SUNPOWER Stock Price, News & Analysis

SunPower (Nasdaq: SPWR) announced the Monolith solar panel, the first product under its joint development agreement with REC Group, targeting residential and light commercial markets.

The Monolith is a solid-black, frameless panel rated at 470 watts under standard test conditions, weighs 50 pounds (U.S. OSHA single-worker residential limit), and is in production as the REC Alpha Pure-TX 470W. SunPower plans a bifacial upgrade that management says will raise output to over 500 watts to collect light from both sides and boost system energy production.

SunPower (Nasdaq: SPWR) filed its Q3’25 Form 10-Q (posted Dec 19, 2025). Management said auditors requested a $1.1 million increase in bad-debt reserves, raising total reserves from $7.1M to $8.2M. That reserve change reduced reported non-GAAP Q3’25 operating income from $3.123M to $2.123M, removing what had been described as a record.

Company said it worked directly with 40 homebuilder customers with aged accounts receivable and is now receiving payments from 38 of them; management emphasized improved collection confidence and the ability to deactivate systems if needed.

SunPower (Nasdaq: SPWR) received a deficiency notice from Nasdaq Listing Qualifications on Nov 19, 2025 for failing to timely file its Q3 Form 10-Q for the quarter ended Sept 28, 2025. The company filed a Form 12b-25 on Nov 12, 2025 explaining the delay to allow more time to compile certain information. Under Nasdaq rules, the company has 60 calendar days from the notice to submit a plan to regain compliance. SunPower anticipates filing the Q3 Form 10-Q during the week of Nov 24, 2025.

SunPower (Nasdaq: SPWR) announced on November 21, 2025 that it granted inducement awards tied to its acquisition of Ambia Energy. The company issued a total of 2.0 million time-based RSUs to two key Ambia employees as a material inducement to employment.

Terms: 20% of RSUs vest after one year, remainder vests in equal monthly installments through the fifth anniversary, subject to continuous service, and include accelerated vesting if the company terminates the recipient without cause. The grants were approved by the board and issued outside the company’s 2023 Equity Incentive Plan under Nasdaq Listing Rule 5635(c)(4).

SunPower (CSLR) closed a $37.5 million acquisition of Ambia Solar on Nov 24, 2025 to create the No. 5 U.S. residential solar company by Ohm Analytics rankings. Management raised its Q4 2025 revenue estimate to $88 million, expects record operating income in Q4 2025 and at least $2.0 million operating income in Q1 2026. The deal adds Ambia’s operations team and 203 sales reps, increasing SunPower’s salesforce to 2,027 reps. Integration milestones and recent legal costs ($145,000) were disclosed, and management outlined current integration status for Ambia and a prior Sunder acquisition.

SunPower (CSLR) signed a non-binding LOI to acquire Ambia Solar for $37.5 million in equity, with a planned close in Q4'25 subject to customary conditions. Ambia is No. 19 in U.S. installed megawatts and is forecasted to add $83.6 million of 2025E revenue, which SunPower says will begin contributing in Q1'26. Ambia's reported metrics include a 41.6-day median order-to-install cycle and an NPS of 71; its backlog is 72% TPO. SunPower projects the deal will reinforce its Q4'25 results and help it remain profitable through the Q1'26 ITC transition.

SunPower (Nasdaq: SPWR) announced completion of the Sunder salesforce integration and expects record Q4 2025 revenue of $83.3 million and record operating income of $3.5 million. Management said the merger added 266 new salespeople and that onboarding was completed within 30 days of the merger announcement. The expanded sales organization will be prioritized by state for growth execution throughout 2026.

The company also listed investor conferences for 4H 2025 and provided IR contact information for meetings.

SunPower (CSLR) reported preliminary Q3’25 results showing record post-acquisition non-GAAP operating income of $3.12M (4.5% of revenue) on revenue of $70.0M, up from $67.5M in Q2’25. The company posted three consecutive profitable quarters and forecasts a Q4’25 record of $83.3M revenue and $3.56M operating income.

The firm closed the Sunder acquisition, expanding reach to 45 states, increasing its dealer salesforce to 1,744, and forecasting Q4’25 bookings to more than double; ending cash was $4.11M and the company is raising capital.

SunPower (Nasdaq: SPWR) will report Q3'25 results via webcast on Tuesday, October 21, 2025 at 1:00pm ET. Management said the company has generated three sequential quarters of operating profit since completing the SunPower asset acquisition one year ago and described Q3'25 as a record profit quarter. The company also announced a recent acquisition of Sunder Energy, which management called transformational and tied to long‑term growth. The webcast will include discussion of Q3 results, integration progress for Sunder, and expectations for Q4'25 and 2026. Registration is available on the company Events page at the investor site.