20 July 2026 | 5:00PM EDT Equity Research AMERICAS CLEAN TECHNOLOGY: SOLAR 2Q26 Preview: Focus on potential for upside in utility-scale solar and battery-levered bookings/backlog; Buy NXT, FLNC, SHLS Heading into 2Q26 earnings, we believe broader fundamentals remain quite positive for utility-scale solar and battery storage end markets and see potential for upside to revenue expectations in 2H26 on the back of bookings strength. The recent pullback across the group suggests investor positioning has lightene ...