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Solar Power 22 October 2025 - 25 February 2026

First Solar stock jolts traders after weak 2026 outlook; tariffs and permitting delays loom

First Solar stock jolts traders after weak 2026 outlook; tariffs and permitting delays loom

First Solar shares fell nearly 14% after hours Tuesday as the company forecast 2026 net sales up to $5.2 billion, missing Wall Street’s $6.12 billion target. The company cited federal permitting delays and expects a $125–135 million tariff hit. Baird downgraded the stock and cut its price target to $205. First Solar also reported a patent licensing deal with Oxford PV for next-generation solar technology.
25 February 2026
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First Solar stock falls 7% as Tesla solar-cell expansion report jolts FSLR

First Solar stock falls 7% as Tesla solar-cell expansion report jolts FSLR

First Solar shares dropped 7.2% to $217.49 Friday after a report said Tesla is scouting U.S. sites to expand solar cell production. The decline came as the S&P 500 and solar sector ETFs rose. Tesla is also considering boosting output at its Buffalo, New York, plant, Bloomberg reported. Investors now await First Solar’s Feb. 24 results and 2026 outlook.
6 February 2026
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First Solar stock (FSLR) heads into Monday after Tesla’s 100‑GW solar talk jolts sentiment

First Solar stock (FSLR) heads into Monday after Tesla’s 100‑GW solar talk jolts sentiment

First Solar closed Friday at $225.52, up 0.7% after a sharp 10% drop Thursday, ending the week down about 7%. BMO Capital Markets downgraded the stock, citing pricing concerns and rising U.S. supply. Tesla’s push into solar, including new panel production in Buffalo, has divided analysts on First Solar’s outlook. Wells Fargo said Tesla’s plans triggered the sector selloff but sees limited downside for First Solar.
2 February 2026
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First Solar stock (FSLR) steadies after Tesla solar talk jolts sentiment — what to watch next

First Solar stock (FSLR) steadies after Tesla solar talk jolts sentiment — what to watch next

First Solar shares rose 0.7% to $225.52 Friday after a volatile week, as investors weighed Tesla’s plans to expand U.S. solar manufacturing. Analysts at Mizuho and Wells Fargo downplayed the threat, while BMO downgraded First Solar over price concerns. The company will report quarterly results and 2026 guidance on Feb. 24.
1 February 2026
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JinkoSolar 688223 stock price hits limit-up; ‘space solar’ talk clouds Monday open

JinkoSolar 688223 stock price hits limit-up; ‘space solar’ talk clouds Monday open

Jinko Solar’s Class A shares hit the 20% daily limit on Friday in Shanghai, closing at 6.90 yuan after opening lower. The company warned of a 2025 net loss up to 6.9 billion yuan, citing weak prices and trade tensions. Over the weekend, Jinko completed a 10MWh battery project in Hebei. Traders are watching for continued momentum in solar stocks after recent “space solar” buzz.
26 January 2026
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Bahrain breaks ground on 100MW Al Dur solar plant as it chases 2035 renewables target

Bahrain breaks ground on 100MW Al Dur solar plant as it chases 2035 renewables target

Bahrain’s Electricity and Water Authority has started construction of a 100-megawatt solar PV plant at Al Dur, aiming for completion in Q3 2026, PV Tech reported. The project will use about 135,000 panels across 830,000 square metres and connect to the national grid via a 66/11-kilovolt substation. EWA says the plant supports Bahrain’s goal of 20% renewables in the energy mix by 2035.
31 December 2025
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Dominion Energy’s Silent Solar Generator Debuts as Virginia Regulators Pause Chesterfield Gas Plant Approval

Dominion Energy’s Silent Solar Generator Debuts as Virginia Regulators Pause Chesterfield Gas Plant Approval

Virginia regulators halted approval for Dominion Energy’s planned 944-megawatt Chesterfield gas plant after environmental and civil rights groups raised legal concerns. Meanwhile, Dominion unveiled a solar-charged, towable battery generator, developed with Power Up Connect, as a cleaner alternative to diesel units for temporary power needs. The battery system is certified for safety and aimed at public events and worksites.
19 December 2025
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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

Sunrun and NRG Energy announced a multi-year partnership to build a 1 gigawatt virtual power plant in Texas by 2035, using Sunrun’s solar-plus-storage systems and NRG’s Reliant brand. Clean-energy ETFs traded lower by early afternoon, with iShares Global Clean Energy ETF down 2.2%. Major indexes fell as crude oil hit its lowest level since 2021. Fluence and Bloom Energy dropped over 5% each.
16 December 2025
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Shakti Pumps Share Price Today: SHAKTIPUMP Surges on ₹539-Crore Solar Pump Orders — Latest News, Forecasts and Analysis (16 Dec 2025)

Shakti Pumps Share Price Today: SHAKTIPUMP Surges on ₹539-Crore Solar Pump Orders — Latest News, Forecasts and Analysis (16 Dec 2025)

Shakti Pumps shares surged nearly 40% over four sessions, trading near ₹796 on December 16, 2025, after winning major solar pump orders in Maharashtra, Jharkhand, and Madhya Pradesh. The Maharashtra order alone is valued at ₹443.78 crore for over 16,000 systems, with execution expected within 60 days of the work order.
16 December 2025
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MSEDCL Solar Pump Contracts Put Shakti Pumps, Oswal Pumps, GK Energy and Ganesh Green Bharat in Spotlight as PM-KUSUM Momentum Builds

MSEDCL Solar Pump Contracts Put Shakti Pumps, Oswal Pumps, GK Energy and Ganesh Green Bharat in Spotlight as PM-KUSUM Momentum Builds

Maharashtra’s state utility awarded contracts for 46,280 off-grid solar water pumps worth about ₹1,276 crore to five companies, including Shakti Pumps, Oswal Pumps, GK Energy, Ganesh Green Bharat, and Crompton Greaves. The orders fall under the Magel Tyala Saur Krushi Pump Yojana. Shakti Pumps received the largest share, with 16,025 units. Crompton Greaves reported a smaller EPC award across multiple locations.
15 December 2025
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Shakti Pumps (India) Share Price Today: Fresh PM-KUSUM Solar Pump Orders Lift SHAKTIPUMP Stock; Outlook, Targets and Key Risks (Dec 12, 2025)

Shakti Pumps (India) Share Price Today: Fresh PM-KUSUM Solar Pump Orders Lift SHAKTIPUMP Stock; Outlook, Targets and Key Risks (Dec 12, 2025)

Shakti Pumps shares rose over 5% on Dec 12 after announcing a ₹23.98 crore Jharkhand solar pump order and a ₹71.25 crore Madhya Pradesh contract. The surge followed a Dec 11 empanelment for a ₹443.78 crore Maharashtra project. Trading volumes spiked as the stock rebounded from recent lows.
12 December 2025
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T1 Energy (TE) Stock Update for December 8, 2025: Price Surge, DOJ Subpoenas and 2026 Solar Growth Forecast

T1 Energy (TE) Stock Update for December 8, 2025: Price Surge, DOJ Subpoenas and 2026 Solar Growth Forecast

T1 Energy Inc. (NYSE: TE) closed at $5.83 on December 5, up 14.1% with a 21% intraday swing and volume near 18.9 million shares. The stock is up 239% over the past year and more than 500% above its 52-week low. Pre-market trading on December 8 showed little change. T1 manufactures solar modules in Texas and rebranded from FREYR Battery in February 2025.
8 December 2025
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Uzbekistan’s €9.46 Billion Green Energy Leap: 42 Projects, 2 Billion kWh of Solar and a Rebuff to Fossil Fuel Politics

Uzbekistan’s €9.46 Billion Green Energy Leap: 42 Projects, 2 Billion kWh of Solar and a Rebuff to Fossil Fuel Politics

Uzbekistan launched 42 new energy and infrastructure projects worth €9.46 billion on Dec. 5, including 16 renewable power plants and 10 grid-scale storage systems. Officials say green energy output could reach 23 billion kWh in 2026, enough to meet national demand. Solar, wind, and hydro now make up about 30% of electricity generation. The government reports $35 billion in recent foreign investment in the sector.
7 December 2025
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Mauritania Ramps Up Green Hydrogen and Solar: 12.5M‑Ton Target, 160 MW Solar Plant and Megaton Moon P2X Deal by 2035

Mauritania Ramps Up Green Hydrogen and Solar: 12.5M‑Ton Target, 160 MW Solar Plant and Megaton Moon P2X Deal by 2035

Mauritania announced plans to produce 12.5 million tonnes of green hydrogen by 2035, unveiling new solar, wind, and Power-to-X megaprojects. The government introduced Africa’s first Green Hydrogen Code and secured over €39 million from France for solar plants with storage. European firms GreenGo Energy and Select Energy are advancing the “Megaton Moon” hydrogen and ammonia complex. Mauritania aims to become a major exporter to Europe.
5 December 2025
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Waaree Energies & Waaree Renewable Technologies in Focus: RSI Divergence, 288 MW US Order and ‘Hold’ Downgrade Shape the Story on 5 December 2025

Waaree Energies & Waaree Renewable Technologies in Focus: RSI Divergence, 288 MW US Order and ‘Hold’ Downgrade Shape the Story on 5 December 2025

Waaree Energies announced a 288 MW solar module order in the US on December 5, 2025. Waaree Renewable Technologies’ stock drew attention after analysts flagged a bullish RSI divergence and Simply Wall St argued the market is too pessimistic on its fundamentals. MarketsMojo downgraded Waaree Energies to “Hold” citing mixed signals. Google Trends showed a spike in searches for both companies.
5 December 2025
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Shell’s $2 Billion Nigeria Gas Gamble Ignites LNG Boom Amid $8 B Investment Surge

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

Sunotec signed a five-year cross-border spread hedge with Shell Energy Europe for a 600+ MWh battery storage project in Bulgaria, aiming for commercial operation in Q2 2026. Sunotec also agreed to a 2.4 GWh BESS supply deal with Sungrow for Southeast Europe. Bulgaria’s RESTORE program recently awarded subsidies to 82 storage projects totaling about 9.7 GWh. Shell shares traded near $73.74, down 0.9% late morning UTC.
5 November 2025
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Bahrain’s First Solar Power Plant: 150MW Tender to Power 6,300 Homes & Slash 100,000t CO₂

Bahrain’s First Solar Power Plant: 150MW Tender to Power 6,300 Homes & Slash 100,000t CO₂

Bahrain’s Electricity & Water Authority opened bidding for its first large-scale solar plant, a 150 MW PV project in Bilaj Al Jazayer, on October 16, 2025. The plant will cover 1.2 km², supply power for about 6,300 homes, and cut 100,000 tonnes of CO₂ yearly. Bids are due by December 28, with commercial operation targeted for Q3 2027. The project will more than double Bahrain’s current solar capacity.
22 October 2025
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