Goldman Comments on Big Beautiful Bill and American Clean Energy

Goldman Comments on Big Beautiful Bill and American Clean Energy

The analyst comments "While we take no view on the final outcome of the bill, we view the Senate proposal as relatively positive for FSLR, NXT, and ARRY as these companies have exposure primarily to 45X manufacturing tax credits, which are relatively unchanged and thus more intact through the end of 2031. We view RUN, ENPH, and SEDG are the most negatively impacted by the proposed bill as the revision specifically calls out leasing and rental models which will not be eligible for tax credits starting in 2026. We view CCJ and SMR as a potential beneficiary given positive commentary around nuclear PTC and ITCs and relatively longer runway availability for these credits for nuclear."

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