
SA asks: What's the long-term outlook for solar stocks?

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The ongoing energy crisis has sparked renewed interest in solar power, with analysts discussing the long-term outlook for solar stocks. Ragmar Rikberg highlights challenges such as the termination of the Section 25D Residential Clean Energy Credit and tariffs affecting utility-scale solar. He recommends First Solar (FSLR) and Eos Energy (EOSE) as strong U.S.-based investments. Robert J. Lake notes a cyclical upswing in the solar industry, with solar expected to dominate new energy installations. He suggests following the Invesco Solar ETF (TAN) and individual stocks like SolarEdge (SEDG) and Enphase (ENPH) for potential growth.

