In the most recent trading session, First Solar (FSLR) closed at $223.36, indicating a -1.54% shift from the previous trading day.
Explosive AI and data-center growth is lifting U.S. power demand beyond historic trends, making fast-scaling solar the essential supply solution and likely sparking supportive policy changes as Washington realizes this. China controls over 80% of solar-module output; First Solar, Inc.'s CdTe technology is one of the West's key tools for AI-era energy security. >25 GW capacity by 2026 and a 64 GW backlog through 2030 support earnings visibility and ~30% upside as valuation normalizes.
First Solar (NASDAQ: FSLR), a prominent manufacturer of solar modules in the U.S., has experienced its stock increase by nearly 35% year-to-date, significantly surpassing the overall performance of the S&P 500. What factors are contributing to this surge?
Being boosted by a powerful mix of policy support, analyst upgrades, and strong business fundamentals, FOMO may be setting in for First Solar (FSLR) stock.
Recently, Zacks.com users have been paying close attention to First Solar (FSLR). This makes it worthwhile to examine what the stock has in store.
FSLR is ON Semiconductor's counterpart in the Semiconductors sector that presents:
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Here is how First Solar (FSLR) and Cheniere Energy (LNG) have performed compared to their sector so far this year.
In the latest trading session, First Solar (FSLR) closed at $224.82, marking a +1.95% move from the previous day.
First Solar (FSLR) remains well-positioned to benefit from surging U.S. electricity demand driven by AI data centers and electric vehicles. FSLR's U.S.-based manufacturing against domestic content requirements plus tariffs on imports will support demand for its solar modules. The company raised full-year 2025 sales guidance and reported 10% year-over-year revenue in its second quarter. However, free cash flow remains negative as cash reserves are dipping.
Recently, Zacks.com users have been paying close attention to First Solar (FSLR). This makes it worthwhile to examine what the stock has in store.
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