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rump's solar tariffs could trigger the next Intel-style deal. Kellogg expert reveals why First Solar (FSLR) and Corning (GLW) are key.
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BMO Capital analyst Ameet Thakkar upgrades First Solar (NASDAQ:FSLR) from Market Perform to Outperform and raises the price target from $237 to $263.
Read original at benzingaCanadian Solar reported a wider Q2 2026 loss of $1.40 per share despite beating revenue estimates at $1.21 billion. However, revenues declined 28.7% year-over-year due to lower gross margins and reduced module shipments. Battery storage shipments surged 73% year-over-year, showing strength in that segment. The company guided Q3 revenues of $1.30-$1.50 billion with gross margins of 13.5%-15.5%. Other solar companies showed mixed results: Enphase Energy missed revenue expectations with declining earnings, First Solar beat earnings estimates, and SolarEdge Technologies exceeded both earnings and revenue expectations.
Read original at zacks-investment-researchDeutsche Bank analyst Corinne Blanchard maintains First Solar (NASDAQ:FSLR) with a Buy and raises the price target from $272 to $299.
Read original at benzingaArgus Research analyst John Eade reiterates First Solar (NASDAQ:FSLR) with a Buy and maintains $275 price target.
Read original at benzingaZayo significantly expands its relationship with Corning to secure a major portion of the fiber optic cable required for its long-haul network expansion through the remainder of the decade.AI infrastructure growth is
Read original at benzingaCredo Technology (CRDO) has outperformed Nvidia by 80% vs 20% in 2026 by providing critical high-speed connectivity infrastructure for AI data centers. The article highlights how companies supplying the 'plumbing' of AI infrastructure—like Credo's connectivity solutions and Corning's fiber-optic cables—are becoming as important as GPU chips themselves for scaling AI clusters.
Read original at the-motley-fool