Solar equities have come under renewed scrutiny as investors balance expansion potential against balance-sheet strength and valuation. WarrenAI applied Investing Pro inputs - including Fair Value, Pro scores, technical indicators and analyst price targets - to identify five companies that currently stand out within the sector. The resulting list presents a cross-section of profiles: an established module leader, a tracking equipment supplier with rapid returns, a value play in array tracking, a microinverter maker with uneven recent returns, and a residential installer showing speculative interest despite financial strain.
How the rankings were derived
WarrenAI’s rankings draw on Investing Pro metrics such as Fair Value estimates, Pro scores, technical-read indicators and consensus analyst price targets, combined with key financial ratios and recent operating results. The analysis highlights a range of risk and reward characteristics rather than a single investment thesis.
Top five solar names highlighted
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First Solar (NASDAQGS:FSLR) - Trading at $241.88. First Solar tops the WarrenAI list with a Pro Score of 3.31 (GREAT) and an analyst price target of $280.20, which is presented as implying 52.1% upside. The company reported 79.7% revenue growth in Q3 2025, paired with a low debt-to-equity ratio of 9.0% and a robust EBITDA margin of 43.2%. EPS is forecast to rise 21.9% in 2025. Technical indicators are described as Strong Buy across most timeframes, and a PEG ratio of 0.75 is cited as suggesting valuation may be low relative to expected growth.
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Nextracker (NASDAQGS:NXT) - Priced at $119.35. Nextracker has delivered a 139.7% return over the past year and carries a Pro Score of 3.44 (GREAT), reflecting what WarrenAI identifies as strong financial health. Reported figures include a debt-to-equity ratio of 2.1% and a return on equity of 39.3%. Analysts’ consensus target is $121.74, which the dataset describes as representing 32.9% upside. The stock shows a PEG ratio of 0.86 and a beta of 2.36, the latter indicating elevated volatility.
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Array Technologies (NASDAQGM:ARRY) - At $11.25. Array is characterized as a value-oriented option with a Pro Score of 2.46 (FAIR). The company’s Q3 2025 revenue growth is reported to have rebounded 70%, and it is noted to lead the sector with a free cash flow yield of 19.5%. Analysts’ price target is listed as $11.05, which the ranking presents as implying 65.6% upside. The profile includes recent analyst upgrades and improving technicals that support a turnaround narrative, while also flagging that the company’s debt structure requires scrutiny.
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Enphase Energy (NASDAQGM:ENPH) - Trading at $46.57. Enphase has shown recent short-term momentum with a 28.2% gain over the past month, despite a negative 33.1% return over the past year. WarrenAI gives the company a Pro Score of 1.98 (FAIR) and reports a PEG ratio of 0.32, which the analysis frames as indicative of deep value. EPS growth is forecast at 66.9% for 2026. The company is described as holding more cash than debt, though margin pressures are noted as an ongoing issue.
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Sunrun (NASDAQGS:RUN) - At $20.28. Sunrun has recorded a 134.7% one-year return but carries a WEAK Pro Score of 1.67 in the WarrenAI ranking. The company’s financial position is described as challenged, with a debt-to-equity ratio of 513% and negative free cash flow. The profile also notes a 15 million share stake by Goldman Sachs and upcoming board nominations that have contributed to speculative interest. EPS growth is forecast at 111.3% for 2025.
Context and takeaways
The five companies span different parts of the solar value chain - manufacturing, component suppliers, tracker equipment, and residential installation - and the WarrenAI output emphasizes contrasting combinations of growth, valuation and leverage. Investors reading these metrics will observe sizable differences in balance-sheet strength, recent revenue growth and analyst expectations among the names identified.
Summary
WarrenAI’s Investing Pro-based ranking surfaces five solar stocks with distinct profiles: First Solar as a high-margin module leader, Nextracker as a rapidly appreciating equipment supplier, Array Technologies as a value and turnaround candidate, Enphase as a microinverter firm with recent volatility but strong EPS growth forecasts, and Sunrun as a residential installer with heavy leverage yet elevated investor interest tied to a large stake and governance developments.