February 7, 2024
Solar Stocks are Roaring Higher Today, Despite Enphase’s 4Q24 Revs. Missing a Q4 Street Est. that Had Been Cut -51.9% Over the Past 6 Months (yes, you heard that right); Does this Make (Any) Sense?…
December 1, 2023
Houston, We Have a Problem. As a reminder, when SEDG reported 3Q23 results a few weeks back, despite negatively preannouncing days prior (due to order delays/cancellations as customers double/triple ordered in 2022, primarily in Europe),…
November 8, 2023
What’s Up? In this note, following, what we see as incremental discussions we held this week with: (a) the leading distributor of solar parts in the U.S., as well as (b) the world’s leading multi-platform…
November 2, 2023
SolarEdge Falls as it Guides to 4Q23E non-GAAP (which is BS as stock comp counts) Operating Income Loss of -$106.9mn (vs. Street’s $11.3mn GAAP Est.). As of the writing of this note (i.e., 3:17am EST),…
October 4, 2023
What’s the Latest on the US Inverter Market? Last night, after waiting for weeks for a response, one of our oldest US solar inverter contacts (we’ve been in touch with this individual since 2008), who…
June 30, 2023
SolarEdge is Still Seen as Being in the Driver’s Seat as it Relates to the Global Solar Inverter Arms Race, a Thesis We Think Will Change (to the Downside) in 2H23. In this note, we…
June 9, 2023
Burning the Midnight Oil Last Night Provided us an Opportunity to Catch up with Long-Time Contacts in China and the EU, as Well as the U.S. In this note, we provide four separate “fire side”…