---
title: "Polysilicon tariff winners & losers: How solar stocks rank on quant ratings"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295189284.md"
description: "New 15% tariffs on foreign polysilicon triggered a solar stock rally, but quant ratings reveal a selective outlook. Bloom Energy (BE) and T1 Energy (TE) are top-rated buys with scores of 4.95 and 4.47 respectively. Conversely, major players like First Solar (FSLR), Corning (GLW), and Sunrun (RUN) remain in 'Hold' territory. Other impacted stocks such as Enphase Energy and Canadian Solar also hold neutral positions, while Sunpower is rated Strong Sell."
datetime: "2026-08-07T06:32:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295189284.md)
  - [en](https://longbridge.com/en/news/295189284.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295189284.md)
---

# Polysilicon tariff winners & losers: How solar stocks rank on quant ratings

The newly announced 15% tariffs and price floors on foreign polysilicon imports triggered an immediate rally across U.S. solar stocks, but the quant rating system presents a highly selective outlook across the broader solar and energy supply chain. According to the latest data, clean energy player Bloom Energy (BE) and domestic producer T1 Energy (...

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## Related News & Research

- [American Solar Supported by Polysilicon Proclamation | TE Stock News](https://longbridge.com/en/news/295215582.md)
- [T1 Energy backs Trump administration move to set minimum import price on polysilicon under Section 232 probe](https://longbridge.com/en/news/295215378.md)
- [Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor" For Industry](https://longbridge.com/en/news/295247523.md)
- [Solar tariffs are major boost for First Solar, analysts say](https://longbridge.com/en/news/295331428.md)
- [Baird Just Upgraded First Solar Stock. Here's Why.](https://longbridge.com/en/news/295570823.md)