The recent reports about First Solar (FSLR) have been mainly optimistic, demonstrating an improvement in performance and profitability. There are talks about a surge in the company's stock following Q2 earnings that had surpassed estimates. First Solar did not just beat the Q2 earnings, and it went ahead and increased the annual sales outlook, expecting that higher prices would result due to tariffs. Analysts' interest has grown in the company, with BMO Capital Markets raising their price target to $203. Positive handlings such as a Tax Credit Transfer Agreement and a promising contract with UbiQD for a Long-Term Quantum Dot supply have also caught investor's attention. Despite a forecast of an EPS decline, the company ended up setting optimistic 2025 EPS Guidance amid tariff changes and strong US demand. However, amidst these positive trends, there were a few dips in the stock and mixed investor sentiments due to industry volatility, structural risks, and possible impacts of tax credit cuts. Yet, in its totality, First Solar is considered a Buy-and-Hold bet.
First Solar FSLR News Analytics from Mon, 19 May 2025 07:00:00 GMT to Sat, 02 Aug 2025 19:03:47 GMT - Rating 6 - Innovation 8 - Information 7 - Rumor -5
