SunPower (SPWR) Achieves First "Monolith" Panel Installation as Silicon Valley Demand Surges Following REC Partnership

SunPower Inc. (NASDAQ:SPWR) is one of the new stocks on the rise. On January 16, SunPower achieved its first installation of Monolith panels created by Renewable Energy Corporation, with Silicon Valley’s Cobalt Power Systems installing them for a premium customer in Santa Cruz, California. Cobalt Power Systems CEO John Paul Bergh stated that demand for these high-quality, power-dense, premium modules has been extraordinary and that their first container, received on January 16, sold out immediately. Consequently, Cobalt Power Systems placed a second order and is actively designing and deploying Monolith tech at a rapid pace to meet the demands of tech-aware Silicon Valley homeowners seeking the most advanced solar tech available.

Earlier on January 23, SunPower Inc. (NASDAQ:SPWR) reported Q4 2025 results, with revenue climbing to $88.5 million from $70 million in the previous quarter and an operating income of $3.5 million, which was 4% of revenue.

Operationally, SunPower nearly doubled its sales force to approximately 2,000 representatives. Management also provided a conservative Q1 2026 revenue guidance of $84 million and noted some uncertainty due to seasonal factors and the solar tax credit environment, while setting a long-term goal to reach $1 billion in revenue by 2028.

SunPower Inc. (NASDAQ:SPWR) provides solar system sales and installation in the US. It operates through Residential Solar Installation and New Homes Business segments.

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Disclosure: None. This article is originally published at Insider Monkey.