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VWAV, FSLR, ENPH, SPWR, and SEDG as Solar Infrastructure Investment Accelerates
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Issued on behalf of VisionWave Holdings, Inc.
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Companies mentioned in this article: VisionWave Holdings (NASDAQ: VWAV), First Solar (NASDAQ: FSLR), Enphase Energy (NASDAQ: ENPH), SunPower (NASDAQ: SPWR), SolarEdge Technologies (NASDAQ: SEDG)
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Key Takeaways:
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- VisionWave Holdings (NASDAQ: VWAV) subsidiary SolarDrone has acquired a 51% controlling interest in Junko Solar, an Israeli solar panel maintenance and cleaning company, and appointed its founder Amos Cohen as SolarDrone CEO.
- The global solar panel operation and maintenance market is valued at $17 billion in 2026 and projected to reach nearly $60 billion by 2035, growing at a 13.3% CAGR[1].
- First Solar inaugurated a $1.1 billion AI-enabled manufacturing facility in Louisiana in late 2025, with a second new U.S. plant expected to begin operations in the second half of 2026[2].
- SolarEdge Technologies is staging a turnaround with Q4 2025 revenue of $335 million, drawing a Buy upgrade from TD Cowen and a 105% stock gain over the past year[3].
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NEW YORK, March 17, 2026 (GLOBE NEWSWIRE) — USANewsGroup.com News Commentary — The global solar panel operation and maintenance market is valued at $17.02 billion in 2026 and is projected to nearly quadruple to $59.69 billion by 2035, driven by the simple math of an aging installed base that now exceeds 1,200 gigawatts worldwide[1]. Every solar panel ever installed eventually needs cleaning, repair, and performance optimization — and the companies providing those services are building a recurring revenue layer beneath one of the fastest-growing energy sectors on the planet. The convergence of AI-driven diagnostics, robotic cleaning systems, and drone-based inspection is transforming what was once manual labor into a scalable technology business.
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That transformation is attracting capital from unexpected places. Defense technology companies, with deep expertise in autonomous systems, AI analytics, and remote sensing, are recognizing that the same capabilities built for the battlefield can be redeployed to maintain the world’s solar infrastructure. It’s a dual-use thesis that’s gaining momentum as the solar O&M sector professionalizes.
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VisionWave Holdings (NASDAQ: VWAV) — Defense-Tech Subsidiary Expands Into Solar Infrastructure
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VisionWave Holdings (NASDAQ: VWAV) announced today that its wholly owned subsidiary SolarDrone Ltd. has entered into an agreement to acquire a 51% controlling interest in Junko Solar Ltd., an Israeli company specializing in solar panel maintenance and cleaning services. The transaction, structured in three staged payments at a total consideration of $204,000 based on an agreed company valuation of $400,000, includes the appointment of Junko Solar founder Amos Cohen as Chief Executive Officer and Director of SolarDrone.
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The move is strategic on multiple levels. VisionWave’s core platform — built around AI-driven sensing, autonomous systems, and RF-based detection for defense and homeland security — generates exactly the kind of capabilities that modern solar O&M demands: drone-based inspection, automated anomaly detection, and AI-powered performance analytics. Junko Solar brings the operational footprint and industry relationships to deploy those capabilities into a rapidly expanding commercial market.
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