Sunrun Inc

SolarEdge (SEDG) shares dropped 30% after its first adjusted operating profit in three years was solely due to tariff refunds; Q3 guidance points to continued challenges.

Sunrun shares surged 12.57% after announcing a 16 GW virtual power plant deal with Tesla and Renew Home, though analysts say only 0.5 GW is Sunrun's actual battery fleet. The rally, fueled by 26% short interest, reflects hopes for new revenue streams.

Sunrun shares soared 29.3% after announcing a framework with Tesla and Renew Home to pool home batteries and smart devices into over 16 GW of flexible capacity for data centers and utilities.

First Solar shares closed at $257.85, up 3.6% Friday and 10.5% for the week, buoyed by strong earnings, a new India partnership, and U.S. tariff-driven demand.

SolarEdge shares rose 17.47% on Thursday, driven by expected order spikes ahead of the July 4 U.S. solar tax-credit deadline and improving demand trends.

Enphase Energy shares fell 7.3% after Q1 revenue dropped to $282.9 million and a GAAP loss of $7.4 million, as U.S. solar demand continued to decline. Adjusted earnings beat estimates, but investors remain skeptical.

SolarEdge shares surged 11% to $47.36 on Thursday after launching a 197 kWh commercial battery system. Despite 2025 revenue rising 31%, the company posted a net loss of $405.4 million and analysts remain bearish with a $29.90 target.

Enphase Energy shares dropped sharply, closing at $44.14 amid a broader tech selloff and ahead of key inflation data. A director sold 1,100 shares this week.

First Solar stock fell sharply Friday, underperforming the broader market as Tesla announced hiring for its ambitious U.S. solar manufacturing goal. The company reports quarterly results and 2026 guidance on February 24.