Seeking Alpha(@SeekingAlpha):Solar stocks rallied after Democrats secured both houses of Congress, bolstering expectations for sustained clean energy tax policy. $TAN Policy clarity moves: $RUN = up 8% $ENPH = up 5% $SEDG = up 3% Net margin: $FSLR = 37.1% SolarEdge = -20.3% First Solar: PEG ratio = 0.46 P/E = 10.8x Seeking Alpha Quant Rating for SolarEdge: Sell. Legislative support is a sector tailwind, but profitability and balance sheet strength will separate the winners. Is First Solar the clear winner of the solar rally?

Seeking Alpha

@SeekingAlpha

A global leader in crowdsourced U.S. investment research, powered by one of the largest and most vibrant investor communities.

Joined March 2009

244 Following 347.3K Followers

Seeking Alpha@SeekingAlpha

2026.11.04 13:50

Solar stocks rallied after Democrats secured both houses of Congress, bolstering expectations for sustained clean energy tax policy. $TAN Policy clarity moves: $RUN = up 8% $ENPH = up 5% $SEDG = up 3% Net margin: $FSLR = 37.1% SolarEdge = -20.3% First Solar: PEG ratio = 0.46 P/E = 10.8x Seeking Alpha Quant Rating for SolarEdge: Sell. Legislative support is a sector tailwind, but profitability and balance sheet strength will separate the winners. Is First Solar the clear winner of the solar rally?