Caterpillar, First Solar, Enphase, Ehanang, Rivian: Trees by analysts

Analysts are involved in these 5 shares: ((cat.), ((FSLR)), ((enph)), ((eh))) and ((rivn)). Here is a breakdown of your latest reviews and the reason behind it.

Surface investments begins here:

Caterpillar makes waves on the stock market with the latest upgrades from analysts. Mircea Dobre from Baird Equity Research has raised Caterpillar to a “purchase” rating, with the basics of stabilization and a positive trading assessment. The facilitating of the tariff effects is expected to increase profit growth in 2026, with the inventories of dealers becoming a sales wind. In the meantime, Steven Fisher from UBS Caterpillar has improved “holding” and, due to improved gender talks, found a reduced down risk. While the caution of macroeconomic uncertainties remains, the prospects for the caterpillar appear more balanced.

First Solar is made aware of a strong upgrade of the analyst Steve Fleishman, which has moved the stock for “buying”. The clarity of 45 -times credits and supportive FEOC regulations is considered the main positions. First Solar receives considerable credits by 2031 and strengthens its position as the leading manufacturer of domestic solar module. It is expected

ENPOLY Energy faces challenges because the analyst Ameet Thakkar downgrades the share to “sell”. The elimination of section 25d Clean Energy Credit is expected to have a disproportionate effect on the enphase, which leads to a contraction in the US solar market in the United States. The company's market share has already been influenced by the shift in market dynamics, and the loss of the 25D loan is a considerable headwind for future growth.

Holdings gains dynamics when analyst Fiona Liang initiated cover with a merchant. As China's leading Evtol aircraft brand, Eherng will be significant growth in the coming years. The advanced technology and the strong market position of the company are expected to drive a CAGR programs of 62% in China-Evtol programs by 2030. With a robust back of order and a limited competition, Ehanang is well positioned to use the growing demand in the tourism sector.

Rivian Automotive is faced with a mixed view when analyst Philippe Houchois downgrades the share. Despite a better than expected Q1 numbers, which are driven by new accounting practices, the demand for demand remains. Rivian's progress in reducing the unit costs and the administration of cash is commendable, but the company is still waiting for updates to its R2 progress. While Rivian's software services are promising, the company must offer a clearer roadmap for future growth.

Liability exclusion and disclosure port a problem