Impact of Trump's Legislation: President Trump's "One Big Beautiful Bill" has negatively affected the solar industry by eliminating clean-energy tax credits and tightening regulations, leading to significant financial distress for solar developers.
Pine Gate Renewables Bankruptcy: Pine Gate Renewables, a major solar developer, filed for Chapter 11 bankruptcy due to a collapse in project valuations following the policy changes, marking the first major casualty in the sector.
Industry-Wide Struggles: Other solar companies, such as Sunnova Energy and SunPower Inc, are also facing severe financial challenges, with Sunnova filing for bankruptcy and SunPower issuing warnings about its financial viability.
Future Outlook: The lack of policy clarity and financial support raises concerns about potential further bankruptcies in the solar industry, indicating a troubling trend for clean-energy investments.
Wall Street analysts forecast SPWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPWR is 4.50 USD with a low forecast of 3.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
Wall Street analysts forecast SPWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPWR is 4.50 USD with a low forecast of 3.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 1.690
Low
3.00
Averages
4.50
High
6.00
Current: 1.690
Low
3.00
Averages
4.50
High
6.00
Cantor Fitzgerald
Overweight
maintain
$5 -> $6
Al Analysis
2025-09-29
Reason
Cantor Fitzgerald
Price Target
$5 -> $6
Al Analysis
2025-09-29
maintain
Overweight
Reason
Cantor Fitzgerald raised the firm's price target on SunPower to $6 from $5 and keeps an Overweight rating on the shares after the company last week announced that it has agreed to acquire rooftop solar sales company Sunder Energy. The firm sees the deal offering \"inexpensive, high-margin\" revenue plus an immediate revenue synergy opportunity, the analyst tells investors.
Northland
Outperform
maintain
$3
2025-09-26
Reason
Northland
Price Target
$3
2025-09-26
maintain
Outperform
Reason
Northland raised the firm's price target on Complete Solaria to $5.40 from $3 and keeps an Outperform rating on the shares after updating the firm's model to reflect the impact of the Sunder acquisition that closed on Wednesday, calling the transaction \"transformational.\" The firm expects the overall U.S. solar market will shrink 20% in calendar year 2026, with most of the decline coming in the first half and thinks there will be a steady recovery in the back half, the analyst noted.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SPWR
Unlock Now
Northland
analyst
Outperform
initiated
$3
2025-09-08
Reason
Northland
analyst
Price Target
$3
2025-09-08
initiated
Outperform
Reason
Northland initiated coverage of Complete Solaria with an Outperform rating and $3 price target. Long tail residential installers are under financial pressure and Complete Solaria is rolling up installation capacity with \"a relentless focus on operational efficiency,\" says the analyst, who contends that the company will emerge from this period as \"a significant national player.\"
About SPWR
SunPower Inc. is a solar installation and service company. The Company is a residential solar services provider in North America. Its digital platform and installation services support energy needs for customers who want to make the transition to an energy-efficient lifestyle. The Company's segment includes Residential Solar Installation and New Homes Business. The Residential Solar Installation segment performs solar system, storage and battery installations for residential homeowners. The New Homes Business segment performs solar system installations for new home builders. Its energy solutions include solar panels and solar battery storage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
