核心观点 - First Solar是一个很好的投资机会因为其独特定位[1] First Solar相关 - First Solar的薄膜技术相比传统硅基面板不仅为其专有而且在效率环境影响和制造方面有重要优势[1]

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 ...

With a market capitalization of over $23 billion, First Solar Inc. NASDAQ: FSLR is the biggest solar company in the U.S., where it has notched success with its low-cost and easily scalable Cadmium Telluride (CdTe)-based solar panel technology. First Solar TodayFSLRFirst Solar$196.70 +2.68 (+1.38%) 52-Week Range$129.21▼$306.77P/E Ratio16.94Price Target$281.13Add to WatchlistHowever, in late October 2024, the firm posted disappointing fiscal results for the third quarter, including both top- and bottom-line ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

股票表现 - 过去一个月First Solar股票回报率为-14.2% 而Zacks S&P 500综合指数变化为+3.2% 公司所属的Zacks太阳能行业在此期间下跌18.6% [1] 盈利预期修正 - First Solar本季度预计每股收益4.78美元 同比变化+47.1% 过去30天Zacks共识预期变化-1.8% [4] - 本财年共识盈利预期13.23美元 较上年变化+70.9% 过去30天该预期变化-2.7% [4] - 下一财年共识盈利预期20.51美元 较一年前预期变化+55% 过去一个月该预期变化-3.6% [5] - 盈利预期修正趋势与短期股价走势有很强的相关性 [3] - 基于盈利预期修正等因素First Solar的Zacks Rank为4（卖出）[6] 营收增长 - 本季度共识销售预期14.8亿美元 同比变化+28.1% 本财年41.7亿美元和下一财年55.7亿美元的预期分别表示变化+25.6%和+33.7% [8] 上次财报结果与惊喜历史 - 上次报告季度营收8.8767亿美元 同比变化+10.8% 同期每股收益2.91美元 一年前为2.50美元 [9] - 与Zacks共识预期10.7亿美元相比 报告营收惊喜为-16.98% 每股收益惊喜为-6.13% [10] - 过去四个季度First Solar三次超过共识每股收益预期 两次超过共识营收预期 [10] 估值 - First Solar在估值方面被评为C级 表明其与同行交易价格相当 [14] 结论 - 文中事实及Zacks.com上的其他信息有助于确定是否值得关注First Solar的市场传闻 其Zacks Rank 4表明近期可能跑输大盘 [15]

核心观点 - 太阳能公司First Solar Inc、Enphase Energy Inc和NextEra Energy Inc的股票在唐纳德·特朗普赢得总统大选后下跌因为其竞选期间威胁要废除《通胀削减法案》中的清洁能源相关税收抵免等内容[1] 各公司股票情况 - First Solar股票接近自2021年4月以来最糟糕的交易日截至最后一次查看下跌11%至192.17美元盘中最低173.37美元再次低于260日移动平均线今年以来上涨11.3%但本季度下跌23.1%[2] - Enphase Energy股票早些时候触及2020年9月以来的最低水平最后一次查看时下跌16.8%至74.78美元自10月初以来20日移动平均线一直引导股价走低2024年至今已下跌43.8%[3] - NextEra Energy股票最后一次查看时下跌4.8%至74.83美元刚刚跌破160日移动平均线这是自3月以来首次本季度至今亏损11.3%[3] - 三家公司股票的盘中期权交易量均高于平常First Solar和Enphase Energy的看涨期权超过看跌期权但NextEra Energy今天到目前为止已经有18000份看跌期权交易是通常水平的3倍[4]

Green energy stocks are selling off post-election. Is this a buying opportunity?The U.S. voted to return Donald Trump to the White House Tuesday night, and the effects are making themselves felt across the stock market Wednesday morning. While not all votes have yet been tabulated, early Wednesday morning it's looking entirely likely that not only did Republicans win the popular vote and the Electoral College (with potentially as many as 312 electoral votes), but they now control a majority in the Senate, a ...

Retail investors can have a significant advantage over others by following Wall Street analysts' trends, especially in the way they shift their ratings and price targets for certain stocks. Today, three names give investors an opportunity to reverse engineer some of the recent analyst upgrades to determine whether they are Buys across the board. It turns out that these analysts might be spot on this time around, as the stocks they selected to boost valuations and ratings carry several tailwinds and bullish ...

文章核心观点 - 第一太阳能公司(First Solar)的业务主要依赖于政府补贴,这种依赖可能无法持续 [1] - 第一太阳能公司是太阳能行业中最有价值的公司之一,但其利润主要来自美国的政府补贴 [1] - 这种依赖政府补贴的商业模式是否可持续,值得关注 [1] 公司情况总结 - 第一太阳能公司是太阳能行业中最有价值的公司之一 [1] - 公司的利润主要来自美国政府的补贴 [1] 行业情况总结 - 太阳能行业的发展很大程度上依赖于政府的补贴政策 [1] - 这种依赖政府补贴的商业模式是否可持续,值得关注 [1]

文章核心观点 - 公司的股价表现优于同行 [1] - 政治环境的不确定性可能影响公司的发展 [1] - 公司的财务表现良好,主要得益于有利的监管环境和技术优势 [2][3] - 公司的利润增长主要来自于政府补贴,未来补贴政策的变化可能对公司造成冲击 [3][4] 根据目录分类总结 公司概况 - 公司专注于高效薄膜太阳能电池和大型太阳能项目,生产规模不断扩大 [2] - 公司订单量充足,2024年前三季度收入同比增长24% [2] - 公司毛利率从2023年的22%上升至2024年第三季度的50%,主要得益于政府补贴 [3] 行业环境 - 整个太阳能行业将继续保持增长,成本不断下降使其成为更加可行的能源来源 [2] - 政治环境的不确定性可能影响行业的发展,民主党执政有利于可再生能源,共和党可能更倾向于市场化 [1] - 美国政府的保护政策,如对中国太阳能电池加征50%关税,有利于国内制造商 [4] 公司发展前景 - 公司受益于美国《通胀减免法案》的税收抵免政策,这为公司带来了可观的利润 [3][4] - 但如果这些补贴政策发生变化,可能会对公司造成重大打击 [4] - 总体来看,公司和行业仍有较好的长期发展前景,但短期内政治环境的不确定性可能影响公司表现 [5]