Group 1: Company Performance - First Solar (FSLR) closed at $160.34, with a daily increase of +1.09%, outperforming the S&P 500's gain of 1.04% [1] - Over the past month, First Solar shares have decreased by 15.1%, while the Oils-Energy sector lost 1.08% and the S&P 500 gained 3.92% [1] Group 2: Upcoming Earnings - First Solar is set to release its earnings on February 25, 2025, with projected earnings per share (EPS) of $4.69, reflecting a 44.31% increase year-over-year [2] - The consensus estimate for revenue is $1.47 billion, indicating a 26.91% increase compared to the same quarter last year [2] Group 3: Analyst Estimates and Valuation - Changes in analyst estimates for First Solar are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] - The Zacks Rank system, which evaluates estimate changes, currently ranks First Solar at 3 (Hold) [5] - First Solar has a Forward P/E ratio of 7.79, which is below the industry average of 8.97, and a PEG ratio of 0.18 compared to the industry average of 0.52 [6] Group 4: Industry Context - The Solar industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 77, placing it in the top 31% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1 - A new partnership called Stargate plans to invest up to $500 billion in building AI infrastructure in the United States, involving OpenAI, Oracle, and SoftBank [2][3] - The project will focus on creating data centers and generating electricity, with an initial investment of around $100 billion, potentially increasing up to $500 billion [3] - The demand for electricity to power AI applications will lead to a significant reliance on clean, renewable solar energy [4] Group 2 - First Solar is positioned for growth with advanced thin-film photovoltaic technology and U.S.-based manufacturing, making it well-suited to meet rising energy demands [6] - NextEra Energy, a major player in renewable energy, has significant investments in wind and solar power, likely to benefit from the increasing demand for sustainable energy [7] - Enphase Energy, known for its solar microinverters, is integral to the solar power supply chain and could see rising demand as solar adoption grows [8]

Investment Strategy - Focuses on identifying growth investing opportunities with attractive risk/reward upside potential [2] - Combines sharp price action analysis with fundamentals investing [2] - Avoids overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities [2] Performance and Recognition - Recognized by TipRanks as a Top Analyst [1] - Recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, Internet, Growth, and GARP [1] - Demonstrates outperformance with picks that generate alpha well above the S&P 500 [1] Investment Group - Runs the investing group Ultimate Growth Investing, specializing in high-potential opportunities across various sectors [3] - Focuses on ideas with strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook [3] - Targets growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations [3]

The latest trading session saw First Solar (FSLR) ending at $174.11, denoting a +1.29% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a gain of 0.53% for the day. Meanwhile, the Dow gained 0.93%, and the Nasdaq, a tech-heavy index, added 0.22%.Coming into today, shares of the largest U.S. solar company had lost 7.68% in the past month. In that same time, the Oils-Energy sector lost 1.54%, while the S&P 500 gained 2.69%.The upcoming earnings release of First Solar will ...

In the latest market close, First Solar (FSLR) reached $192.64, with a +0.92% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily gain of 1%. Meanwhile, the Dow gained 0.78%, and the Nasdaq, a tech-heavy index, added 1.51%.The largest U.S. solar company's stock has climbed by 8.53% in the past month, exceeding the Oils-Energy sector's loss of 3.79% and the S&P 500's loss of 2.14%.Investors will be eagerly watching for the performance of First Solar in its upcoming ...

Company Overview - First Solar (FSLR) is an American manufacturer of solar panels and is the only US-based company in the top 10 list of largest solar panel manufacturers, ranking 10 globally [1] - The company is a leader in cadmium telluride (CdTe) modules, a key technology in the solar panel industry [1] Industry Context - The solar panel manufacturing industry is highly competitive, with First Solar being one of the few US companies to maintain a significant global presence [1] - CdTe technology, in which First Solar specializes, is a notable segment within the broader solar panel market [1] Analyst Background - Building Benjamins is a free investment newsletter published by Tradition Investment Management, LLC, a registered investment adviser [2] - The founder, Benjamin Halliburton, has a distinguished career in investment management, including being named "PSN Manager of the Decade" for All-Cap in the 2000s and Dividend Value in the 2010s [2] - Halliburton's investment strategies, such as the "Disciplined Growth Strategy," have historically outperformed benchmarks like the S&P 500 during the 1990s bull market [2]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?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 brokerag ...

Despite spiking as much as +6% in Monday’s trading session, First Solar (FSLR)  stock is still 37% from its 52-week high of over $300 a share last June.That said, shares of the largest solar company in the United States have now risen +9% in January and investors may be wondering if an extended rebound is in store for FSLR.Image Source: Zacks Investment Research Lower Market Sentiment for FSLR Although First Solar is one the world’s largest providers of solar panels, market sentiment has been wayward for FS ...

In my October 7 article , I explained why First Solar (NASDAQ: FSLR ) was well positioned to thrive and to reward investors regardless of the 2024 US Election results . I took the perspective ofI look for wonderful businesses at fair prices that pay quality dividends. A quality dividend is one that is safe, expected to grow meaningfully, and part of an attractive total return. My research focuses on SWOT analysis, forward-looking information, and DCF and/or DDM valuation models. I have an MBA in Finance and ...

Renewable Energy Sector Overview - The renewable energy sector is experiencing significant growth and is expected to remain a key area of interest for the coming decades, despite potential policy changes under the incoming Trump Presidency [1] Analyst Background - The author, Gordon, has nearly 10 years of experience in trading and investing, with a focus on technology and energy companies [2] - Gordon holds a Masters Degree in Civil Engineering and works in Asset Management, leveraging his expertise in engineering, strategic consulting, and financial forecasting [2] - He runs a financial education company called Oak Investing, which has a wide following across 40 countries [2] - Gordon specializes in identifying growth opportunities, value plays, and dividend-paying stocks across various geographies and sectors [2] - He is ranked in the Top 10% of Financial Bloggers on TipRanks, with a 75% Success Rate and 19% Average Return [2] Disclosure - The analyst has no stock, option, or derivative positions in any of the companies mentioned and no plans to initiate such positions within the next 72 hours [3] - The article expresses the analyst's own opinions and is not influenced by any business relationships with the companies mentioned [3]