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 surges as AI data center boom and UBS target hike spotlight its clean energy edge.
- UBS analysts boosted their price target to $285, highlighting First Solar's positioning to power AI data centers with secure, U.S.-made panels.
- New Louisiana facility ramps toward full capacity by mid-2026, set to supercharge production volumes amid a backlog stretching into the late 2020s.
- Tariffs on Chinese-linked rivals enhance pricing power, while rumors swirl of direct deals with hyperscalers prioritizing supply chain security.
First Solar surges as AI data center boom and UBS target hike spotlight its clean energy edge.
- UBS analysts boosted their price target to $285, highlighting First Solar's positioning to power AI data centers with secure, U.S.-made panels.
- New Louisiana facility ramps toward full capacity by mid-2026, set to supercharge production volumes amid a backlog stretching into the late 2020s.
- Tariffs on Chinese-linked rivals enhance pricing power, while rumors swirl of direct deals with hyperscalers prioritizing supply chain security.
When is the next earnings date for First Solar, Inc. (FSLR)?
First Solar (FSLR)'s next earnings date is estimated for February 24, 2026. This report will cover the fourth quarter of fiscal 2025 (Q4 2025), following the pattern of late February releases observed in prior years. The date remains an estimate, as the company has not yet officially confirmed it.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying First Solar's stock with a target price of $279.29, indicating strong growth potential.
Financial Health
First Solar is performing well, showing strong revenue, cash flow, and profitability indicators.
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Explore BasketWhy 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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