Solar stocks are falling as Senate bill phases out incentives, while homebuilders face challenges

From Nasdaq: 2025-06-23 11:22:00

Solar stocks are plummeting due to the Senate spending bill phasing out solar and wind incentives by 2028. Lennar beat earnings expectations but saw a decrease in new orders and average home sales price. Homebuilders like First Solar and Sunrun are struggling, while Enphase and SolarEdge are adapting to the changes.

Housing sentiment is low as interest rates rise, impacting home affordability. Lennar’s earnings reflect a slow housing market with declining homebuyer activity. The market sees pressure from both pricing incentives and rising costs, affecting Home Builders’ bottom lines.

Owning a home is seen as an asset rather than an investment due to hidden costs and mortgage interest. Homeownership serves as an enforced savings tool, adding to net worth over time. Despite challenges, the housing market continues to send mixed signals, impacting Home Builders like Lennar and influencing investor decisions.

Top housing stocks to watch include Green Brick Partners, Meritage Homes, and LGI Homes for their strategic positioning in high-growth markets and solid financial performance. Despite challenges in the housing market, these companies offer value and potential for growth. Considerations include leverage, business model, and exposure to market demand.



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