Dark Clouds for Solar Stocks This Week -- WSJ

Dow Jones05:31

By Xavier Martinez

The solar sector's promising start to 2026 came to a crashing halt this week as a wave of conservative outlooks triggered a selloff. An Invesco ETF tracking solar stocks shed 8% this week, its worst week since last June.

-- First Solar, which reported earnings Tuesday, projected 2026 revenue of $4.9 billion to $5.2 billion-lower than analysts' expectation of $6.16 billion. Its stock fell 18% this week.

-- The solar selloff continued Friday. Sunrun issued a disappointing cash flow outlook for 2026, prompting Jefferies analysts to downgrade the stock. Shares plummeted 35% to finish the week.

-- The solar industry has faced headwinds in the past year. President Trump's signature megabill, signed into law in July, accelerated the termination of key subsidies for solar projects, and the industry is also heavily exposed to tariffs.

-- Still, the Invesco ETF is up 12% this year, its rise fueled by AI-related energy demand and reduced regulatory fears.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

February 27, 2026 16:31 ET (21:31 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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An Invesco ETF tracking solar stocks shed 8% this week, its worst week since last June. \n\n\n     -- First Solar, which reported earnings Tuesday, projected 2026 revenue of $4.9 billion to $5.2 billion-lower than analysts' expectation of $6.16 billion. Its stock fell 18% this week. \n\n\n     -- The solar selloff continued Friday. Sunrun issued a disappointing cash flow outlook for 2026, prompting Jefferies analysts to downgrade the stock. Shares plummeted 35% to finish the week. \n\n\n     -- The solar industry has faced headwinds in the past year. President Trump's signature megabill, signed into law in July, accelerated the termination of key subsidies for solar projects, and the industry is also heavily exposed to tariffs. \n\n\n     -- Still, the Invesco ETF is up 12% this year, its rise fueled by AI-related energy demand and reduced regulatory fears. \n\n\n       This item is part of a Wall Street Journal live coverage event. 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