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- Xcel's Subsidy Cut: More Bad News for Solar
- Eric Savitz (Barron's) submits: The battered solar sector has received some more alarming news, this time from the Minneapolis-based utility Xcel Energy XEL. According to the Denver Post, the company on Friday cut the credit offered on a typical household photovoltaic system to $6,750 from $11,250. The Post...
- External links 2008-10-28
- More Downside Ahead for Solar - Barclay's
- Eric Savitz (Barron's) submits: While solar stocks have plunged 60% over the last three months, there could be more downside ahead, Barclay’s solar analyst Vishal Shah warned this morning. In a series of research notes, Shah cautions that the solar sector financial reports for the remainder of the...
- External links 2008-11-03
- SunPower Cuts Guidance Triggering Solar Selloff
- Eric Savitz (Barron's) submits: Wednesday was not the morning investors in solar stocks were expecting to have after a historic victory for Barack Obama. Solar stocks, which have been rallying strongly for two days in anticipation of an Obama win, Wednesday morning have sharply reversed course, due in...
- External links 2008-11-05
- SunTech's Outlook: Shockingly Weak
- Eric Savitz (Barron's) submits: Suntech STP shares are trading dramatically lower -- and dragging down the rest of the already battered solar sector -- on an extremely weak outlook for Q4 results. For Q3, the company posted revenue of $594.4 million and non-GAAP profits of 36 cents a...
- External links 2008-11-20
- FirstSolar Customers Hoarding Inventory - ThinkEquity
- Eric Savitz (Barron's) submits: ThinkEquity’s Jonathan Hoopes this morning made an aggressive call on First Solar FSLR, asserting that a “high-level inventory analysis” of six of the company’s major customers lead him to conclude that there maybe be substantial numbers of First Solar panels sitting in customer warehouses. And...
- External links 2008-12-12
- SunPower Keeps the Bears at Bay
- Eric Savitz (Barron's) submits: Wow, the bears on SunPower SPWRA didn't have a very good day Friday. The solar module provider late Thursday posted better-than-expected results for the fourth quarter, and an outlook for 2009 that suggests strong growth, assuming the credit markets loosen. With the Street bracing for...
- External links 2009-02-01
- First Solar: Short Term Difficult, Long Term Looks Better
- Eric Savitz (Barron's) submits: In a post-earnings conference call with analysts First Solar FSLR provided plenty of evidence of the current struggles in the solar industry, and provided new information on some aggressive new measures the company plans to take to address weakening demand and falling prices. CEO...
- External links 2009-02-25
- SunPower Not-So-Quietly Talks Down Numbers
- Eric Savitz (Barron's) submits: SunPower SPWRA shares are taking a drubbing Wednesday after CFO Dennis Ariola effectively reduced guidance for the first quarter in comments Tuesday and Wednesday morning at two investor conferences. The analysts on the stock heard and obeyed, slashing their outlook for the quarter and the...
- External links 2009-03-11
- Solarfun Q4: Not So Much Fun
- Eric Savitz (Barron's) submits: The lack of fun continues for Solarfun SOLF. The company Wednesday morning reported a rough fourth quarter. Revenues were $164.6 million, a bit shy of the Street consensus, up 13.7% from a year ago, but down 11.9% from Q3. Solarfun lost $61.4 million...
- External links 2009-03-25
- First Solar: Time to Take Some Profits
- Eric Savitz (Barron's) submits: First Solar FSLR may not make its solar cells from polysilicon, but the company is nonetheless feeling the heat from the rapidly crumbling prices for silicon-based solar products. J.P. Morgan analyst Christopher Blansett Tuesday morning slashed his estimates on the company for precisely...
- External links 2009-03-31
- Applied Materials: Can They Make it in Solar?
- Eric Savitz (Barron's) submits: The Street is having increasing doubts about whether the solar equipment business at Applied Materials AMAT can ever live up to the unit’s once lofty expectations. As noted earlier, Applied late Monday disclosed that an unspecified company that had been planned to buy...
- External links 2009-04-07
- LDK Solar Seen Falling Short of Guidance
- Eric Savitz (Barron's) submits: A month ago, LDK Solar LDK offered Q1 revenue guidance that fell well below the Street consensus: the company forecast was for $240 million to $280 million, while the Street had been looking for $412.3 million. Since that time, the stock has actually had an...
- External links 2009-04-09
- First Solar Shoots Higher on Stellar Q1 Earnings
- Eric Savitz (Barron's) submits: In an otherwise grim environment for the solar sector, First Solar FSLR Wednesday posted stellar Q1 results, and provided the catalyst for Thursday’s big jump in the company’s stock price. But be careful about extrapolating First Solar’s success to other solar companies: Unlike most of...
- External links 2009-04-30
- Evergreen Solar: Weak Q1, Running Out of Cash
- Eric Savitz (Barron's) submits: Evergreen Solar ESLR shares are down sharply after the company late Thursday posted disappointing Q1 results, which featured shrinking margins and lackluster comments on near-term demand. Adding to the pressure, Raymond James analyst Pavel Molchanov responded the report by cutting his rating to...
- External links 2009-05-03
- Energy Conversion Devices: Q3 Earnings Trigger Analyst Shuffle
- Eric Savitz (Barron's) submits: Monday’s FY Q3 earnings report from Energy Conversion Devices ENER has triggered some jockeying for position among the analysts who follow the solar stock. Two formerly bearish pundits have now taken a more neutral stance; and one former bull is stepping away from the stock...
- External links 2009-05-12
- Solarfun: Q1 Revenues OK, CEO Resigns
- Eric Savitz (Barron's) submits: Solarfun SOLF Tuesday morning posted Q1 revenue of $100.1 million, down 43% year over year and 39% sequentially, but in line with the Street. The company lost 2 cents a share in the quarter, better than the Street forecast of a loss of 17 cents....
- External links 2009-05-19
- Zoltek Q3: Wind Energy Business Hit by Perfect Storm
- Eric Savitz (Barron's) submits: Zoltek ZOLT shares are down sharply Tuesday morning after the carbon fiber manufacturer reported much weaker than expected results for its fiscal third quarter ended June 30. For the quarter, Zoltek posted revenue of $30.3 million, down from $45 million a year ago,...
- External links 2009-08-11
- Suntech Exec Corrects: Not Actually Selling Below Cost
- Eric Savitz (Barron's) submits: Suntech Power STP CEO Shi Zhengrong, who was quoted earlier in the week in the New York Times as saying the company is selling solar panels below cost in the U.S., is now saying he misunderstood the question, and that he is doing no such...
- External links 2009-08-27
Additional Resources
- Applied Materials 2009 Estimates Way Too High - RBC
- Eric Savitz (Barron's) submits: Applied Materials AMAT shares are trading modestly lower heading into the company’s announcement tomorrow after the close of earnings for its fiscal third quarter ended July. The Street is looking for $1.84 billion in revenue and EPS of 14 cents. As usual, the guidance...
- External links 2008-08-11
- Rising Oil Prices Eclipse Weak Solar Industry Fundamentals
- As crude oil futures cross the $72 a barrel mark, advocates of solar energy are trumpeting an industry turnaround across the photovoltaic supply chain. But judging from comments by chief executive Tom Zarrella of GT Solar, a supplier of fabrication equipment, a rebound in customer demand is unlikely to occur...
- Blog posts 2009-06-16
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