Trump’s Tax Megabill Has Analysts Souring on Sunrun, First Solar, Enphase Stocks - Barron's

1. Investors turned bearish on solar stocks after Senate tax bill revisions. 2. RBC Capital Markets downgraded Enphase's price target significantly from $50 to $28. 3. Residential solar demand is expected to face substantial challenges, impacting Enphase. 4. Utility-scale solar projects may remain more resilient compared to residential installations. 5. Recent performance has seen solar stocks drop 52% to 70% in the past year.