Filtered library · Theme
Solar & clean energy stocks · 5 dossiers
5 Solar & clean energy stocks moving on the same story, each with a dated research dossier: thesis, kill line and next catalyst.
DormantLast worked 26 May 2026, 160 days ago; the research counts a theme as current for 14 days.
All 5 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiersCSIQCanadian Solar Inc.LowCanadian Solar's recovery case is unproven: shares closed at $9.22 on 22 October 2026, 72.5% below the 52-week high. The third-quarter report, expected around 13 November 2026, must show revenue above $1.3 billion and higher U.S. module…ENPHEnphase Energy, Inc.LowEnphase Energy's solid-state transformer pivot has not lifted the shares, which closed at $31.35 on 22 October 2026 after four broker target cuts in eight sessions; the 27 October 2026 third-quarter report decides whether revenue holds the…FSLRFirst Solar, Inc.LowFirst Solar's case depends on whether the $0.38-per-watt import floor from 4 December 2026 lifts module prices above the ~$0.36 booked in Q2; the Q3 report after the close on 29 October 2026 settles it. Shares closed at $176.30 on 28…NXTNextpower Inc.LowNextpower's shares closed at $79.44 on 27 October 2026, 49.2% below the 52-week high, as analysts cut targets; the 28 October 2026 second-quarter report decides whether fiscal 2027 guidance of $4.1B–$4.4B revenue holds.SHLSShoals Technologies Group, Inc.LowShoals Technologies Group's recovery case faces a 28 October 2026 short-seller report on top of a 30.3% second-quarter gross margin; the 4 November 2026 third-quarter report decides whether revenue, the $801.4 million backlog and margins…