SUNation Energy (SUNE)
Market Price (5/27/2026): $1.2 | Market Cap: $4.1 MilSector: Information Technology | Industry: Semiconductors
SUNation Energy (SUNE)
Market Price (5/27/2026): $1.2Market Cap: $4.1 MilSector: Information TechnologyIndustry: Semiconductors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Sustainable & Green Buildings. Themes include Solar Energy Generation, Show more. | Weak multi-year price returns2Y Excs Rtn is -142%, 3Y Excs Rtn is -179% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.8% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 185% Weak revenue growthRev Chg QQuarterly Revenue Change % is -43% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.2%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.3% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -281% High stock price volatilityVol 12M is 128% Key risksSUNE key risks include [1] a history of consistent unprofitability and declining earnings, Show more. |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Sustainable & Green Buildings. Themes include Solar Energy Generation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -142%, 3Y Excs Rtn is -179% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.8% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 185% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -43% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.2%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.3% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -281% |
| High stock price volatilityVol 12M is 128% |
| Key risksSUNE key risks include [1] a history of consistent unprofitability and declining earnings, Show more. |
Qualitative Assessment
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SUNation Energy (SUNE) stock has gained about 30% since 1/31/2026 because of the following key factors:
1. Rebound from 52-week low and positive reaction to earlier earnings report.
SUNation Energy's stock reached a 52-week low of $0.6756 on February 3, 2026. Subsequently, the stock experienced a significant upturn, gaining 37.5% on March 19, 2026, following an earnings announcement on March 18, 2026. This notable surge from its low point contributed substantially to the overall approximately 25% gain in the specified period.
2. Aggressive Debt Reduction and Balance Sheet Improvement.
The company demonstrated a strong focus on financial restructuring and cost discipline. In the first quarter of 2026, operating expenses declined by 10% to $5.9 million, and interest expense fell by 77% to $0.13 million. Total liabilities decreased by 17%, or $4.04 million, and accounts payable improved by 38%, or $2.78 million, from December 31, 2025. Additionally, in April 2026, SUNation Energy converted $1.2 million of a related-party long-term note into 677,966 common shares, thereby reducing secured debt and future cash interest obligations.
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1. Rebound from 52-week low and positive reaction to earlier earnings report.
SUNation Energy's stock reached a 52-week low of $0.6756 on February 3, 2026. Subsequently, the stock experienced a significant upturn, gaining 37.5% on March 19, 2026, following an earnings announcement on March 18, 2026. This notable surge from its low point contributed substantially to the overall approximately 25% gain in the specified period.
2. Aggressive Debt Reduction and Balance Sheet Improvement.
The company demonstrated a strong focus on financial restructuring and cost discipline. In the first quarter of 2026, operating expenses declined by 10% to $5.9 million, and interest expense fell by 77% to $0.13 million. Total liabilities decreased by 17%, or $4.04 million, and accounts payable improved by 38%, or $2.78 million, from December 31, 2025. Additionally, in April 2026, SUNation Energy converted $1.2 million of a related-party long-term note into 677,966 common shares, thereby reducing secured debt and future cash interest obligations.
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Stock Movement Drivers
Fundamental Drivers
The 28.4% change in SUNE stock from 1/31/2026 to 5/26/2026 was primarily driven by a 16.1% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5262026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.95 | 1.22 | 28.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 60 | 66 | 10.6% |
| P/S Multiple | 0.1 | 0.1 | 16.1% |
| Shares Outstanding (Mil) | 3 | 3 | 0.0% |
| Cumulative Contribution | 28.4% |
Market Drivers
1/31/2026 to 5/26/2026| Return | Correlation | |
|---|---|---|
| SUNE | 28.4% | |
| Market (SPY) | 8.8% | 11.8% |
| Sector (XLK) | 28.8% | 10.0% |
Fundamental Drivers
The -12.5% change in SUNE stock from 10/31/2025 to 5/26/2026 was primarily driven by a -18.4% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5262026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.40 | 1.22 | -12.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 56 | 66 | 19.1% |
| P/S Multiple | 0.1 | 0.1 | -18.4% |
| Shares Outstanding (Mil) | 3 | 3 | -10.1% |
| Cumulative Contribution | -12.5% |
Market Drivers
10/31/2025 to 5/26/2026| Return | Correlation | |
|---|---|---|
| SUNE | -12.5% | |
| Market (SPY) | 10.7% | 18.4% |
| Sector (XLK) | 23.5% | 16.5% |
Fundamental Drivers
The -47.9% change in SUNE stock from 4/30/2025 to 5/26/2026 was primarily driven by a -99.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 4302025 | 5262026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.34 | 1.22 | -47.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 57 | 66 | 16.9% |
| P/S Multiple | 0.0 | 0.1 | 16163.7% |
| Shares Outstanding (Mil) | 0 | 3 | -99.7% |
| Cumulative Contribution | -47.9% |
Market Drivers
4/30/2025 to 5/26/2026| Return | Correlation | |
|---|---|---|
| SUNE | -47.9% | |
| Market (SPY) | 36.9% | 21.3% |
| Sector (XLK) | 77.4% | 19.4% |
Fundamental Drivers
The -100.0% change in SUNE stock from 4/30/2023 to 5/26/2026 was primarily driven by a -100.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 4302023 | 5262026 | Change |
|---|---|---|---|
| Stock Price ($) | 208500.00 | 1.22 | -100.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 66 | 174061.0% |
| P/S Multiple | 267.7 | 0.1 | -100.0% |
| Shares Outstanding (Mil) | 0 | 3 | -100.0% |
| Cumulative Contribution | -100.0% |
Market Drivers
4/30/2023 to 5/26/2026| Return | Correlation | |
|---|---|---|
| SUNE | -100.0% | |
| Market (SPY) | 87.5% | 9.4% |
| Sector (XLK) | 150.6% | 10.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SUNE Return | 27% | -76% | -75% | -99% | -100% | 19% | -100% |
| Peers Return | 42% | -15% | 60% | 30% | 13% | 44% | 314% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% |
Monthly Win Rates [3] | |||||||
| SUNE Win Rate | 58% | 17% | 8% | 8% | 25% | 40% | |
| Peers Win Rate | 53% | 40% | 57% | 50% | 53% | 64% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| SUNE Max Drawdown | -55% | -92% | -77% | -99% | -100% | -64% | |
| Peers Max Drawdown | -27% | -44% | -34% | -34% | -41% | -21% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: QCOM, FSLR, SLAB, POWI, NVDA.
[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] 2026 data is for the year up to 5/26/2026 (YTD)
How Low Can It Go
| Event | SUNE | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -40.3% | -33.7% |
| % Gain to Breakeven | 67.4% | 50.9% |
| Time to Breakeven | 349 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -34.4% | -19.2% |
| % Gain to Breakeven | 52.4% | 23.8% |
| Time to Breakeven | 164 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -24.4% | -3.7% |
| % Gain to Breakeven | 32.2% | 3.9% |
| Time to Breakeven | 20 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -29.7% | -12.2% |
| % Gain to Breakeven | 42.1% | 13.9% |
| Time to Breakeven | 1379 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -33.0% | -6.8% |
| % Gain to Breakeven | 49.2% | 7.3% |
| Time to Breakeven | 1426 days | 15 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -21.4% | -15.4% |
| % Gain to Breakeven | 27.2% | 18.2% |
| Time to Breakeven | 154 days | 125 days |
In The Past
SUNation Energy's stock fell -40.3% during the 2020 COVID-19 Crash. Such a loss loss requires a 67.4% gain to breakeven.
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| Event | SUNE | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -40.3% | -33.7% |
| % Gain to Breakeven | 67.4% | 50.9% |
| Time to Breakeven | 349 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -34.4% | -19.2% |
| % Gain to Breakeven | 52.4% | 23.8% |
| Time to Breakeven | 164 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -24.4% | -3.7% |
| % Gain to Breakeven | 32.2% | 3.9% |
| Time to Breakeven | 20 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -29.7% | -12.2% |
| % Gain to Breakeven | 42.1% | 13.9% |
| Time to Breakeven | 1379 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -33.0% | -6.8% |
| % Gain to Breakeven | 49.2% | 7.3% |
| Time to Breakeven | 1426 days | 15 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -21.4% | -15.4% |
| % Gain to Breakeven | 27.2% | 18.2% |
| Time to Breakeven | 154 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -38.6% | -53.4% |
| % Gain to Breakeven | 62.9% | 114.4% |
| Time to Breakeven | 217 days | 1085 days |
In The Past
SUNation Energy's stock fell -40.3% during the 2020 COVID-19 Crash. Such a loss loss requires a 67.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About SUNation Energy (SUNE)
SunEdison, Inc. develops, manufactures, and sells silicon wafers to the semiconductor industry. The company operates through three segments: Solar Energy, TerraForm Power, and Semiconductor Materials. The Solar Energy segment provides solar energy services that integrate the design, installation, financing, monitoring, operations, and maintenance portions of the downstream solar market. It also manufactures polysilicon, silicon wafers, and solar modules. As of December 31, 2014, this segment had interconnected approximately 974 solar power systems representing 2.35 gigawatts of solar energy generating capacity. The TerraForm Power Segment owns and operates clean power generation assets that sell electricity through long-term power purchase agreements to utility, commercial, and residential customers. The Semiconductor Materials segment manufactures and sells silicon wafers to the semiconductor industry, such as prime and test/monitor wafers; polished wafers for various applications, including memory, analog, RF devices, digital signal processors, and power devices; EPI wafers; and silicon-on-insulator wafers that enhances switching speeds and the performance of RF devices, such as power amplifiers, switches, and sensors. Its wafers are used as starting materials for the manufacture of various types of semiconductor devices, including microprocessor, memory, logic, and power devices. SunEdison, Inc. serves semiconductor device manufacturers, including the memory, microprocessor, and ASIC manufacturers; foundries; national retail chains and real estate property management firms; federal, state, and municipal governments; and utilities. It markets its products and services primarily through a direct sales force, as well as local or regional solar channel partners. The company was formerly known as MEMC Electronic Materials, Inc. and changed its name to SunEdison, Inc. in May 2013. SunEdison, Inc. was founded in 1984 and is headquartered in Maryland Heights, Missouri.
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- Solar Energy Services: Integrated services for the downstream solar market, encompassing design, installation, financing, monitoring, operations, and maintenance of solar power systems.
- Solar Module & Component Manufacturing: Production of polysilicon, silicon wafers, and solar modules used in solar energy applications.
- Clean Power Generation & Sales: Ownership and operation of clean power generation assets, selling electricity through long-term power purchase agreements to various customers.
- Semiconductor Silicon Wafer Manufacturing: Production and sale of various types of silicon wafers, including prime, polished, EPI, and silicon-on-insulator wafers, for the semiconductor industry.
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Based on the provided company description for SunEdison, Inc. (which historically traded under the symbol SUNE), its major customers include a diverse range of businesses, government entities, and individuals across its various segments:
- Semiconductor Device Manufacturers: These customers purchase silicon wafers (prime, test/monitor, polished, EPI, and silicon-on-insulator wafers) for manufacturing microprocessors, memory, logic, and power devices. This category includes memory, microprocessor, and ASIC manufacturers.
- Foundries: Companies that produce semiconductor devices for other businesses also acquire wafers from SunEdison.
- Commercial Sector: This includes national retail chains, real estate property management firms, and other commercial customers who utilize solar energy services, installations, and power purchase agreements.
- Government Sector: Federal, state, and municipal governments are customers for solar energy systems and services.
- Utilities: Power utilities purchase electricity from SunEdison's clean power generation assets through long-term power purchase agreements.
- Residential Customers: Individuals who purchase solar energy services (design, installation, financing, monitoring, operations, and maintenance) and electricity from SunEdison's power generation assets.
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The key risks to the business for SunEdison, Inc., the company described in the background information, primarily revolved around its aggressive growth strategy and associated financial challenges, which ultimately led to its bankruptcy.- Aggressive Debt-Fueled Acquisitions and Expansion: SunEdison pursued a rapid and extensive expansion strategy, acquiring numerous companies and projects, heavily financing these endeavors with significant debt. This approach created an unsustainable debt load that the company struggled to manage.
- Severe Liquidity Crisis and Cash Flow Issues: The company faced critical liquidity problems, indicating an inability to generate adequate cash flow to cover its operational expenses and service its substantial debt obligations. Problems with its "yieldco" model, designed to house and sell power generation assets, further complicated its financial position and led to difficulties in monetizing projects.
- Weaknesses in Financial Controls and Reporting: SunEdison encountered significant issues with its financial reporting, including delays in filing annual reports and identifying material weaknesses in its internal controls. These problems led to investigations by regulatory bodies and eroded investor confidence in the company's financial transparency and management.
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- Disruptive Energy Storage Technologies: The rapid advancement and cost reduction of battery storage solutions (e.g., utility-scale batteries, residential systems) threatened to fundamentally alter the energy market. Companies like SunEdison, which owned and operated solar assets and provided solar services, faced a threat if they could not effectively integrate or compete with increasingly sophisticated and cost-effective energy storage that could reduce the intermittency of solar and offer new value propositions, potentially disrupting traditional solar power purchase agreement (PPA) models.
- Emergence of Alternative Semiconductor Materials: The growing adoption and technological maturity of alternative semiconductor materials such as Gallium Nitride (GaN) and Silicon Carbide (SiC) presented a clear threat to SunEdison's core silicon wafer business. These materials offered superior performance characteristics (e.g., higher power density, efficiency, operating temperatures) for specific high-growth applications like power electronics, electric vehicles, and RF devices, threatening to displace silicon wafers in these key market segments.
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Select ideas related to SUNE.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | PLTR | Palantir Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 04102026 | ADSK | Autodesk | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 8.5% | 8.5% | 0.0% |
| 04102026 | BSY | Bentley Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.2% | 4.2% | 0.0% |
| 04102026 | ENPH | Enphase Energy | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 04102026 | BL | BlackLine | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.2% | 3.2% | -3.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 216.96 |
| Mkt Cap | 18.1 |
| Rev LTM | 3,120 |
| Op Inc LTM | 866 |
| FCF LTM | 876 |
| FCF 3Y Avg | 61 |
| CFO LTM | 1,278 |
| CFO 3Y Avg | 660 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 21.6% |
| Rev Chg 3Y Avg | 8.5% |
| Rev Chg Q | 11.4% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 41.6% |
| Op Inc Chg 3Y Avg | 7.9% |
| Op Mgn LTM | 14.1% |
| Op Mgn 3Y Avg | 15.5% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 27.8% |
| CFO/Rev 3Y Avg | 23.1% |
| FCF/Rev LTM | 23.5% |
| FCF/Rev 3Y Avg | 7.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 18.1 |
| P/S | 7.4 |
| P/Op Inc | 20.1 |
| P/EBIT | 18.9 |
| P/E | 22.1 |
| P/CFO | 30.0 |
| Total Yield | 2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 1.2% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.8% |
| 3M Rtn | 11.2% |
| 6M Rtn | 37.5% |
| 12M Rtn | 71.2% |
| 3Y Rtn | 40.2% |
| 1M Excs Rtn | 3.8% |
| 3M Excs Rtn | 2.1% |
| 6M Excs Rtn | 23.3% |
| 12M Excs Rtn | 42.5% |
| 3Y Excs Rtn | -35.4% |
Price Behavior
Price Behavior
| Market Price | $1.22 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -61.5% | |
| 50 Days | 200 Days | |
| DMA Price | $1.65 | $1.42 |
| DMA Trend | down | indeterminate |
| Distance from DMA | -26.0% | -14.0% |
| 3M | 1YR | |
| Volatility | 163.4% | 128.2% |
| Downside Capture | 283.43 | 221.92 |
| Upside Capture | 116.20 | 127.19 |
| Correlation (SPY) | 14.8% | 23.1% |
SUNE Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.25 | 0.85 | 1.18 | 2.02 | 1.98 | 1.20 |
| Up Beta | 5.69 | 3.91 | 3.63 | 3.30 | 2.98 | -0.90 |
| Down Beta | 9.10 | 1.84 | 8.97 | 5.72 | 4.14 | 3.51 |
| Up Capture | -230% | -50% | -56% | 40% | 27% | -7% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 7 | 18 | 25 | 45 | 92 | 280 |
| Down Capture | 856% | -4% | -209% | 99% | 141% | 113% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 13 | 22 | 36 | 74 | 143 | 429 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUNE | |
|---|---|---|---|---|
| SUNE | -24.3% | 128.2% | 0.34 | - |
| Sector ETF (XLK) | 62.7% | 20.7% | 2.25 | 20.2% |
| Equity (SPY) | 30.3% | 12.0% | 1.91 | 23.1% |
| Gold (GLD) | 36.8% | 26.8% | 1.14 | -11.3% |
| Commodities (DBC) | 41.2% | 18.7% | 1.71 | -12.3% |
| Real Estate (VNQ) | 16.3% | 13.1% | 0.89 | 11.1% |
| Bitcoin (BTCUSD) | -32.5% | 41.9% | -0.83 | 16.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUNE | |
|---|---|---|---|---|
| SUNE | -94.0% | 184.5% | -0.65 | - |
| Sector ETF (XLK) | 23.5% | 24.8% | 0.83 | 11.9% |
| Equity (SPY) | 14.3% | 17.0% | 0.66 | 11.1% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | -1.1% |
| Commodities (DBC) | 10.1% | 19.4% | 0.41 | 5.0% |
| Real Estate (VNQ) | 3.9% | 18.8% | 0.11 | 6.5% |
| Bitcoin (BTCUSD) | 12.0% | 55.3% | 0.42 | 8.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUNE | |
|---|---|---|---|---|
| SUNE | -75.2% | 136.5% | -0.38 | - |
| Sector ETF (XLK) | 25.5% | 24.4% | 0.94 | 11.4% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 11.0% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | -1.1% |
| Commodities (DBC) | 7.5% | 17.9% | 0.34 | 5.4% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 7.4% |
| Bitcoin (BTCUSD) | 66.8% | 66.9% | 1.06 | 5.9% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/15/2026 | -25.5% | -25.5% | |
| 3/19/2026 | 20.2% | 60.1% | -34.3% |
| 8/18/2025 | -7.6% | -3.8% | -10.1% |
| 5/16/2025 | -2.3% | -14.2% | -6.2% |
| 5/9/2024 | -17.0% | 102.7% | 62.3% |
| 11/13/2023 | 1.0% | -8.5% | -5.2% |
| 8/11/2023 | -8.1% | -19.4% | -22.4% |
| 5/12/2023 | -15.9% | -18.8% | -14.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 4 | 4 | 2 |
| # Negative | 7 | 7 | 8 |
| Median Positive | 3.2% | 35.5% | 41.7% |
| Median Negative | -8.1% | -14.2% | -9.6% |
| Max Positive | 20.2% | 102.7% | 62.3% |
| Max Negative | -25.5% | -25.5% | -34.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/23/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/15/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 04/15/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/19/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 04/14/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/22/2022 | 10-Q |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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