Pavel Babic We previously covered First Solar, Inc. (NASDAQ:FSLR) in January 2024, discussing how its utility-scale solar panels remained in hot demand, with its growing backlog extended through 2030 at favorable ASPs. Combined with the bottomed solar investment thesis and the normalizing macroeconomic outlook, we maintained our Buy rating for the stock then. In this article, we shall discuss why we are maintaining our optimistic view surrounding FSLR's cadmium telluride investment thesis, despite the inten ...

证券研究报告 | 2024年03月28日 第一太阳能(FIRST SOLAR)（FSLR.O） 增持 美光伏协会呼吁保护本土制造能力，利好在美有产能布局的头部组件公司  公司研究·公司快评  电力设备·光伏设备  投资评级：增持（维持评级） 证券分析师： 王蔚祺 010-88005313 wangweiqi2@guosen.com.cn 执证编码：S0980520080003 证券分析师： 陈抒扬 0755-81982965 chenshuyang@guosen.com.cn 执证编码：S0980523010001 事项： 近日，由美国太阳能制造商联盟（SEMA）委托咨询公司Guidehouse Insights撰写的报告发布，呼吁美国 政府加大对本土光伏制造业的支持力度，并提出针对性的政策建议，包括：1）在政府采购方面更加倾向 美国本土产能；2）倡导提高硅片和多晶硅本土产能投资；3）建议重视薄膜电池、叠层电池等技术路线。 国信电新观点：1）美国光伏产业链严重依赖进口，从晶硅产业链角度来看，硅片产能短板尤为突出，2024 年产能仅占当年需求量的12%，短期不具备在美实现全产业链覆盖的基础，进口组件与薄膜 ...

The latest trading session saw First Solar (FSLR) ending at $153.31, denoting a +0.41% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily loss of 0.14%. At the same time, the Dow lost 0.77%, and the tech-heavy Nasdaq gained 0.17%.The largest U.S. solar company's shares have seen an increase of 5.49% over the last month, surpassing the Oils-Energy sector's gain of 4.9% and the S&P 500's gain of 5.34%.The investment community will be paying close attention to th ...

First Solar (FSLR) closed at $152.68 in the latest trading session, marking a +1.1% move from the prior day. This change outpaced the S&P 500's 0.32% gain on the day. Meanwhile, the Dow experienced a rise of 0.68%, and the technology-dominated Nasdaq saw an increase of 0.2%.Coming into today, shares of the largest U.S. solar company had gained 0.66% in the past month. In that same time, the Oils-Energy sector gained 6.39%, while the S&P 500 gained 5.11%.The investment community will be closely monitoring th ...

The future is green. The world is progressively becoming more eco-friendly through changes in habits, consumption and even energy sources. The green technology and sustainability market is rapidly growing, valued at $16.5 billion in 2023 and expected to grow to $61.92 billion by 2030, representing a CAGR of 20.8%. With so much growth in store for investors, now is a great time to invest in eco-friendly stocks. At the same time, investing in eco-friendly stocks allows investors to support companies with a si ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks ...

First Solar (FSLR) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power ...

First Solar (FSLR) closed the last trading session at $159.38, gaining 4.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $222.36 indicates a 39.5% upside potential.The average comprises 24 short-term price targets ranging from a low of $157.56 to a high of $330, with a standard deviation of $39. While the lowest estimate indicates a decline of 1.1% from the current price level, ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about First Solar (FSLR) .First Solar currently has an average brokerage recomme ...

Investing in solar stocks has been a rollercoaster ride lately. Economic uncertainties and tight monetary policies have cast a shadow over the solar energy sector, leading to a downturn in stock prices. However, amidst the gloom, there’s a glimmer of hope for investors looking to capitalize on the future of renewable energy. As such, let’s delve into the potential of solar stocks and uncover the top contender poised to shine in 2024.The current landscape: Why are solar stocks down?Solar stocks have been dow ...