第一太阳能(FSLR)
icon
搜索文档
First Solar stock price forecast: FSLR faces major risks ahead
Invezz· 2024-03-07 17:31
First Solar (NASDAQ: FSLR) stock price has stabilised recently as investors predict that the woes in the solar energy industry have subsided. The stock was trading at $160 on Wednesday, about 22% above its lowest point in 2023. It remains 31% below the highest point in 2023. Challenges in the industry remains Copy link to section First Solar, one of the biggest solar module manufacturers in the US, has gone through major challenges recently. The same is true with other such companies in the US and Europe. W ...
因IRA政策盈利大幅改善,美国产能建设稳步推进
国信证券· 2024-03-07 00:00
业绩总结 - 公司2023年实现归母净利润8.3亿美元,同比增长1981%[1] - 公司2023年实现营收33.2亿美元,同比增长27%[1] - 公司2023年组件销量11.4GW,同比增长28%,单位售价0.29美元/W,同比增长0.02美元/W[10] - 公司2024年预计光伏组件销量15.6-16.3GW,同比增长约40%,单位售价约0.28美元/W[9] 未来展望 - 公司2023年在手订单达到78.3GW,交付期最远可延至2030年,北美订单占比约83%[13] - 公司2023年底光伏组件产能16.6GW,同比增长69%,美国产能6.0GW,2026年全球总产能预计达到25.2GW[15] - 公司2024-2026年预计归母净利润分别为14.5/22.8/31.9亿美元,同比增速分别为75%/58%/40%[5] - 公司2024-2026年的营业收入分别为2619/3319/4538/5653/6522百万美元,呈现逐年增长趋势[19] - 公司2024-2026年的每股收益预计为13.6/21.4/29.8美元,2026年动态PE为5倍[17] 其他新策略 - 公司投资评级为“增持”,预计未来6到12个月股价表现优于市场代表性指数20%以上[21] - 公司资产负债率预计2022-2026年分别为29%/35%/28%/24%/19%[19] - 公司2022-2026年的EBIT Margin分别为-11%/27%/36%/46%/55%,呈现逐年增长趋势[19] - 公司2022-2026年的P/E分别为-379.1/20.2/11.5/7.3/5.3,2026年P/E为5.3[19]
First Solar CEO says tariff exemptions threaten U.S. efforts to ramp up domestic solar manufacturing
CNBC· 2024-03-06 05:15
In this article FSLR TAN A worker applies tape to a solar panel at First Solar in Perrysburg, Ohio July 8, 2022. Megan Jelinger | Reuters A flood of foreign solar components threatens efforts to build a domestic manufacturing base in the U.S. to support the clean energy transition, according to First Solar CEO Mark Widmar. In an interview with CNBC, Widmar said the U.S. should close tariff exemptions that allow cheap components into the U.S. market. First Solar is the largest manufacturer of solar panels in ...
First Solar (FSLR) is a Top-Ranked Growth Stock: Should You Buy?
Zacks Investment Research· 2024-03-05 23:46
Zacks Premium - Zacks Premium提供多种方式帮助投资者充分利用股市和自信投资[1] - Zacks Style Scores是与Zacks Rank一起开发的补充指标,根据价值、增长和动量特征对股票进行评级[3] - 通过结合Zacks Rank和Style Scores,投资者可以找到具有最高成功概率的股票[12] First Solar - First Solar (FSLR)是一家总部位于亚利桑那州坦佩的全球领先的光伏太阳能解决方案提供商,具有增长潜力[15][16][17]
Embrace Clean Energy, Focus on These 3 Shining Solar Stocks
Zacks Investment Research· 2024-03-05 23:26
There has been a heightened need to shift to solar energy in the fight against greenhouse gas emissions. The transition from fossil fuels to renewable energy is creating opportunities for investors, although it will take huge investments and a lot of time. Amid the backdrop, Maxeon Solar Technologies Ltd. (MAXN) , Nextracker (NXT) and First Solar (FSLR) are well poised to gain. Solar Contributes More to New Generating Capacity Renewables is witnessing its share of electricity generation in the United States ...
First Solar (FSLR) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Investment Research· 2024-03-05 07:56
In the latest market close, First Solar (FSLR) reached $156.70, with a -0.85% movement compared to the previous day. This move lagged the S&P 500's daily loss of 0.12%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 0.41%. Heading into today, shares of the largest U.S. solar company had gained 11.44% over the past month, outpacing the Oils-Energy sector's gain of 3.04% and the S&P 500's gain of 4.83% in that time. The investment community will be paying ...
First Solar, Inc. (FSLR) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-03-04 23:01
First Solar (FSLR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this largest U.S. solar company have returned +11.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Solar industry, which First Solar falls in, has gained 5.6%. The key question now is: What could be the stock's future direction ...
First Solar (FSLR) Q4 Earnings Beat Estimates, Sales Rise Y/Y
Zacks Investment Research· 2024-02-29 21:41
财务表现 - First Solar公司2023年第四季度每股收益为3.25美元,较去年同期每股亏损7美分有所改善[2] - First Solar公司2023年全年每股收益为7.74美元,较2022年每股亏损41美分有显著增长[2] - First Solar公司2023年第四季度净销售额为11.58亿美元,较去年同期的10.02亿美元有15.6%的增长[3] - First Solar公司2023年全年营收为33.2亿美元,较去年的26.2亿美元有增长[4] - First Solar公司第四季度毛利为5.02亿美元,较去年同期的6.06亿美元有显著提高[5] - First Solar公司总运营费用同比增长3.8%,达到1.108亿美元,主要由于研发成本和销售、总务费用增加[6] - First Solar公司第四季度营业收入为3.978亿美元,较去年同期的4.59亿美元有显著增长[7] 资产状况 - First Solar公司截至2023年12月31日的现金及现金等价物为19.5亿美元,较2022年12月31日的14.8亿美元有增长[8] - First Solar公司截至2023年12月31日的长期债务为4.64亿美元,较2022年12月31日的1.843亿美元有增长[8] 未来展望 - First Solar公司预计2024年每股收益在13至14美元之间,略低于市场预期的13.2美元[9] - First Solar公司预计2024年销售额在44至46亿美元之间,略高于市场预期的45.6亿美元[10] - First Solar公司预计2024年毛利在20至21亿美元之间,营业收入在15至16亿美元之间,同时预计2024年组件出货量在15.6至16.3吉瓦特之间[11]
FSLR Stock Alert: What First Solar's Stellar Q4 Results Mean for Investors
InvestorPlace· 2024-02-29 01:36
The past year has been extremely difficult for solar companies and First Solar (NASDAQ:FSLR) has been no exception. These companies have experienced a slew of headwinds, such as higher interest rates and falling demand. However, FSLR stock is rising today after reporting its fourth-quarter and 2023 full-year earnings. For the quarter, revenue tallied in at $1.15 billion, which was below the analyst estimate for $1.3 billion. EPS came in at $3.25, beating the estimate for $3.19. “Few years have been as conse ...
First Solar jumps on strong quarter, record backlog in rare bright spot for beaten-down renewable sector
CNBC· 2024-02-28 23:57
公司业绩 - First Solar第四季度净收入同比增长30%,达3.49亿美元,每股收益为3.25美元,超过LSEG估计的3.13美元[2] - 公司订单积压创纪录,达到80.1吉瓦特,延伸至本年代末,未来两年订单已经排满[3] - CFO Alexander Bradley表示,公司将在2024年高度谨慎地选择合同,因为美国总统和国会选举可能给可再生能源行业带来不确定性[9] 市场展望 - Deutsche和摩根士丹利提高了对First Solar的股价目标,分别预计股价将上涨44%至210美元和69%至245美元[7] - 公司计划增加产能并在美国建设两个新工厂,展望未来稳健增长[8] - 高盛将First Solar的股价目标从275美元下调至265美元,认为太阳能模块供应过剩和美国税收抵免政策的潜在变化是公司未来的关键风险[12] 国际市场 - CEO Mark Widmar指出,中国的补贴和倾销导致了印度和欧洲等主要国际市场太阳能电池和模块价格的崩溃[11] - 分析师担心,如果共和党赢得政府的统一控制,可能会寻求削弱或废除通胀削减法案下的税收抵免[10]