Benzinga's options scanner has just identified more than 11 option transactions on First Solar (NASDAQ:FSLR), with a cumulative value of $486,769. Concurrently, our algorithms picked up 6 puts, worth a total of 391,666.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $210.0 and $270.0 for First Solar, spanning the last three months.Volume & Open Interest TrendsAssessing the volume and open interest is ...

Enphase Stock Rallies 40% On Strong Guidance But This Key Question Remains | Investor's Business DailyTRENDING: [How To Handle The Current Market]---Solar stock Enphase Energy (ENPH) roared higher during stock market action on Wednesday after better-than-expected fourth-quarter earnings and Q1 guidance late Tuesday. Enphase after Tuesday's market close announced Q4 EPS slipped 24.5% to 71 cents with revenue declining 10.4% to $343.3 million. Prior to the release, analysts predicted earnings of 59 cents per ...

Key Takeaways FSLR demand is strong as U.S. thin-film adoption grows, lifting backlog to 54.5 GW through 2030.First Solar is expanding U.S. manufacturing, targeting up to 17.7 GW of domestic capacity by 2027.FSLR faces tariff risks, with U.S. duties up to 50% that could disrupt module sales and overseas operations.First Solar, Inc. (FSLR) shares have fallen 13.8% over the past three months, underperforming the Zacks Solar industry’s decline of 9%. However, the company is capitalizing on strong demand by exp ...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of First Solar, Inc. -, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether First Solar and certain of its officers and/or directors have engaged in securities fraud or other unlaw ...

Core Perspective - The shift from building oil refineries to solar farms in Saudi Arabia indicates a fundamental change in the country's energy strategy and economic focus [1] Industry Summary - Saudi Arabia is transitioning towards renewable energy, specifically solar power, as part of its broader vision to diversify its economy away from oil dependency [1] - The construction of solar farms signifies a strategic pivot that could influence global energy markets and investment trends in renewable energy [1] Company Summary - Companies involved in renewable energy and solar technology may see increased opportunities as Saudi Arabia invests in solar infrastructure [1] - The move could attract foreign investment and partnerships in the renewable sector, enhancing the competitive landscape for companies operating in this space [1]

Core Viewpoint - First Solar's solar cell technology patents have been upheld as the United States Patent and Trademark Office director denied three third-party applications challenging their validity [1] Company Summary - First Solar announced that its patents related to solar cell technology remain valid following the denial of challenges by third parties [1]

Core Viewpoint - The surge in AI data center construction is driving a strong demand outlook for clean energy, leading to a potential revival of large-scale clean energy projects in the global M&A market, making "green pioneers" the hottest trading assets again [1][4]. Group 1: Market Trends - The past year saw a significant decline in clean energy M&A activity, with solar, wind, and storage asset transactions dropping to the lowest level since 2017 [4]. - It is anticipated that as demand grows, developers and sellers will become more realistic in their valuations, leading to an increase in M&A activity in the renewable energy sector by 2026 [4]. - The average premium for renewable energy company transactions fell to approximately 12% in 2025, down from 46% a year earlier, indicating a shift in market dynamics [6]. Group 2: Investment Insights - Investors are increasingly attracted to large operational projects with reliable off-takers rather than those still in development, which carry higher risks [10]. - Nuveen is currently negotiating a potential large transaction for a wind power asset in the European market, signaling a renewed interest in clean energy investments [5]. - Brookfield raised approximately $20 billion for its global energy transition strategy last year, indicating strong investor interest in renewable energy projects [10]. Group 3: Future Projections - The International Energy Agency (IEA) projects that by 2035, the demand for renewable energy, particularly solar, will grow faster than any other major power source, driven by the adoption of large AI data centers, electric vehicles, and air conditioning systems [7]. - Goldman Sachs predicts a significant increase in electricity demand driven by AI data centers, with a forecasted expansion of 175% by 2030 compared to 2023 [12]. - UBS analysts note that the demand for utility-scale solar projects in the U.S. is gradually exceeding supply, bolstered by the construction of AI data centers aiming for 100% clean energy [13].

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud or unlawful business practices involving First Solar, Inc. and its officers or directors [1] Group 1: Company Performance - Jefferies downgraded First Solar from Buy to Hold on January 7, 2026, citing lowered guidance, significant de-bookings, and margin compression throughout 2025 [3] - Following the downgrade, First Solar's stock price decreased by $27.67, or 10.29%, closing at $241.11 per share on January 7, 2026 [3] Group 2: Legal Investigation - Pomerantz LLP is representing investors of First Solar in an investigation regarding possible securities fraud or other unlawful business practices [1] - The firm has a long history of handling corporate, securities, and antitrust class litigation, recovering multimillion-dollar damages for victims of securities fraud [4]

Core Insights - The global photovoltaic (PV) industry is experiencing rapid growth, with a projected 35.9% year-on-year increase in new installations in 2024, driving demand for photovoltaic encapsulant films [1] - Chinese companies dominate the global photovoltaic encapsulant film market, with Foster holding approximately 50% market share [3] - Foster's strategic focus on innovation and market expansion has enabled it to maintain a strong competitive position in the global market [4] Industry Opportunities and Strategic Focus - Foster's development can be divided into three phases: breakthrough in hot melt film technology, deep integration in the photovoltaic encapsulant film industry, and expansion into semiconductor materials [5] - The company initially focused on hot melt film for textiles before transitioning to EVA encapsulant films for solar cells, successfully breaking foreign monopolies [6][7] - In 2024, Foster's electronic materials revenue reached 720 million yuan, a 38.2% increase, reflecting its diversification strategy [7] Global Operations and Customer-Centric Approach - Foster's global expansion aligns with the overseas growth of downstream photovoltaic component manufacturers, establishing production bases close to major clients [13] - The company has increased its overseas production and sales share of encapsulant films from 3.8% in 2022 to 8.7% in 2024 [13] - Foster emphasizes customized product development to meet evolving customer demands in the photovoltaic sector [14] Cost Control and Competitive Advantage - Foster's gross margin in 2024 was 14.74%, a slight increase from the previous year, showcasing its effective cost control strategies [16] - The company employs a comprehensive cost control ecosystem, optimizing procurement, production, and logistics to maintain cost advantages [16][17] - Digital transformation initiatives have enhanced production efficiency and reduced defect rates, contributing to competitive pricing [16] Summary of Globalization Experience - Foster's multi-sector transformation results from strategic insight and technological innovation, leveraging its early experience in hot melt film technology for advancements in photovoltaic encapsulant films [18] - A customer-centric approach is crucial for successful globalization, with Foster adapting its operations to meet local market needs and enhancing brand presence [18] - Effective cost control through supply chain management and digitalization has positioned Foster favorably against competitors in the global market [18]

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of First Solar, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers or directors [1] - Jefferies downgraded First Solar from Buy to Hold on January 7, 2026, citing lowered guidance, significant de-bookings, and margin compression throughout 2025 [2] - Following the downgrade, First Solar's stock price decreased by $27.67, or 10.29%, closing at $241.11 per share on January 7, 2026 [2] Group 2 - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering multimillion-dollar damages for victims of securities fraud and corporate misconduct [3]