Core Insights - First Solar's stock has increased nearly 35% year-to-date, outperforming the S&P 500, driven by policy support, investor enthusiasm, and clean energy momentum [2][3] Group 1: Company Performance - First Solar benefits from the U.S. clean energy initiative, which includes tax incentives and domestic manufacturing subsidies [3] - The company is expanding its capacity in the U.S., reducing dependency on imported solar panels [3] - First Solar utilizes cadmium telluride thin-film modules and an innovative CURE process, enhancing its competitive edge [3] - The company reported $4.3 billion in revenue over the past twelve months, reflecting a 19% year-over-year growth, and generated approximately $1.4 billion in operating income with a 32% margin [12] Group 2: Market Risks - The stock is currently priced for perfection, with high expectations that could lead to significant downturns if results fall short [3][5] - First Solar's revenue is heavily reliant on U.S. projects, making it vulnerable to changes in government incentives and tariffs [9] - The company faces execution challenges in its expansion efforts, which require substantial capital investment [10] - Valuation concerns arise as the stock trades at 6.2x sales and 20x earnings, presuming consistent growth [10] - Weak cash flow conversion, with an operating cash flow margin of only 8%, indicates lower cash efficiency compared to the S&P 500 average of 20% [10] - Market sentiment can shift rapidly, impacting clean-energy stocks like First Solar, especially during risk-averse periods [10] Group 3: Historical Context - In 2022, First Solar's stock fell 49% during a market downturn, highlighting its volatility compared to the S&P 500's 25% decline [7][8] - Historical patterns suggest a potential downside risk for First Solar stock, with a possible correction to the $150–$160 range, indicating a 35%–40% decline [11]

Greetings. I'm Sean Puit, Zach's equity strategist, and today I'm going to be discussing whether investors should buy the surge in First Solar stock before it's too late. So, the excitement for First Solar's massive earnings potential is back in effect with the solar industry leader being boosted by a powerful mix of policy support, analyst upgrades, and strong business fundamentals.and being a prime beneficiary of the inflation reduction act which has an emphasis on incentivizing and investing in clean ene ...

With a market cap of $25.5 billion, First Solar, Inc. (FSLR) is a leading global solar technology company, specializing in the design, manufacture, and sale of photovoltaic (PV) solar modules using proprietary thin-film cadmium telluride semiconductor technology. The company provides lower-carbon solar energy solutions and related services to utilities, developers, and commercial customers worldwide. The Tempe, Arizona-based company is slated to announce its fiscal Q3 2025 results after the market closes ...

The excitement for First Solar’s (FSLR)  massive earnings potential is back in effect, with the solar industry leader being boosted by a powerful mix of policy support, analyst upgrades, and strong business fundamentals.Being a prime beneficiary of the Inflation Reduction Act, which has an emphasis on incentivizing and investing in clean energy and climate initiatives, more long-term visibility demand is on the horizon amid increased government funding for renewable energy.This comes as First Solar’s U.S. p ...

ab 8 October 2025 An "All-Of-The-Above" Energy Future Is nuclear bad for solar? In our view, it is not. Rather, the increased interest in nuclear is further evidence of the U.S. market being drastically short of clean electricity generation. In this note, we sketch out the depth of the need for clean electricity capacity, of which AI data center driven demand is only a portion. The larger pool of demand includes the displacement of fossil fuel generation and the eventual replacement of an aging nuclear and ...

In the latest close session, First Solar (FSLR) was down 3.51% at $226.08. The stock fell short of the S&P 500, which registered a loss of 2.71% for the day. At the same time, the Dow lost 1.9%, and the tech-heavy Nasdaq lost 3.56%. Shares of the largest U.S. solar company have appreciated by 15.24% over the course of the past month, outperforming the Oils-Energy sector's gain of 2.1%, and the S&P 500's gain of 3.5%.Analysts and investors alike will be keeping a close eye on the performance of First Solar i ...

Core Insights - FSLR presents a lower valuation (P/OpInc) compared to ON Semiconductor, yet shows superior revenue and operating income growth, suggesting FSLR may be a more attractive investment option than ON [2] - The Trefis High Quality Portfolio aims to minimize stock-specific risk while providing growth potential, having consistently outperformed the S&P and achieved over 91% returns since its inception [4][6] Key Metrics Comparison - ON Semiconductor specializes in intelligent sensing and power solutions for automotive electrification, rapid-charging systems, and sustainable energy solutions across various applications [3] - A year-over-year analysis of ON Semiconductor's metrics may indicate whether the current stock price discrepancy is temporary or if ongoing underperformance suggests overvaluation [5][6] Investment Strategy - The Trefis High Quality Portfolio transforms stock-picking unpredictability into consistent market-beating results, providing a diversified strategy that may be more beneficial than investing in a single stock [2][4]

TEMPE, Ariz.--(BUSINESS WIRE)--First Solar, Inc. (NASDAQ: FSLR) (the "Company†) will report financial results for the third quarter ended September 30, 2025, after the market closes on Thursday, October 30, 2025. Conference Call Details are as follows: Date: Thursday, October 30, 2025 Time: 4:30 PM ET Live Webcast: investor.firstsolar.com Webcast Replay: Available through Saturday, November 29, 2025 Investors section of the Company's website approximately two hours after the call About First So. ...

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In June of last year, I covered First Solar, Inc. (NASDAQ: FSLR ) and rated it a Hold, citing the high valuation dependence on government tax credits that could come under scrutiny or extinction under anExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, com ...