Solar Stocks Are Exploding Today - Here’s What’s Going On

Solar names are ripping higher again today, and this time it’s not just policy speculation — it’s real deals, real upgrades, and a year-end tax credit rush.

What’s driving the surge?

• Alphabet just acquired Intersect Power, a major First Solar customer, for $4.75B. That locks in multi-gigawatt demand for FSLR’s thin-film panels.

• Sunrun (RUN) is rallying on a huge new partnership with NRG Energy and a last-minute installation boom as homeowners rush to lock in federal tax credits before the Dec. 31 deadline.

• Wall Street is turning bullish again: Daiwa, Wells Fargo, and BMO all raised their price targets on First Solar to $284–$285, citing strong fundamentals and policy tailwinds.

Solar stocks catching big moves today

Here’s the full list of solar names in play:

Manufacturers

• First Solar (FSLR) — up ~6% today

• Canadian Solar (CSIQ)

• JinkoSolar (JKS)

• Maxeon Solar (MAXN)

Inverters / Storage

• Enphase Energy (ENPH)

• SolarEdge (SEDG)

• Shoals Technologies (SHLS)

Installers / Residential Solar

• Sunrun (RUN) — up ~8% today

• Sunnova (NOVA)

• SunPower (SPWR)

Utility‑scale / Developers

• Array Technologies (ARRY)

• FTC Solar (FTCI)

• Nextpower (NXT) — formerly Nextracker

Why it matters

• Alphabet’s move validates solar as core infrastructure.

• Tax credit urgency is driving real installs, not just hype.

• Wall Street is finally warming back up to solar after a brutal year.

This is the first time in months that solar stocks are rallying on actual fundamentals — not just hope. If you’ve been waiting for a real catalyst, this might be it.