Caterpillar, First Solar, Enphase, Ehang, Rivian: Trending by Analysts

Analysts are intrested in these 5 stocks: ( (CAT) ), ( (FSLR) ), ( (ENPH) ), ( (EH) ) and ( (RIVN) ). Here is a breakdown of their recent ratings and the rationale behind them.

Caterpillar is making waves in the stock market with recent upgrades from analysts. Mircea Dobre from Baird Equity Research has upgraded Caterpillar to a ‘Buy’ rating, citing stabilizing fundamentals and a positive trade détente. The easing of tariff impacts is expected to drive earnings growth into 2026, with dealer inventories becoming a revenue tailwind. Meanwhile, Steven Fisher from UBS has upgraded Caterpillar to ‘Hold’, noting reduced downside risks due to improved trade discussions with China. While caution remains due to macroeconomic uncertainties, the outlook for Caterpillar appears more balanced.

First Solar is capturing attention with a strong upgrade from analyst Steve Fleishman, who has moved the stock to ‘Buy’. The clarity on 45X credits and supportive FEOC provisions are seen as major positives. First Solar stands to earn significant credits through 2031, reinforcing its position as a leading domestic solar module manufacturer. The proposed rules are expected to further disadvantage foreign competitors, bolstering First Solar’s market position in the U.S.

Enphase Energy faces challenges as analyst Ameet Thakkar downgrades the stock to ‘Sell’. The elimination of the Section 25D Residential Clean Energy Credit is expected to disproportionately impact Enphase, leading to a contraction in the U.S. residential solar market. The company’s market share has already been affected by shifting market dynamics, and the loss of the 25D credit presents a significant headwind for future growth.

Ehang Holdings is gaining momentum as analyst Fiona Liang initiates coverage with a ‘Buy’ rating. As China’s leading eVTOL aircraft brand, Ehang is poised for significant growth in the coming years. The company’s advanced technology and strong market position are expected to drive a 62% CAGR in China eVTOL shipments by 2030. With a robust order backlog and limited competition, Ehang is well-positioned to capitalize on the growing demand in the tourism sector.

Rivian Automotive is facing a mixed outlook as analyst Philippe Houchois downgrades the stock to ‘Hold’. Despite better-than-expected Q1 numbers, driven by new accounting practices, the demand outlook remains downbeat. Rivian’s progress in reducing unit costs and managing cash is commendable, but the company is still waiting for updates on its R2 progress. While Rivian’s software achievements are promising, the company needs to provide a clearer roadmap for future growth.