The Solar Turnaround That Could Rip If Residential Demand Stabilizes

When a former market darling gets cut in half, the story does not need to be perfect to work again. It just needs to get less bad, one quarter at a time.

That’s exactly what we’re starting to see, and why things are getting exciting for this company.

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Lululemon | LULU

Price: $188.78

Lululemon looks like a different stock than it did a year ago, and that is exactly why it is back on the table.

Shares are down roughly 46% over the past year, but the headline that jumps out is valuation. A mid-teens P/E on a premium global brand is not how this usually trades when the market believes growth is durable. 

The question is whether this is a real brand maturation story or a temporary digestion phase after years of outsized gains.

If consumer spending stays choppy, LULU has to win with product innovation and international momentum, not just price. 

The good news is that the company still has a premium positioning that many retailers would kill for, and it has room to expand categories and geographies.

The risk is that athleisure is crowded, and even great brands can get stuck if traffic slows and promotional noise rises.

Why it matters for you: LULU is a quality brand trading like a problem. If demand holds and margins stay resilient, the stock can rerate without needing a heroic growth rebound.

Allegro MicroSystems | ALGM

Price: $32.96

Allegro is one of those picks-and-shovels semiconductor names that tends to get overlooked until a cycle turns.

The stock is up about 40% over the past year, but it is still not priced like a high-flying AI winner, which is part of the appeal.

The core story revolves around power and sensing chips that show up in places that quietly compound demand: autos, industrial, and electrification-heavy systems.

That makes ALGM a “duration” semiconductor name, but also a cyclical one, since auto and industrial orders can pause hard when customers get cautious. 

If we get a broader rebound in EV-related production and industrial spending, Allegro can benefit without needing a single headline product launch.

The flip side is that the market can punish anything tied to EV narratives if adoption headlines cool.

What you want to see is steadier order trends and evidence that product mix and pricing can support margins through the cycle.

Why it matters for you: ALGM is a cleaner way to play electrification demand without betting on a single automaker. If the cycle turns, it can grind higher on fundamentals instead of hype.

Urgent Shift (Sponsored)

Elon Musk: “People will be talking about this moment in 100 years.”

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Five9 | FIVN

Price: $17.14

Five9 is trading like a company the market stopped believing in, and that is why it is worth revisiting.

The stock is down nearly 49% over the past year and sits near its lows, which tells you investors remain skeptical about cloud contact center growth and competitive pressure. 

But the contact center category is also getting reshaped by AI, and that is where a narrative restart can happen.

If enterprises upgrade customer support workflows using AI copilots, automation, and smarter routing, platforms like Five9 can either become the rails that benefit, or get squeezed by larger suites that bundle everything. 

The path to upside is simple: stabilize growth, prove that AI features drive higher seat value, and show better operating discipline.

The path to pain is also simple: slowing growth plus pricing pressure, with the stock stuck as dead money.

Why it matters for you: FIVN is a beaten-down software name where even a modest improvement in execution can change the multiple. The risk is real, but so is the asymmetry if sentiment flips.

Nova | NVMI

Price: $452.53

Nova is the opposite of most names on this list, because it has been working.

Shares are up roughly 87% over the past year, and the stock trades like a high-conviction semiconductor tooling winner. 

That makes it tricky, because the business may be strong while the expectations get dangerously high.

Nova sits in process control and metrology, which matters more as chipmaking gets more complex and yields become a competitive weapon.

When the industry pushes into tighter nodes and advanced packaging, measurement and inspection become less optional.

The bull case is that Nova stays on the right side of capital spending as fabs expand and process complexity rises.

The bear case is that the stock already reflects a lot of perfection, and any sign of slower orders or delayed capex can hit valuation hard.

With a premium multiple, the market will demand clean execution and steady growth commentary.

Why it matters for you: NVMI is a fundamentals winner with a momentum wrapper.

If semicap spending stays strong, it can keep running, but position sizing matters because the valuation leaves little room for surprises.

Enphase Energy | ENPH

Price: $34.52

Enphase is trying to crawl out of the post-boom solar hangover, and the setup is getting interesting because expectations are already low.

The stock is down about 46% over the last year and trades near the bottom half of its range, which tells you investors are still pricing in weak residential demand and a slow recovery.

But that is also why any sign of stabilization can matter.

If installer inventory normalizes, financing friction eases, and attach rates on batteries keep improving, the market does not need a return to peak growth to re-rate the stock.

It just needs confidence that the floor is in. 

The valuation is no longer priced like a momentum rocket, and that changes the psychology.

The key swing factor is whether demand improves as rates drift lower and installers stop working through old inventory.

Another thing to watch is whether the company can defend pricing while keeping margins healthy, because that is where a lot of the fear still lives.

Why it matters for you: ENPH is a classic sentiment reset candidate. If the residential cycle turns even modestly, the upside can be sharp because the stock is already priced for disappointment.

📊 Stat of the Day: 30% Higher Price

U.S. energy officials said Venezuelan crude is now selling at about 30% higher realized prices than it was just weeks ago, after a first U.S.-controlled sale worth roughly $500 million.

In other words, the same barrel is suddenly getting priced like it belongs back in the global market, even while the politics remain messy.