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NASDAQ:SEDG News 16 December 2025 - 4 February 2026

Enphase Energy stock jumps 13% as Goldman turns bullish, with ENPH traders eyeing Feb. 3 earnings

Enphase Energy stock jumps 13% as Goldman turns bullish, with ENPH traders eyeing Feb. 3 earnings

Enphase Energy shares jumped 12.6% to $40.51 Thursday after Goldman Sachs upgraded the stock to Buy and raised its price target to $45. Trading volume topped 11 million shares, and options activity surged 29% above average. SolarEdge and Sunrun also advanced. Enphase will report earnings and hold a conference call on Feb. 3.
First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar shares closed nearly flat at $243.73 on Friday, with about 2 million shares traded. U.S. markets will be closed Monday for Martin Luther King Jr. Day, delaying updates until Tuesday. Traders weighed new tariff threats and interest-rate outlooks, sending S&P 500 futures down 0.9% overnight. Activity in solar stocks was muted ahead of the holiday.
SolarEdge stock steadies in premarket after 7% jump as Wall Street debates turnaround

SolarEdge stock steadies in premarket after 7% jump as Wall Street debates turnaround

New York, January 13, 2026, 05:27 EST — Premarket SolarEdge Technologies (SEDG.O) shares gained roughly 0.6% premarket Tuesday, trading at $35.53. The stock had surged 7.3% on Monday. (Investing.com) This shift brings the solar inverter maker back into focus for traders, who’ve seen the sector as vulnerable to interest rate changes. When borrowing costs climb, the financing of rooftop solar systems gets pricier, potentially dampening demand for the gear itself. SolarEdge is under the spotlight to see if its reset leads to more consistent results following a steep industry slump. The stock has a history of quick moves once sentiment
SolarEdge stock jumps over 10% as TD Cowen upgrade puts SEDG back in play

SolarEdge stock jumps over 10% as TD Cowen upgrade puts SEDG back in play

NEW YORK, Jan 12, 2026, 12:54 EST — Regular session Shares of SolarEdge Technologies surged 10.6%, hitting $36.38 by midday Monday following a TD Cowen upgrade. The analyst lifted the price target to $38 from $34. The stock peaked at $36.39 earlier, with roughly 2.2 million shares changing hands. (MarketBeat) This bounce is significant since SolarEdge serves as a high-beta play on the solar equipment cycle. The stock reacts sharply to sentiment changes, often attracting momentum traders and short-term hedgers in the process. The timing is tricky for the group. Investors are wrestling with whether rooftop solar demand is leveling
First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

New York, January 7, 2026, 18:48 (EST) — After-hours Shares of First Solar (FSLR) fell 10.3% to $241.11 on Wednesday after Jefferies downgraded the U.S. solar panel maker to “hold” from “buy” and cut its price target to $260 from $269. The brokerage cited “limited booking visibility” for 2026 and said a hoped-for “S232” tailwind — shorthand for potential Section 232 duties that can be imposed after a Commerce Department national-security investigation — could “underwhelm investor expectations,” flagging possible carve-outs for Germany and developers moving ahead of any levies. The stock opened at $254.02 and touched $239.26 at its low;
Nextpower (NXT) stock slides as solar shares wobble; $90 level and earnings in focus

Nextpower (NXT) stock slides as solar shares wobble; $90 level and earnings in focus

New York, January 5, 2026, 14:56 EST — Regular session Shares of Nextpower Inc (NXT) fell 3.9% to $89.18 in afternoon trading on Monday, retreating from an opening print of $95.13 and an intraday high of $95.50. The stock last traded $3.60 below Friday’s close of $92.78. The Invesco Solar ETF (TAN) slipped 0.8%, while tracker peer Array Technologies (ARRY) fell 4.8%; First Solar (FSLR) eased 1.6% and solar electronics makers Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) rose. The slide matters because it pulls Nextpower back toward a technical support zone — a chart level where buyers have tended
Renewable Energy Stocks Today (Dec. 16, 2025): Sunrun, Enphase, SolarEdge and First Solar in Focus

Renewable Energy Stocks Today (Dec. 16, 2025): Sunrun, Enphase, SolarEdge and First Solar in Focus

Renewable energy stocks in the U.S. are trading mixed in Tuesday’s session as investors balance a softer risk tone on Wall Street with a powerful long-term tailwind: rapidly rising electricity demand—especially from AI data centers—and the buildout of “time-to-power” infrastructure like utility-scale solar, battery storage, and distributed energy resources. By early afternoon in New York (around 1:45–2:30 p.m. ET), major indexes were lower, with energy among the weakest S&P 500 sectors as crude slid to its lowest level since 2021, according to Reuters. Reuters That macro setup matters for clean energy too: many renewable developers and equipment makers are highly sensitive to

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Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

7 February 2026
Blockchain industry groups are promoting supply-chain emissions tracking and data transparency, not crypto trading, as key business uses. Companies face mounting pressure to map Scope 3 emissions, which are often hard to verify. Past blockchain supply-chain projects, including Maersk’s TradeLens, struggled with adoption when partners failed to participate.
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