How the Street's calls on solar & clean played out
Sell-side price targets on solar & clean names over the last two years, checked over each firm's own horizon: 238 of 472 resolved targets (50%) were reached while they stood, 224 were replaced by the same firm first, and 10 fell short at their deadline.
5 names · 18 firms with 8+ resolved targets here · checked through 2026-10-29. Rebuilt every morning.
Firm by firm on solar & clean
| # | Firm | Targets reached | Replaced early | Short | Resolved | Ratings vs sector | Names |
|---|---|---|---|---|---|---|---|
| 1 | Susquehanna | 19 (51%) | 18 | 0 | 37 | 2 of 3 | ENPH FSLR NXT RUN SEDG |
| 2 | Wells Fargo | 15 (48%) | 16 | 0 | 31 | 2 of 4 | ENPH FSLR NXT RUN SEDG |
| 3 | Goldman Sachs | 15 (47%) | 17 | 0 | 32 | 2 of 3 | ENPH FSLR NXT RUN SEDG |
| 4 | Barclays | 17 (46%) | 20 | 0 | 37 | 3 of 3 | ENPH FSLR NXT RUN SEDG |
| 5 | JPMorgan | 15 (46%) | 18 | 0 | 33 | 3 of 3 | ENPH FSLR NXT RUN SEDG |
| Jefferies | 13 (46%) | 15 | 0 | 28 | 1 of 2 | ENPH FSLR NXT RUN SEDG | |
| UBS | 11 (42%) | 15 | 0 | 26 | 3 of 3 | FSLR NXT RUN SEDG | |
| Citigroup | 12 (50%) | 12 | 0 | 24 | 1 of 4 | ENPH FSLR NXT RUN SEDG | |
| RBC Capital | 10 (48%) | 11 | 0 | 21 | 1 of 3 | ENPH FSLR NXT RUN SEDG | |
| Mizuho | 8 (40%) | 12 | 0 | 20 | 2 of 2 | ENPH FSLR NXT RUN SEDG | |
| BMO Capital | 14 (74%) | 5 | 0 | 19 | 0 of 2 | ENPH FSLR NXT RUN SEDG | |
| GLJ Research | 7 (39%) | 8 | 3 | 18 | 1 of 2 | ENPH FSLR NXT RUN SEDG | |
| Morgan Stanley | 8 (47%) | 9 | 0 | 17 | 1 of 2 | ENPH FSLR RUN SEDG | |
| Truist Securities | 7 (47%) | 8 | 0 | 15 | 2 of 2 | ENPH FSLR NXT RUN SEDG | |
| Guggenheim | 5 (36%) | 9 | 0 | 14 | 1 of 3 | ENPH FSLR NXT RUN SEDG | |
| Piper Sandler | 5 (38%) | 7 | 1 | 13 | 1 of 3 | ENPH FSLR NXT RUN SEDG | |
| TD Cowen | 8 (73%) | 3 | 0 | 11 | 1 of 1 | ENPH FSLR NXT RUN SEDG | |
| Bank of America | 8 (73%) | 3 | 0 | 11 | 2 of 3 | ENPH FSLR NXT SEDG |
Numbered firms have 30+ resolved targets in this sector and are ordered by the share reached; the rest are listed by volume, unranked. A record inside one sector is a slice of a slice: none of these counts is a measure of skill, and none carries a letter. How targets and ratings are checked →
The names
Other sectors
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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