These solar stocks may be hit the most under Trump because of reliance on IRA, Goldman says

  • 📰 CNBC
  • ⏱ Reading Time:
  • 23 sec. here
  • 10 min. at publisher
  • 📊 Quality Score:
  • News: 40%
  • Publisher: 72%

Solaredge Technologies Inc ニュース

First Solar Inc,Array Technologies Inc,Investment Strategy

The firm highlighted three stocks with the most exposure to the Inflation Reduction Act.

Donald Trump's decisive victory in the U.S. presidential election has spooked clean energy investors that the Inflation Reduction Act could be on the chopping block. Solar stocks sold off steeply Wednesday in response. Whether the IRA faces a serious threat will depend on whether Republicans secure both houses of Congress. The GOP has won the Senate, but it is still unclear which party will gain a majority in the House of Representatives.

The three stocks that have the most exposure to the IRA are Array Technologies , First Solar and SolarEdge , according to a Wednesday note from Goldman Sachs. Array is forecast to receive $80 million in domestic manufacturing tax credits in 2026 or about 35% of the company's estimated non-GAAP earnings per share, according to Goldman. The company, which makes devices that allow solar panels to track, was down nearly 20% Wednesday.

このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 12. in JP
 

コメントありがとうございます。コメントは審査後に公開されます。

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

JPMorgan, Goldman Sachs stocks soar as Trump win signals financial deregulation, higher interest ratesJPMorgan (JPM) and Goldman Sachs (GS) both saw their stars rise in Wednesday’s premarket after Donald J.
ソース: FXStreetNews - 🏆 14. / 72 続きを読む »