US Cleantech Stocks Face Challenges Ahead: Raymond James

Tuesday, Jan 13, 2026 11:07 am ET1min read
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Cleantech stocks in the US are struggling due to weak demand signals, policy uncertainty, and balance sheet risks. Analysts at Raymond James have resumed coverage of Enphase Energy, Sunrun, and SolarEdge Technologies, but have started them at Market Perform due to various reasons such as complexity, turnaround risks, and uncertain policy environment. First Solar is also rated Market Perform after a sharp rally, but analysts want more clarity on order conversion and backlog trends.

US Cleantech Stocks Face Challenges Ahead: Raymond James

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