Options Action: Bulls take a shine to solar stocks
Published . Updated .
Key takeaways
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report is about clean energy.
Directly affected
- No company is named in this report.
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-4.1% 18d
iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.
- FSLR First Solar-9.2% 30d
First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- NEE NextEra Energy+11.5% 30d
NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- ENPH Enphase Energy-21.4% 30d
Enphase Energy (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
- FTCI FTC Solar-29.1% 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 |
|---|---|---|---|---|---|---|---|
| TAN | -0.12% | -2.15% | base | +3.03% | after close | after close | after close |
| ICLN | +0.95% | -0.16% | base | +2.51% | after close | after close | after close |
| FSLR | -3.49% | -2.89% | base | +2.07% | after close | after close | after close |
| NEE | -3.09% | -3.43% | base | -0.85% | after close | after close | after close |
| ENPH | +6.35% | -7.55% | base | +8.87% | after close | after close | after close |
| FTCI | -11.92% | -11.26% | base | -3.97% | 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.
Options Action: Bulls take a shine to solar stocks CNBC
Source: CNBC
Invesco Solar Etf (TAN) since “Options Action: Bulls take a shine to solar stocks,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Enphase Energy (ENPH) | that day | +8.87% | final price |
| Enphase Energy (ENPH) | three days earlier | -7.55% | final price |
| Enphase Energy (ENPH) | five days earlier | +6.35% | final price |
| First Solar (FSLR) | that day | +2.07% | final price |
| First Solar (FSLR) | three days earlier | -2.89% | final price |
| First Solar (FSLR) | five days earlier | -3.49% | final price |
| FTC Solar (FTCI) | that day | -3.97% | final price |
| FTC Solar (FTCI) | three days earlier | -11.26% | final price |
| FTC Solar (FTCI) | five days earlier | -11.92% | final price |
| Ishares Tr (ICLN) | that day | +2.51% | final price |
| Ishares Tr (ICLN) | three days earlier | -0.16% | final price |
| Ishares Tr (ICLN) | five days earlier | +0.95% | final price |
| Nextera Energy (NEE) | that day | -0.85% | final price |
| Nextera Energy (NEE) | three days earlier | -3.43% | final price |
| Nextera Energy (NEE) | five days earlier | -3.09% | final price |
| Invesco Solar Etf (TAN) | that day | +3.03% | final price |
| Invesco Solar Etf (TAN) | three days earlier | -2.15% | final price |
| Invesco Solar Etf (TAN) | five days earlier | -0.12% | 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 82 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 32 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 50 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 62 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 carried with this story
- TAN Invesco Solar Etf
In “Options Action: Bulls take a shine to solar stocks,” 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 3 Nov 2026 story “Options Action: Bulls take a shine to solar stocks.” 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
First Solar (FSLR) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Options Action: Bulls take a shine to solar stocks.” 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
- NEE Nextera Energy
In “Options Action: Bulls take a shine to solar stocks,” 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
- ENPH Enphase Energy
For “Options Action: Bulls take a shine to solar stocks,” 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
- FTCI FTC Solar
FTC Solar (FTCI) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Options Action: Bulls take a shine to solar stocks.” 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
How “Options Action: Bulls take a shine to solar stocks” reaches Invesco Solar Etf (TAN)
“Options Action: Bulls take a shine to solar stocks” (3 Nov 2026) reaches Invesco Solar Etf (TAN) through this story.
For Invesco Solar Etf (TAN), the reason on file says 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
Dates in the story, and the Invesco Solar Etf (TAN) price range
FSLR traded between 165.97 and 187.68 across 20 sessions. The latest close on file is 182.21. 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.
How solid “Options Action: Bulls take a shine to solar stocks” looks
46 out of 100
“Options Action: Bulls take a shine to solar stocks” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.