Added to YB: 2026-07-28
Pitch date: 2026-07-24
SPWR [bullish]
SunPower Inc.
-1.83%
current return
Author Info
No bio for this author
Company Info
SunPower Inc. engages in the provision of solar system sales and installation in the United States. It operates through three segments: Residential Solar Installation, New Homes Business, and Dealer.
Market Cap
$79.5M
Pitch Price
$0.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.80
P/E
-1.03
EV/Sales
0.83
Sector
Electrical Equipment
Category
special_situation
SunPower & the Goliath Utilities
SPWR: Bullish thesis on residential solar as hedge vs rising utility bills (US residential prices +32% since 2014; PG&E TOU peak ~52¢/kWh vs 16.5¢ avg). ITC expiration drives consolidation; SunPower survives via M&A (Sunder, Ambia, Cobalt, old SunPower assets). Partners w/ Enphase (ENPH) microinverters; ~$3/W systems. Author is installer/investor in both. Q2 earnings July 28.
Read full article (3 min)