ProShares S&P Kensho Cleantech ETF

Analysts are divided on Sunrun's ability to navigate potential changes to the solar Investment Tax Credit (ITC). While Guggenheim maintains a neutral rating, citing modest customer growth but a focus on profitability, KeyBanc sees near-term headwinds from policy uncertainty and high capital costs.

Related tickers: RUN, CTEX, TAN.

Goldman Sachs maintains a Buy rating on SolarEdge, citing the company's domestic content driving market share gains and its plans for European expansion by 2026. The analyst expects above-normal seasonal growth in 2025 due to factors like normalizing channel inventories and domestic content.

Related tickers: SEDG, CNRG, CTEX.