According to Stock Talk (@stocktalkweekly), Enphase Energy (ENPH) has been double-downgraded to 'Underweight' by Barclays with a $40 price target and downgraded by BMO Capital. Barclays cites the potential repeal of Section 25D, which could shift the residential solar market to over 90% third-party ownership (TPO) starting next year. This significant market shift is expected to challenge ENPH's dominant position and may increase volatility in solar-related stocks. For crypto traders, this development could influence tokenized solar asset projects and broader energy-related crypto sentiment, as traditional solar equities face regulatory and structural headwinds. (Source: Stock Talk @stocktalkweekly, May 13, 2025)