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If Solar's Rally Has Legs, These 2 Stocks Could Benefit Most
Written by Ryan Hasson. Article Published: 1/4/2026.
In Brief
- Solar stocks staged a robust comeback in 2025, with the Invesco Solar ETF surging 48% as policy fears eased and capital rotated back into the sector.
- NXT and FSLR emerged as two sector leaders in 2025, combining strong fundamental execution, rising analyst confidence, and technically constructive setups heading into 2026.
- The next leg higher depends on key support levels holding, as both stocks consolidate from positions of strength but near all-important momentum-shifting support levels.
Solar stocks quietly delivered an impressive comeback in 2025. The widely followed Invesco Solar ETF (NYSEARCA: TAN) surged 48% for the year, comfortably outperforming the S&P 500. That strength caught many investors off guard, particularly given the policy uncertainty that surrounded the sector earlier in the year. Concerns that the Trump administration might aggressively roll back renewable energy tax credits weighed heavily on sentiment during the first half of 2025.
Those fears ultimately proved overdone. While the One Big Beautiful Bill did phase out certain subsidies, the scope and timeline of the changes were more measured than initially feared. As clarity improved, capital flowed back into the space, and several leading solar names posted triple-digit gains. Heading into the new year, the sector is consolidating from a position of strength rather than breaking down.
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If that momentum carries into 2026, two of last year's sector leaders are worth keeping on the radar.
NextPower: Momentum-Driven Growth in Solar Infrastructure
NextPower (NASDAQ: NXT) emerged as one of the most explosive performers in the solar space in 2025. The company specializes in advanced solar tracking systems, designing and manufacturing single-axis trackers that allow panels to follow the sun throughout the day. These systems are increasingly critical for utility-scale projects focused on maximizing efficiency and output.
Shares of NXT surged 138% in 2025, placing it among the top performers in the renewable energy sector and forcing analysts to rethink their targets. One year ago, the consensus price target sat near $53; today it has climbed to $95.76, implying roughly 10% additional upside from current levels. Based on 27 analyst ratings, the stock carries a consensus Moderate Buy rating.
Institutional investors have also taken notice. Over the past 12 months, NextPower has seen total institutional inflows of $2.27 billion versus $957 million in outflows. That accumulation reflects confidence in both the stock's momentum and its fundamentals.
In its most recent report, NextPower disclosed second-quarter fiscal 2026 results on Oct. 23, with earnings per share of $1.19, beating consensus estimates by $0.21. Revenue came in at $905.27 million, also ahead of expectations.
From a technical standpoint, the stock is at an interesting inflection point. Momentum remains positive, but a clear battle has formed between buyers and sellers. Support near $84 has become critical: holding that level keeps the door open for a breakout above $90, which could trigger a fresh leg higher within the broader uptrend. Conversely, a decisive break below $84 would likely cool momentum in the near term.
First Solar: Utility-Scale Leader With Valuation Support
First Solar (NASDAQ: FSLR) remains one of the most established and differentiated players in the solar industry. The company designs and manufactures thin-film photovoltaic modules using cadmium telluride technology, supplying both modules and integrated solar power solutions primarily for utility-scale projects. That focus gives First Solar distinct positioning compared with competitors exposed to residential or more commoditized markets.
From a return-to-shareholders perspective, 2025 was a strong year: shares finished the year up 48%, comfortably outperforming the broader market. Notably, valuation has remained reasonable despite that performance. The stock currently trades at a forward P/E of 11.5, and analyst sentiment remains bullish.
First Solar carries a consensus Moderate Buy rating based on 35 analyst ratings, with a consensus price target implying modest upside of about 4%. Fundamentally, the company has continued to execute, beating revenue expectations in each of the last two quarters as demand for large-scale solar projects remained resilient.
Technically, the setup is encouraging. Shares have been holding a well-defined upward trend, with the $250 area acting as critical support. If the stock can build a base between roughly $260 and $280, a sustained move above $280 could open the door to renewed momentum and sector leadership in 2026.
Solar Momentum Faces Its Next Test
As 2026 begins, solar stocks enter the year with improving sentiment, clearer policy visibility, and technically constructive setups. First Solar and NextPower stand out as two companies positioned at the intersection of fundamentals, analyst conviction, and sector momentum.
That said, for upside momentum to continue, key support levels formed during recent consolidations will need to hold. If they do, both stocks should be well-positioned to participate in any renewed strength across the solar space in the year ahead.
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