SunPower (SPWR)
Installs residential solar and storage for homeowners and home builders, with a dealer channel.
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Installs residential solar, storage, and battery systems for homeowners, while its New Homes business serves home builders. A Dealer segment uses a third-party sales force to originate and execute customer contracts across the United States.
Installs residential solar systems, storage, and batteries for homeowners. Residential Solar Installation is the core customer offering, while New Homes installs solar systems for home builders.
Operates a channel model that pairs sales partners with local construction specialists. The company provides software, sales support, and brand identity, while its Dealer business uses a third-party sales force to originate and execute customer contracts across the United States.
Built the current operating network through acquisitions that brought in Blue Raven Solar, the New Homes business, and a non-installing dealer network. Demand depends in part on solar-support programs, incentives, renewable standards, and residential net-metering rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 29, 2025 | Cantor Fitzgerald | Target | Target: — | Target: $6 |
| Sep 26, 2025 | Northland Securities | Target | Target: — | Target: $5.40 |
| Mar 13, 2025 | Janney Montgomery Scott | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $4.1M · Total debt $132.0M · Total assets $250.2M · Shareholders' equity −$26.3M
- Revenue
- $54.9M
- Operating income
- −$23.5M
- Net income
- $6.9M
No dividends on record.
| Insiders | 48.13% | 81.62M shares | |
|---|---|---|---|
| 7 holders · as of Sep 18, 2026 | |||
| Other | 51.87% | 87.97M shares | |
| remainder | |||
169.58M company shares as of Sep 19, 2026 · holders as of their latest filing
Two share counts disagree (208.80M in the company's Sep 22, 2026 report, 169.58M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
L. John DoerrInsider10 percent owner | 23.60% | 40.02M | filed Sep 14, 2026 |
Thurman J. RodgersInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 21.63% | 36.69M | filed Sep 9, 2026 |
J. Daniel MccranieInsiderdirector | 1.31% | 2.23M | filed Sep 9, 2026 |
William James AndersonInsiderdirector | 0.70% | 1.18M | filed Sep 9, 2026 |
Tom KowalczukInsiderofficer: Chief Financial Officer | 0.59% | 1.00M | filed Jul 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Thurman J. Rodgers | director, 10 percent owner, officer: Chief Executive Officer | 0 | |
| Apr 8, 2026 | Thurman J. Rodgers | director, 10 percent owner, officer: Chief Executive Officer | 0 | |
| Jan 29, 2026 | Thurman J. Rodgers | director, 10 percent owner, officer: Chief Executive Officer | 0 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SunPower | $0.3166 | +1.25% | $53.0M | — | — | 0.2 | −20.1% |
| Sunrun | $8.78 | −0.11% | $2.10B | 5.9 | 13.7 | 0.6 | +52.8% |
| Tesla | $378.76 | +0.92% | $1.48T | 347.5 | 183.8 | 14.3 | +25.5% |
| Zeo | $0.4059 | +30.14% | $11.0M | — | — | 0.2 | −10.7% |
| SolarEdge Technologies | $35.80 | +0.53% | $2.17B | — | 129.0 | 1.6 | +19.6% |
| Generac | $206.44 | +0.72% | $12.07B | 47.2 | 20.0 | 2.7 | +10.6% |
| Median | 47.2 | 74.5 | 1.6 | +19.6% |