2 names are moving together; 0% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ENPH | Enphase Energy, Inc. | Technology | -2.1% | Most structurally connected |
| SEDG | SolarEdge Technologies, Inc. | Technology | -1.7% | Group member |
Cohort
2 namesParticipation
0% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersrestructuring affecting expense
“The decrease was primarily due to actions in connection with the restructuring initiatives implemented at the beginning of 2026 that lowered personnel-related expenses as a result of a reduction in headcount by $4.5 million, lowered professional services costs by $0.4 million and other equipment costs by $0.4 million.”
ENPH 10-Q
demand / volume
“Net revenues from international markets were $49.0 million in the three months ended March 31, 2026, as compared to $92.8 million in the same period in 2025, a decrease of $43.9 million, or 47%, primarily driven by lower shipments to customers in Europe driven by continued softening in demand and delayed purchasing activity.”
ENPH 10-Q
tariffs / trade costs affecting expense
“The decrease was primarily due to 6.7 percentage points from the sale of tax credits generated during 2025, 1.8 percentage points from reduction in fair value of AMPTC generated during the three months ended March 31, 2026, and lower shipment volumes of microinverters and IQ Batteries, which resulted in unfavorable absorption of fixed manufacturing and supply chain costs over a lower revenue base, partially offset by lower tariffs.”
ENPH 10-Q
Solar Inverters can stay leader-led if secondary names fail to join while ENPH keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.