Earnings roundup: Corning grows, Enphase stumbles, Tesla on autopilot, Nextpower sets records
Published . Updated .
Four major U.S. clean energy companies reported mixed third-quarter financial results this week, reflecting booming demand for utility-scale equipment and grid storage alongside a struggling residential solar market hampered by the loss of federal tax credits.
Directly affected
Indirectly affected
- TAN Invesco Solar ETF-6.4% 30d
Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.
- ICLN iShares Global Clean Energy ETF-7.3% 30d
iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.
- XLU Utilities Select Sector SPDR+1.8% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.
- XLF Financial Select Sector SPDR-3.2% 30d
Financial Select Sector SPDR: it holds banks. Linked by “credit” (banks) in this story.
- FSLR First Solar-12.3% 30d
First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- ENPH Enphase Energy-31.8% 30d
Enphase Energy (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- NEE NextEra Energy-0.7% 30d
NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSLA | -7.33% | -3.13% | base | -0.40% | after close | after close | after close |
| NXT | -6.52% | -7.87% | base | -2.05% | after close | after close | after close |
| TANNo price data for this ticker | — | — | — | — | — | — | — |
| ICLNNo price data for this ticker | — | — | — | — | — | — | — |
| XLUNo price data for this ticker | — | — | — | — | — | — | — |
| XLFNo price data for this ticker | — | — | — | — | — | — | — |
| FSLRNo price data for this ticker | — | — | — | — | — | — | — |
| ENPHNo price data for this ticker | — | — | — | — | — | — | — |
| NEENo price data for this ticker | — | — | — | — | — | — | — |
| DUKNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Earnings roundup: Corning grows, Enphase stumbles, Tesla on autopilot, Nextpower sets records pv magazine USA
Source: pv magazine USA
This story
| Company | When | Move | Status |
|---|---|---|---|
| NXT | that day | -2.05% | still updating |
| NXT | three days earlier | -7.87% | final price |
| NXT | five days earlier | -6.52% | final price |
| TSLA | that day | -0.40% | still updating |
| TSLA | three days earlier | -3.13% | final price |
| TSLA | five days earlier | -7.33% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Sen. John Boozman bought First Solar (FSLR) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 77 days before publication. Filed 11 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 27 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 45 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 57 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Duke Energy (DUK), worth $100,001 - $250,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Earnings roundup: Corning grows, Enphase stumbles, Tesla on autopilot, Nextpower sets records” scores 12 out of 100. The score uses 1 sources. The price is not final yet.