Market Movers desk. Editor: David Moadel.
The biggest 401k decisions tend to get made once and never revisited: when to roll it over, what to hold inside it, and when to start taking money out. That is exactly what the report: 401k & IRA Tips and Answers was created to address, and it is free today. Read more here. (Sponsor)
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Solar stocks are falling across the board as rising Treasury yields weigh on one of the market’s most financing-dependent sectors. SolarEdge Technologies (NASDAQ:SEDG | SEDG Price Prediction) stock traded at $25.21 Thursday afternoon, down 5%, leading the group lower. The selloff extends a pullback from the sector’s election-driven rally last week.
On November 4, SolarEdge reported Q3 2026 adjusted earnings per share (EPS) of $0.29, well ahead of the $0.04 consensus estimate. That beat leaned on a $36 million benefit tied to International Emergency Economic Powers Act (IEEPA) tariff matters. Without it, management estimated the company’s adjusted gross margin at 23.6%, versus the reported 34.7%. The company’s Q4 2026 guidance calls for revenue of $245 million to $275 million and an adjusted gross margin of 17% to 21%, reflecting persistent near-term demand weakness.
Rates are the clearest pressure on SolarEdge and its peers. The October Consumer Price Index (CPI), published November 10, showed prices up 0.4% from September, and the 10-year Treasury yield is moving toward 5%. Homeowners often finance solar systems with loans or leases, so higher yields raise both consumer borrowing costs and the capital costs leasing companies pay to fund projects.
Crude oil is rallying at the same time, with the United States Oil Fund (NYSEARCA:USO) up 2%. Higher oil prices usually leave solar untouched and can even strengthen the case for alternative energy. Rising rates and a risk-off tone offer the better explanation for SolarEdge’s slide, in a mixed market where energy leads and small caps lag.
Sunrun (NASDAQ:RUN) stock is trading at $8.68, down 4%, representing a slightly smaller drop than SolarEdge’s. Sunrun is the most financing-sensitive name in the group. As a residential installer that owns and leases its systems, its Q3 2026 results showed its discount rate rising to 8.4% from 7.3% on higher project-level capital costs. Danny Abajian was then Sunrun’s chief financial officer. On the November 4 earnings call, he noted that the rate impact built gradually through the year, “probably a bit more sudden when you look at Q3.”
At the same time, Enphase Energy (NASDAQ:ENPH) stock is at $27.47, down 3%. When the company reported Q3 2026 results on October 27, Enphase’s chief executive cited higher interest rates and the expiration of the Section 25D federal tax credit as core U.S. residential pressures. Management added that it isn’t seeing “any meaningful recovery in U.S. demand.”
First Solar (NASDAQ:FSLR) stock is trading at $175.07, down 2%, the smallest decline of the four. The utility-scale panel maker sells to large developers under long-term contracts, which keeps it further from household borrowing costs.
SolarEdge sells inverters, power optimizers and batteries to installers and leasing companies, so it feels rate pressure secondhand through its customers’ order books, and the company is also developing solid-state transformer technology for AI data center power, a longer-term effort aimed at a market outside homeowner financing.
Sunrun owns the systems it installs and collects monthly payments from subscribers, which ties its economics directly to the cost of capital, and Enphase competes most closely with SolarEdge, selling microinverters and batteries into the same residential channel while building its own solid-state transformer for data centers. First Solar makes thin-film modules for utility-scale projects with a largely domestic manufacturing presence, leaving it least exposed to consumer lending.
The big question for SolarEdge is whether yields cool enough to revive U.S. residential demand before its Q4 results arrive. Management expects the U.S. and Germany to stay soft through Q1 2027, while restructuring targets an adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) break-even profile for 2027. Data center transformer pilots are planned for 2027, with volume shipments in 2028, which could give SolarEdge a growth path less tied to residential lending.
The bulls have five consecutive quarters of positive free cash flow and rising storage sales at SolarEdge on their side. For the bears, a weak Q4 margin outlook and the risk that firm inflation keeps rates elevated carry more weight. The path of Treasury yields could remain the key variable for SolarEdge and its peers, which argues for a conservative, research-driven investment approach.
Contact [email protected] for any questions or corrections.
David Moadel is financial writer specializing in stocks, ETFs, options, precious metals, and Bitcoin. David has written well over 1,000 articles for leading online publications, helping investors understand markets, income strategies, and risk. His work has appeared in 24/7 Wall St., The Motley Fool, InvestorPlace, U.S. News & World Report, TipRanks, ValueWalk, Benzinga, Market Realist, MarketScreener, TalkMarkets, Finmasters, and others. With a master’s degree in education, David has taught at the elementary, high school, and college levels. That teaching background shapes his writing style: clear, educational, and practical. David has also built a loyal social-media audience by providing trustworthy financial content on YouTube, X/Twitter, and StockTwits.
Solar stocks are snapping back hard heading into a wave of earnings reports, but Enphase's CEO just warned that U.S. demand shows no meaningful recovery. Whether this rally survives contact with the numbers depends…
Solar stocks are staging a sharp comeback after last week's brutal earnings selloff, but with guidance cuts still hanging over the sector and Treasury yields in flux, the real question is whether this bounce…
SolarEdge Technologies (NASDAQ:SEDG | SEDG Price Prediction) stock is surging 10% on Tuesday, rallying to $38 intraday. Solar-industry peers Enphase Energy (NASDAQ:ENPH) and Sunrun (NASDAQ:RUN) are joining the party, with the shares of both…
Solar stocks are staging a sharp reversal after a brutal selloff, with the sector's most battered name surging far ahead of its peers. Whether this bounce signals a true turning point or just a…
Sunrun is sliding toward a one-year low while the broader market climbs, and with earnings weeks away the question is whether the stock can hold before the next catalyst arrives.
Enphase Energy's latest earnings revealed a residential solar market under serious pressure, but the company's bet on AI data centers could change everything. The question is whether investors can afford to wait that long.
Rising borrowing costs are hitting solar stocks harder than almost anything else in the market Thursday, and the reasons behind the selloff reveal deeper vulnerabilities across the entire renewable energy sector.
Goldman Sachs sees big benefits for some top solar companies in a new law that provides funding for residential energy efficiency and electrification. These five outstanding solar stocks look like top ideas for now…
A Democratic sweep of Congress sent solar stocks surging, but not every company in the sector is celebrating. Find out which name is defying the rally and why the veto math could unravel the…
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. © 2026 24/7 Wall St.

source