An inflation reading is boosting solar stocks today.Solar energy stocks jumped double digits on Thursday after inflation data came in cooler than expected. The closely watched Consumer Price Index (CPI) fell 0.1% month over month in June after being flat in May. Prices were up just 3% over the past year. Inflation is a key indicator investors watch to predict what the Federal Reserve is going to do with interest rates. High inflation is what led to higher interest rates over the last two years and now that ...

NEW YORK, June 19, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Sunnova Energy International Inc. (NYSE: NOVA) on behalf of long-term stockholders following a class action complaint that was filed against Sunnova on February 16, 2024 with a Class Period from February 25, 2020 to December 7, 2023. Our investigation concerns whether the board of directors of Sunnova have breached their fiduciary duties to t ...

GoodWe's 50/60 kW inverter improves design flexibility and system performance DENVER, May 22, 2024 /PRNewswire/ -- GoodWe Technologies Co Ltd ("GoodWe") (688390:SHH), a global leader in solar inverters and smart energy solutions, announced today that it has been added to the approved vendor list of Sunnova Energy International, Inc. ("Sunnova") (NYSE: NOVA) to provide GoodWe's SMT-US inverter for medium- to large-scale commercial and industrial (C&I) sites. This partnership allows GoodWe and Sunnova to meet ...

太阳能公司股价表现 - 太阳能公司股价在周一出现大幅上涨，其中SunPower（SPWR）涨幅最大，一度上涨25.2%[2] - Sunnova（NOVA）和Sunrun（RUN）分别上涨13.2%和10.1%[2] 投资者关注的股票 - 投资者重新涌入2021年最受欢迎的股票，包括一些Reddit上的热门股票，这些股票在过去表现良好，今天也大涨[3] 太阳能公司面临的挑战 - 太阳能公司可能面临空头压力，因为这些公司的股票被大量卖空[4] - 太阳能公司股价上涨可能是由于投资者寻找股价底部的信号，但这并不改变这些公司面临的基本问题，如融资困难、劳动力成本上升和利率压力增加[9] 利率对太阳能公司的影响 - 降低利率可能有助于太阳能项目的经济可行性，因为大部分太阳能项目都是通过长期贷款来融资的[6] - 即使利率下降幅度不大，对于依赖债务长期融资的太阳能公司来说，这也是一个需要考虑的因素[8] 太阳能公司未来展望 - 太阳能公司预计下半年需求将增加，但在此之前，它们需要度过难关才能实现这一目标[11]

财务数据和关键指标变化 - 公司在第一季度产生了1890万美元的无限制现金,总现金余额相比上一季度基本持平,达到4.875亿美元 [11] - 公司的调整后营业费用同比下降11.6%,表明公司最近几个月采取的成本削减措施开始见效 [22] - 公司在第一季度实现了4640万美元的调整后EBITDA,3570万美元的利息收入,4190万美元的客户应收款本金回收,这些指标都符合之前的季度指引 [11] - 公司的净签约客户价值(NCCV)同比增长15%,达到30亿美元,每股NCCV为24.34美元 [11] 各条业务线数据和关键指标变化 - 公司预计2024年的总客户增加将从之前的18.5万-19.5万下调至14万-15万,这是公司有意识地放缓增长,聚焦于最有价值的客户和产品 [27] - 公司预计2024年的太阳能系统装机量仍将增加,因为预计新增客户中租赁和电力购买协议(PPA)客户的占比将更高 [25] 各个市场数据和关键指标变化 - 公司看到南部地区的增长最为强劲,加州市场份额仍较小但有所增长,整体来看各地区的需求都在增加 [129][131] 公司战略和发展方向及行业竞争 - 公司将继续专注于提高现金流生成能力和维持利润率,通过提高资产层面融资、进一步降低成本、利用税收抵免加成等措施来实现 [15] - 公司将更多地聚焦于核心的自适应能源客户,减少一些回报较低的客户,以更好地支持业务发展 [25] - 公司认为未来电力需求的大幅增长以及电网基础设施老化将为其业务带来长期机遇 [8] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管当前宏观环境充满挑战,但公司仍有足够的市场需求持续增长客户基础 [32][33] - 管理层对公司未来的现金流生成能力和盈利能力保持乐观,认为通过各种措施可以进一步提升 [15][32] 问答环节重要的提问和回答 问题1 **Philip Shen 提问** 询问公司是否聘请摩根士丹利就资产负债表选择进行评估 [36] **John Berger 回答** 公司正在评估各种选择以应对公司债券交易价格大幅折价的情况 [37] 问题2 **Brian Lee 提问** 询问公司是否已经在现金流预测中反映了税收抵免加成带来的潜在现金流增加 [46][47] **John Berger 回答** 公司已经在现金流预测中考虑了一部分税收抵免加成,但可能还没有完全反映出最新的情况 [49] 问题3 **Andrew Percoco 提问** 询问公司贷款客户拖欠率上升的原因 [59] **John Berger 回答** 一方面是公司有意识地测试低收入客户群,另一方面随着租赁和PPA客户占比提高,贷款客户占比下降 [60][61]

Sunnova seems much better at losing money than generating growth. Sunnova Energy International (NOVA 23.19%) stock looks blazing hot this morning, up 18.8% through 11:05 a.m. ET after the company reported what appears to be a (sort of) an earnings beat last night. Analysts had forecast the solar power stock would lose $0.73 per share on sales of $194.9 million in the first quarter of 2024. Instead, the company reported losses of only $0.57 on sales of $160.9 million. Sunnova's Q1 earnings So it's an earning ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________________________________________ FORM 10-Q _________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the t ...

Sunnova Energy (NOVA) came out with a quarterly loss of $0.57 per share versus the Zacks Consensus Estimate of a loss of $0.79. This compares to loss of $0.70 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 27.85%. A quarter ago, it was expected that this residential solar company would post a loss of $0.24 per share when it actually produced a loss of $0.20, delivering a surprise of 16.67%. Over the last four quarters, the c ...

Exhibit 99.1 Sunnova Reports First Quarter 2024 Financial Results First Quarter 2024 Highlights • Deployed 27,000 customers in the first quarter of 2024; bringing total customer count to 438,500 as of March 31, 2024; • Total Adjusted Operating Expense decreased in the first quarter of 2024 compared to the prior quarter; • Unrestricted Cash increased $18.9 million in the first quarter of 2024 compared to the prior quarter; and • Selected as exclusive national solar and battery storage services provider for T ...

SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Sunnova Energy International Inc. (NYSE:NOVA) securities between February 25, 2020 and December 7, 2023, both dates inclusive (the "Class Period"), have until this Tuesday, April 16, 2024 to seek appointment as lead plaintiff of the Sunnova class action lawsuit. Captioned Trindade v. Sunnova Energy International Inc., No. 24-cv-00569 (S.D. Tex.), the Sunnova class action lawsuit charges S ...