Goldman Sachs Says Buy The Dip In Solar Stocks, Upgrades SolarEdge & Shoals Technologies

benzinga2021-05-21

Solar stocks have taken a beating in the past three months, but one analyst says now is the time to buy the dip in Shoals Technologies Group Inc and Solaredge Technologies Inc .The Analyst:Goldman ...

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精彩评论

Weeckee
2021-05-21
Weeckee
I thought stock associated with renewable energy will fly as this this the way forward
Yojessica
2021-05-21
Yojessica
How about ARRY[Facepalm]
- YURICE:
  [Cry]
Lzoakz
2021-05-21
Lzoakz
Nice
- Angsana:
  really
nickname223
2021-05-21
nickname223
Hmm.. need to review more.
Zyyy
2021-05-21
Zyyy
Solid post
- ryanc:
  Ye
Adollar
2021-05-21
Adollar
Solar boom
- FoolsMooney:
  Love that
- Adollar:
  Yay

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Lee also upgraded SolarEdge from Neutral to Buy and cut his target from $312 to $290.The Thesis:Lee said the type of severe sell-off solar stocks have experienced in the past three months has coincided with a deterioration of market fundamentals. However, he said solar fundamentals remain solid in 2021, suggesting the sell-off is a buying opportunity.“Stock underperformance has largely been driven by a downtick in multiples, which are down 20%-60% since the start of the year with stocks now reflecting pre-Biden nomination levels that suggest, to us, limited policy catalysts are being baked into the group,” Lee wrote in a note.Looking ahead, Lee said solar stocks could benefit from any meaningful policy progress in Washington, but the potential for rising interest rates will likely remain a concern in the near term.Lee said SolarEdge is well-positioned for renewed growth ahead of the launch of new residential storage products, a market in which demand has exceeded supply up to this point.He said Shoals’ core solar business will likely outgrow its competitors in the near term given the rapid adoption of its EBOS solution. 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will fly as this this the way forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130779834","repostId":1171463191,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":130761955,"gmtCreate":1621566816877,"gmtModify":1634188012600,"author":{"id":"3562659809333234","authorId":"3562659809333234","name":"Yojessica","avatar":"https://static.tigerbbs.com/9deab6fad269044204b8dd0a961885c1","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3562659809333234","idStr":"3562659809333234"},"htmlText":"How about ARRY[Facepalm]&nbsp;","listText":"How about ARRY[Facepalm]&nbsp;","text":"How about ARRY[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/130761955","repostId":1171463191,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4398855,"gmtCreate":1621567143918,"gmtModify":1635403881856,"authorId":3572742903232212,"author":{"id":3572742903232212,"idStr":"3572742903232212","authorId":3572742903232212,"name":"YURICE","avatar":"https://static.tigerbbs.com/fd23f2ea48009ffdc3ce1d0337994050","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":130761955,"type":1,"supId":0,"prevId":0,"content":"[Cry]","text":"[Cry]","html":"[Cry]"}],"langContent":"EN"},{"id":130716332,"gmtCreate":1621565458026,"gmtModify":1634188025630,"author":{"id":"3571099496073631","authorId":"3571099496073631","name":"Lzoakz","avatar":"https://static.tigerbbs.com/1b25fe5f61dfcb3947c3347cb6e1bd6f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3571099496073631","idStr":"3571099496073631"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/130716332","repostId":1171463191,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4402582,"gmtCreate":1621597667586,"gmtModify":1635403578568,"authorId":3575326435298567,"author":{"id":3575326435298567,"idStr":"3575326435298567","authorId":3575326435298567,"name":"Angsana","avatar":"https://static.tigerbbs.com/3c8492153d7059ec1aa704a1bd541c14","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":130716332,"type":1,"supId":0,"prevId":0,"content":"really","text":"really","html":"really"}],"langContent":"EN"},{"id":130737775,"gmtCreate":1621565138297,"gmtModify":1634188030061,"author":{"id":"3581719514650082","authorId":"3581719514650082","name":"nickname223","avatar":"https://static.tigerbbs.com/3c9d3ce9ebd1f38f8f9c780ce1096cdd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581719514650082","idStr":"3581719514650082"},"htmlText":"Hmm.. need to review more.&nbsp;","listText":"Hmm.. need to review more.&nbsp;","text":"Hmm.. need to review more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130737775","repostId":1171463191,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":130732221,"gmtCreate":1621564918963,"gmtModify":1634188032304,"author":{"id":"3578794532393054","authorId":"3578794532393054","name":"Zyyy","avatar":"https://static.tigerbbs.com/97d5b372f7fef4c18e6ace8661615d03","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3578794532393054","idStr":"3578794532393054"},"htmlText":"Solid post","listText":"Solid post","text":"Solid 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