Category Archives: Solar Energy

LDK Solar (LDK): Blowout Quarter, Surges After Hours

All solar stocks should get a much needed lift tomorrow morning after LDK Solar (LDK) absolutely blew it out after the bell today.  They reported a Q2 EPS of $1.29 share which was about 3x what analysts were estimating and a 378% pop over the year ago quarter… Which begs the question:  why do analysts get paid to do what they do?  Revenues were more than 50% higher than what analysts had expected, coming … Read the rest

Applied Materials (AMAT) Wins 5 Yr Solar Contract With Green Energy Technology Inc

Applied Materials (AMAT) has announced this morning that it has signed a 5 yr contract with Green Energy Technology of Taiwan to support their Applied SunFab Thin Film Line for solar manufacturig.  AMAT’s SunFab system aims to reduce costs while enabling a quick ramp in production

“Leading solar and semiconductor manufacturers are increasingly looking to external resources to manage line performance and lower operating cost,” said Manfred Kerschbaum, senior vice president and general manager of … Read the rest

Amtech Cuts Price Target on Yingli Green Energy (YGE) to $27

Just a day after Piper Jaffray maintained its price target of $45 on YGE, Amtech is cutting its own price target from $36 to $27, which is still more than $10 from current levels. 

According to StreetInsider.com, the firm calls Yingli’s earnings strong but believes there are reasons for concern such as the company’s cash balance and reliance on short term debt to fund expansion. … Read the rest

Piper Maintains BUY On Yingli (YGE) & $45 Price Target

According to StreetInsider.com, Piper Jaffray is reiterating  its Buy rating on Yingli Green Energy (YGE) and maintains a price target of $45 on the stock, which would be a  triple from current levels. 

The firm believes YGE has the lowest processing cost in the industry and the highest poly cost today which levers it to the eventual spot poly price reduction that they see happening in 09.  The firm also likes the fact that … Read the rest

Daystar Technologies (DSTI) Reports Loss and Misses

Daystar (DSTI) reported another whopper of a loss after the bell today and missed analyst estimates by 2 cents when it reported a loss of 7.3 million for the quarter, an increase of about 15% over the year ago quarter.  DSTI is a company far from profitable and not expected to get there anytime soon.

The CEO  tried to put a positive spin on it. 

“I am pleased that we have met all of the … Read the rest

Akeena Solar (AKNS) Misses, Nearing All Time Lows

Akeena Solar (AKNS) was hit with higher costs last quarter, leading to a miss on its earnings report.  The company reported a wider loss than what analysts were expecting (.15/share) with 5.1 million in losses (.18/share) in the quarter, compared with a loss of 1.9 million in the year ago quarter.  The company also mentioned that it has cut 36 jobs since the beginning of the year.

Clearly a company with zero momentum and … Read the rest

EMCORE Corporation (EMKR) Lands Over $40 Million In Contracts

A press release from EMCORE Corporation, announces that the company has entered into two new agreements to deliver solar cells and receivers with a total value of over $40 million. The larger of the two purchase contracts is a multi-year supply agreement for solar cells. The customers placing these orders are targeting CPV (concentrating photovoltaics) use in the United States with a particular focus on the California market. The EMCORE products will be used in … Read the rest