| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
SEDG offers higher upside as a residential solar and storage turnaround play, benefiting from rising electricity prices, tariff-driven Chinese competition, and potential restoration of solar tax credits. Execution risk and rate sensitivity remain concerns.
Rising US electricity prices, tariff-driven Chinese solar competition reduction, and potential reinstatement of solar tax credits favor utility-scale solar manufacturers. FSLR's US manufacturing and utility-focused model positions it as a safer play, though elevated interest rates remain a headwind.
End of results.