13 days ago
Tempe, Arizona-based First Solar, Inc. (FSLR) is a leading photovoltaic (PV) solar technology and manufacturing company. The company develops and manufactures solar modules using its proprietary thin-film semiconductor technology, offering an alternative to conventional crystalline silicon PV modules. First Solar operates a global manufacturing network spanning the United States, India, Malaysia, and Vietnam. With a market cap of $21.6 billion, the company is one of the largest solar manufacturers.
Companies worth $10 billion or more are generally described as "large-cap stocks," and First Solar fits this description. The company is also one of the few major solar manufacturers with a significant U.S. manufacturing footprint, positioning it to benefit from domestic-content incentives and the broader push to expand U.S. solar manufacturing capacity. First Solar ended the second quarter with a contracted sales backlog of approximately 45.1 GW extending through 2030.
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#Solar #first #billion #tempe
Companies worth $10 billion or more are generally described as "large-cap stocks," and First Solar fits this description. The company is also one of the few major solar manufacturers with a significant U.S. manufacturing footprint, positioning it to benefit from domestic-content incentives and the broader push to expand U.S. solar manufacturing capacity. First Solar ended the second quarter with a contracted sales backlog of approximately 45.1 GW extending through 2030.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Solar #first #billion #tempe
2 months ago
First Solar, Inc. (FSLR), headquartered in Phoenix, Arizona, is a solar technology company that provides photovoltaic (PV) solar energy solutions. Valued at $26.9 billion by market cap, the company manufactures and sells PV solar modules with thin film semiconductor technology that provides conventional crystalline silicon PV solar modules.
Shares of this renewable giant have outperformed the broader market over the past year. FSLR has gained 34.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.4%. However, in 2026, FSLR stock is down 4.3%, compared to the SPX's 13.3% rise on a YTD basis.
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#fslr #company #provides #phoenix
Shares of this renewable giant have outperformed the broader market over the past year. FSLR has gained 34.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.4%. However, in 2026, FSLR stock is down 4.3%, compared to the SPX's 13.3% rise on a YTD basis.
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#fslr #company #provides #phoenix
3 months ago
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.
Top 5 Upgrades:
Scotiabank upgraded Cloudflare (NET) to Outperform from Sector Perform with a price target of $300, up from $225. After a deeper dive on Cloudflare's opportunity, the firm is "convinced that the time is now to own shares" given its view that Cloudflare is winning "the best of the best AI-native customers" and more evidence of wins in CIO/CISO fieldwork for Cloudflare SASE and edge compute in the enterprise.
Erste Group upgraded Meta Platforms (META) to Buy from Hold. Revenue growth and operating margin are higher than those of competitors, while the price to earnings ratio is slightly below the sector average, the firm tells investors.
Deutsche Bank upgraded First Solar (FSLR) to Buy from Hold with a $272 price target. The "recent sharp stock pullback," with shares down 27% since June 1, creates an opportunity for investors to enter a "fundamentally strong business" in U.S.-based panel production that has a strong balance sheet and is poised for a stronger second half, the firm tells investors.
Melius Research upgraded Allegiant Travel (ALGT) to Buy from Hold with a $160 price target to reflect optimism around the many earnings building blocks ahead. The firm notes Allegiant has been ******* bent on realigning the business around the airline, and says the sale of Sunseeker and now the acquisition of Sun Country position the company to drive further relevance with investors.
Top 5 Upgrades:
Scotiabank upgraded Cloudflare (NET) to Outperform from Sector Perform with a price target of $300, up from $225. After a deeper dive on Cloudflare's opportunity, the firm is "convinced that the time is now to own shares" given its view that Cloudflare is winning "the best of the best AI-native customers" and more evidence of wins in CIO/CISO fieldwork for Cloudflare SASE and edge compute in the enterprise.
Erste Group upgraded Meta Platforms (META) to Buy from Hold. Revenue growth and operating margin are higher than those of competitors, while the price to earnings ratio is slightly below the sector average, the firm tells investors.
Deutsche Bank upgraded First Solar (FSLR) to Buy from Hold with a $272 price target. The "recent sharp stock pullback," with shares down 27% since June 1, creates an opportunity for investors to enter a "fundamentally strong business" in U.S.-based panel production that has a strong balance sheet and is poised for a stronger second half, the firm tells investors.
Melius Research upgraded Allegiant Travel (ALGT) to Buy from Hold with a $160 price target to reflect optimism around the many earnings building blocks ahead. The firm notes Allegiant has been ******* bent on realigning the business around the airline, and says the sale of Sunseeker and now the acquisition of Sun Country position the company to drive further relevance with investors.
3 months ago
First Solar, Inc. (NASDAQ:FSLR) is one of the 12 High Quality Stocks to Buy for the Long Term.
On June 15, 2026, Mizuho raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $300 from $243 and maintained an Outperform rating on the shares. The firm cited higher U.S. import prices versus its prior estimate of a 3c per watt tariff for the target increase. Mizuho said additional ad-valorem tariffs could push selling prices above 40c per watt in a bull case.
On June 11, 2026, UBS raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $330 from $290 and maintained a Buy rating on the shares. UBS said First Solar is positioned to benefit from Section 232 tariffs, which could drive higher U.S. solar module prices against a robust solar demand backdrop.
Pixabay/Public Domain
Last month, GLJ Research ******* yst Gordon Johnson upgraded First Solar, Inc. (NASDAQ:FSLR) to Buy from Hold with a price target of $315, up from $207.82. Johnson cited resolved cancellation risk and the launch of the company's Series 6 CuRe, or Copper Replacement, at its manufacturing campus in Perrysburg, Ohio.
On June 15, 2026, Mizuho raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $300 from $243 and maintained an Outperform rating on the shares. The firm cited higher U.S. import prices versus its prior estimate of a 3c per watt tariff for the target increase. Mizuho said additional ad-valorem tariffs could push selling prices above 40c per watt in a bull case.
On June 11, 2026, UBS raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $330 from $290 and maintained a Buy rating on the shares. UBS said First Solar is positioned to benefit from Section 232 tariffs, which could drive higher U.S. solar module prices against a robust solar demand backdrop.
Pixabay/Public Domain
Last month, GLJ Research ******* yst Gordon Johnson upgraded First Solar, Inc. (NASDAQ:FSLR) to Buy from Hold with a price target of $315, up from $207.82. Johnson cited resolved cancellation risk and the launch of the company's Series 6 CuRe, or Copper Replacement, at its manufacturing campus in Perrysburg, Ohio.
3 months ago
First Solar, Inc. (NASDAQ:FSLR) is one of the 12 High Quality Stocks to Buy for the Long Term.
On June 15, 2026, Mizuho raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $300 from $243 and maintained an Outperform rating on the shares. The firm cited higher U.S. import prices versus its prior estimate of a 3c per watt tariff for the target increase. Mizuho said additional ad-valorem tariffs could push selling prices above 40c per watt in a bull case.
On June 11, 2026, UBS raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $330 from $290 and maintained a Buy rating on the shares. UBS said First Solar is positioned to benefit from Section 232 tariffs, which could drive higher U.S. solar module prices against a robust solar demand backdrop.
Pixabay/Public Domain
Last month, GLJ Research ******* yst Gordon Johnson upgraded First Solar, Inc. (NASDAQ:FSLR) to Buy from Hold with a price target of $315, up from $207.82. Johnson cited resolved cancellation risk and the launch of the company's Series 6 CuRe, or Copper Replacement, at its manufacturing campus in Perrysburg, Ohio.
On June 15, 2026, Mizuho raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $300 from $243 and maintained an Outperform rating on the shares. The firm cited higher U.S. import prices versus its prior estimate of a 3c per watt tariff for the target increase. Mizuho said additional ad-valorem tariffs could push selling prices above 40c per watt in a bull case.
On June 11, 2026, UBS raised the firm's price target on First Solar, Inc. (NASDAQ:FSLR) to $330 from $290 and maintained a Buy rating on the shares. UBS said First Solar is positioned to benefit from Section 232 tariffs, which could drive higher U.S. solar module prices against a robust solar demand backdrop.
Pixabay/Public Domain
Last month, GLJ Research ******* yst Gordon Johnson upgraded First Solar, Inc. (NASDAQ:FSLR) to Buy from Hold with a price target of $315, up from $207.82. Johnson cited resolved cancellation risk and the launch of the company's Series 6 CuRe, or Copper Replacement, at its manufacturing campus in Perrysburg, Ohio.
4 months ago
PBW crashed 11% after May payrolls doubled consensus at 172,000, spiking the two-year Treasury yield to a 16-month high of 4.16%.
ENPH sank 18% while FSLR dropped 11%, with cash-flow-negative names hit hardest as rising rates crushed long-duration equity valuations.
Despite a 34% YTD gain, PBW sits 47% below its 2021 peak, with every major drawdown tied to rising long-term rates.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
A $10,000 stake in the Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) at Thursday's close was worth ~$8,920 by Friday's close, and the cause traces directly to a sharp move in two-year Treasury yields rather than to anything inside a single clean energy company. PBW fell roughly 11% on June 5, 2026, closing near $41 after starting the day around $46, and the cause sits one layer up the macro stack from anything to do with panels, inverters, or hydrogen.
ENPH sank 18% while FSLR dropped 11%, with cash-flow-negative names hit hardest as rising rates crushed long-duration equity valuations.
Despite a 34% YTD gain, PBW sits 47% below its 2021 peak, with every major drawdown tied to rising long-term rates.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
A $10,000 stake in the Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) at Thursday's close was worth ~$8,920 by Friday's close, and the cause traces directly to a sharp move in two-year Treasury yields rather than to anything inside a single clean energy company. PBW fell roughly 11% on June 5, 2026, closing near $41 after starting the day around $46, and the cause sits one layer up the macro stack from anything to do with panels, inverters, or hydrogen.
4 months ago
PBW crashed 11% after May payrolls doubled consensus at 172,000, spiking the two-year Treasury yield to a 16-month high of 4.16%.
ENPH sank 18% while FSLR dropped 11%, with cash-flow-negative names hit hardest as rising rates crushed long-duration equity valuations.
Despite a 34% YTD gain, PBW sits 47% below its 2021 peak, with every major drawdown tied to rising long-term rates.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
A $10,000 stake in the Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) at Thursday's close was worth ~$8,920 by Friday's close, and the cause traces directly to a sharp move in two-year Treasury yields rather than to anything inside a single clean energy company. PBW fell roughly 11% on June 5, 2026, closing near $41 after starting the day around $46, and the cause sits one layer up the macro stack from anything to do with panels, inverters, or hydrogen.
ENPH sank 18% while FSLR dropped 11%, with cash-flow-negative names hit hardest as rising rates crushed long-duration equity valuations.
Despite a 34% YTD gain, PBW sits 47% below its 2021 peak, with every major drawdown tied to rising long-term rates.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
A $10,000 stake in the Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) at Thursday's close was worth ~$8,920 by Friday's close, and the cause traces directly to a sharp move in two-year Treasury yields rather than to anything inside a single clean energy company. PBW fell roughly 11% on June 5, 2026, closing near $41 after starting the day around $46, and the cause sits one layer up the macro stack from anything to do with panels, inverters, or hydrogen.
