BUZZ-Enphase Energy falls after Barclays, BMO cut ratings on solar tax credit concerns

Reuters
2025/05/13
BUZZ-<a href="https://laohu8.com/S/ENPH">Enphase Energy</a> falls after Barclays, BMO cut ratings on solar tax credit concerns

** Brokerages Barclays and BMO Capital Markets cut ratings for solar inverter maker Enphase Energy ENPH.O on concerns over potential elimination of Section 25D in the solar energy market

** Section 25D is a tax credit for homeowners who buy solar energy systems with cash or a loan

** ENPH stock falls 5.7% to $45.19 premarket

** Barclays double downgrades ENPH to "underweight" from "overweight", while BMO downgrades to "underperform" from "market perform", cutting price targets to $40 from $51 and $39 from $46 respectively

** Barclays believes residential solar market will shift towards third-party owners next year, which could reduce demand for ENPH's products

** "We believe elimination of the 25D credit impacts ENPH disproportionately and shrinks the overall demand for U.S. residential solar in 2026" - BMO

** As of last close, ENPH stock down 30.2% YTD

(Reporting by Padmanabhan Ananthan)

((Padmanabhan.Ananthan@thomsonreuters.com))

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10