Group 1 - First Solar, Inc. is set to release its fourth-quarter earnings results on February 24, with expected earnings of $5.17 per share, an increase from $3.65 per share in the same period last year [1] - The consensus estimate for First Solar's quarterly revenue is $1.57 billion, compared to $1.51 billion a year earlier [1] - In the third quarter, First Solar reported sales of $1.6 billion, exceeding the consensus of $1.56 billion, while the EPS of $4.24 fell short of the consensus estimate of $4.30 [2] Group 2 - First Solar shares experienced a slight gain of 0.1%, closing at $242.15 on Monday [2] - Analysts have been providing ratings on First Solar, which can be accessed on the Analyst Stock Ratings page [2]

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]