First Solar (FSLR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this largest U.S. solar company have returned -14.2% over the past month versus the Zacks S&P 500 composite's +3.2% change. The Zacks Solar industry, to which First Solar belongs, has lost 18.6% over this period. Now the key question is: Where could the stock be headed in the near term?Alt ...

Core Viewpoint - Shares of solar companies are declining following Donald Trump's presidential victory, which raises concerns about the potential repeal of the Inflation Reduction Act (IRA) that supports clean energy projects and solar installations [1] Group 1: Company Performance - First Solar Inc (FSLR) is down 11% to $192.17, having previously dipped to $173.37, and is now 23.1% lower for the quarter despite being up 11.3% year to date [2] - Enphase Energy Inc (ENPH) hit its lowest level since September 2020, trading 16.8% lower at $74.78, and has lost 43.8% in 2024 [3] - NextEra Energy Inc (NEE) is down 4.8% to $74.83, breaching its 160-day moving average for the first time since March, with an 11.3% deficit quarter-to-date [3] Group 2: Market Activity - All three companies are experiencing higher-than-usual intraday options volume, with calls outpacing puts for FSLR and ENPH, while NEE has seen 18,000 puts exchanged, three times the typical amount [4]

Green energy stocks are selling off post-election. Is this a buying opportunity?The U.S. voted to return Donald Trump to the White House Tuesday night, and the effects are making themselves felt across the stock market Wednesday morning. While not all votes have yet been tabulated, early Wednesday morning it's looking entirely likely that not only did Republicans win the popular vote and the Electoral College (with potentially as many as 312 electoral votes), but they now control a majority in the Senate, a ...

Retail investors can have a significant advantage over others by following Wall Street analysts' trends, especially in the way they shift their ratings and price targets for certain stocks. Today, three names give investors an opportunity to reverse engineer some of the recent analyst upgrades to determine whether they are Buys across the board. It turns out that these analysts might be spot on this time around, as the stocks they selected to boost valuations and ratings carry several tailwinds and bullish ...

First Solar's business is driven by subsidies, which may not be sustainable.First Solar (FSLR 3.58%) is one of the most valuable companies in the solar industry, but U.S. subsidies drive its profits. Is that sustainable? Travis Hoium uses recent numbers from the company to show why this may be the top for the stock.*Stock prices used were end-of-day prices of Nov. 4, 2024. The video was published on Nov. 4, 2024. ...

Core Viewpoint - First Solar has outperformed its sector peers with a stock increase of approximately 13% year-to-date, while Enphase Energy has seen a decline of 38% in the same period. The upcoming U.S. presidential election introduces uncertainty for the solar industry, particularly regarding potential regulatory changes under a Republican administration [1][2]. Company Performance - First Solar's financial performance has been strong, with revenues increasing by 24% year-over-year in the first nine months of 2024 and net profit margins rising to 33%, up from about 22% in the previous year [2][3]. - The company achieved record panel production of 3.8 gigawatts in Q3 2024 and has a bookings backlog of 73.3 gigawatts, indicating strong demand visibility [2]. Regulatory Environment - A significant portion of First Solar's margin expansion is attributed to subsidies, particularly the Section 45X tax credit under the U.S. Inflation Reduction Act, which incentivizes domestic panel manufacturing [3][4]. - First Solar plans to open its fifth factory in Louisiana by 2026, increasing its total U.S. capacity to approximately 14 gigawatts, benefiting from substantial tax credits [3][4]. Market Outlook - The solar industry is expected to continue expanding regardless of the political landscape, driven by declining costs and increasing viability of solar energy [2]. - The macroeconomic environment is improving, with inflation cooling and the Federal Reserve cutting interest rates, which may enhance financing conditions for renewable energy projects [5]. Potential Risks - If the Section 45X tax credits are lost, it could significantly impact First Solar's profitability, although the likelihood of this occurring under a Trump presidency remains uncertain [4]. - Trump's pro-manufacturing stance may provide some protections for First Solar, as he aims to support domestic manufacturers through tariffs and regulatory easing [4].

In my First Solar (NASDAQ: FSLR ) Q3 earnings preview , I outlined that there were headwinds from utility project delays and India's overcapacity entering America, but in honesty, I did not expect such a weak quarter for Oliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about First Solar (FSLR) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.First Solar currently has an average brokerage recommendatio ...

First Solar Inc.’s (FSLR) third-quarter 2024 earnings and sales missed their respective Zacks Consensus Estimate. However, on a year-over-year basis, both top and bottom-line figures improved by double-digit, primarily backed by an increase in the volume of modules sold. The company has lowered its sales guidance for 2024, taking into account the termination of the Plug Power contract as well as unfavorable average selling prices of its modules in some markets, particularly India. First Solar has also narro ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...