储能配套率预计将继续上升，调查受访者表示，2026年住宅太阳能的预期中位储能配套率为60%。TD Cowen指出，这对Sunrun的"储能优先"策略构成利好，该策略得到了延续至2033年的100%能源储存税收抵免的支持。

SolarEdge Technologies, Inc. has significantly underperformed, dropping 71% since I initially flagged its balance sheet weaknesses and competitive disadvantages against Enphase. In August, I predicted ...

Enphase Energy (NASDAQ:ENPH) -15% and SolarEdge Technologies (NASDAQ:SEDG) -7.5% in Wednesday's trading after Enphase's revenue guidance missed analyst estimates at the midpoint and Morgan Stanley ...

SolarEdge Technologies Inc (NASDAQ:SEDG) shares have lost more than 80% year to date. Estimates for the company have been lowered following the release of Enphase Energy Inc's (NASDAQ:ENPH) ...

SolarEdge Technologies Inc (NASDAQ:SEDG) shares have fallen 83% year-to-date, and 10% this week alone, with analysts at JPMorgan lowering their estimates following Enphase Energy Inc’s (NASDAQ:ENPG) ...

As the world is shifting toward renewable energy, solar power companies are capturing growing attention from investors. Among the key players are Enphase Energy, Inc. ENPH and SolarEdge Technologies, ...

SolarEdge Technologies (NASDAQ:SEDG), a leader in DC-optimized inverter solutions, reported mixed fourth-quarter 2024 earnings on Wednesday, Feb. 19. Q4 revenue of $196.2 million topped the analysts' ...