---
title: "SA asks: What's the long-term outlook for solar stocks?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285851816.md"
description: "The ongoing energy crisis has sparked renewed interest in solar power, with analysts discussing the long-term outlook for solar stocks. Ragmar Rikberg highlights challenges such as the termination of the Section 25D Residential Clean Energy Credit and tariffs affecting utility-scale solar. He recommends First Solar (FSLR) and Eos Energy (EOSE) as strong U.S.-based investments. Robert J. Lake notes a cyclical upswing in the solar industry, with solar expected to dominate new energy installations. He suggests following the Invesco Solar ETF (TAN) and individual stocks like SolarEdge (SEDG) and Enphase (ENPH) for potential growth."
datetime: "2026-05-10T21:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285851816.md)
  - [en](https://longbridge.com/en/news/285851816.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285851816.md)
---

# SA asks: What's the long-term outlook for solar stocks?

The ongoing energy crisis has helped fuel a renewed interest in solar power as global demand for electricity surges in part due to the proliferation of AI. We asked Seeking Alpha analysts Ragmar Rikberg and Robert J. Lake if they thought solar energy stocks were a good long-term investment. Ragmar Rikberg: While I believe, in the long run, that sol...

### Related Stocks

- [ENPH.US](https://longbridge.com/en/quote/ENPH.US.md)
- [EOSE.US](https://longbridge.com/en/quote/EOSE.US.md)
- [SEDG.US](https://longbridge.com/en/quote/SEDG.US.md)
- [FSLR.US](https://longbridge.com/en/quote/FSLR.US.md)
- [TAN.US](https://longbridge.com/en/quote/TAN.US.md)

## Related News & Research

- [00:30 ETGameChange Solar Announces Partnership with First Solar to Support Next Phase of Utility-Scale Solar Growth in India](https://longbridge.com/en/news/286853616.md)
- [Enphase Energy Unveils AI Data Center, Battery and EV Charging Roadmap](https://longbridge.com/en/news/286651036.md)
- [Enphase Energy Just Opened New U.S. Preorders. ENPH Stock Is Soaring.](https://longbridge.com/en/news/286442189.md)
- [L & S Advisors Inc Acquires New Position in First Solar, Inc. $FSLR](https://longbridge.com/en/news/286670072.md)
- [Vanguard Group Inc. Boosts Holdings in SolarEdge Technologies, Inc. $SEDG](https://longbridge.com/en/news/286401772.md)