Tuesday, November 23, 2010

SunPower (NASDAQ:SPWRA) Needs to Generate Results

Struggling SunPower (NASDAQ:SPWRA) released in-depth disclosure over in reference to its latest quarterly results, which was welcome by analysts and investors, but as Auriga noted, now they need to take things to the next step and generate results.

Auriga said, "The extra disclosure provided in the 3Q SunPower report and recent Analyst Day is a welcome start to repairing investor confidence, but we remain in wait-and-see mode. Operating cash flow is expected to be up as much as 300mln in 2011 from a disastrous 78mln burn so far in 2010, a distinct improvement if it occurs -- but a positive trend from a not-so-lumpy sales profile is required for confirmation. Although we raise our 2011 sales estimates, we lower our non-GAAP EPS estimate on lower margins."

Auriga maintains a "Hold" rating on SunPower. They were trading at $12.05, falling $0.24, or 1.95 percent at 12:03 PM EST. The price target was lowered from $12 to $11 on the solar company.

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