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.
Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on SEDG:
- Charged: Tesla sinks as Elon Musk seeks to form new political party
- Trump Trade: Trump warns of 10% tariff for ‘Anti-American’ BRICS policies
- Big Beautiful Bill ‘better than feared’ for solar, says JPMorgan
- Excise tax dropped in Senate bill negative for First Solar, says Mizuho
- Wells says excise tax removal positive for Solar, negative for First Solar