SUNation Energy (SUNE)
Market Price (7/10/2026): $2.43 | Market Cap: $8.3 MilSector: Information Technology | Industry: Semiconductors
SUNation Energy (SUNE)
Market Price (7/10/2026): $2.43Market Cap: $8.3 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 -136%, 3Y Excs Rtn is -169% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% | 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 88% Stock price has recently run up significantly6M Rtn6 month market price return is 137% 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% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 168% 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 -136% High stock price volatilityVol 12M is 443% 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 -136%, 3Y Excs Rtn is -169% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% |
| 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 88% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 137% |
| 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% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 168% |
| 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 -136% |
| High stock price volatilityVol 12M is 443% |
| Key risksSUNE key risks include [1] a history of consistent unprofitability and declining earnings, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 7/9/2026
SUNation Energy (SUNE) stock has gained about 15% since 3/31/2026 because of the following key factors:
1. Definitive Merger Agreement with Suniva.
On June 8, 2026, SUNation Energy announced a definitive merger agreement with Suniva. This strategic move is aimed at creating a platform for American solar manufacturing and services leadership, indicating potential long-term growth and market position enhancement.
2. Significant Debt Reduction and Improved Financial Flexibility.
SUNation Energy reduced its long-term debt by approximately $1.2 million, as announced on April 15, 2026. This builds upon prior efforts, including the elimination of $1.1 million in legacy debt in February 2026, which substantially improved ongoing cash flow and strengthened the company's balance sheet. These actions contributed to a 77% decline in interest expense in fiscal Q1 2026, reducing it to $0.13 million year over year.
Show more
SUNation Energy (SUNE) stock has gained about 15% since 3/31/2026 because of the following key factors:
1. Definitive Merger Agreement with Suniva.
On June 8, 2026, SUNation Energy announced a definitive merger agreement with Suniva. This strategic move is aimed at creating a platform for American solar manufacturing and services leadership, indicating potential long-term growth and market position enhancement.
2. Significant Debt Reduction and Improved Financial Flexibility.
SUNation Energy reduced its long-term debt by approximately $1.2 million, as announced on April 15, 2026. This builds upon prior efforts, including the elimination of $1.1 million in legacy debt in February 2026, which substantially improved ongoing cash flow and strengthened the company's balance sheet. These actions contributed to a 77% decline in interest expense in fiscal Q1 2026, reducing it to $0.13 million year over year.
Show more
Updated on 7/9/2026
SUNation Energy (SUNE) stock has gained about 15% since 3/31/2026 because of the following key factors:
1. Definitive Merger Agreement with Suniva.
On June 8, 2026, SUNation Energy announced a definitive merger agreement with Suniva. This strategic move is aimed at creating a platform for American solar manufacturing and services leadership, indicating potential long-term growth and market position enhancement.
2. Significant Debt Reduction and Improved Financial Flexibility.
SUNation Energy reduced its long-term debt by approximately $1.2 million, as announced on April 15, 2026. This builds upon prior efforts, including the elimination of $1.1 million in legacy debt in February 2026, which substantially improved ongoing cash flow and strengthened the company's balance sheet. These actions contributed to a 77% decline in interest expense in fiscal Q1 2026, reducing it to $0.13 million year over year.
3. Strategic Financing Partnerships and Commercial Sector Growth.
On April 17, 2026, SUNation Energy entered a strategic financing agreement with Participate Energy to support future residential solar and battery growth throughout 2026. This initiative, coupled with a 15% increase in commercial revenue year over year to $1.47 million in fiscal Q1 2026, demonstrates the company's efforts to expand its market reach and navigate challenges in the residential solar sector.
4. Capital Infusion for Working Capital.
The company successfully raised $2.7 million through a private share sale on June 8, 2026, by issuing 2,390,000 common shares at $1.13 per share. These proceeds are designated for working capital and general corporate purposes, enhancing the company's liquidity and operational capabilities.
Show less
SUNation Energy (SUNE) stock has gained about 15% since 3/31/2026 because of the following key factors:
1. Definitive Merger Agreement with Suniva.
On June 8, 2026, SUNation Energy announced a definitive merger agreement with Suniva. This strategic move is aimed at creating a platform for American solar manufacturing and services leadership, indicating potential long-term growth and market position enhancement.
2. Significant Debt Reduction and Improved Financial Flexibility.
SUNation Energy reduced its long-term debt by approximately $1.2 million, as announced on April 15, 2026. This builds upon prior efforts, including the elimination of $1.1 million in legacy debt in February 2026, which substantially improved ongoing cash flow and strengthened the company's balance sheet. These actions contributed to a 77% decline in interest expense in fiscal Q1 2026, reducing it to $0.13 million year over year.
3. Strategic Financing Partnerships and Commercial Sector Growth.
On April 17, 2026, SUNation Energy entered a strategic financing agreement with Participate Energy to support future residential solar and battery growth throughout 2026. This initiative, coupled with a 15% increase in commercial revenue year over year to $1.47 million in fiscal Q1 2026, demonstrates the company's efforts to expand its market reach and navigate challenges in the residential solar sector.
4. Capital Infusion for Working Capital.
The company successfully raised $2.7 million through a private share sale on June 8, 2026, by issuing 2,390,000 common shares at $1.13 per share. These proceeds are designated for working capital and general corporate purposes, enhancing the company's liquidity and operational capabilities.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 16.4% change in SUNE stock from 3/31/2026 to 7/9/2026 was primarily driven by a 25.5% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.20 | 2.56 | 16.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 72 | 66 | -7.6% |
| P/S Multiple | 0.1 | 0.1 | 25.5% |
| Shares Outstanding (Mil) | 3 | 3 | 0.3% |
| Cumulative Contribution | 16.4% |
Market Drivers
3/31/2026 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SUNE | 16.4% | |
| Market (SPY) | 15.6% | 5.5% |
| Sector (XLK) | 39.5% | 15.6% |
Fundamental Drivers
The 148.5% change in SUNE stock from 12/31/2025 to 7/9/2026 was primarily driven by a 124.6% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.03 | 2.56 | 148.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 60 | 66 | 10.6% |
| P/S Multiple | 0.1 | 0.1 | 124.6% |
| Shares Outstanding (Mil) | 3 | 3 | 0.0% |
| Cumulative Contribution | 148.5% |
Market Drivers
12/31/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SUNE | 148.5% | |
| Market (SPY) | 10.5% | 5.8% |
| Sector (XLK) | 28.9% | 13.3% |
Fundamental Drivers
The 62.0% change in SUNE stock from 6/30/2025 to 7/9/2026 was primarily driven by a 14164.2% change in the company's P/S Multiple.| (LTM values as of) | 6302025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.58 | 2.56 | 62.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 56 | 66 | 18.1% |
| P/S Multiple | 0.0 | 0.1 | 14164.2% |
| Shares Outstanding (Mil) | 0 | 3 | -99.0% |
| Cumulative Contribution | 62.0% |
Market Drivers
6/30/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SUNE | 62.0% | |
| Market (SPY) | 22.7% | 8.0% |
| Sector (XLK) | 47.0% | 14.1% |
Fundamental Drivers
The -100.0% change in SUNE stock from 6/30/2023 to 7/9/2026 was primarily driven by a -100.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 6302023 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 205500.00 | 2.56 | -100.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 49 | 66 | 34.7% |
| P/S Multiple | 0.3 | 0.1 | -52.3% |
| Shares Outstanding (Mil) | 0 | 3 | -100.0% |
| Cumulative Contribution | -100.0% |
Market Drivers
6/30/2023 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SUNE | -100.0% | |
| Market (SPY) | 75.6% | 6.7% |
| Sector (XLK) | 117.2% | 10.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SUNE Return | 27% | -76% | -75% | -99% | -100% | 105% | -100% |
| Peers Return | 22% | -6% | 16% | -5% | 6% | 22% | 64% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% |
Monthly Win Rates [3] | |||||||
| SUNE Win Rate | 58% | 17% | 8% | 8% | 25% | 57% | |
| Peers Win Rate | 52% | 40% | 52% | 44% | 50% | 46% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| SUNE Max Drawdown | -55% | -92% | -77% | -99% | -100% | -65% | |
| Peers Max Drawdown | -27% | -39% | -38% | -35% | -42% | -25% | |
| 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, CBRS.
[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 7/9/2026 (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)
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SunEdison, Inc. is a diversified technology company with a significant presence in both the semiconductor industry and renewable energy sector. Originally known for its semiconductor materials business, the company expanded its operations to become a global provider of solar energy solutions. It operates through three main segments: Solar Energy, TerraForm Power, and Semiconductor Materials, reflecting its dual focus on high-tech manufacturing and sustainable power generation.
In its renewable energy segments, SunEdison offers comprehensive solar energy services, encompassing the entire project lifecycle from design, installation, and financing to ongoing monitoring, operations, and maintenance. This segment also manufactures key solar components like polysilicon, silicon wafers, and solar modules. Its clean energy efforts are further bolstered by the TerraForm Power segment, which owns and operates clean power generation assets and sells electricity through long-term power purchase agreements to a diverse customer base, including utility, commercial, and residential clients.
The Semiconductor Materials segment remains foundational to SunEdison, manufacturing and selling advanced silicon wafers. These include prime, test/monitor, polished, EPI, and silicon-on-insulator (SOI) wafers, which are essential starting materials for a wide range of semiconductor devices such as microprocessors, memory, logic, and power devices. The company serves a broad array of customers, from leading semiconductor device manufacturers and foundries to national retail chains, government entities, and utilities across its various business lines.
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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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Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 194.82 |
| Mkt Cap | 7.2 |
| Rev LTM | 821 |
| Op Inc LTM | 11 |
| FCF LTM | 85 |
| FCF 3Y Avg | 56 |
| CFO LTM | 105 |
| CFO 3Y Avg | 87 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 18.1% |
| Rev Chg 3Y Avg | 3.3% |
| Rev Chg Q | 2.6% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Inc Chg LTM | 25.3% |
| Op Inc Chg 3Y Avg | -0.8% |
| Op Mgn LTM | 2.5% |
| Op Mgn 3Y Avg | 5.0% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 23.6% |
| CFO/Rev 3Y Avg | 20.0% |
| FCF/Rev LTM | 18.9% |
| FCF/Rev 3Y Avg | -0.1% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| SUNation NY | 50 | 40 | ||
| Hawaii Energy Connection (HEC) | 22 | 17 | ||
| Corporate and Other | 0 | 0 | ||
| Commercial contracts | 11 | 2 | ||
| Other | 0 | 0 | ||
| Residential contracts | 65 | 25 | ||
| Service revenue | 3 | 0 | ||
| Software revenue | 0 | |||
| Total | 72 | 57 | 80 | 28 |
| $ Mil | 2025 | 2024 |
|---|---|---|
| SUNation NY | 3 | -1 |
| Hawaii Energy Connection (HEC) | 1 | -5 |
| Corporate and Other | -6 | -6 |
| Total | -2 | -12 |
| $ Mil | 2025 | 2024 |
|---|---|---|
| SUNation NY | 27 | 26 |
| Hawaii Energy Connection (HEC) | 18 | 18 |
| Corporate and Other | 3 | 1 |
| Total | 48 | 46 |
Price Behavior
Price Behavior
| Market Price | $2.56 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -56.5% | |
| 50 Days | 200 Days | |
| DMA Price | $1.93 | $3.48 |
| DMA Trend | up | up |
| Distance from DMA | 32.6% | -26.5% |
| 3M | 1YR | |
| Volatility | 862.6% | 443.5% |
| Downside Capture | 986.81 | 312.72 |
| Upside Capture | 838.37 | 292.41 |
| Correlation (SPY) | 5.8% | 7.9% |
SUNE Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 6.85 | 4.94 | 2.79 | 2.49 | 2.73 | 1.38 |
| Up Beta | -53.66 | -33.86 | -11.90 | -7.81 | -2.01 | -1.79 |
| Down Beta | -0.16 | 0.17 | 1.55 | 4.48 | 3.93 | 3.42 |
| Up Capture | 3792% | 3486% | 1087% | 904% | 670% | -5% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 6 | 16 | 23 | 47 | 93 | 277 |
| Down Capture | 650% | 633% | 580% | 209% | 179% | 113% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 13 | 22 | 35 | 70 | 140 | 430 |
[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 | 49.9% | 442.7% | 0.87 | - |
| Sector ETF (XLK) | 45.4% | 24.3% | 1.49 | 14.1% |
| Equity (SPY) | 22.3% | 12.5% | 1.33 | 8.0% |
| Gold (GLD) | 24.4% | 27.8% | 0.77 | 0.1% |
| Commodities (DBC) | 23.6% | 18.7% | 1.00 | 0.9% |
| Real Estate (VNQ) | 13.2% | 13.9% | 0.65 | -8.7% |
| Bitcoin (BTCUSD) | -42.8% | 42.8% | -1.18 | 13.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUNE | |
|---|---|---|---|---|
| SUNE | -93.2% | 264.9% | -0.20 | - |
| Sector ETF (XLK) | 21.1% | 25.5% | 0.74 | 11.3% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 8.4% |
| Gold (GLD) | 18.0% | 18.3% | 0.80 | 0.7% |
| Commodities (DBC) | 7.5% | 19.5% | 0.28 | 4.8% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.06 | 1.8% |
| Bitcoin (BTCUSD) | 12.3% | 53.5% | 0.42 | 8.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUNE | |
|---|---|---|---|---|
| SUNE | -73.6% | 191.5% | -0.09 | - |
| Sector ETF (XLK) | 25.6% | 24.7% | 0.93 | 10.3% |
| Equity (SPY) | 15.8% | 17.9% | 0.75 | 8.3% |
| Gold (GLD) | 11.7% | 16.1% | 0.59 | 0.4% |
| Commodities (DBC) | 6.1% | 18.0% | 0.27 | 4.9% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.22 | 3.6% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | 5.5% |
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Earnings Returns History
Updated 6/18/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/15/2026 | -25.5% | -25.5% | 73.3% |
| 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 | 3 |
| # Negative | 6 | 6 | 7 |
| Median Positive | 3.2% | 35.5% | 62.3% |
| Median Negative | -12.0% | -16.5% | -10.1% |
| Max Positive | 20.2% | 102.7% | 73.3% |
| Max Negative | -25.5% | -25.5% | -34.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/15/2026 | -25.5% | -25.5% | 73.3% |
| 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% |
| 2/9/2022 | 1.8% | 10.9% | -9.0% |
| 11/5/2020 | 4.6% | 9.8% | 21.0% |
| SUMMARY STATS | |||
| # Positive | 4 | 4 | 3 |
| # Negative | 6 | 6 | 7 |
| Median Positive | 3.2% | 35.5% | 62.3% |
| Median Negative | -12.0% | -16.5% | -10.1% |
| Max Positive | 20.2% | 102.7% | 73.3% |
| 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 |
| 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 |
| 03/31/2022 | 05/23/2022 | 10-Q |
| 06/30/2021 | 11/12/2021 | S-4 |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Semiconductors Resources |
| EE Times |
| Semiconductor Engineering |
| Semiconductor Digest |
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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Core Cache Last Updated: 7/9/2026