SunPower (SPWR) insights?


Been buying up slowly over the last 6 months after keeping an eye on this stock for over a year. Seems like a great buy on paper but I am struggling to understand the sharp dips as of late. Some key takeaways from the last year:

  • Highest efficiency rating in solar cells @ 22.7%
  • New CFO & COO (both very experienced tech veterans)
  • $450m in guaranteed funding from HASI
  • Current supply agreement negotiations ongoing with Maxeon Solar Tech
  • Exclusive lease provider for ADT Solar

Anyone have any insight into other aspects that would cause dips of almost -75% Y/Y? Any info is greatly appreciated.


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *