Solar stocks are recovering after a steep drop last week due to weak earnings and guidance cuts. Enphase Energy and Sunrun led the rebound with gains of 11% and 10%, respectively, despite ongoing concerns about U.S. residential demand and higher borrowing costs. First Solar also rose 5%, though more modestly, as it focuses on utility-scale projects. The sector's future depends on Treasury yields and whether demand stabilizes, with investors advised to remain cautious amid mixed signals.
As of Nov 03, 2026 00:21 WIB, Enphase Energy is trading at USD 28.50 with a 1-day gain of 11.11% on Pluang. Sunrun shares are priced at USD 8.19, up 9.28% in the same period. First Solar is also up 5.42%, trading at USD 183.86 as of the latest data.
