is it finally time to buy the dip in solar stocks?

Solar stocks like Enphase, SolarEdge, First Solar, and Nextracker have seen a rough year. It doesn't help that it's an election year in the U.S., and a new president could alter the future of these stocks which derive significant revenue from the United States. However, these four stocks are beginning to see some very attractive valuations, so I'm going to look to see whether any of these stocks are a buy today. As always, this is not investment advice, so please do your own research and come to your own conclusions.

00:00 Intro
01:02 The Bull and Bear Case for Solar
04:24 Four Solar Energy Stocks
05:17 Enphase Stock Analysis
09:24 SolarEdge Stock Analysis
12:33 First Solar Stock Analysis
14:29 Nextracker Stock Analysis
17:14 My Thoughts on Solar Stocks

$ENPH $SEDG $FSLR

[johnrogers]

Quality video. I'm long Nextracker!

[l--l]

enphase and first solar are big 2 im holding long term

[Azraelpl]

Im looking at NXT and FSLR and the only thing I don't like is that there is no skin in the game for management, as both companies leadership holds barely any stock. Financials look good, balance sheets look good, margins are quite low but that's expected for a industrial business, no dilution. I wouldn't know which one to invest in really out of the two. If I had to pick one probably NXT due to backlog and that's still founder led.

[MikeVictory]

I've started a position with ENPH and am looking to get in FSLR if it goes down to $175...still looking over NXT

[osathletic]

Why First Solar got down 60-70$ in one month? Do you have any information about that? Also, thanks for video.

[Trenchs_To_The_Riches]

IM NOT SCARED TO BUY THE DIP I BEEN BUYING SEDG & ENPH EVERYWEEK

[pearlrumdrum]

I didn't have magical floating logo committing a B&E on my 2024 bingo card, but here we are...

[WolfeJames]

ENPH is done it seems like…. Quarterly earnings and revenue continue to decrease over the last 4 quarters

[Leonardo-zelz]

Nextracker will go up more than 20% on Thursday, after the earnings. I bought 3000 shares last week and will hold them until $60

[mo]

Trump is a big fan of solar you know what that means sir interest rates 👇 solar sales 👆= stock 👆 better buy before it’s too late.