Core Viewpoint - First Solar (FSLR), once a leader in the solar energy sector, is currently facing significant challenges, leading to a decline in its market perception and performance [1]. Company Overview - First Solar is a solar technology company that provides photovoltaic (PV) solar energy solutions across various countries, including the United States, France, India, and Chile. The company specializes in manufacturing PV solar modules using thin film semiconductor technology, which offers a lower-carbon alternative to traditional crystalline silicon PV modules [2]. Analyst Expectations - The stock of First Solar is currently rated as a Zacks Rank 5 (Strong Sell). This unfavorable ranking is primarily due to a reduction in growth expectations, with twelve analysts lowering their forecasts for the current year and eleven doing so for the following year [3].

CHONGQING, CHINA - APRIL 23: In this photo illustration, the logo of First Solar, Inc. is displayed ... More on a smartphone screen, with the company's latest stock price performance and candlestick chart visible in the background, on April 23, 2025, in Chongqing, China. First Solar is an American manufacturer of solar panels and a provider of utility-scale photovoltaic power plants and supporting services including finance, construction, and maintenance. (Photo illustration by Cheng Xin/Getty Images)Getty ...

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It has been about a month since the last earnings report for First Solar (FSLR) . Shares have added about 24.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is First Solar due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It tu ...

Valuations within the solar industry have been declining since the middle of 2024, and with U.S. President Donald Trump's “One Big Beautiful Bill” bill advancing in the Senate, solar stocks have dropped a further 5% to 9%. But why? Well, Trump'sRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cov ...

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Core Viewpoint - The average brokerage recommendation (ABR) for First Solar (FSLR) is 1.46, indicating a consensus between Strong Buy and Buy, based on recommendations from 34 brokerage firms [2] Group 1: Brokerage Recommendations - Of the 34 recommendations, 26 are Strong Buy and 2 are Buy, accounting for 76.5% and 5.9% of all recommendations respectively [2] - Despite the positive ABR, relying solely on brokerage recommendations may not be advisable, as studies show they often fail to guide investors effectively [5][10] - Brokerage analysts tend to exhibit a strong positive bias due to their firms' vested interests, leading to a disproportionate number of favorable ratings [6][10] Group 2: Zacks Rank vs. ABR - Zacks Rank is a proprietary stock rating tool that categorizes stocks from Strong Buy to Strong Sell, based on earnings estimate revisions, and is considered a more reliable indicator of near-term stock performance [8][11] - The ABR is based solely on brokerage recommendations and may not be up-to-date, while Zacks Rank reflects timely earnings estimate revisions [9][12] - The Zacks Consensus Estimate for First Solar has declined by 21.6% over the past month, leading to a Zacks Rank of 5 (Strong Sell) for the company [13][14] Group 3: Investment Implications - The significant decline in earnings estimates and the resulting Zacks Rank suggest that the positive ABR for First Solar should be approached with caution [14]

Dublin, May 20, 2025 (GLOBE NEWSWIRE) -- The "Third Generation Solar Materials Market - A Global and Regional Analysis: Focus on Product, Application, and Country Analysis - Analysis and Forecast, 2025-2034" report has been added to ResearchAndMarkets.com's offering. The Third Generation Solar Materials Market is gaining significant momentum due to advancements in solar energy technologies and the growing demand for high-efficiency, low-cost solar cells. Third-generation solar materials, including dye-sensi ...

Core Viewpoint - George Soros is making a significant investment in First Solar Inc. (FSLR) by acquiring 1.6 million call options valued at over $202 million, which is now the second-largest holding in his $6.7 billion portfolio, indicating a bullish outlook despite broader market skepticism towards solar stocks [1][2][3]. Group 1: Investment Details - Soros Fund Management's new position in First Solar is a contrarian bet, as the stock has been underperforming compared to broader indexes and analysts have lowered expectations for the sector [3]. - The call options purchased by Soros suggest an expectation of substantial upside in First Solar shares, contrasting with the prevailing cautious sentiment in the clean energy market [2][3]. Group 2: Broader Investment Strategy - In addition to First Solar, Soros has also increased call positions in the iShares 20+ Year Treasury ETF (TLT) and invested in defensive stocks like AstraZeneca PLC (AZN) and American Electric Power Company Inc (AEP), indicating a diversified investment strategy [4]. - The focus on First Solar as a key investment highlights its potential as a standout opportunity in a sector that many investors have abandoned [5].

Core Viewpoint - First Solar Inc. (FSLR) has experienced a significant stock surge of 55.9% over the past month, outperforming both the solar industry and broader energy sectors [1][2]. Group 1: Stock Performance - FSLR's stock performance has outpaced the Zacks solar industry's gain of 37.3% and the Zacks Oil-Energy sector's growth of 8.8% during the same period [1]. - Other solar stocks, such as Canadian Solar (CSIQ) and Emeren (SOL), also showed strong performance with gains of 40.8% and 33.9%, respectively [2]. Group 2: Factors Driving Stock Surge - The recent surge in FSLR's stock was influenced by a tax and spending proposal introduced by the U.S. House of Representatives, which was less aggressive than expected regarding tax incentives for low-carbon industries [4]. - Wolfe Research upgraded FSLR's stock rating to "Outperform," citing the company's strong domestic market position, which likely contributed to the stock's performance [5]. Group 3: Manufacturing Capacity and Revenue Projections - First Solar is expanding its manufacturing capacity by approximately 4 gigawatts (GW), aiming for an annual capacity of over 25 GW by the end of 2026 [6]. - The company has contracts for the future sale of 66.1 GW of solar modules, valued at $19.8 billion, expected to be recognized as revenue through 2030 [7]. - The Zacks Consensus Estimate for FSLR's long-term earnings growth rate is 34.5%, surpassing the industry's 26.3% [8]. Group 4: Earnings and Sales Estimates - The Zacks Consensus Estimate for second-quarter 2025 revenues suggests a slight improvement of 0.2%, while earnings are expected to decline by 13.5% compared to the previous year [10]. - For 2025, earnings are projected to improve by 23.5% and revenues by 15.1% compared to 2024 [11]. - The current quarter's sales estimate is $1.01 billion, with a year-over-year growth estimate of 0.17% [12]. Group 5: Valuation Metrics - FSLR's forward 12-month price-to-sales (P/S) ratio is 4.06X, significantly higher than the industry's average of 1.34X, indicating a premium valuation [15]. - In contrast, competitors like Canadian Solar and Emeren are trading at discounts to the industry, with P/S ratios of 0.09X and 0.83X, respectively [16].