Are the Big Three Solar Stocks in Big Trouble?

November 5. 2023. 6 mins read

That’s not a clickbait title, it’s a legitimate question. Numerous paying subscribers have expressed concerns about the impact of high interest rates on the renewables thesis. Our recent video on The Biggest Green Energy stock looked at how NextEra Energy (NEE) has slowed their dividend growth and changed focus to ensure they’re able to navigate today’s high interest rates. Stability takes precedence over growth, and NEE’s decision to slow their dividend growth ensures they’ll be keeping that aristocrat track record. The “10% annual dividend growth for a decade” party is over, at least for now.

Today’s focus will be on the three biggest names in the solar investing community, two of which share a great deal of similarities. It’s something we covered in a recent piece titled The Big Solar Debate: SolarEdge Stock Vs Enphase Stock. Volatility always raises eyebrows when it goes in the wrong direction, so let’s quantify what’s happened this year so far.

  • First Solar (FSLR): +1%
  • SolarEdge (SEDG): -71%
  • Enphase (ENPH): -70%
  • The

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