SunPower, Inc. (SPWR)
NASDAQInformation TechnologySolarSnapshot 2026-10-29
NASDAQInformation TechnologySolarSnapshot 2026-10-29
Research Workspace
Put SPWR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Annual revenue exceeds $400 million in fiscal year 2026: Comparison needs review.
View ThesisManagement screens weak on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 80% in its worst 12-month stretch.
View RiskSPWR’s claim rests on achieving cashflow breakeven, though its revenue trajectory is unavailable. The desk records no earnings history or latest result to support that claim. Valuation multiples versus peers are unavailable, so the priced-in point cannot be established. Cash constraints threaten the stated cashflow breakeven objective. Our model puts the next-quarter miss near 71%. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. SPWR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering SPWR (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare SPWR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SPWR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Information Technology (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SPWR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve cashflow breakeven by Q3 2026
Stock price target cut indicates potential cash flow issues.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Threatens: Manage capital allocation including equity and debt transactions
Private placement provides capital but share-price decline highlights dilution and financing pressure.

Advances: Manage capital allocation including equity and debt transactions
Capital raise supports cashflow breakeven objective.

Threatens: Reduce operating losses
Bankruptcy raises concerns about operating losses and cashflow.
Bankruptcy raises concerns about operational stability and cash flow.
Advances: Achieve cashflow breakeven by Q3 2026
Q3 revenue outlook and sub-$1 million operating-loss target signal progress toward breakeven.

Threatens: Achieve cashflow breakeven by Q3 2026
Q2 estimates miss and share decline challenge the recovery trajectory.

Advances: Achieve cashflow breakeven by Q3 2026
Advancements in energy transition support cashflow breakeven goal.