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SPSPWR

SunPower Inc.

$SPWR·$68M·Solar·Energy
$0.36-10.4%1Y-76.3%
Mentions · last 7 days
2026-08-28: 11 posts2026-08-29: 3 posts2026-08-30: 7 posts2026-08-31: 8 posts2026-09-01: 5 posts2026-09-02: 8 posts2026-09-03: 171 posts213
Price updated 4h ago·X counts updated 1d ago
SPSPWR
$SPWRSunPower Inc.
$0.36-10.40%213 posts
AI analysisFundamentalsVoices on X
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Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $SPWR and which way it's leaning — read in seconds.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment18 posts analyzed · as of 2026-09-04

$SPWR (SunPower) chatter is bullish after $26.2M private placement led by Foris Ventures / John Doerr's family office sourced from Sand Hill Road VCs. 'Best case dilution, worst case bankruptcy — solvency risk off the table.' T.J. Rodgers pointing to stock at massive discount to fundamentals with analyst PT $3.30. Doerr and Rodgers previously invested in Enphase at $1. Chart bulls see potential double-in-one-day. Bullish turnaround setup.

Read what X is saying about $SPWR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
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What it does

Plain-English summary of the business — what they sell and how they make money.

SunPower Inc. operates as a specialist in the solar energy domain, delivering both technological innovations and comprehensive services, alongside installation expertise. The firm's operational focus spans enhancing sales processes, managing projects effectively, coordinating efforts with partners, and ensuring clear communication with clients. Established in 2010 by William J. Anderson, the company maintains its primary corporate location in Fremont, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $SPWR.

Solar · Energy

AI data center power demand — hyperscalers signing long-term renewable PPAs — is the new structural demand driver layering on top of grid decarbonization mandates. Permitting timelines and grid interconnection queues remain the constraint on supply-side scaling.

Top industry ETF

$TANInvesco Solar ETF
+6.0%YTD
+14.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-55.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-88.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-5.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$-0.07$-0.10+28.6%
Q1 2026May 12, 2026$-0.11$0.01-1200.0%
Q4 2025Jan 20, 2026$-0.03$-0.030.0%
Q3 2025Dec 19, 2025$-0.19$-0.12-58.3%
Next earningsFri, Dec 18·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$54.9M-18.8%41.3%-42.8%$0.01$-26.5M
Q1 FY26$72.8M-7.2%61.4%-26.4%$0.03$-25.7M
Q4 FY25$79.7M-10.1%45.0%-27.4%$-0.14$-1.9M
Q3 FY25$70.0M+1164.5%45.8%-4.9%$-0.20$-6.2M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$279.4M$275.8M – $282.9M-$0.18-$0.18 – -$0.181
FY27$340.0M$335.6M – $344.4M$0.04$0.04 – $0.041
FY28$2.1B$2.0B – $2.1B$0.38$0.37 – $0.391

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-63.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 106.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.β0.705-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SunPower Stock Surges Thursday: What's Happening?benzinga.com·1d agoSunPower Soars 60% on $26.2M Raise: Is This a Short Squeeze in Progress?247wallst.com·1d agoSunPower Raises $26.2 Million Cashglobenewswire.com·2d agoTrump's Solar Tariffs Could Spark The Next Intel-Style Government Deal: 2 Stocks To Watchbenzinga.com·10d agoIs CSLM Acquisition Corp. (SPWR) a Buy as Wall Street Analysts Look Optimistic?zacks.com·15d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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