News — AI supercycle headlines

GuruFocus.com1d agobearish

Solar Rout Deepens As Market Faces Possible 30% Drop

Residential solar companies face bankruptcies, soft first-quarter sales, and shrinking demand after federal tax credit changes.

ENPH RUN SEDG TSLA

Zacks2d agoneutral

SolarEdge Technologies' Q1 Loss Wider Than Estimates, Revenues Rise Y/Y

SEDG posts wider-than-expected Q1 loss as revenues jump 41% y/y and beat estimates, signaling improving operations despite ongoing losses.

Simply Wall St.3d agoneutral

Assessing Enphase Energy (ENPH) Valuation After New IQ SST Platform Targets AI Data Centers

Enphase Energy (ENPH) has attracted fresh attention after unveiling its IQ Solid-State Transformer, a distributed power platform built for AI data centers as they shift toward higher-density DC power architectures and larger-scale workloads. See our latest analysis for Enphase Energy. The IQ SST announcement lands at a time when momentum in the stock has been soft, with a 7 day share price return of 7.66% and a 90 day share price return of 12.71%, while the 1 year total shareholder return of...

ENPH

Simply Wall St.4d agobearish

Is It Time To Reassess Enphase Energy (ENPH) After Its Prolonged Share Price Slump?

If you are wondering whether Enphase Energy is starting to look attractive at current levels, the key question is whether the recent share price reflects the underlying value of the business. The stock last closed at US$32.54, with returns of 7.7% decline over 7 days, 6.8% decline over 30 days, 3.6% decline year to date and 26.7% decline over the past year, following even larger share price declines over 3 and 5 years. Recent commentary has focused on how these moves fit with changing...

ENPH

Zacks4d agobullish

First Solar's Q1 Earnings Beat Estimates, Revenues Increase Y/Y

FSLR's first-quarter EPS jumps 65.1% to $3.22, topping estimates as revenues rise 23.6% to $1.04 billion.

ENPH FSLR

Zacks4d agoneutral

Investors Heavily Search Enphase Energy, Inc. (ENPH): Here is What You Need to Know

Recently, Zacks.com users have been paying close attention to Enphase Energy (ENPH). This makes it worthwhile to examine what the stock has in store.

ENPH

StockStory5d agoneutral

Why Enphase (ENPH) Stock Is Up Today

Shares of home energy technology company Enphase (NASDAQ:ENPH) jumped 4% in the afternoon session after positive sentiment swept through the solar sector as competitor First Solar reported strong first-quarter 2026 results, boosting investor confidence across the industry.

ENPH FSLR

Simply Wall St.9d agoneutral

How Investors Are Reacting To Enphase Energy (ENPH) Q1 Loss And New AI Data Center Push

Enphase Energy reported Q1 2026 results with sales of US$282.9 million and a net loss of US$7.41 million, compared to higher revenue and net income a year earlier. At the same time, the company introduced its IQ Solid-State Transformer platform targeting AI data centers, signaling an effort to extend its technology beyond residential solar. Now, we'll examine how the new IQ Solid-State Transformer for AI data centers may influence Enphase Energy's broader investment narrative. The latest...

ENPH

Barrons.com9d agobearish

Enphase Stock Falls After Earnings as Solar Slump Overshadows Data Center Push

Enphase Energy’s stock dropped after earnings as U.S. solar demand weakened, overshadowing its push into data-center power equipment.

ENPH

Zacks9d agobullish

Enphase Energy Q1 Earnings Beat Estimates, Revenues Decline Y/Y

ENPH's first-quarter adjusted EPS beats estimates, but revenues fall 28.6% Y/Y on weaker U.S. sales. Second-quarter revenues are guided at $280-$310 million.

ENPH