TAN: The New Solar Cycle Has Started - Here's Why I'm Buying

The Invesco Solar ETF offers focused exposure to the solar sector, with key holdings in Nextracker and First Solar. Favorable macro conditions - stable rates, robust corporate PPAs, and IRA incentives - have shifted solar from speculative to structural infrastructure. TAN's diversified portfolio reduces single-stock risk, making it a compelling choice for retail investors over individual solar stocks.

Seeking Alpha • Nov 20, 2025

Here's Why Solar & Clean Energy ETFs Are Shining Bright

Solar and other clean energy ETFs like TAN, CTEX, CNRG & CTEC are surging as AI demand, rate cuts & policy relief boost the long-term growth outlook.

Zacks Investment Research • Nov 6, 2025

China solar stocks rise on potential capacity controls

Chinese solar stocks soared on Tuesday as state media reported that authorities were planning to strengthen controls on solar production capacity, as the industry faces a glut of supply that has driven prices unsustainably low.

Reuters • Oct 14, 2025

Japan's conventional solar stocks tumble after Takaichi victory

Shares in Japanese renewable energy company Renova plunged more than 11% on Monday, making it the biggest loser on the Tokyo Stock Exchange's prime market, after Sanae Takaichi looked set to become Japan's next prime minister.

Reuters • Oct 6, 2025

Clean Energy ETFs Slide Post Trump's Remark at UN: A Bumpy Road Ahead?

Trump's sharp criticism of green energy rattles investors, sending U.S. clean energy ETFs like ICLN, QCLN, ACES, TAN and PBW lower.

Zacks Investment Research • Sep 24, 2025

Peeking Into Solar ETFs Amid Trump Administration

Less unfavorable regulations, strong Q2 earnings beats and higher demand for energy due to the AI boom put focus on solar ETFs like TAN.

Zacks Investment Research • Sep 18, 2025

TAN: Solar Stocks A Stealthy Leader, Another Upside Is Doable

TAN has outperformed the S&P 500 since April, with strong momentum and a technical breakout signaling further upside potential. Despite increased valuation, TAN's improved long-term EPS growth and compelling PEG ratio support a bullish investment thesis. The ETF remains under-owned, offering a contrarian opportunity, but carries high risk and seasonally weak performance from August to October.

Seeking Alpha • Sep 4, 2025

35 ETFs to Watch After the S&P 500's Most Recent Surge

Over the last 100 trading days, or roughly five months, the S&P 500 Index (SPX) has surged more than 25%.

Schaeffers Research • Sep 4, 2025

Why Solar Could Be the Next Big AI Winner

Artificial intelligence is creating the first true energy bottleneck in the history of the digital economy. Hyperscale data centers are so compute and power hungry that the US grid is already straining to keep up.

Zacks Investment Research • Sep 2, 2025

Energy ETFs: Finding Opportunity Amid Policy Uncertainty

Energy ETF serve as a strategic tool for capturing growth in specific sectors while reducing the risk associated with individual stocks. Let's take ETFs in the alternative energy sector (solar, wind, nuclear).

Benzinga • Aug 29, 2025