Since the beginning of April, First Solar, Inc. (NASDAQ: FSLR ) stock has seen a single-session move of at least 7% a whopping 13 different times. Only one of those moves — an 8%-plus decline after a disappointing first-quarterI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail b ...

Since the beginning of April, First Solar (NASDAQ: FSLR ) stock has seen a single-session move of at least 7% a whopping 13 different times. Only one of those moves — an 8%-plus decline after a disappointing first-quarter resultI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail ...

October 7th, 2025 – TheNewswire - MONTREAL, QUEBEC - Scandium Canada Ltd. (TSX-V: SCD) (the “Company”) is pleased to announce its participation in the Asia 2025 Economic Mission organized by the Ministère des Ressources naturelles et des Forêts (MRNF) and Investissement Québec (IQ), focused on the development of critical and strategic minerals (CM). Launched on September 29 in South Korea, this mission aims to strengthen international partnerships in the CM sector and promote Quebec's leadership in the glo ...

Wood Mackenzie has attributed this year’s big decline to falling volumes in New York and in Maine, after the former program was recently overhauled . New York alone is expected to contribute nearly 30% of the U.S. decline in community solar installations in 2025. The analysts have noted that Massachusetts, Maryland and New Jersey are also facing similar problems as they transition between program iterations, adding that multiple states have generally struggled to pass new legislation.“The final bill offers ...

Core Viewpoint - Jefferies has raised its price target for First Solar Inc. to $260.00 from $212.00, maintaining a Buy rating, which has resulted in a more than 3% increase in shares intra-day on Thursday [1] Group 1: Financial Performance - Strong bookings in the third quarter have been reported, with U.S. capacity fully booked through 2028, indicating a return to price discovery mode for the company [1] - Analysts noted the planned use of approximately $9 billion in cumulative free cash flow generation from 2025 to 2028 as a significant factor for investors to monitor [2] Group 2: Market Conditions - Favorable policy tailwinds have been highlighted, including AD/CVD measures, Section 232 tariffs, and FEOC rules, which are expected to benefit the company [1] - Analysts find First Solar's finishing lines attractive but are still seeking clarity on long-term margin recovery and the impact of tariffs [2]

Core Insights - The article highlights that several S&P 500 companies are expected to achieve significant revenue growth in the third quarter, surpassing even high-performing stocks like Nvidia and Palantir [2][3]. Revenue Growth Expectations - Eight S&P 500 stocks, including Expand Energy, KeyCorp, and Robinhood Markets, are projected to post over 60% revenue growth in the upcoming third-quarter earnings season [2]. - Expand Energy is anticipated to see a remarkable revenue surge of 402% to $2 billion, largely due to its acquisition of Southwestern Energy [4]. - KeyCorp's revenue is expected to jump 170% to $1.9 billion, with a projected 24% increase in EPS for 2025 [7]. - Robinhood Markets is forecasted to achieve an 83% revenue increase to $1.2 billion in the third quarter of 2025 [6]. Comparative Performance - The expected revenue growth for Expand Energy, KeyCorp, and Robinhood significantly outpaces the anticipated growth of 55.6% for Nvidia and 50.5% for Palantir [3]. - Despite the high revenue growth projections, KeyCorp's stock has only risen 8% this year, indicating a potential disconnect between growth expectations and market performance [7]. Summary of Top Growth Companies - The following companies are expected to have the highest revenue growth in Q3 2025: - Expand Energy (EXE): 402.1% - KeyCorp (KEY): 170.8% - Robinhood Markets (HOOD): 82.6% - First Solar (FSLR): 75.1% - Bunge Global (BG): 74.0% - Amcor (AMCR): 71.5% - TKO Group (TKO): 65.2% - Oneok (OKE): 63.6% [8].

First Solar (NASDAQ: FSLR ) is set to continue to generate strong revenue from sales of its eco-efficient solar modules, even as a drill, baby, drill policy backdrop from a White House hostile to renewables dampens investment sentiment for renewables. Critically, the ongoing ramp in dataThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on ...

Core Viewpoint - First Solar is expected to maintain strong revenue from its eco-efficient solar modules despite a challenging policy environment for renewables from the current administration [1] Group 1: Company Performance - First Solar continues to generate significant revenue from the sales of its solar modules [1] - The company is positioned to benefit from the ongoing ramp in data and market dynamics [1] Group 2: Industry Context - The current administration's "drill, baby, drill" policy is creating a hostile backdrop for renewable investments, which may dampen overall investment sentiment in the sector [1] - Despite the negative sentiment, there is a focus on long-term wealth creation in the renewable energy sector, particularly for undervalued and high-growth companies [1]

Key Takeaways First Solar launched its CuRe program to enhance PV modules by replacing copper in semiconductors.CuRe modules deliver more energy than crystalline silicon modules, boosting demand potential.Limited commercial production began in 2024, with wider rollout planned from early 2026.Amid increasing global usage of renewable electricity, a notable surge in the demand for high-tech photovoltaic (PV) solar modules has been witnessed lately, backed by rapid advancements in solar cell efficiency, loweri ...

Core Viewpoint - First Solar (FSLR) appears to be a more attractive investment compared to Texas Instruments (TXN) due to its lower valuation (P/Operating Income) and stronger revenue and operating income growth [1][3]. Comparison of Key Metrics - FSLR has demonstrated stronger revenue and operating income growth compared to TXN, which produces semiconductors for electronics [1][4]. - The valuation gap between FSLR and TXN suggests that FSLR may offer a more compelling investment opportunity [3][4]. Additional Considerations - Analyzing the performance of TXN over the past year is crucial to determine if its stock is overpriced relative to competitors [5]. - Continued underperformance in revenue and operating income growth for TXN could reinforce the view that its stock is overpriced [5].