SolarEdge shares jump 22% on strong Q1 results and positive outlook, boosting rooftop solar stocks.

SolarEdge Technologies' shares surged 22% following a strong Q1 2026 report with 42% revenue growth and margin expansion, plus a positive Q2 outlook signaling near breakeven profitability. This momentum lifted Enphase Energy shares by 11%, reflecting optimism in residential solar power electronics. However, utility-scale solar stocks like Canadian Solar and First Solar showed little movement, indicating capital rotation toward residential solutions. Investors should watch for policy changes and interest rate shifts that could impact this rally.