Justin Paget First Solar (NASDAQ:FSLR) has not fared well since my last bullish article in July here, with a -7% total return for shareholders. However, this loss ran circles around the steep losses outlined by other solar and green energy names for performance. Honestly, the whole group has turned into a disaster for investors, with some buildout subsidies and tax breaks globally reduced in 2023 (particularly by the state of California). A move off an exaggerated valuation level for solar early last ye ...

Solar stocks are gaining ground again in 2024 after hawkish federal and domestic supply chain issues led to a decline in share prices. This is thanks to policy issues focusing on this market segment regardless of Republican and Democratic platforms. And solar stocks will remain center stage as we near the next U.S. presidential election.These three renewable energy stocks have double-digit upsides, ranging from 25% to over 240%. The first one is getting analyst love from Morgan Stanley (NYSE:MS) and Deutsch ...

First Solar (FSLR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this largest U.S. solar company have returned +8.2%, compared to the Zacks S&P 500 composite's +2.6% change. During this period, the Zacks Solar industry, which First Solar falls in, has lost 3.5%. The key question now is: What could be the stock's future direction?Although media reports o ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? First Solar (FSLR) , which belongs to the Zacks Solar industry, could be a great candidate to consider.This largest U.S. solar company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 10.75%.For the last reported quarter, First Solar came out wi ...

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First Solar is playing a different game from most competitors.First Solar (FSLR -0.26%) is the only major solar company that wasn't crushed over the past year as higher interest rates and solar policy changes hit the industry. And the company's advantage in the market has been over a decade in the making.In this video, Travis Hoium covers what makes First Solar different.*Stock prices used were end-of-day prices of April 2, 2024. The video was published on April 3, 2024. ...

Pavel Babic We previously covered First Solar, Inc. (NASDAQ:FSLR) in January 2024, discussing how its utility-scale solar panels remained in hot demand, with its growing backlog extended through 2030 at favorable ASPs. Combined with the bottomed solar investment thesis and the normalizing macroeconomic outlook, we maintained our Buy rating for the stock then. In this article, we shall discuss why we are maintaining our optimistic view surrounding FSLR's cadmium telluride investment thesis, despite the inten ...

证券研究报告 | 2024年03月28日 第一太阳能(FIRST SOLAR)（FSLR.O） 增持 美光伏协会呼吁保护本土制造能力，利好在美有产能布局的头部组件公司  公司研究·公司快评  电力设备·光伏设备  投资评级：增持（维持评级） 证券分析师： 王蔚祺 010-88005313 wangweiqi2@guosen.com.cn 执证编码：S0980520080003 证券分析师： 陈抒扬 0755-81982965 chenshuyang@guosen.com.cn 执证编码：S0980523010001 事项： 近日，由美国太阳能制造商联盟（SEMA）委托咨询公司Guidehouse Insights撰写的报告发布，呼吁美国 政府加大对本土光伏制造业的支持力度，并提出针对性的政策建议，包括：1）在政府采购方面更加倾向 美国本土产能；2）倡导提高硅片和多晶硅本土产能投资；3）建议重视薄膜电池、叠层电池等技术路线。 国信电新观点：1）美国光伏产业链严重依赖进口，从晶硅产业链角度来看，硅片产能短板尤为突出，2024 年产能仅占当年需求量的12%，短期不具备在美实现全产业链覆盖的基础，进口组件与薄膜 ...

The latest trading session saw First Solar (FSLR) ending at $153.31, denoting a +0.41% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily loss of 0.14%. At the same time, the Dow lost 0.77%, and the tech-heavy Nasdaq gained 0.17%.The largest U.S. solar company's shares have seen an increase of 5.49% over the last month, surpassing the Oils-Energy sector's gain of 4.9% and the S&P 500's gain of 5.34%.The investment community will be paying close attention to th ...

First Solar (FSLR) closed at $152.68 in the latest trading session, marking a +1.1% move from the prior day. This change outpaced the S&P 500's 0.32% gain on the day. Meanwhile, the Dow experienced a rise of 0.68%, and the technology-dominated Nasdaq saw an increase of 0.2%.Coming into today, shares of the largest U.S. solar company had gained 0.66% in the past month. In that same time, the Oils-Energy sector gained 6.39%, while the S&P 500 gained 5.11%.The investment community will be closely monitoring th ...