First Solar remains resilient, despite political headwinds, as key 45X manufacturing credits are largely maintained in Trump's tax bill. The company still faces demand uncertainty, due to gutted IRA incentives and ongoing trade/tariff issues. Yet, FSLR's valuation reflects steep pessimism, suggesting the market has not ignored the underlying headwinds.
Zacks.com users have recently been watching First Solar (FSLR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The Third Generation Solar Materials Market is thriving due to technological advancements in solar energy and the increased demand for efficient, cost-effective solar cells. Key materials such as dye-sensitized, organic polymers, and perovskite compounds are poised to enhance solar cell efficiency, transforming the photovoltaic sector. With projections of substantial growth by 2025 and widespread adoption by 2034, this market will support the global transition to renewable energy. Challenges remain around material stability, but opportunities abound in portable solar applications. Key players include GreatCell Solar, Flisom, and First Solar, while the market is segmented by application and material type across major global regions. The Third Generation Solar Materials Market is thriving due to technological advancements in solar energy and the increased demand for efficient, cost-effective solar cells. Key materials such as dye-sensitized, organic polymers, and perovskite compounds are poised to enhance solar cell efficiency, transforming the photovoltaic sector. With projections of substantial growth by 2025 and widespread adoption by 2034, this market will support the global transition to renewable energy. Challenges remain around material stability, but opportunities abound in portable solar applications. Key players include GreatCell Solar, Flisom, and First Solar, while the market is segmented by application and material type across major global regions.
German utility Uniper is developing its first two solar power farms in Sweden as part of a wider company push to invest into renewable energy, it said on Friday.
Investors interested in FSLR stock should wait for a more appropriate time, considering its premium valuation and downward earnings estimate revision.
First Solar (NASDAQ: FSLR) has recorded a 9% year-to-date increase (May 13), considerably outperforming the S&P 500′s growth, drawing renewed attention from investors focused on renewable energy. Although the company's Q1 earnings did not meet expectations, reporting earnings per share of $1.95 compared to the expected $2.50, and revenue of $844.57 million relative to a forecast of $866.19 million, First Solar increased its gross margin to 41%, up from 37% in the previous quarter.
Investor confidence surged this week as two major uncertainties subsided. As a result, stocks in various sectors soared.
First Solar (FSLR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
First Solar (FSLR 1.35%) stock looks cheap on the surface, but the company relies on subsidies to make money. Travis Hoium puts numbers to these subsidies and shows why the company's demand is a big problem.
First Solar's Q1 earnings call was the one of the most complex you'll find, highlighting the tremendous uncertainty around the business. Key issues include the impact of fluctuating tariffs and their potential long-term effects on the U.S. solar industry's supply chain, along with the future of the 45X tax credit. The core thesis still holds: First Solar is the unquestioned leader in its business, and genAI and other trends will require more solar capacity.
First Solar saw its stock fall on Wednesday as investors reacted to the "significant challenges" that CEO Mark Widmar said President Donald Trump's tariffs presented to the solar module maker.