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Maxeon Solar Technologies (MAXN)


Market Price (12/26/2025): $3.27 | Market Cap: $54.6 Mil
Sector: Information Technology | Industry: Semiconductors

Maxeon Solar Technologies (MAXN)


Market Price (12/26/2025): $3.27
Market Cap: $54.6 Mil
Sector: Information Technology
Industry: Semiconductors

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Solar Energy Generation, and Renewable Energy Equipment.
Weak multi-year price returns
2Y Excs Rtn is -147%, 3Y Excs Rtn is -181%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -460 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -90%
1   Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 525%
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -55%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.5%, Rev Chg QQuarterly Revenue Change % is -79%
3   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -53%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -63%
4   Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 186%
5   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1060%
6   Key risks
MAXN key risks include [1] an ongoing U.S. Show more.
0 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Solar Energy Generation, and Renewable Energy Equipment.
1 Weak multi-year price returns
2Y Excs Rtn is -147%, 3Y Excs Rtn is -181%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -460 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -90%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 525%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -55%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.5%, Rev Chg QQuarterly Revenue Change % is -79%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -53%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -63%
6 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 186%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1060%
8 Key risks
MAXN key risks include [1] an ongoing U.S. Show more.

Valuation, Metrics & Events

MAXN Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Between August 31, 2025, and December 26, 2025, Maxeon Solar Technologies (MAXN) experienced downward pressure on its stock, influenced by several significant factors.

1. Severe Revenue Decline and Financial Challenges: Maxeon Solar Technologies reported a substantial 89% year-on-year revenue decline in the first half of 2025, bringing its revenue down to $39 million. This drastic drop highlighted the company's severe financial challenges and operational difficulties. For the third quarter of 2025, analysts anticipated revenue of approximately $247.8 million and a loss of $0.01 per share.

2. Continued U.S. Import Restrictions: The ongoing exclusion of Maxeon's solar panels from U.S. imports by U.S. Customs and Border Protection (CBP) since July 2024, under the Uyghur Forced Labor Prevention Act (UFLPA), significantly disrupted the company's access to the U.S. market. Maxeon's protests against these detentions were denied in April 2025, leading to their continued exclusion and causing material business disruption.

Show more

Stock Movement Drivers

Fundamental Drivers

The -11.0% change in MAXN stock from 9/25/2025 to 12/25/2025 was primarily driven by a -11.0% change in the company's P/S Multiple.
925202512252025Change
Stock Price ($)3.623.22-11.05%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)509.05509.050.00%
P/S Multiple0.120.11-11.05%
Shares Outstanding (Mil)16.7116.710.00%
Cumulative Contribution-11.05%

LTM = Last Twelve Months as of date shown

Market Drivers

9/25/2025 to 12/25/2025
ReturnCorrelation
MAXN-11.0% 
Market (SPY)4.9%52.1%
Sector (XLK)5.3%47.5%

Fundamental Drivers

The 5.9% change in MAXN stock from 6/26/2025 to 12/25/2025 was primarily driven by a 5.9% change in the company's P/S Multiple.
626202512252025Change
Stock Price ($)3.043.225.92%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)509.05509.050.00%
P/S Multiple0.100.115.92%
Shares Outstanding (Mil)16.7116.710.00%
Cumulative Contribution5.92%

LTM = Last Twelve Months as of date shown

Market Drivers

6/26/2025 to 12/25/2025
ReturnCorrelation
MAXN5.9% 
Market (SPY)13.1%32.1%
Sector (XLK)16.7%30.5%

Fundamental Drivers

The -61.9% change in MAXN stock from 12/25/2024 to 12/25/2025 was primarily driven by a -100.7% change in the company's Shares Outstanding (Mil).
1225202412252025Change
Stock Price ($)8.453.22-61.89%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)689.01509.05-26.12%
P/S Multiple0.100.113.52%
Shares Outstanding (Mil)8.3316.71-100.71%
Cumulative Contribution-100.54%

LTM = Last Twelve Months as of date shown

Market Drivers

12/25/2024 to 12/25/2025
ReturnCorrelation
MAXN-61.9% 
Market (SPY)15.8%35.5%
Sector (XLK)22.2%39.2%

Fundamental Drivers

The -99.8% change in MAXN stock from 12/26/2022 to 12/25/2025 was primarily driven by a -3980.8% change in the company's Shares Outstanding (Mil).
1226202212252025Change
Stock Price ($)1825.003.22-99.82%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)958.09509.05-46.87%
P/S Multiple0.780.11-86.45%
Shares Outstanding (Mil)0.4116.71-3980.76%
Cumulative Contribution-379.42%

LTM = Last Twelve Months as of date shown

Market Drivers

12/26/2023 to 12/25/2025
ReturnCorrelation
MAXN-99.6% 
Market (SPY)48.3%20.0%
Sector (XLK)53.5%20.6%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
MAXN Return�-51%16%-55%-99%-57%-100%
Peers Return254%-15%29%-29%-47%60%133%
S&P 500 Return16%27%-19%24%23%18%115%

Monthly Win Rates [3]
MAXN Win Rate50%42%58%42%0%42% 
Peers Win Rate79%42%54%35%35%50% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
MAXN Max Drawdown�-51%-42%-75%-99%-66% 
Peers Max Drawdown-30%-35%-31%-49%-55%-37% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: FSLR, CSIQ, ENPH, SEDG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)

How Low Can It Go

Unique KeyEventMAXNS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-92.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven1264.9%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-42.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven72.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven63 days148 days

Compare to QCOM, FSLR, SLAB, POWI, GLSA

In The Past

Maxeon Solar Technologies's stock fell -92.7% during the 2022 Inflation Shock from a high on 2/9/2021. A -92.7% loss requires a 1264.9% gain to breakeven.

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About Maxeon Solar Technologies (MAXN)

Maxeon Solar Technologies, Ltd. designs, manufactures, markets, and sells solar panels and related solar system components worldwide. The company provides interdigitated back contact and shingled solar cells and panels under the SunPower brand. It offers its products to dealers, project developers, system integrators, distributors, resellers, and residential and small-scale commercial customers. Maxeon Solar Technologies, Ltd. was incorporated in 2019 and is headquartered in Singapore.

AI Analysis | Feedback

1. The Mercedes-Benz of solar panels.

2. The Tesla of solar panels.

AI Analysis | Feedback

  • Maxeon Line Solar Panels: These are premium, high-efficiency solar panels utilizing proprietary Interdigitated Back Contact (IBC) cell technology for superior performance and durability.
  • Performance Line Solar Panels: These panels employ a shingled-cell design to deliver high power density and reliability at a competitive cost for a broader market segment.

AI Analysis | Feedback

Maxeon Solar Technologies (symbol: MAXN) primarily sells its solar panels and related products to other companies (B2B). Here are its major customers:
  • SunPower Corporation (Symbol: SPWR): SunPower is Maxeon's largest customer and a strategic partner. Maxeon supplies premium solar panels to SunPower for the residential and light commercial markets in the U.S. and Canada under an exclusive supply agreement. Sales to SunPower represented 14% of Maxeon's total net revenue in 2023.
While Maxeon's public filings indicate that its top ten customers account for a significant portion of its revenue, the names of other specific major customers are not individually disclosed due to confidentiality. These typically fall into the following categories of companies:
  • Solar Distributors and Wholesalers: Maxeon sells to a global network of distributors and wholesalers who then supply solar installers and smaller project developers in various regions, including Europe, Australia, Mexico, and other international markets.
  • Large-scale Project Developers and EPC (Engineering, Procurement, Construction) Firms: For utility-scale solar power plants and significant commercial & industrial rooftop projects, Maxeon supplies panels directly to the developers or the companies responsible for designing and building these projects.

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  • TCL Zhonghuan Renewable Energy Technology Co., Ltd. (002129.SZ)

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Bill Mulligan, Chief Executive Officer

Bill Mulligan was appointed CEO of Maxeon Solar Technologies effective January 23, 2023. Prior to joining Maxeon, he served as Chief Operating Officer at Sila Nanotechnologies, a privately held Silicon Valley company focused on battery materials. He also held the position of CEO at SolarBridge, a microinverter company whose technology was subsequently acquired by Enphase. Additionally, Mr. Mulligan served as Executive Vice President of Global Operations for SunPower Corporation, where he played a key role in the development and commercialization of the solar industry's first mass-produced Interdigitated Back Contact (IBC) high-efficiency solar cells. He has nearly 25 years of experience leading teams in developing and scaling high-performance solar panels, contributing to SunPower's transformation into a global PV technology leader.

Kai Strohbecke, Chief Financial Officer

Kai Strohbecke joined Maxeon Solar Technologies as Chief Financial Officer on March 15, 2021. He brings over 26 years of experience in the semiconductor industry across Europe, the U.S., and Asia. Before Maxeon, Mr. Strohbecke was the Vice President Finance and Global Operations Controller for Micron Technology. For a decade, he served as CFO at Inotera Memories, a memory semiconductor manufacturing company in Taiwan, which he helped list on the Taiwan Stock Exchange in 2006. His career also includes various management roles with increasing responsibility at Infineon and Siemens Semiconductor Group before 2003.

Matt Dawson, Chief Technology Officer

Matt Dawson assumed the role of Chief Technology Officer at Maxeon Solar Technologies on March 20, 2023. With over 15 years of experience in developing and deploying products across the solar energy value chain, he has a track record of scaling innovation from R&D to volume manufacturing. Prior to Maxeon, Mr. Dawson was the Vice President of Technology at Sila Nanotechnologies, a privately held battery materials company. He also held various leadership positions at SunPower Corporation, becoming Vice President of Research and Development in 2019, where he was responsible for technology strategy, cell and module product development, and the company's R&D lab infrastructure.

Lindsey Wiedmann, Chief Legal & Sustainability Officer

Lindsey Wiedmann was appointed Chief Legal Officer of Maxeon Solar Technologies in September 2020 and also serves as the Global Environment, Social, Governance (ESG) Executive Leader. She previously served as General Counsel, Global Projects, Transactions and Operations at SunPower Corporation, where she supported global solar residential, commercial, and large-scale power plant business units. Ms. Wiedmann was also the lead SunPower attorney for 8point3 Energy Partners LP's initial public offering in 2015.

Tiffany See, Chief Human Resources Officer

Tiffany See joined Maxeon Solar Technologies in August 2020 as Chief Human Resources Officer. She has extensive experience as an HR leader, having previously worked at BHP, a global resources company. Before her time at BHP, Ms. See spent 17 years at Dell Technologies, where she was the Executive Director, Human Resources (Asia).

AI Analysis | Feedback

The public company Maxeon Solar Technologies (NASDAQ: MAXN) faces several critical risks to its business, with the most significant being:

  1. U.S. Customs and Border Protection (CBP) Exclusion of Products: Maxeon Solar Technologies has been significantly impacted by the ongoing exclusion and detention of its solar modules by U.S. Customs and Border Protection (CBP) under the Uyghur Forced Labor Prevention Act (UFLPA). This exclusion, which began in July 2024, has blocked key products manufactured at the company's Mexico facilities from entering the U.S. market, its primary focus market. The financial repercussions have been severe, with an 89.5% plummet in revenue in the first half of fiscal year 2025 and a net loss of $65.5 million, raising an "existential crisis" for the company.

  2. Significant Financial Challenges and Going Concern Risk: Maxeon is grappling with substantial financial difficulties, characterized by a heavy debt load, negative cash flow, and a persistent lack of profitability since its 2020 spin-off. The company reported a net loss of $267 million in fiscal year 2022 and sustained net losses in the first half of 2025. These financial strains have led to material uncertainty regarding the company's ability to continue as a going concern. Maxeon's financial health indicators, such as a Z-Score in the distress zone and negative margins across the board, further underscore its precarious financial position.

  3. Nasdaq Delisting Risk: The severe decline in Maxeon's share price has placed the company at risk of being delisted from the Nasdaq exchange. As of August 2024, its shares were significantly below the required $1 minimum bid price, with a deadline of February 10, 2025, to rectify the situation. This risk is a direct consequence of the operational and financial headwinds the company is facing, impacting investor confidence and its market valuation.

AI Analysis | Feedback

The rapid scaling and cost reduction potential of Heterojunction Technology (HJT) solar cells by competitors represents a clear emerging threat. HJT modules offer very high efficiencies, excellent performance in varying temperatures, and superior bifaciality, directly challenging the premium, high-efficiency segment where Maxeon Solar Technologies operates with its IBC and shingled cell technologies. Several manufacturers are making significant investments to scale HJT production, which could erode Maxeon's technological advantage and pricing power if HJT achieves widespread cost-competitive adoption.

AI Analysis | Feedback

Maxeon Solar Technologies (NASDAQ: MAXN) operates in the solar photovoltaic (PV) market, primarily designing and manufacturing high-efficiency solar panels for residential, commercial, and utility-scale customers. The company recently announced a strategic shift to focus exclusively on the U.S. market, with plans to divest its sales and marketing operations in EMEA, APAC, and LATAM regions to TCL Group. Maxeon will continue to use the SunPower brand in global markets outside of the U.S., Canada, and Japan, where it will use the Maxeon brand. The addressable markets for Maxeon Solar Technologies' main products and services are significant across its target segments:

Residential Solar Market

  • Globally, the residential solar PV market was valued at USD 94.2 billion in 2024 and is projected to reach USD 198.9 billion by 2034, demonstrating a compound annual growth rate (CAGR) of 7.9% from 2025 to 2034.
  • In the U.S. specifically, the residential solar PV market was estimated at USD 7.45 billion in 2023 and is anticipated to grow at a CAGR of 14.4% from 2024 to 2030, reaching USD 17.68 billion by 2030. In 2024, the U.S. residential solar PV market amounted to USD 6.3 billion.

Commercial Solar Market

  • The global commercial & industrial solar PV market was valued at USD 63.2 billion in 2024 and is expected to reach USD 164.1 billion by 2034, growing at a CAGR of 10.1% from 2025 to 2034. Another estimate places the global commercial solar panels market at USD 36.1 billion in 2024, projected to reach approximately USD 100.7 billion by 2034, with a CAGR of 10.8% from 2025 to 2034.
  • For the U.S. market, the commercial & industrial solar PV market amounted to USD 2.9 billion in 2024.

Utility-Scale Solar Market

  • The global utility solar PV Engineering, Procurement, and Construction (EPC) market is estimated to be valued at USD 89.3 billion in 2025 and is projected to reach USD 151.1 billion by 2035, with a CAGR of 5.4% over the forecast period.
  • In the U.S., utility-scale solar farms have a total capacity of 100 GW nationwide. The U.S. utility-scale segment installed 9.0 GWdc in Q1 2025.

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Expected Drivers of Future Revenue Growth for Maxeon Solar Technologies (MAXN)

Over the next two to three years, Maxeon Solar Technologies (NASDAQ: MAXN) anticipates several key drivers to contribute to its future revenue growth, primarily stemming from strategic shifts and technological advancements, despite current market headwinds and restructuring efforts. 1. Renewed Focus and Expansion in the U.S. Market with Local Manufacturing: Maxeon intends to re-establish itself as a leader in solar, focusing exclusively on the United States. This strategy includes planned local manufacturing, which the company believes will create a strong platform for future growth and profitability. This strategic focus aims to capitalize on market presence and mitigate challenges faced in other regions. 2. Introduction and Ramp-up of Next-Generation Maxeon Technology (Maxeon 7 and 8): The company is investing in upgrading its manufacturing capacity to Maxeon 7 technology and developing Maxeon 8 technology. The Maxeon 7 technology is being introduced for the U.S. utility-scale market, and the company is upgrading its Maxeon 3 line to Maxeon 7 technology. These advanced, high-efficiency solar panels are expected to offer superior performance and a 40-year warranty, providing a differentiated product offering to capture market share. 3. Growth in the U.S. Utility-Scale Business with Higher Priced Backlog: Maxeon has a contracted backlog of 3.3 gigawatts for delivery through 2025, with additional supply allocated for 2025, 2026, and 2027. Pricing for these utility-scale orders is expected to increase in 2024, transitioning to shipments from orders booked in 2022, which are anticipated to contribute material margin in 2024. 4. Expansion of the U.S. Distributed Generation (DG) Dealer Channel: Maxeon is actively working to rebuild its U.S. distributed generation channel and has signed over 100 new U.S. dealers, incremental to its existing partnerships. This expansion aims to capture demand in segments of the U.S. residential market where Maxeon's premium modules, like the Maxeon 3 with its industry-leading efficiency and 40-year warranty, are gaining traction, especially following a competitor's exit.

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Capital Allocation Decisions for Maxeon Solar Technologies (MAXN)

Share Repurchases

  • In September 2020, Maxeon entered into a prepaid forward transaction and a physical delivery forward transaction related to ordinary shares, to be repurchased using a portion of the net proceeds from an offering of convertible notes. The aggregate limit for repurchases under Singapore law is no more than 20% of the total number of ordinary shares.
  • These transactions were associated with hedging investments in the 2020 Convertible Notes.
  • As of August 2023, there had been no new purchases or acquisitions of shares under the Physical Delivery Forward Transaction since August 31, 2022.

Share Issuance

  • On July 17, 2020, Maxeon issued $200.0 million in aggregate principal amount of 6.50% green convertible senior notes due 2025.
  • In September 2020, the company completed a registered offering of ordinary shares, raising approximately $58.5 million from the sale of around 3.8 million shares.
  • In June 2024, through private exchange transactions, Maxeon issued approximately $139.0 million principal amount of new Tranche A Convertible Senior Secured Notes due 2028, approximately $65.1 million principal amount of new Tranche B Convertible Senior Secured Notes due 2028, and 9,925,000 warrants, in exchange for $198.5 million of existing 2025 notes and accrued interest. No cash proceeds were received from this issuance.

Inbound Investments

  • In August 2020, Tianjin Zhonghuan Semiconductor (TZS) invested $298.0 million in Maxeon, acquiring 8,915,692 shares, representing approximately 29.5% of the outstanding shares after the spin-off from SunPower.
  • In August 2022, TCL Zhonghuan announced a US$200 million investment in Maxeon Solar Technologies in the form of 5-year convertible bonds.
  • TZS has agreed to invest $97.5 million into Maxeon via a debt instrument and has committed to an additional $100 million equity investment, both subject to regulatory approval, which is expected to result in TZE owning at least 50.1% of shares outstanding.

Outbound Investments

  • In late 2024, Maxeon began divesting its non-US assets to concentrate solely on the US market. Its sales and marketing operations in Europe, the Middle East, Africa, Asia-Pacific, and Latin America are to be acquired by TCL Group.
  • The TCL Group is also set to acquire Maxeon's manufacturing operations in the Philippines.
  • In January 2025, a Sale and Purchase Agreement was executed for the sale of Maxeon's approximately 39.99% equity ownership in SMPL Land Inc. (Philippines) to Lumetech PTE Ltd., a subsidiary of TZS.

Capital Expenditures

  • Capital expenditures totaled $67 million in 2023, up from $63 million in 2022, with a significant portion in 2023 directed towards the Performance line capacity ramp.
  • Capital expenditures for Q1 2024 were $19 million, reflecting a sequential increase due to the upgrade of the Maxeon 3 line to its seventh-generation IBC technology.
  • Expected capital expenditures for Q2 2024 are projected to be between $15 million and $25 million, allocated to various projects including Maxeon 7, and future investments are planned for next-generation Maxeon 8 technology and a new multi-GW factory in the United States (Albuquerque, New Mexico) by early 2026.
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Latest Trefis Analyses

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Trade Ideas

Select ideas related to MAXN. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
13.9%13.9%-0.9%
PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
12.0%12.0%0.0%
CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
17.0%17.0%-0.1%
HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
11.9%11.9%0.0%
FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
4.1%4.1%0.0%

Recent Active Movers

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Peer Comparisons for Maxeon Solar Technologies

Peers to compare with:

Financials

MAXNFSLRCSIQENPHSEDGMedian
NameMaxeon S.First So.Canadian.Enphase .SolarEdg. 
Mkt Price3.22272.2124.3632.8530.7430.74
Mkt Cap0.129.21.64.31.81.8
Rev LTM5094,3435,8991,5121,0451,512
Op Inc LTM-4601,362-20207-471-20
FCF LTM-322-943-1,73421763-322
FCF 3Y Avg-235-557-1,575454-229-235
CFO LTM-270299-1212568989
CFO 3Y Avg-1747622518-1102

Growth & Margins

MAXNFSLRCSIQENPHSEDGMedian
NameMaxeon S.First So.Canadian.Enphase .SolarEdg. 
Rev Chg LTM-54.7%15.4%-4.5%21.0%2.4%2.4%
Rev Chg 3Y Avg-4.5%20.6%-4.6%0.5%-13.6%-4.5%
Rev Chg Q-78.7%8.6%-1.3%7.8%44.5%7.8%
QoQ Delta Rev Chg LTM-26.1%2.0%-0.3%2.0%11.1%2.0%
Op Mgn LTM-90.5%31.3%-0.3%13.7%-45.1%-0.3%
Op Mgn 3Y Avg-39.2%22.9%2.9%12.9%-57.7%2.9%
QoQ Delta Op Mgn LTM-28.1%-0.9%0.6%0.9%95.1%0.6%
CFO/Rev LTM-53.1%6.9%-2.1%16.9%8.6%6.9%
CFO/Rev 3Y Avg-25.1%21.7%-1.0%27.1%-12.5%-1.0%
FCF/Rev LTM-63.3%-21.7%-29.4%14.4%6.0%-21.7%
FCF/Rev 3Y Avg-32.5%-14.8%-25.5%23.7%-19.9%-19.9%

Valuation

MAXNFSLRCSIQENPHSEDGMedian
NameMaxeon S.First So.Canadian.Enphase .SolarEdg. 
Mkt Cap0.129.21.64.31.81.8
P/S0.16.70.32.81.71.7
P/EBIT-0.121.1-379.517.8-2.6-0.1
P/E-0.123.2102.222.0-3.222.0
P/CFO-0.297.7-13.616.820.416.8
Total Yield-1,056.3%4.3%1.0%4.6%-30.8%1.0%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-2,409.6%-2.6%-150.6%3.9%-15.8%-15.8%
D/E5.80.04.50.30.20.3
Net D/E5.3-0.03.4-0.1-0.0-0.0

Returns

MAXNFSLRCSIQENPHSEDGMedian
NameMaxeon S.First So.Canadian.Enphase .SolarEdg. 
1M Rtn9.9%4.6%-2.6%18.5%-12.1%4.6%
3M Rtn-11.0%22.0%83.2%-11.4%-18.9%-11.0%
6M Rtn5.9%74.9%118.7%-23.6%53.2%53.2%
12M Rtn-61.9%46.2%106.3%-55.2%107.3%46.2%
3Y Rtn-99.8%73.7%-21.5%-88.8%-90.1%-88.8%
1M Excs Rtn7.7%1.4%-5.7%19.3%-14.2%1.4%
3M Excs Rtn-16.0%17.1%78.2%-16.4%-23.8%-16.0%
6M Excs Rtn-7.0%62.0%105.8%-36.5%40.3%40.3%
12M Excs Rtn-73.4%32.4%94.9%-70.9%91.2%32.4%
3Y Excs Rtn-181.4%-7.9%-108.2%-170.8%-171.6%-170.8%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Single Segment1,1231,0607838451,198
Total1,1231,0607838451,198


Price Behavior

Price Behavior
Market Price$3.22 
Market Cap ($ Bil)0.1 
First Trading Date08/27/2020 
Distance from 52W High-63.0% 
   50 Days200 Days
DMA Price$3.29$3.46
DMA Trenddowndown
Distance from DMA-2.2%-6.8%
 3M1YR
Volatility65.3%93.2%
Downside Capture369.22304.10
Upside Capture235.20166.03
Correlation (SPY)52.6%35.4%
MAXN Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta3.472.942.782.591.651.94
Up Beta3.102.222.431.771.491.18
Down Beta1.792.442.561.870.921.54
Up Capture283%303%222%352%227%68%
Bmk +ve Days13263974142427
Stock +ve Days8192759108313
Down Capture398%326%313%279%158%112%
Bmk -ve Days7162452107323
Stock -ve Days11213463135430

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of MAXN With Other Asset Classes (Last 1Y)
 MAXNSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-51.1%26.7%19.2%71.9%8.9%6.0%-10.1%
Annualized Volatility94.3%27.6%19.5%19.3%15.3%17.1%35.0%
Sharpe Ratio-0.340.840.782.690.360.18-0.12
Correlation With Other Assets 39.6%35.9%0.5%14.1%17.7%26.5%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of MAXN With Other Asset Classes (Last 5Y)
 MAXNSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-74.1%19.0%14.9%18.7%11.7%4.8%32.7%
Annualized Volatility119.2%24.7%17.1%15.5%18.7%18.9%48.7%
Sharpe Ratio-0.540.690.700.970.510.170.60
Correlation With Other Assets 26.0%25.7%5.0%6.7%23.1%14.8%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of MAXN With Other Asset Classes (Last 10Y)
 MAXNSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-70.0%22.3%14.7%14.9%6.9%5.2%69.3%
Annualized Volatility118.2%24.2%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio-0.430.840.700.830.310.220.90
Correlation With Other Assets 25.6%25.6%5.3%7.1%22.8%14.3%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity437,603
Short Interest: % Change Since 11302025-8.2%
Average Daily Volume51,096
Days-to-Cover Short Interest8.56
Basic Shares Quantity16,711,109
Short % of Basic Shares2.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
630202581420256-K 6/30/2025
12312024430202520-F 12/31/2024
9302024120520246-K 9/29/2024
630202490320246-K 6/30/2024
331202453020246-K 3/31/2024
12312023530202420-F 12/31/2023
9302023111520236-K 10/1/2023
630202381020236-K 7/2/2023
331202351620236-K 4/2/2023
12312022307202320-F 1/1/2023
9302022111020226-K 10/2/2022
630202281820226-K 7/3/2022
331202252620226-K 4/3/2022
12312021324202220-F 1/2/2022
9302021111720216-K 10/3/2021
630202181220216-K 7/4/2021