Get all your news in one place.
100's of premium titles.
One app.
Start reading
MarketBeat
MarketBeat
Business
Chris Markoch

Tax Credit Turmoil: Why Enphase and SolarEdge Face a Tough Road

Solar stocks have been in a multi-year downtrend, and U.S. policy decisions have deepened it. The Trump administration's tax overhaul ended the 30% homeowner tax credit (Section 25D) at the end of 2025, years ahead of schedule.

That created a pull-forward effect, as seen in the earnings reports of companies like Enphase Energy (NASDAQ: ENPH) and SolarEdge Technologies (NASDAQ: SEDG). Homeowners rushed to install systems before the credit vanished. Predictably, demand has dropped sharply in 2026.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.