Zacks Investment Ideas feature highlights: TAN, Goldman Sachs, First Solar and Enphase Energy

Zacks05-06

For Immediate Release Chicago, IL – May 6, 2024 – Today, Zacks Investment Ideas feature highlights Invesco Solar ETF TAN, Goldman Sachs GS, First Solar FSLR and Enphase Energy ENPH. 4 Factors Point to...

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The Invesco Solar ETF, a basket of solar stocks and a proxy for the industry, rallied for ten straight months from a low of $21.14 to a high of $125.98!However, since then, the sector has melted lower and has retraced back to the $40s, never recovering from the 2022 equity bear market and suffering from a more “hawkish” Fed.Though solar stocks have been brutal to investors recently, they are worth watching because when they trend, they trend better than almost any other industry on Wall Street. Recently, solar stocks are beginning to show several signs that a turnaround is near and the next big bull market may be around the corner, including:. Projects Require a Large Upfront Investment: When interest rates are high, it becomes ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","BK4585":"ETF&股票定投概念","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","BK4147":"半导体设备","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","GS":"高盛","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4588":"碎股","BK4141":"半导体产品","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","FSLR":"第一太阳能","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4519":"光伏太阳能","LU0124384867.USD":"贝莱德新能源基金A2","TAN":"太阳能ETF-Guggenheim","BK4504":"桥水持仓","LU0106831901.USD":"贝莱德世界金融基金A2","LU0823414478.USD":"法巴经典能源转换基金","ENPH":"Enphase Energy","FDN":"First Trust Dow Jones Internet I","BK4127":"投资银行业与经纪业","LU1548497426.USD":"安联环球人工智能AT Acc"},"translate_title":"Zacks Investment Ideas专题亮点：谭、高盛、First Solar和Enphase Energy","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TAN":1,"GS":1,"FSLR":1,"ENPH":1,"US2Y.BOND":0.9,"US30Y.BOND":0.9,"US3Y.BOND":0.9,"US5Y.BOND":0.9,"US6M.BOND":0.9,"US7Y.BOND":0.9,"US12M.BOND":0.9,"US10Y.BOND":0.9,"FDN":0.8,"US912797FH58.BOND":0.6,"US912797FS14.BOND":0.6,"US912797GB79.BOND":0.6,"US912797GK78.BOND":0.6,"US912797GL51.BOND":0.6,"US912797GW17.BOND":0.6,"US912797HE00.BOND":0.6,"US912797HH31.BOND":0.6},"content_text":"For Immediate Release\nChicago, IL – May 6, 2024 – Today, Zacks Investment Ideas feature highlights Invesco Solar ETF TAN, Goldman Sachs GS, First Solar FSLR and Enphase Energy ENPH.\n4 Factors Point to a Sunny Future in Solar\nSolar stocks began a massive bull market during the panic lows of the COVID-19 pandemic in March 2020. The Invesco Solar ETF, a basket of solar stocks and a proxy for the industry, rallied for ten straight months from a low of $21.14 to a high of $125.98! However, since then, the sector has melted lower and has retraced back to the $40s, never recovering from the 2022 equity bear market and suffering from a more “hawkish” Fed.\nThough solar stocks have been brutal to investors recently, they are worth watching because when they trend, they trend better than almost any other industry on Wall Street. Recently, solar stocks are beginning to show several signs that a turnaround is near and the next big bull market may be around the corner, including:\nPotential Rate Cuts\nThe solar industry is one of the most interest rate-sensitive industries on Wall Street because:\nProjects Require a Large Upfront Investment: When interest rates are high, it becomes less economical for solar companies to borrow money for expansion.\nConsumer Liquidity: With Higher rates, consumers have less disposable income to spend on solar.\nValuations: Hawkish Fed policy weighs on high valuation/growthy areas of the market.\nOne of the hottest debates and the biggest uncertainty on Wall Street is how the Fed will handle interest rates moving forward. Inflation is stubborn, but growth is slowing. However, Friday’s weaker-than-expected jobs data gives investors a vital clue that the Fed will cut rates this year. The U.S. Fed Fund Futures are pricing in a 78% likelihood of a rate cut in September. A rate cut would be extremely bullish for the industry.\nData Center\nAI and cloud projects are causing insatiable demand for energy-sucking data centers. With climate concerns still at the forefront of policy maker’s minds, solar will play an essential role in powering data centers. In fact, Friday morning, a Goldman Sachs research report projects First Solar has 50% upside due to soaring demand from data center growth.\nInsider Buying\nEarlier this week, Mandy Yang, the CFO and EVP of Enphase Energy, purchased more than $400k worth of ENPH stock. The sizable transaction shows that insiders have high conviction that the low is in for solar stocks.\nIRA is a Long-Term Catalyst\nThe Inflation Reduction Act (IRA) is less about inflation and more about clean energy incentives. According to the EPA, “The IRA is the most significant climate legislation in U.S. history, offering funding, programs, and incentives to accelerate the transition to a clean energy economy and will likely drive significant deployment of new clean electricity resources.” The IRA will be a bullish long-term catalyst for the space.\nBottom Line\nAfter years of frustrating action, the solar industry is poised to move higher. Bullish signs include insider buying, lower interest rates ahead, and data center energy demand.\nWhy Haven’t You Looked at Zacks' Top Stocks?\nSince 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.\nToday you can access their live picks without cost or obligation.\nSee Stocks Free >>\nMedia Contact\nZacks Investment Research\n800-767-3771 ext. 9339\nsupport@zacks.com\nhttps://www.zacks.com\nPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nThe Goldman Sachs Group, Inc. (GS) : Free Stock Analysis Report\nFirst Solar, Inc. (FSLR) : Free Stock Analysis Report\nEnphase Energy, Inc. (ENPH) : Free Stock Analysis Report\nInvesco Solar ETF (TAN): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2433422167"}