Cowen agreed that Array and Shoals, whose stock prices fell 6.3% and 4.2%, respectively, when the investigation was announced March 28, will experience "second-order effects," while rooftop solar inverter providers Enphase Energy Inc. and SolarEdge Technologies Inc. may see increased backlogs and delays "until panels can be acquired." Solar panel manufacturers including China's JinkoSolar Holding Co. Ltd., Canadian Solar Inc. and Silicon Valley-based home energy solutions provider SunPower Corp., however, saw shares rise slightly following the announcement. Still, UBS told clients March 30 that the "uncertainty ... is an incremental negative" for JinkoSolar and Canadian Solar. When it comes to domestic producers, Cowen and J.P. Morgan agreed that First Solar Inc. would benefit enormously from additional Commerce Department enforcement because it does not have exposure to the tariffs.