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Fly News Breaks for April 30, 2015
ENPH, SEDG, SCTY
Apr 30, 2015 | 07:18 EDT
Into Q1 reports, Goldman favors laggards SolarCity (SCTY) and SolarEdge and (SEDG), and said Enphase Energy (ENPH) has the highest earnings risk. Goldman expects Conviction Buy rated SolarCity to demonstrate strong Q1 execution and better than expected metrics and Buy rated SolarEdge to potentially capture a better than expected high end from share gains and volume strength at key customers. The firm said Sell rated Enphase has limited operating leverage and to guide Q2 below consensus.