Policy headwinds may be weighing on solar stocks like First Solar (FSLR +0.89%) and Enphase Energy (ENPH -0.06%), but long‑term demand, AI‑driven power needs, and company‑specific strengths could set the stage for compelling opportunities. Watch the video below to see how selective investors might navigate this evolving landscape.

*This video was published on Jun. 12, 2026.

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Jeff Santoro has positions in Enphase Energy. Jon Quast has no position in any of the stocks mentioned. Toby Bordelon has positions in Enphase Energy and has the following options: short August 2026 $75 calls 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.

Stocks Mentioned

Enphase Energy Stock Quote
Enphase Energy
NASDAQ: ENPH
$33.45
(-0.06%)-$0.02
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First Solar Stock Quote
First Solar
NASDAQ: FSLR
$176.16
(+0.89%)+$1.55

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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