In recent financial developments, First Solar (FSLR) has experienced a rally following an earnings beat and improved guidance. Investment interest in the company has been rising, with substantial stock purchases by Handelsbanken Fonder AB, Empirical Finance LLC, ABN AMRO Bank N.V., and others. Meanwhile, First Solar has made major investment moves, including opening a $1.1 billion AI-enabled Louisiana manufacturing plant and planning a $330 million manufacturing expansion in the US. Despite mixed earnings and a lower FY25 outlook, First Solar's sales have topped estimates. The company's share price has seen robust gains, driving renewed investor optimism.
The clean energy stock has been demonstrating strong multi-month momentum even though Saturna Capital Corp and Clean Energy Transition LLP scaled back their positions. KeyBanc revised the price target for FSLR after these developments while GLJ Research maintained their 'Buy' recommendation. First Solar's aggressive investment strategy has been backed by its strong financial performance, despite missing Q3 earnings and revenue estimates. The company's shares surged after these reports, although they dipped slightly following the announcement of the South Carolina expansion plan.
First Solar FSLR News Analytics from Mon, 25 Aug 2025 07:00:00 GMT to Sat, 22 Nov 2025 21:43:49 GMT - Rating 8 - Innovation 7 - Information 9 - Rumor 7
