SolarEdge Slides 5% as Rising Yields Weigh on Solar Stocks; Sunrun Drops 4%, Enphase Falls 3%247wallst.com· 2d
A 247wallst.com article by David Moadel reports that solar stocks fell across the board on November 12, 2026, with SolarEdge down 5% to $25.21, Sunrun down 4%, and Enphase down 3%, and argues that rising Treasury yields — moving toward 5% — offer the better explanation than rallying oil. He notes SolarEdge's Q3 earnings beat leaned on a $36 million tariff-related benefit, while bulls cite its free cash flow streak and bears its weak Q4 margin outlook.
