SunPower Shares Face Dual Challenge of Cybersecurity Breach and Market Downturn

SunPower Corporation finds itself navigating turbulent waters as a significant cybersecurity alert from U.S. authorities coincides with persistent bearish pressure on its stock. The solar energy company’s shares have established a distinct downward trajectory in recent trading sessions.

Persistent Selling Pressure Drives Decline

The equity extended its losing streak yesterday, plummeting 11.8% as investors capitalized on gains and expressed skepticism regarding recent business developments. This drop marks the seventh decline in the past ten trading days, contributing to a cumulative loss of 9.09% over that period.

Trading activity revealed considerable volatility, with shares moving within a 6.08% range between a low of $1.48 and a high of $1.57. Market sentiment, as measured by the Fear & Greed Index, currently registers at 39, indicating a predominant “fear” mindset among market participants.

Critical Infrastructure Vulnerability Identified

Adding to the company’s challenges, the U.S. Cybersecurity and Infrastructure Security Agency (CISA) issued an alert on September 3 regarding a severe vulnerability in SunPower’s PVS6 inverters. The security flaw received a critical rating of 9.4 out of 10 on the CVSS scale, potentially threatening global energy infrastructure.

Should investors sell immediately? Or is it worth buying SunPower?

The vulnerability stems from hard-coded credentials within the Bluetooth interface. This weakness could allow attackers on adjacent networks to gain complete control over affected devices, enabling firmware manipulation, disruption of power generation capabilities, and modification of grid settings. PVS6 devices running firmware version 2025.06 build 61839 and earlier versions are susceptible to this exploit.

Operational Resilience Amid Challenges

Despite these headwinds, SunPower has demonstrated operational strength in its financial performance. The solar specialist reported a non-GAAP operating profit of $2.4 million for the second quarter of 2025, achieving profitability for the second consecutive quarter despite an 18% revenue decline to $67.5 million.

• Q2 2025 Financial Highlights:
  • Operating income: $2.4 million
  • Revenue: $67.5 million
  • Gross margin: 43% (compared to 39% in the previous quarter)
  • Operating expenses: Reduced by $4.6 million versus Q1
  • Q1 2025 comparison: $80.2 million revenue, $1.3 million profit

This return to profitability reflects stringent cost reduction measures and a strategic focus on higher-margin market segments. Company leadership has projected continued growth for the third quarter.

Index Inclusion Provides Silver Lining

A positive development occurred in June 2025 when SunPower gained inclusion in both the Russell 3000 and Russell Microcap indices. This milestone typically expands a company’s shareholder base and enhances stock liquidity. The question remains whether this institutional endorsement can counterbalance current concerns regarding cybersecurity risks and share price depreciation.