Enphase Energy downgraded to Neutral from Overweight at JP Morgan to reflect expected share loss and margin pressure as the ...

JP Morgan downgraded U.S. residential solar stocks as expiring tax credits drive a rush of installations this year, followed by a sharp drop in demand for homeowner-owned systems.

Fintel reports that on July 15, 2025, JP Morgan downgraded their outlook for SolarEdge Technologies (NasdaqGS:SEDG) from Overweight to Neutral. Analyst Price Forecast Suggests 30.96% Downside As of ...

In contrast, SolarEdge maintains an estimated 20-25% market share among TPO lease/PPA providers. As customer demand shifts toward these providers following the tax credit termination, SolarEdge should ...