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☆ Rooftop Solar: Ain’t No Sunshine
▼ + stars: | 2023-04-26 | by ( Jinjoo Lee | ) www.wsj.com time to read: 1 min

Higher interest rates have made rooftop solar a much harder sell in states with lower utility rates. Photo: Rick Bowmer/Associated PressThe U.S. rooftop solar business has grown with two essential catalysts: Low interest rates, which make such installations affordable for consumers, and state-level policy that handsomely rewards households with such solar systems for selling excess solar energy back to the grid. Both of those are going in exactly the wrong direction at the moment. Enphase Energy, a company that manufactures micro-inverters for rooftop solar panels and energy storage systems, confirmed their direction on its earnings call late Tuesday. Its stock fell 24% in morning trading, dragging down other solar company stocks.

☆ Stocks making the biggest moves midday: Microsoft, Chipotle, Boeing, First Republic Bank and more
▼ + stars: | 2023-04-26 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Check out the companies making the biggest moves midday:Microsoft — Shares of tech giant Microsoft gained more than 8% Wednesday after a better-than-expected earnings report a day earlier. The company earned $1.17 per share on $69.79 billion in revenue, while analysts polled by Refinitiv expected it to earn $1.07 per share on revenue of $68.9 billion. The company also announced a $70 billion share buyback. 107230585First Republic — Shares of the regional bank fell more than 20% on Wednesday, extending their steep losses for the week. However, deposits for the first quarter totaled about $28.2 billion, down from $33.9 billion from the fourth quarter of 2022.

☆ Stocks making the biggest moves premarket: Activision Blizzard, Chipotle, First Republic Bank & more
▼ + stars: | 2023-04-26 | by ( Pia Singh | ) www.cnbc.com time to read: +5 min

The company said Tuesday its upcoming quarterly revenue will range from $700 million to $750 million, compared to the expected $765.2 million from analysts surveyed by StreetAccount. The company reported an adjusted loss of $1.27 per share and $17.92 billion in revenue. Activision Blizzard — Activision Blizzard shares dropped about 10.4% in the premarket after a UK regulator blocked Microsoft's purchase of the video game publisher. ServiceNow will be announcing its quarterly earnings Wednesday after the bell. The gain came after fellow tech-related giant Microsoft reported quarterly earnings that exceeded expectations, boosting sentiment for Amazon.

☆ Stocks making the biggest moves after hours: Enphase Energy, PacWest Bancorp, Chipotle, Microsoft and more
▼ + stars: | 2023-04-25 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Enphase Energy — The solar inverter company saw shares slide about 16% after hours after reporting a mixed quarter that included disappointing revenue results. PacWest Bancorp — Shares of the regional bank jumped 15% after PacWest said it has seen deposit inflows over the past month. PacWest also reported a net loss of $1.21 billion for the quarter, due largely to a goodwill impairment charge. Chipotle's earnings and revenue for the first quarter beat estimates by analysts surveyed by Refinitv. Microsoft — The tech giant's shares rose nearly 5% after the company reported quarterly earnings and revenue that exceeded analysts' expectations, according to Refinitiv.

☆ Goldman Sachs says there could be 'multiple beats' by solar companies and gives its favorites
▼ + stars: | 2023-04-19 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Multiple residential solar stocks should be in a position to outperform Wall Street's expectations this earnings season, according to Goldman Sachs. Analyst Brian Lee pointed to SolarEdge , Sunrun and Enphase as residential solar names to watch this earnings season given near-term tailwinds that can give a boost to earnings. Weakness in demand in the South could be offset by strength in California and the Northeast in the first quarter, Lee said. He has buy ratings on the three residential solar stocks. Here's how he expects each of them to do when reporting first quarter earnings: Enphase Enphase should beat on both sales and per-share earnings, Lee said.

☆ Stocks making the biggest moves midday: Alphabet, Charles Schwab, State Street, Moderna and more
▼ + stars: | 2023-04-17 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

State Street , M&T Bank – Shares of State Street dropped 11% after the company posted disappointing earnings and revenue. State Street posted earnings of $1.52 per share on revenue of $3.10 billion, while analysts called for per-share earnings of $1.64 and revenue of $3.12 billion, according to Refinitiv. Meanwhile, M&T Bank shares popped 5% higher after the bank reported beats on the top and bottom lines. Charles Schwab — Shares of Charles Schwab rose about 2.5% after the brokerage firm posted better-than-expected earnings on Monday. Schwab posted adjusted earnings of 93 cents per share, beating analysts' forecast of 90 cents per share, according to Refinitiv.

☆ Goldman Sachs names 5 buy-rated stocks — giving one more than 70% upside
▼ + stars: | 2023-04-11 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Some of those stocks are on the conviction buy list of the Wall Street bank, which has raised some of their price targets, giving them big upside. Clean technology stocks Goldman gave Israeli solar energy services firm SolarEdge Technologies a price target of $420, or nearly 50% upside, in a March 29 note. It says it maintains a "tactically more bullish view" on SolarEdge, which is also on Goldman's conviction buy list. Mercedes-Benz Goldman gave the automaker a price target of 96 euros ($105), or around 42% upside, in an April 6 note. Financial services and insurance stocks Goldman upgraded insurer Corebridge Financial's rating to buy, giving it a price target of $23, or potential upside of around 44%.

☆ Oppenheimer says a rally is coming for renewable stocks, gives its top picks
▼ + stars: | 2023-04-04 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Renewable energy stocks are setting up for a rally, according to Oppenheimer. He expects U.S. demand to continue to track to 10% growth in 2023, with potential for upside as the IRA 's credits are clarified. Meanwhile, the company guided $700 million to $740 million in revenue for the first quarter, versus the $685.2 million expected. The stock has about 28% upside, according to Rusch's $383 price target. Lastly, Sunrun's stock is set for a big rally, according to the analyst.

☆ Lightning round: Pioneer over Exxon, it has a better yield
▼ + stars: | 2023-04-04 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning round: Pioneer over Exxon, it has a better yieldMad Money host Jim Cramer weighs in on all manner of stocks, including AEHR, Solaredge, Exxon, Amprius, Goldman Sachs, Gaming and Leisure, Ready Capital Group, Ally Financial, McKesson Corp and Endeavor Group.

☆ Goldman sees a 'meaningful ramp-up' in solar ahead and gives the best ways to play it
▼ + stars: | 2023-03-29 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

The Inflation Reduction Act's tax credits will likely prompt surging demand for solar power in the U.S., according to Goldman Sachs. The law included a 30% credit toward the installation of solar panels or other equipment that harnesses renewable energy. Because of this, he recommends solar stocks that broadly play to supply chain diversification and onshoring trends while also having strong business fundamentals. First Solar , meanwhile, should specifically benefit from the push to expand domestic renewable energy capacity, Singer said. While the stock has surged more than 40% since 2023 began, analysts expect shares to slip 1.3% over the next year.

☆ This week's best performers include Regeneron and these two solar stocks
▼ + stars: | 2023-03-24 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

Solar stocks Enphase and SolarEdge were also among the best performing stocks as investors continued weighing how the Inflation Reduction Act could boost solar companies. The average price target on the stock implies upside of 49.3% over the next 12 months. The stock's average price target implies it could rally 29.5%. Around three-fifths of analysts rate the stock a buy with a price target that implies a potential 16.7% rally. Technology stocks made up the majority of the list this week as investors bet growth stocks could benefit in an environment with lower interest rates.

☆ 'Unprecedented growth': Citi reveals its 4 top stocks in renewables right now
▼ + stars: | 2023-03-13 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

The world is going through a "rapid and transformational change" when it comes to energy, said Citi, naming four stocks to cash in. When it comes to stocks, Citi prefers geographically diversified companies, in particular those with European exposure. "These companies are leaders in their respective domains, are gaining market share, and growing more than overall growth in the sector," Citi's analysts wrote. Shoals "has no residential exposure and is looking to diversify outside the US, which should allow the company to grow at a pace exceeding industry growth," Citi said. "We like the combination of rapid top-line growth from market share gains and new products."

☆ Here are Friday's biggest analyst calls: Apple, Tesla, SVB Financial, United, Roblox, JPMorgan Chase, Meta & more
▼ + stars: | 2023-03-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

LightShed downgrades Apple to sell from neutral LightShed said in its downgrade of Apple that it sees moderating growth. Baird reiterates Tesla as a top pick Baird said it sees Tesla launching heat pump technology for homes. " Baird upgrades KeyCorp to outperform from neutral Baird said it sees an attractive risk/reward for the regional bank. Baird downgrades Allbirds to neutral from outperform Baird downgraded the footwear company after its disappointing earnings report. " Oppenheimer reiterates Pool Corp as outperform Oppenheimer said it sees a compelling entry point for shares of the pool company.

☆ This week's best performers include Salesforce and these solar stocks
▼ + stars: | 2023-03-03 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Solar energy names First Solar and SolarEdge Technologies both made the list of this week's biggest gainers. First Solar was this week's top performer, with shares popping 23.2% following strong guidance for 2023. More than half of analysts covering the stock rate it a buy, but also see it coming down slightly from current levels. Software company Salesforce was also one of this week's notable gainers, with the stock on Thursday having their best day since 2020 following a blowout earnings report. Several non-energy materials stocks were also strong performers this week, with Steel Dynamics and Mosaic gaining 12.5% and 9.4%, respectively.

☆ Stocks making the biggest moves premarket: Palantir, Coca-Cola, Marriott and more
▼ + stars: | 2023-02-14 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

Here are the stocks making notable moves before the opening bell on Tuesday, Feb. 14. Palantir — Shares of the software company surged 18% in extended trading after Palantir reported it made a profit in the fourth quarter, the first GAAP profit in the company's history. Marriott — The hotel stock rose nearly 2% in premarket trading after Marriott beat estimates on the top and bottom lines for the fourth quarter. Cadence Design Systems — The electronics design stock rose 5% premarket after Cadence beat estimates on the top and bottom lines for the fourth quarter, according to StreetAccount. Amkor Technology — The semiconductor stock fell about 3% premarket after Amkor's fourth quarter earnings per share came in at 67 cents, three cents below estimates, according to StreetAccount.

☆ Stocks making the biggest moves after hours: Avis, Palantir, Cadence Design and more
▼ + stars: | 2023-02-13 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Avis — The car rental company gained 3.5% after beating both top- and bottom-line estimates from analysts polled by Refinitiv. Avis posted adjusted earnings per share of $10.46 on revenue of $2.77 billion, compared to analysts' estimates of $6.79 in per-share earnings on revenues of $2.69 billion. Amkor Technology — Shares of the semiconductor stock slid 5% after missing per-share earnings estimates while beating expectations for revenue, according to FactSet. Cadence Design — The software company gained 4% after beating both top- and bottom-line expectations of analysts polled by FactSet in the fourth quarter. SolarEdge — Shares of the solar stock gained less than 1% after beating earnings and per-share revenue estimates from analysts polled by FactSet.

☆ Key inflation data in the week ahead will offer clues to future Fed rate moves and the market's path
▼ + stars: | 2023-02-11 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Looking forward The January consumer price index (CPI) , which calculates the average change over time in prices that shoppers pay for goods and services, is slated for Tuesday. Economists and investors will use the number to gauge the odds of a soft landing or hard landing for the economy. The producer price index (PPI) for January, which calculates the change in selling prices received by producers of goods and services, is out on Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Watch these stocks as the electric vehicle battery market grows more concentrated, Goldman Sachs says
▼ + stars: | 2023-01-31 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

The electric vehicle market will continue growing, and Goldman Sachs sees specific ways to play that in the battery market. He expects electric vehicle adoption to hit 61% by 2040. One major winner thus far has been electric vehicle battery makers, he said, as pricing power has supported higher earnings. He said the battery market is becoming increasingly concentrated, with the top five battery makers accounting for 83% of the market. GM said Tuesday it would invest $650 million in a lithium company in support of its electric vehicle business.

☆ Here are Tuesday's biggest analyst calls: Apple, Alphabet, Ford, Lucid, AMD, Uber & more
▼ + stars: | 2023-01-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Barclays reiterates Apple as equal weight Barclays said it sees a miss when the Apple reports earnings Thursday. Deutsche Bank reiterates Disney as buy Deutsche Bank said it's standing by shares of Disney heading into earnings on Feb. 8. Bank of America reiterates Alphabet as buy Bank of America said Alphabet continues to pull the right "cost levers in a tough environment." Mizuho reiterates Uber as buy Mizuho said it's "constructive" on Uber shares heading into earnings on Feb. 8. Deutsche Bank reiterates PayPal as buy Deutsche said it's staying bullish heading into PayPal earnings in early February.

☆ Bank of America reveals its top stocks ahead of earnings, including a favorite solar name
▼ + stars: | 2023-01-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

There still are plenty of stock-buying opportunities as earnings reports continue to roll out, according to Bank of America analysts. CNBC Pro combed through Bank of America's recent research to find the most attractive stocks that are well-positoned ahead of their reports. Fox Buy shares of the "best positioned" company in media, analyst Jessica Reif Ehrlich said recently about Fox . "We find Grab well positioned to balance revenue growth with profitability in both its core businesses— delivery & mobility," Salgaonkar said. Thesis: 1) We find Grab well positioned to balance revenue growth with profitability in both its core businesses - delivery & mobility.

☆ 16 breakout stocks are forming the bullish golden cross chart pattern
▼ + stars: | 2023-01-23 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

The names are forming a "golden cross" pattern, which is when the 50-day moving average crosses above the 200-day moving average. Its 50-day moving average is 6% above its 200-day moving average. Another solar company, First Solar , also made the list, with its 50-day moving average 18% higher than its 200-day moving average. Its 50-day moving average is 10% above its 200-day moving average. The company's 50-day moving average is 9% above its 200-day moving average.

☆ Here are analysts' favorite tech stocks for 2023
▼ + stars: | 2023-01-11 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +3 min

The tech sector was hit hard last year as worries about economic weakness and the Federal Reserve's aggressive rate hike path to tame inflation weighed on companies. In particular, rising interest rates hurt the present value of the future stream of earnings for tech stocks. The Technology Select Sector SPDR Fund (XLK), a fund that corresponds with the tech sector of the S & P 500, dropped 28% in 2022. Still, there are some bright spots in the sector where Wall Street analysts see growth ahead. The stock gained nearly 45% in 2022 and could rise another 43% this year, according to the consensus price target from Wall Street analysts.

☆ SolarEdge sees U.S. solar growth slowing in 2023, European markets surging
▼ + stars: | 2023-01-05 | by ( Laila Kearney | ) www.reuters.com time to read: +1 min

Companies Solaredge Technologies Inc FollowNEW YORK, Jan 5 (Reuters) - Growth in the U.S. solar industry is expected to slow down in 2023, while some European and Asian markets are poised to surge, SolarEdge Chief Financial Officer Ronen Faier said on Thursday. Some solar markets in Europe, especially in German-speaking countries and the United Kingdom, could jump by more than 100% over the year, he said. In the United States, that growth is expected to be around 15%, he added. Taiwan, Japan and other Asian nations are also expected to accelerate their expansion of solar build-outs and use. Reporting by Laila Kearney Editing by Tomasz JanowskiOur Standards: The Thomson Reuters Trust Principles.

☆ Here are Thursday's biggest analyst calls: Apple, Tesla, Imax, Netflix, Robinhood, Amazon & more
▼ + stars: | 2022-12-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Evercore ISI initiates American Express Global Business Travel Group as outperform Evercore initiated the corporate travel business company with an outperform rating and said it's a beneficiary of corporate travel recovery. AmEx GBT is the leading business to business travel management platform, providing software and services to manage travel, expenses, and events for corporate travel." Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it sees a "buying opportunity" for shares of Tesla. Piper Sandler reiterates Tesla as overweight Piper said Tesla could become a key ESG holding. Morgan Stanley reiterates Wells Fargo as overweight Morgan Stanley said the banking giant is a top beneficiary of rate increases. "

☆ Goldman Sachs names SolarEdge Technologies and First Solar top picks for 2023
▼ + stars: | 2022-12-19 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

The outlook is rosy for SolarEdge Technologies and First Solar , according to Goldman Sachs. Analyst Brian Lee named the two solar stocks among his top picks heading into 2023, saying they can add to this year's gains. "While solar equities outperformed in 2022 vs. R2K, stocks are still ~20% below early '21 peak levels and valuations remain below pre-IRA levels," Lee wrote in a Sunday note. Solar stocks outperformed in the second half of 2022, after underperforming in the first half of the year, following the passage of the Inflation Reduction Act. Meanwhile, shares of First Solar may have surged more than 77% this year, but the analyst forecasts the company could be the "biggest beneficiary of the IRA" because of its "outsized leverage to US utility-scale solar," Lee said.

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