First Solar, Inc.

First Solar, Inc.

First Solar, Inc. (FSLR) is a US-based maker of thin‑film photovoltaic (PV) modules and a developer of utility‑scale solar projects. The company’s cadmium telluride (CdTe) technology can offer lower raw‑material use and competitive performance in hot climates compared with conventional silicon panels. First Solar combines module manufacturing with project development and services, providing exposure to both equipment sales and contracted power revenues. Market capitalisation is about $24.33 billion. Key drivers include global solar deployment, module pricing, supply‑chain costs and government policy or subsidies. Investors should monitor order backlog, margin trends and project execution. Returns can be cyclical and sensitive to competition, commodity input prices and regulatory change. This summary is for general information and educational purposes only, not personalised investment advice; suitability depends on individual objectives and risk tolerance.

Why It's Moving

First Solar, Inc.

First Solar surges on policy tailwinds and fresh manufacturing push amid solar sector volatility.

First Solar's shares climbed 4% on December 11, fueled by optimism around Treasury's safe harbor guidance boosting solar stocks. The inauguration of a new $1.1 billion AI-enabled Louisiana facility on November 21 underscores the company's aggressive U.S. expansion, positioning it strongly despite broader policy uncertainties.

Sentiment:
🐃Bullish
  • Stock gained 4% to $272.73 on Thursday, December 11, reflecting investor bets on supportive Treasury guidance for solar incentives amid fluctuating sector sentiment.
  • New Louisiana plant inauguration highlights First Solar's manufacturing ramp-up, enhancing domestic production capacity in a thin-film solar leader.
  • Analysts maintain 'Strong Buy' consensus with price targets around $268, citing robust backlog and policy-driven growth potential despite recent solar stock swings.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying First Solar's stock with a target price of $272.43, indicating growth potential.

Above Average

Financial Health

First Solar is performing well with solid revenue and cash flow, supported by a healthy profit margin.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

📈

Module cost edge

CdTe technology can lower material costs and performs well in hot climates, which may support competitiveness—though cost and tech dynamics can change.

🌍

Deployment tailwinds

Rising renewable targets and falling electricity costs support demand for utility‑scale solar, but policy shifts or tariffs could alter the outlook.

Backlog and execution

A mix of manufacturing and project development can offer revenue visibility through contracts, while project execution and financing remain potential risks.

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