Group 1: Investment Opportunities - HP Inc. has a P/E ratio of 12.24 and a market capitalization exceeding $32 billion, making it a notable investment opportunity in February 2025 [2] - Onsemi offers a competitive P/E ratio of 15.38 and has a potential upside of 21.79% from its current price, despite being near a 52-week low [4] - First Solar has a P/E ratio of nearly 14 and a potential upside of 72.27%, with a price target of $276.38, indicating strong growth potential [6][7] - i3 Verticals has a low P/E ratio of 6.30 and a projected earnings growth of 14.44%, with a price upside of 5.58% in the next year [8][9] Group 2: Analyst Ratings and Market Sentiment - HP maintains a Hold rating from analysts but has a 6.28% upside, suggesting it could be a valuable long-term hold [3] - Onsemi has a Moderate Buy rating, indicating increasing investor confidence despite a negative share price trend [5] - First Solar received top marks in MarketRank comparisons, outperforming many competitors in analyst opinion and sustainability [7] - i3 Verticals has a Moderate Buy rating, but recent short interest growth of about 20% indicates some negative sentiment [9][11]

Core Viewpoint - First Solar's stock performance has been under scrutiny, with a notable decline over the past month, contrasting with the broader market trends and upcoming earnings expectations indicating significant growth in earnings and revenue [1][2]. Company Performance - First Solar closed at $164.09, reflecting a +0.98% change from the previous day, outperforming the S&P 500's loss of 0.43% [1] - The stock has decreased by 5.47% over the past month, which is worse than the Oils-Energy sector's loss of 3.14% and the S&P 500's gain of 2.6% [1]. Upcoming Earnings - The earnings report for First Solar is scheduled for February 25, 2025, with projected earnings per share (EPS) of $4.69, representing a 44.31% increase year-over-year [2]. - Revenue is expected to reach $1.47 billion, indicating a 26.91% increase compared to the same quarter last year [2]. Analyst Estimates - Recent modifications to analyst estimates for First Solar are being monitored, as positive revisions are seen as a sign of optimism regarding the company's business outlook [3]. - The Zacks Consensus EPS estimate has increased by 0.28% in the past month, and First Solar currently holds a Zacks Rank of 3 (Hold) [5]. Valuation Metrics - First Solar's Forward P/E ratio stands at 7.98, which is lower than the industry average of 9.77, suggesting a valuation discount [5]. - The company has a PEG ratio of 0.18, significantly below the solar industry's average PEG ratio of 0.57 [6]. Industry Context - The solar industry is part of the Oils-Energy sector and currently holds a Zacks Industry Rank of 49, placing it in the top 20% of over 250 industries [6]. - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7].

Core Insights - First Solar, Inc. (NASDAQ: FSLR) stock has experienced a persistent downtrend, with a loss of 22% since the last analysis, primarily due to concerns regarding potential withdrawal of federal tax credit benefits by the Trump administration [1] Company Analysis - The investment analyst, Oliver Rodzianko, specializes in the technology sector, focusing on companies with resilient management and competitive advantages, particularly in AI, semiconductors, software, and renewable energy [1] - Rodzianko employs a value trading strategy at inflection points without leverage or short interest, typically holding investments for one to two years [1] - The analyst's asset management rating system includes various categories such as Strong Buy, Buy, Hold, Sell, and Strong Sell, with expected annual returns ranging from 0% to above 30% depending on the investment strategy [1]

Group 1: Company Performance - First Solar (FSLR) closed at $160.34, with a daily increase of +1.09%, outperforming the S&P 500's gain of 1.04% [1] - Over the past month, First Solar shares have decreased by 15.1%, while the Oils-Energy sector lost 1.08% and the S&P 500 gained 3.92% [1] Group 2: Upcoming Earnings - First Solar is set to release its earnings on February 25, 2025, with projected earnings per share (EPS) of $4.69, reflecting a 44.31% increase year-over-year [2] - The consensus estimate for revenue is $1.47 billion, indicating a 26.91% increase compared to the same quarter last year [2] Group 3: Analyst Estimates and Valuation - Changes in analyst estimates for First Solar are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] - The Zacks Rank system, which evaluates estimate changes, currently ranks First Solar at 3 (Hold) [5] - First Solar has a Forward P/E ratio of 7.79, which is below the industry average of 8.97, and a PEG ratio of 0.18 compared to the industry average of 0.52 [6] Group 4: Industry Context - The Solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 77, placing it in the top 31% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1 - A new partnership called Stargate plans to invest up to $500 billion in building AI infrastructure in the United States, involving OpenAI, Oracle, and SoftBank [2][3] - The project will focus on creating data centers and generating electricity, with an initial investment of around $100 billion, potentially increasing up to $500 billion [3] - The demand for electricity to power AI applications will lead to a significant reliance on clean, renewable solar energy [4] Group 2 - First Solar is positioned for growth with advanced thin-film photovoltaic technology and U.S.-based manufacturing, making it well-suited to meet rising energy demands [6] - NextEra Energy, a major player in renewable energy, has significant investments in wind and solar power, likely to benefit from the increasing demand for sustainable energy [7] - Enphase Energy, known for its solar microinverters, is integral to the solar power supply chain and could see rising demand as solar adoption grows [8]

Investment Strategy - Focuses on identifying growth investing opportunities with attractive risk/reward upside potential [2] - Combines sharp price action analysis with fundamentals investing [2] - Avoids overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities [2] Performance and Recognition - Recognized by TipRanks as a Top Analyst [1] - Recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, Internet, Growth, and GARP [1] - Demonstrates outperformance with picks that generate alpha well above the S&P 500 [1] Investment Group - Runs the investing group Ultimate Growth Investing, specializing in high-potential opportunities across various sectors [3] - Focuses on ideas with strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook [3] - Targets growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations [3]

The latest trading session saw First Solar (FSLR) ending at $174.11, denoting a +1.29% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a gain of 0.53% for the day. Meanwhile, the Dow gained 0.93%, and the Nasdaq, a tech-heavy index, added 0.22%.Coming into today, shares of the largest U.S. solar company had lost 7.68% in the past month. In that same time, the Oils-Energy sector lost 1.54%, while the S&P 500 gained 2.69%.The upcoming earnings release of First Solar will ...

In the latest market close, First Solar (FSLR) reached $192.64, with a +0.92% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily gain of 1%. Meanwhile, the Dow gained 0.78%, and the Nasdaq, a tech-heavy index, added 1.51%.The largest U.S. solar company's stock has climbed by 8.53% in the past month, exceeding the Oils-Energy sector's loss of 3.79% and the S&P 500's loss of 2.14%.Investors will be eagerly watching for the performance of First Solar in its upcoming ...

Company Overview - First Solar (FSLR) is an American manufacturer of solar panels and is the only US-based company in the top 10 list of largest solar panel manufacturers, ranking 10 globally [1] - The company is a leader in cadmium telluride (CdTe) modules, a key technology in the solar panel industry [1] Industry Context - The solar panel manufacturing industry is highly competitive, with First Solar being one of the few US companies to maintain a significant global presence [1] - CdTe technology, in which First Solar specializes, is a notable segment within the broader solar panel market [1] Analyst Background - Building Benjamins is a free investment newsletter published by Tradition Investment Management, LLC, a registered investment adviser [2] - The founder, Benjamin Halliburton, has a distinguished career in investment management, including being named "PSN Manager of the Decade" for All-Cap in the 2000s and Dividend Value in the 2010s [2] - Halliburton's investment strategies, such as the "Disciplined Growth Strategy," have historically outperformed benchmarks like the S&P 500 during the 1990s bull market [2]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about First Solar (FSLR) .First Solar currently has an average brokerag ...