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Enphase Energy, SolarEdge Jump 8% as Solar Stocks Ride an AI Data Center Power Theme
Key takeaways
- Solar Edge posted 42% revenue growth but trades at 200x forward P/E with analyst targets at $43, well below current levels, on no company-specific news.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enphase Energy didn't make the cut.
- Solar names are surging in early trading on Tuesday as an AI data center power narrative grips the sector.
Enphase Energy, Solar Edge Jump 8% as Solar Stocks Ride an AI Data Center Power Theme David Moadel Tue, June 30, 2026 at 8:34 PM GMT+7 4 min read ENPH SEDG Quick Read Enphase Energy (ENPH) and Solar Edge Technologies (SEDG) shares both gained 8% after Enphase joined the Open Compute Project, pitching its IQ Solid-State Transformer for AI data center power.
Solar Edge posted 42% revenue growth but trades at 200x forward P/E with analyst targets at $43, well below current levels, on no company-specific news.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enphase Energy didn't make the cut. Grab the names FREE today.
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