Artisan Partners highlights Brenntag's attractive valuation and management's operational improvements, alongside investments in companies like Smiths Group and Rotork that benefit from global energy infrastructure growth. They expect ongoing oil price volatility to boost demand for alternative energy and electrification, reflected in their investments in SolarEdge Technologies and Landis+Gyr. These moves position their portfolio to thrive amid rising energy costs and the energy transition.
Goldman Sachs increased its price target for Enphase Energy from $51 to $57 while maintaining a Buy rating, reflecting growing confidence in the residential solar sector. This upgrade follows strong U.S. demand and solid company fundamentals, includi...
SolarEdge reported solid first-quarter results adjusted for one-time charges and provided second-quarter guidance mostly in line with expectations. The U.S. residential solar market started the year weak, but demand from Europe increased due to the M...
