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First Solar and Enphase are built to survive the downturns and thrive when the cycle turns.
In this video, Motley Fool contributors Jason Hall and Tyler Crowe explain what's happening with the solar industry, with a focus on Enphase (ENPH -3.35%) and First Solar (FSLR 0.05%).
*Stock prices used were from the afternoon of Aug. 27, 2025. The video was published on Sept. 5, 2025.
Jason Hall is a contributing Motley Fool stock market analyst with more than a decade of experience writing about dividend stocks and long-term investing. He has been with the company since 2012 and previously spent over 10 years in technical sales in the printing and information services industry. Jason also founded and operated a small food manufacturing business.
Jason Hall has positions in Enphase Energy and First Solar and has the following options: short January 2027 $40 puts on Enphase Energy. Tyler Crowe has positions in First Solar and has the following options: short January 2027 $32 puts on Enphase Energy. The Motley Fool has positions in and recommends First Solar. The Motley Fool recommends Enphase Energy. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
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