Motley Fool Money Opportunities in Housing and a Solar Scare
11 snips
Jun 17, 2025 
Join investment analysts Jason Hall and Matt Frankel as they delve into the recent struggles of solar stocks amid dwindling federal incentives. They also dissect Lennar's earnings while exploring the housing market's dual nature as an asset and a necessity. Tune in for their top three homebuilder picks, including Green Brick Partners and DreamFinders Homes, and get insights on how current market conditions could impact future investments.
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Solar Stocks Fall from Incentive Changes
- Solar stocks are falling due to the Senate bill phasing out solar and wind incentives by 2028.
- Despite this, rising electricity costs still make residential solar cost-effective in many markets.
Sunrun's Business Model Risk
- Sunrun's business model depends on federal tax incentives and financial partners to fund installations.
- Removing incentives risks undermining Sunrun's entire financial structure and pressures related companies like Enphase and SolarEdge.
Buying Opportunity in Solar?
- Investors might consider this a tentative bottom for solar stocks but expect high volatility.
- Companies like Enphase are well-positioned due to strong cash flow and manufacturing models focused in the U.S.
