First Solar, Inc. (FSLR)
First Solar Q4: Policy Uncertainty Creates A Rare Value Opportunity
First Solar is significantly undervalued amid policy fears; robust U.S. revenue exposure (93%), strategic agility, and tariff protection under Trump strongly support ~90% upside through 2026. Despite IRA uncertainty, the Trump administration's likely long-term geopolitical support and recognition of solar's role in U.S. energy independence and economic stability favor First Solar's near-term growth. First Solar's deep oversold sentiment (RSI ~28), growing quarterly earnings, and proactive supply chain considerations position it well as a geopolitical and financial winner through 2026.
Is Trending Stock First Solar, Inc. (FSLR) a Buy Now?
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.
First Solar's Profits Hide a Huge Risk for Investors
First Solar (FSLR -3.54%) expects to grow in 2025 as production at its solar plants increases, but there's a warning hiding on the bottom line. Profits are driven by subsidies, as Travis Hoium highlights in this video.
First Solar: No Floor In Sight - Pending Further Policy Clarity (Rating Downgrade)
FSLR's oversold status has been observed in its solar/renewable peers, thanks to the uncertainty surrounding the US renewables policy over the next four years. Combined with the polysilicon oversupply/dumping and the ongoing tariff war, we are likely to see further volatility ahead. The same headwind has also been reported by FSLR, as observed in the drastically moderating net bookings/ backlog, manufacturing under utilization, and delayed delivery schedule.
First Solar: A Buy Beyond The Numbers
First Solar appears undervalued with a forward P/E of 8.1x, but the 45X tax credit significantly distorts its profitability and valuation. Excluding the 45X credit, FSLR's valuation is less attractive, with an EV/EBIT multiple of 34x and high capital needs. Political risks and potential repeal of the 45X credit pose significant challenges, but tariffs and domestic manufacturing support could stabilize FSLR.
First Solar's Q4 Earnings Miss Estimates, Revenues Increase Y/Y
FSLR's fourth-quarter revenues beat the Zacks Consensus Estimate by 3%. The top line also increases 30.7% from the year-ago level.
First Solar: Radiating Quality Following Robust 2025 Guidance
First Solar has outperformed peers like SolarEdge Technologies and Sunrun, showing stable growth and strong margins, making it a reliable investment. FSLR's advanced thin-film PV solar modules and significant manufacturing capacity expansion position it well for future growth, especially with U.S. government incentives. 2025 guidance was strong and points to a robust market environment for FSLR.
First Solar (FSLR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for First Solar (FSLR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
First Solar (FSLR) Lags Q4 Earnings Estimates
First Solar (FSLR) came out with quarterly earnings of $3.65 per share, missing the Zacks Consensus Estimate of $4.64 per share. This compares to earnings of $3.25 per share a year ago.
First Solar: Q4 Strong Sales, EPS Down
Thin-film photovoltaic solar module manufacturer First Solar (FSLR -3.56%) reported mixed financial results for the fourth quarter on Tuesday, Feb. 25. Q4 revenue of $1.5 billion surpassed analyst consensus predictions of $1.48 billion.
EARNINGS ALERT: FSLR
First Solar (FSLR) trading was volatile following its latest earnings after the closing bell. George Tsilis notes DOGE as an institution pinning pressure on the stock, though he argues its valuation remains attractive to investors.
First Solar Stock Loses Power Ahead Of Q4 Earnings, Analysts Still See 67% Upside
First Solar Inc FSLR will be reporting its fourth-quarter earnings on Tuesday. Wall Street expects $4.71 in EPS and $1.47 billion in revenues as the company reports after market hours.
