KeyBanc upgraded SolarEdge (SEDG) to Sector Weight from Underweight without a price target The firm says that while the residential solar tax credits for individuals are being phased out at the end of 2025 in the One Big Beautiful Bill, which will challenge Enphase (ENPH) and SolarEdge’s business models, Enphase will likely face a bigger headwind due to its higher priced premium product and lower international sales in the mix. KeyBanc cites easing regulatory risks for the upgrade of SolarEdge.
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