Group 1 - First Solar, Inc. is set to release its fourth-quarter earnings results on February 24, with expected earnings of $5.17 per share, an increase from $3.65 per share in the same period last year [1] - The consensus estimate for First Solar's quarterly revenue is $1.57 billion, compared to $1.51 billion a year earlier [1] - In the third quarter, First Solar reported sales of $1.6 billion, exceeding the consensus of $1.56 billion, while the EPS of $4.24 fell short of the consensus estimate of $4.30 [2] Group 2 - First Solar shares experienced a slight gain of 0.1%, closing at $242.15 on Monday [2] - Analysts have been providing ratings on First Solar, which can be accessed on the Analyst Stock Ratings page [2]

Needham将第一太阳能的目标价从286美元上调至303美元，维持"买入"评级。(格隆汇) ...

Core Insights - The U.S. power grid is experiencing a significant transformation, with solar energy leading the way, as developers are expected to add 86 gigawatts of new utility-scale generating capacity by 2026, with only 7% coming from natural gas [1][2] - First Solar's stock has more than doubled since last April, while Enphase's stock has increased by 78% since November, indicating strong market performance for solar-related companies [1][4] Industry Trends - Utility-scale solar will represent 51% of the new capacity additions, with batteries contributing 28% and wind 14%, highlighting the growing dominance of solar in the energy mix [2] - The shift towards solar and battery projects is driven by the need for speed and cost-effectiveness, as traditional energy sources like gas turbines and nuclear plants face delays [3][4] Demand Drivers - The rising electricity demand, fueled by the expansion of data centers and AI infrastructure, is pushing utilities to adopt renewables more rapidly than traditional energy sources [4][5] - The phaseout of federal tax credits has prompted a rush among developers to initiate projects, aiming to secure incentives before they expire, thus accelerating the deployment of renewable energy [5][6] Market Outlook - The increasing dominance of renewables in new capacity additions, coupled with rising electricity demand, suggests a structural tailwind for solar and energy storage stocks in the coming years [6]

Core Insights - First Solar, Inc. (FSLR) operates a photovoltaic (PV) module recycling program as part of its sustainability-focused business model, providing global end-of-life recycling services for its thin-film cadmium telluride modules [1][3] Recycling Program - The company has established recycling facilities at its manufacturing sites in the United States, India, Malaysia, Vietnam, and Germany, having recycled approximately 400,000 metric tons of PV modules since launching the industry's first global recycling program in 2005 [2][8] - First Solar's recycling process is designed to recover semiconductor materials, glass, and metals at high recovery rates, aiming to reduce raw material dependence and manage environmental risks [3][8] Market Position and Strategy - As global solar installations expand, end-of-life management is increasingly important, positioning recycling as a long-term support function within the solar value chain, which helps strengthen customer ties and meet regulatory requirements [4] - The company's recycling investments and sustainability policies enhance PV lifecycle management and align with circular economy initiatives in key solar markets [5] Industry Comparisons - Other solar companies, such as Canadian Solar Inc. and JinkoSolar Holding Co. Ltd., are also advancing sustainability initiatives, including module recycling programs, to align with evolving regulatory standards [6] Financial Performance - The Zacks Consensus Estimate for FSLR's earnings per share indicates a year-over-year increase of 58.82% for 2026, with a long-term earnings growth rate of 33.5% [7] - FSLR is currently trading at a forward 12-month price-to-earnings ratio of 10.05X, which is below the industry average of 18.51X, indicating a potential investment opportunity [10] Stock Performance - Over the past year, FSLR shares have risen by 58.2%, outperforming the industry's growth of 49.3% [12]

PHOENIX--(BUSINESS WIRE)-- #AmericanJobs--A new economic impact study released today by First Solar, Inc. (Nasdaq: FSLR) ("First Solar†or "the Company†), details its estimated contributions to the US economy. The Kathleen Babineaux Blanco Public Policy Center at the University of Louisiana at Lafayette, using IMPLAN economic modeling software, analyzed First Solar's actual and forecasted US spending in 2025 and 2027. First Solar expects to operate approximately 18 gigawatts (GW) of annual nameplate solar ...

Core Insights - First Solar Inc. (FSLR) experienced steady stock gains for nine months following tariff announcements that surprised the market last April, but has seen a pullback in the last eight weeks [1] Group 1: Company Performance - The stock of First Solar Inc. has shown a significant increase over a nine-month period, indicating strong market performance post-tariff announcements [1] - Recent earnings reports are anticipated, which may influence stock performance moving forward [1]

Key Takeaways FSLR's Q4 EPS is projected to rise 43% YoY, with revenues expected to increase 3.9%.FSLR may benefit from its new Louisiana plant and up to $391M in 45X tax credit proceeds.FSLR is expected to face tariff-driven cost pressures and softer Malaysia, Vietnam output in Q4.First Solar (FSLR) is scheduled to release fourth-quarter 2025 results on Feb. 24, after market close. The company delivered a negative earnings surprise of 1.9% in the last reported quarter. Let’s discuss the factors that are li ...

In this article, we explore the 11 Best Alternative Energy Stocks to Invest In According to Analysts.The alternative energy sector entered 2026 with high optimism after enjoying a great run in 2025. Last year, the International Energy Agency (IEA) in its tenth edition of the World Energy Investment report, had predicted that global energy investment would reach $3.3 trillion. The lion’s share of the capital flow, at least $2.2 trillion, would go to clean technologies, the report detailed. Fast forward to 20 ...

Core Insights - First Solar, Inc. (FSLR) is a leading manufacturer of thin-film cadmium telluride (CdTe) photovoltaic modules, with a strong presence in the U.S. and global markets [1][8] - The company is expanding its manufacturing capacity in the U.S. and investing in next-generation technologies to enhance module efficiency and maintain competitiveness [4][8] Company Overview - First Solar specializes in the design, production, and sale of advanced thin-film CdTe solar modules, operating manufacturing facilities in the U.S., India, Malaysia, and Vietnam [1] - The product portfolio includes Series 6 Plus and Series 7 modules, primarily supplied to utility-scale developers and large commercial customers [2] Manufacturing and Production - The company employs a vertically integrated production process, overseeing semiconductor fabrication, module assembly, and quality assurance, which supports operational consistency and cost control [3][8] - Ongoing investments in research and development focus on next-generation thin-film and tandem technologies to improve module efficiency [4] Market Position and Financials - The Zacks Consensus Estimate for FSLR's earnings per share in 2026 indicates a year-over-year increase of 58.82%, with a long-term earnings growth rate projected at 33.5% [7] - First Solar is currently trading at a forward price-to-earnings ratio of 9.22X, significantly lower than the industry average of 17.4X, indicating a potential investment opportunity [10] Stock Performance - Over the past six months, FSLR shares have increased by 22.4%, while the industry has seen a growth of 43.8% [12]

Core Viewpoint - First Solar is experiencing a decline in stock performance compared to the broader market, with upcoming earnings expected to show significant growth in EPS and revenue [1][2]. Financial Performance - First Solar plans to announce its earnings on February 24, 2026, with an expected EPS of $5.22, reflecting a 43.01% increase year-over-year [2]. - Quarterly revenue is projected to be $1.57 billion, up 3.87% from the same period last year [2]. - For the entire fiscal year, earnings are estimated at $14.63 per share and revenue at $5.11 billion, indicating growth of +21.71% and +21.51% respectively from the previous year [3]. Analyst Estimates - Recent modifications to analyst estimates for First Solar indicate positive sentiment regarding the company's business outlook [4]. - The Zacks Rank system, which evaluates estimate changes, currently ranks First Solar at 3 (Hold) [6]. Valuation Metrics - First Solar has a Forward P/E ratio of 9.8, which is below the industry average of 19.96, suggesting it is undervalued [7]. - The company also has a PEG ratio of 0.29, compared to the industry average PEG ratio of 0.68, indicating favorable growth prospects relative to its valuation [7]. Industry Context - The Solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [8]. - Strong industry rankings correlate with better performance, with the top 50% of rated industries outperforming the bottom half by a factor of 2 to 1 [8].