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].

Summary of Conference Call Industry Overview - The discussion primarily focuses on the energy sector, particularly independent power producers (IPPs), renewable energy, and energy storage solutions. [1][2] Key Points and Arguments Market Dynamics - Recent market volatility has seen certain stocks drop by 15% to 20% without any negative news, attributed to a sharp decline in market risk appetite. [1] - The retail sector is experiencing a seasonal downturn, with January typically strong but February showing weakness, exacerbated by capital gains taxes. [1] Independent Power Producers (IPPs) - The IPP sector is currently viewed positively, with companies like Vista and Talon identified as top picks due to strong valuation support and attractive free cash flow yields. [3] - The demand growth in markets like Texas and PJM is outpacing supply, leading to a tight market environment. [3][4] - Political dynamics and affordability concerns are impacting the market, but the supply-demand imbalance is expected to support future price increases. [4] Transaction Activity - There is an expectation for continued transaction activity among IPPs, particularly as they offer unique advantages such as prime land and long-term contracts. [5][6] On-Site Power Generation - On-site power generation stocks have shown strong performance, with companies like Liberty Energy expanding their power business significantly. [6] - The trend towards self-generation among data centers is expected to continue, providing opportunities for on-site power stocks. [8] Energy Storage - The energy storage market is projected to grow significantly, driven by the demand from data centers and utility-scale projects. [10] - The potential market size for data center energy storage is estimated to be between 225 to 550 GWh. [10] - Companies like Nxtra and AES are highlighted as key players in the energy storage sector. [10] Renewable Energy Projects - Utility-scale renewable energy projects are expected to maintain strong order volumes, with NextEra Energy reporting record orders. [14] - The solar industry is facing potential impacts from new tariffs and regulations, which could affect companies like First Solar. [22][24] Residential Solar Market - The residential solar market is showing signs of recovery, with companies like Enphase potentially reaching a bottom in their performance. [25][26] - The leasing model in residential solar is expected to provide more stable growth compared to companies focused on sales. [26] Bloom Energy - Bloom Energy is anticipated to provide strong revenue guidance for 2026, with expectations for significant order volumes. [28] Additional Important Insights - The discussion touches on the geopolitical implications of energy supply chains, particularly regarding reliance on Chinese imports for battery production. [12] - The potential for Tesla to enter the solar panel market is noted, with implications for competition in the solar industry. [16][23] - The conversation also highlights the importance of regulatory clarity in facilitating transactions in the energy sector. [5] This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the current state and future outlook of the energy sector.

Core Insights - First Solar has seen significant options trading activity, with over 11 transactions totaling $486,769, including 6 puts valued at $391,666 [1] Group 1: Market Activity - The major market movers are focusing on a price range between $210.0 and $270.0 for First Solar over the last three months [2] - A detailed assessment of volume and open interest indicates strong liquidity and investor interest in First Solar's options within the $210.0 to $270.0 strike price range over the past 30 days [3] Group 2: Company Overview - First Solar is the world's largest thin-film solar module manufacturer, specializing in solar photovoltaic panels and systems for utility-scale projects, utilizing cadmium telluride technology [4] - The company has production facilities in Vietnam, Malaysia, the United States, and India [4] Group 3: Current Market Position - The current trading volume for First Solar is 1,083,588, with the stock price down by 1.62% to $234.2 [8] - Analysts have issued ratings for First Solar, with a consensus target price of $281.0, while individual targets range from $260 to $312 [6][8]

Enphase Stock Rallies 40% On Strong Guidance But This Key Question Remains | Investor's Business DailyTRENDING: [How To Handle The Current Market]---Solar stock Enphase Energy (ENPH) roared higher during stock market action on Wednesday after better-than-expected fourth-quarter earnings and Q1 guidance late Tuesday. Enphase after Tuesday's market close announced Q4 EPS slipped 24.5% to 71 cents with revenue declining 10.4% to $343.3 million. Prior to the release, analysts predicted earnings of 59 cents per ...

Core Insights - First Solar, Inc. (FSLR) shares have decreased by 13.8% over the past three months, underperforming the Zacks Solar industry's decline of 9% [1] - The company is expanding its U.S. manufacturing capacity to capitalize on strong demand for its products [1][4] Demand and Expansion - First Solar is experiencing robust demand in the U.S., driven by the adoption of advanced thin-film solar modules [4] - The company has secured 2.7 gigawatts (GW) of additional gross bookings, raising its total backlog to 54.5 GW through 2030 [5] - First Solar has initiated operations at its fourth and fifth U.S. manufacturing plants and expanded capacity at its Ohio facilities [5][6] - Planned expansion includes a 3.7 GW U.S. module finishing line expected to start in Q4 2026, enhancing production capacity [6] Manufacturing Footprint - First Solar is establishing a $330 million facility in Gaffney, SC, for final production of Series 6 Plus modules [8] - A $1.1 billion AI-enabled manufacturing facility in Iberia Parish, LA, is expected to add 3.5 GW of annual capacity, increasing U.S. manufacturing to 14 GW in 2026 and 17.7 GW in 2027 [8] Financial Performance and Estimates - The Zacks Consensus Estimate for 2026 earnings per share (EPS) indicates a slight increase of 0.22% over the past 60 days, with a long-term earnings growth rate of 33.5% [9] - First Solar's trailing 12-month return on equity is 16.61%, surpassing the industry average of 11.48% [16] - The stock is currently trading at a forward P/E of 10.06X, which is a discount compared to the industry's 17.74X [17] Challenges - First Solar faces challenges from rising trade tensions and tariff risks, with U.S. tariffs ranging from 19% to 50% potentially affecting module sales and international operations [11] - The risk of global solar module oversupply due to aggressive capacity expansion in China may lead to price volatility and increased competition [12]

Core Viewpoint - Pomerantz Law Firm is investigating claims on behalf of investors of First Solar, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers or directors [1][2]. Group 1: Company Performance and Analyst Ratings - On January 7, 2026, Jefferies downgraded First Solar from Buy to Hold, citing lowered guidance, significant de-bookings, and margin compression throughout 2025 [4]. - Following this downgrade, First Solar's stock price decreased by $27.67 per share, or 10.29%, closing at $241.11 per share on the same day [4]. Group 2: Legal Investigation - Pomerantz LLP is recognized for its expertise in corporate, securities, and antitrust class litigation, and is currently investigating potential claims against First Solar [5].