NN, Shoals, and American Superconductor Stocks Trade Up, What You Need To Know

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American Superconductor

What Happened?

A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland.

Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Engineered Components and Systems company NN jumped 4.8%. Is now the time to buy NN? Access our full analysis report here, it’s free.
Renewable Energy company Shoals jumped 5%. Is now the time to buy Shoals? Access our full analysis report here, it’s free.
Renewable Energy company American Superconductor jumped 4.8%. Is now the time to buy American Superconductor? Access our full analysis report here, it’s free.

Zooming In On Shoals (SHLS)

Shoals’s shares are extremely volatile and have had 61 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was about 1 month ago when the stock gained 6% on the news that increased activity in the options market signaled growing investor interest, coupled with positive news from the broader solar sector.

The positive sentiment was also fueled by broader industry developments, such as a major supply agreement where U.S. solar manufacturer T1 Energy committed to providing a minimum of 900 MW of modules over three years. Such large-scale deals suggested healthy demand within the U.S. solar market, which benefited component suppliers like Shoals.

Shoals is up 5% since the beginning of the year, but at $9.55 per share, it is still trading 12% below its 52-week high of $10.85 from October 2025. Investors who bought $1,000 worth of Shoals’s shares 5 years ago would now be looking at an investment worth $308.13.

Risk Warnings and Disclaimers

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Renewable Energy Stocks Q3 Recap: Benchmarking Sunrun (NASDAQ:RUN)

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Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Sunrun and the best and worst performers in the renewable energy industry.

Renewable energy companies are buoyed by the secular trend of green energy that is upending traditional power generation. Those who innovate and evolve with this dynamic market can win share while those who continue to rely on legacy technologies can see diminishing demand, which includes headwinds from increasing regulation against “dirty” energy. Additionally, these companies are at the whim of economic cycles, as interest rates can impact the willingness to invest in renewable energy projects.

The 17 renewable energy stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 5.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 1.9% on average since the latest earnings results.

Sunrun

Helping homeowners use solar energy to power their homes, Sunrun provides residential solar electricity, specializing in panel installation and leasing services.

Sunrun reported revenues of $724.6 million, up 34.9% year on year. This print exceeded analysts’ expectations by 22.4%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ customer base estimates and a solid beat of analysts’ EBITDA estimates.

“Our strategic focus on providing Americans a way to achieve energy independence is yielding strong results. We are generating cash while growing our customer base at a healthy rate. We are continuing to lead the industry with superior energy offerings for our customers, allowing them to power through grid outages and protect their households from rising energy costs, while we are also building critical energy infrastructure the country needs as energy demand grows at a rapid rate,” said Mary Powell, Sunrun’s Chief Executive Officer.

Unsurprisingly, the stock is down 12.8% since reporting and currently trades at $17.82.

Best Q3: Bloom Energy

Working in stealth mode for eight years, Bloom Energy designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation.

Bloom Energy reported revenues of $519 million, up 57.1% year on year, outperforming analysts’ expectations by 22.8%. The business had an incredible quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 34.3% since reporting. It currently trades at $152.17.

Weakest Q3: Generac

With its name deriving from a combination of “generating” and “AC”, Generac offers generators and other power products for residential, industrial, and commercial use.

Generac reported revenues of $1.11 billion, down 5% year on year, falling short of analysts’ expectations by 6.6%. It was a disappointing quarter as it posted a miss of analysts’ Residential revenue estimates and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 8.1% since the results and currently trades at $174.75.

Read our full analysis of Generac’s results here.

Shoals

Started in Huntsville, Alabama, Shoals designs and manufactures products that make solar energy systems work more efficiently.

Shoals reported revenues of $135.8 million, up 32.9% year on year. This print surpassed analysts’ expectations by 3.6%. It was a strong quarter as it also produced a solid beat of analysts’ revenue estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 12.5% since reporting and currently trades at $9.05.

Read our full, actionable report on Shoals here, it’s free.

Enphase

The first company to successfully commercialize the solar micro-inverter, Enphase manufactures software-driven home energy products.

Enphase reported revenues of $410.4 million, up 7.8% year on year. This number topped analysts’ expectations by 12%. Overall, it was a strong quarter as it also put up a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 2.1% since reporting and currently trades at $36.04.

Read our full, actionable report on Enphase here, it’s free.

Risk Warnings and Disclaimers

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Spotting Winners: American Superconductor (NASDAQ:AMSC) And Renewable Energy Stocks In Q3

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American Superconductor

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at renewable energy stocks, starting with American Superconductor .

The 17 renewable energy stocks we track reported a satisfactory Q3. As a group, revenues beat analysts’ consensus estimates by 5.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 1.9% on average since the latest earnings results.

American Superconductor

Founded in 1987, American Superconductor has shifted from superconductor research to developing power systems, adapting to changing energy grid needs and naval technology requirements.

American Superconductor reported revenues of $65.86 million, up 20.9% year on year. This print fell short of analysts’ expectations by 2%, but it was still a satisfactory quarter for the company with a beat of analysts’ EPS estimates but a significant miss of analysts’ revenue estimates.

"AMSC grew second quarter revenue by over 20% year-over-year, generated net income of nearly $5 million marking our fifth consecutive quarter of profitability and achieved expanded gross margins surpassing 30%,” said Daniel P. McGahn, Chairman, President and CEO, AMSC.

The stock is down 46.3% since reporting and currently trades at $31.90.

Best Q3: Bloom Energy

Working in stealth mode for eight years, Bloom Energy designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation.

The market seems happy with the results as the stock is up 34.3% since reporting. It currently trades at $152.17.

Weakest Q3: Generac

With its name deriving from a combination of “generating” and “AC”, Generac offers generators and other power products for residential, industrial, and commercial use.

As expected, the stock is down 8.1% since the results and currently trades at $174.75.

Read our full analysis of Generac’s results here.

Enphase

The first company to successfully commercialize the solar micro-inverter, Enphase manufactures software-driven home energy products.

Enphase reported revenues of $410.4 million, up 7.8% year on year. This result topped analysts’ expectations by 12%. It was a strong quarter as it also put up a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 2.1% since reporting and currently trades at $36.04.

Read our full, actionable report on Enphase here, it’s free.

ChargePoint

The most prominent EV charging company during the COVID bull market, ChargePoint is a provider of electric vehicle charging technology solutions in North America and Europe.

ChargePoint reported revenues of $105.7 million, up 6.1% year on year. This print surpassed analysts’ expectations by 10.2%. Overall, it was an exceptional quarter as it also logged a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 23.3% since reporting and currently trades at $6.61.

Read our full, actionable report on ChargePoint here, it’s free.

Risk Warnings and Disclaimers

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