyses related to Sunnova Energy International Inc. Common Stock

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

+67 pts



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
SPWR , NOVA , RUN

+41 pts



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
NOVA

+36 pts



2022 Energy Summit - Full Takeaways

By KHUN on March 8, 2022, 7:16 p.m.
Tagged topics: clean energy

Views: 38, Votes: 3, Responses: 0, Attachments: 1
NOVA

+36 pts



$NOVA : Sunnova Energy International

By KHUN on Jan. 27, 2022, 6:54 a.m.
Tagged topics: valuations , analyst checks , energy sector

Views: 28, Votes: 3, Responses: 1, Attachments: 1
COP , CVX , SU , NOVA , MAXN , SHLS , ARRY , Energy

+38 pts



2022 Global Energy and Clean Technology Conference: Day 1 Takeaways

By ethonomics on Jan. 6, 2022, 4:41 p.m.
Tagged topics: clean energy

Views: 65, Votes: 3, Responses: 1, Attachments: 1
ENPH , STEM , SEDG , NOVA , SHLS , SPWR , FSLR , ARRY

+44 pts



$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 , NOVA , FSLR , RUN , STEM , CSIQ

+41 pts



Goldman sees waning #geopoliticalrisks and improving supply chain for solar, but some EPS risks, prefers $ENPH $SEDG $NOVA

By josiebe on Oct. 20, 2021, 10:27 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 214, Votes: 2, Responses: 1, Attachments: 2
APTV , ST , APH , TEL , TSLA , NEE , PEG , EXC , SRE , EIX , NEP , NRG , GE , ETN , SHLS , STEM , NOVA , RUN , FCX , AA

+45 pts



Goldman sees increased EV penetration driving higher power demand and identifies list of potential beneficiaries

By bbern3 on July 27, 2021, 2 p.m.
Tagged topics: electric vehicles , secular growth , Goldman Sachs , clean energy

Views: 978, Votes: 6, Responses: 0, Attachments: 2
NOVA , RUN

+38 pts



Goldman says inflation, financing, and policy are among the biggest drivers of solar stock performance, recommends buying $NOVA and $RUN (deep dive)

By josiebe on July 2, 2021, 3:11 p.m.
Tagged topics: Goldman Sachs , clean energy , clean tech , solar power

Views: 429, Votes: 3, Responses: 0, Attachments: 12
ENPH , SEDG , STEM , SPWR , RUN , NOVA

+36 pts



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
SEDG , SHLS , NOVA , RUN , ENPH , ARRY

+39 pts



$SEDG, $SHLS - Goldman upgrades to Buy on new products ramping up and earnings upside

By josiebe on May 20, 2021, 1:43 p.m.
Tagged topics: analyst upgrade , Goldman Sachs , clean energy , solar power , upside to estimates

Views: 198, Votes: 3, Responses: 2, Attachments: 29
RUN , SEDG , SPWR , NOVA , ENPH

+30 pts



$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
RUN , SPWR , NOVA , ENPH , ARRY

+33 pts



$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

+39 pts



$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
TSLA , NOVA , ENPH , OC

+78 pts



$TSLA - Goldman estimates solar roof could be a $250bn market opportunity for Tesla

By cassie on March 3, 2021, 2:11 p.m.
Tagged topics: TAM expansion , deep dive , Goldman Sachs , clean energy , solar power , ESG investors , solar roof , Tesla Solar Roof

Views: 457, Votes: 3, Responses: 1, Attachments: 36
GM , TSLA , F , APTV , LEA , FSLR , ARRY , RUN , NOVA , SPWR , ENPH , SEDG , NEP , BEP , CWEN , HASI , VNT , DOV , BWA , MTOR , AXL , DAN , MMM

+78 pts



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