Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Markets and Data Editor Jared Blikre analyze a rally in solar stocks following new tariffs on imported solar components. Solar stocks include NextEra (NEE) and First Solar (FSLR). Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
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(Updates with premarket share movement of solar companies in headline and first two paragraphs.)
Sunrun Inc (RUN) reports a record 74% storage attachment rate and positive cash flow, while navigating a strategic transition to direct sales and expanding its distributed power plant business.
Sunrun (NASDAQ:RUN) reported second-quarter results marked by a record storage attachment rate, positive cash generation excluding safe-harbor equipment investments, and a reduced full-year outlook as the company shifts toward a larger direct-sales business. Chief Executive Officer Mary Powell said
Sunrun (RUN) delivered earnings and revenue surprises of +425.00% and +20.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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Tesla's Q2 EPS will answer important questions about the company's legacy EV business, energy growth, and future product timelines.
Things are looking bright for solar stocks. The race to build artificial-intelligence data centers—and the expected rise in demand for power—has helped drive a rally in solar stocks. Below are some of ...
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The companies are combining to create what they called the largest distributed power plant in the country.
(Bloomberg) -- Sunrun Inc.’s stock jumped as much as 31% after the home solar provider announced it will partner with Tesla Inc. and Renew Home to provide power for data centers and utilities across the US.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallyStocks
Sunrun, Tesla, and Renew Home entered into an agreement to deliver more than 16 gigawatts of flexible energy capacity to hyperscalers and utilities.
The solar-energy company is partnering with home energy platform Renew Home and electric car maker Tesla to power data centers.
Why Solar M&A Logic Is Heating Up Solar faces structural pressure: tariff disruption, policy uncertainty, and capital costs are forcing consolidation. Underlying this trend is surging power demand. The EIA projects U.S. electricity consumption growing 0.9% to 1.6% annually through 2050, with solar, wind, and natural gas together rising to around 80% of generation by ... As Solar M&A Heats Up, These 4 Companies Could Be on the Block
Nextpower stock rises after the company reports better-than-expected fiscal fourth-quarter earnings and hiked its fiscal 2027 revenue outlook.
The company says it remains “the nation’s largest distributed power plant operator,” with about 4.3 GWh of networked storage capacity as of March 31 — a 50% increase year over year. It aims to have 10 GWh of dispatchable capacity by the end of 2028.
Residential solar companies face bankruptcies, soft first-quarter sales, and shrinking demand after federal tax credit changes.
Moby summary of Sunrun Inc.'s Q1 2026 earnings call
Sunrun (NASDAQ:RUN) executives said the company is ramping sales and operations to meet what CEO Mary Powell described as “surging customer demand,” as the residential solar market adjusts to changes in tax incentives and ongoing industry consolidation. During the company’s first-quarter 2026 earni
Sunrun (RUN) delivered earnings and revenue surprises of +1,444.90% and +6.96%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?