Industry ยท Oct 2026

Solar stocks ranked by gap to the model's fair value

Faircurve's model values 5 solar stocks. 4 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 1 read as Undervalued, 2 as Fairly valued and 1 as Overvalued. The median gap across the ranked names is -10.4%.

Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.

The ranking

RankCompanyLast closeModel fair valueGapModel verdictQuality scoreMarket value
1FSLR First Solar, Inc.$185.90$215.58+16.0%Undervalued61$18.7B
2NXT Nextpower Inc.$96.02$88.92-7.4%Fairly valued83$12.0B
3SEDG SolarEdge Technologies, Inc.$32.88$28.46-13.4%Fairly valued48$1.8B
4ENPH Enphase Energy, Inc.$30.42$23.81-21.7%Overvalued56$3.4B

The Global Pulse

Faircurve's market note, in your inbox each market day

The Global Pulse is Faircurve's note after each US session: what moved, in plain words. No account needed.

Valued but not ranked

One name is valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.

CompanyLast closeModel fair valueGapWhy it is not rankedQuality scoreMarket value
RUN Sunrun Inc.$8.68$15.68+80.6%Gap wider than 60%25$1.8B