Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%
Published . Updated .
Solar stocks are staging a sharp comeback after last week's brutal earnings selloff, but with guidance cuts still hanging over the sector and Treasury yields in flux, the real question is whether this bounce has any staying power.
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.
- TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story.
- JPM JPMorgan Chase-4.3% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story.
- BAC Bank of America-11.1% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story.
- ENPH Enphase Energy-30.0% 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+2.6% 30d
NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- FTCI FTC Solar-34.1% 30d
FTC Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RUN | -3.00% | -1.20% | base | +9.21% | after close | after close | after close |
| FSLR | -3.67% | +1.13% | base | +5.06% | after close | after close | after close |
| TAN | +1.24% | +1.96% | base | +5.22% | after close | after close | after close |
| ICLN | +1.63% | +2.94% | base | +3.53% | after close | after close | after close |
| TLT | -0.20% | -1.03% | base | +0.02% | after close | after close | after close |
| JPMNo price data for this ticker | — | — | — | — | — | — | — |
| BACNo price data for this ticker | — | — | — | — | — | — | — |
| ENPH | +18.39% | -2.61% | base | +10.50% | after close | after close | after close |
| NEE | -2.07% | -3.22% | base | +1.03% | after close | after close | after close |
| FTCI | -6.47% | -3.60% | base | +4.32% | after close | after close | after close |
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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Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5% 24/7 Wall St.
Source: 24/7 Wall St.
Invesco Solar Etf (TAN) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Enphase Energy (ENPH) | that day | +10.50% | still updating |
| Enphase Energy (ENPH) | three days earlier | -2.61% | final price |
| Enphase Energy (ENPH) | five days earlier | +18.39% | final price |
| First Solar (FSLR) | that day | +5.06% | still updating |
| First Solar (FSLR) | three days earlier | +1.13% | final price |
| First Solar (FSLR) | five days earlier | -3.67% | final price |
| FTC Solar (FTCI) | that day | +4.32% | still updating |
| FTC Solar (FTCI) | three days earlier | -3.60% | final price |
| FTC Solar (FTCI) | five days earlier | -6.47% | final price |
| Ishares Tr (ICLN) | that day | +3.53% | still updating |
| Ishares Tr (ICLN) | three days earlier | +2.94% | final price |
| Ishares Tr (ICLN) | five days earlier | +1.63% | final price |
| Nextera Energy (NEE) | that day | +1.03% | still updating |
| Nextera Energy (NEE) | three days earlier | -3.22% | final price |
| Nextera Energy (NEE) | five days earlier | -2.07% | final price |
| RUN | that day | +9.21% | still updating |
| RUN | three days earlier | -1.20% | final price |
| RUN | five days earlier | -3.00% | final price |
| Invesco Solar Etf (TAN) | that day | +5.22% | still updating |
| Invesco Solar Etf (TAN) | three days earlier | +1.96% | final price |
| Invesco Solar Etf (TAN) | five days earlier | +1.24% | final price |
| TLT | that day | +0.02% | still updating |
| TLT | three days earlier | -1.03% | final price |
| TLT | five days earlier | -0.20% | final price |
Congressional trades in the stocks in this story
- Sen. John Boozman bought First Solar (FSLR) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 81 days before publication. Filed 11 Sep 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 59 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 59 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 67 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 70 days before publication. Filed 16 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 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 49 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 61 days before publication. Filed 25 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).
Who gains and who loses around Invesco Solar Etf (TAN)
Companies mentioned with this story
- TAN Invesco Solar Etf
In “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%,” Invesco Solar Etf (TAN) is linked, with no stored direction, medium confidence. Reason on file: Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
- ICLN Ishares Tr
Ishares Tr (ICLN) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%.” Reason on file: iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
- FSLR First Solar
For “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%,” First Solar (FSLR) is linked, with no stored direction, medium confidence. Reason on file: 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
For “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%,” Enphase Energy (ENPH) is linked, with no stored direction, medium confidence. Reason on file: 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
In “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story
- FTCI FTC Solar
In “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%,” FTC Solar (FTCI) is linked, with no stored direction, medium confidence. Reason on file: FTC Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story
Invesco Solar Etf (TAN)
On 2 Nov 2026, “Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%” is the story that connects Invesco Solar Etf (TAN) to this story.
Invesco Solar Etf (TAN) is on the page because Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
Ishares Tr (ICLN) is here too. Its reason reads: iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
Price levels for Invesco Solar Etf (TAN)
FSLR traded between 165.97 and 187.68 across 20 sessions. The latest close on file is 174.50. ICLN traded between 16.21 and 17.62 across 18 sessions. The latest close on file is 16.27. TAN traded between 40.77 and 46.34 across 20 sessions. The latest close on file is 41.77.
What the saved facts support for Invesco Solar Etf (TAN)
46 out of 100Price not final
“Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week's Earnings Rout; First Solar Climbs 5%” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.