UKRAINE - 2021/04/19: In this photo illustration a First Solar logo of an US solar company is seen ... [+] on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesFirst Solar stock has had a solid year, rising by about 30% year-to-date. In comparison, Enphase Energy stock, another solar component player, has seen its stock decline by 8% over the same period. First Solar stock has been benefiting from several facto ...

A month has gone by since the last earnings report for First Solar (FSLR) . Shares have added about 5.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is First Solar due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. First Solar Q2 Earnings Beat Estimates, Sales Rise Y/ ...

First Solar Inc. (FSLR) has come up with an impressive second-quarter 2024 result, wherein both the top and bottom-line figures comfortably surpassed their respective Zacks Consensus Estimate. The figures also improved on a year-over-year basis, backed by solid shipment of FSLR’s solar modules as well as a hike in the average selling price of these modules. As the world’s largest thin-film photovoltaic (PV) solar module manufacturer, First Solar enjoys a dominant position in the global solar map, with its g ...

文章核心观点 - 尽管特朗普当选总统可能会对清洁能源股造成不利影响,但这种情况发生的可能性较小 [1] - 太阳能股票目前存在一些弱点,但这也是投资机会 [1][2][3] - 太阳能公司SunPower申请破产保护,主要是由于高利率和加州减少太阳能补贴 [2] - 目前太阳能股票已经被负面因素充分反映,是买入的好时机 [3] 公司总结 First Solar (FSLR) - 公司二季度净利润同比大幅增长,收入同比增长25% [7] - 分析师看好公司前景,纷纷上调目标价 [6] - 公司股价有望从整理中突破,可以买入 [5][7] Sunnova Energy (NOVA) - 公司二季度业绩优于预期,营收同比增长32% [10] - 公司未来几年现金流指引大幅提升 [10] - 多家分析师上调了公司目标价 [11][12] Global X Solar ETF (RAYS) - 该ETF投资于太阳能相关的上下游公司 [15][16] - 投资者可以通过该ETF分散投资太阳能行业,风险较低 [14][16]

Shana NovakInvestment Thesis First Solar (NASDAQ:FSLR) is an American Solar manufacturer headquartered in Tempe, Arizona, with research and development labs in Ohio and California and manufacturing facilities in Ohio, Alabama (expected 2024), Louisiana (expected 2025) Malaysia, Vietnam, and India. When I last covered First Solar on July 16, 2024, I highlighted First Solar’s leading position as a domestic manufacturer of solar panels in the United States, enabling the company to benefit substantially fro ...

Renewable energy stocks haven’t been able to withstand the market pressure and have shown high volatility over the past few quarters. Besides the surplus inventory, the political environment and macroeconomic situations have led to a profit drop. The high rates have hit the companies hard. However, we are all transitioning towards renewable energy adoption and although it may not happen in the next few years, it will occur over the coming decades. This is your chance to bag renewable energy stocks that have ...

aryos/E+ via Getty Images In my last analysis of First Solar (NASDAQ:FSLR), I allocated a Hold rating due to overvaluation concerns. Since then, the stock has lost almost 18% in price. Now, I think the stock is fairly valued again, and so I am reallocating a Buy rating, the last of which I posted in April 2024, and the stock has gained nearly 20% since then. Analyst's Performance Now, First Solar's future looks evermore bright since the valuation has become more reasonable. Manufacturing capacity expans ...

First Solar is reporting great profits, but most of what's earned is from subsidies.First Solar (FSLR -2.50%) is one of the most successful and profitable companies in the solar industry. But bookings are falling, and management is counting on subsidies to keep profits where they are. In this video, Travis Hoium shows why First Solar stock is priced for perfection and hasn't accounted for potential risks.*Stock prices used were end-of-day prices of Aug. 1, 2024. The video was published on Aug. 2, 2024. ...

Goldman Sachs analyst Brian Lee reiterated a Buy rating on First Solar, Inc FSLR with a price target of $311, up from $302.First Solar reported fiscal 2024 second-quarter revenue of $1 billion, above Goldman Sachs estimate and FactSet consensus of $969 million and $940 million, supported by ~3.4GW of shipments (vs. Goldman Sachs estimate of 3.4GW).The consolidated gross margin of 49.4% came in well above Goldman Sachs’s estimate of 42.7%. The improvement in gross margins drove the large EPS beat as FSLR rep ...

First Solar, Inc. (FSLR) reported second-quarter 2024 earnings of $3.25 per share, up a solid 104.4% from the prior-year quarter’s reported earnings of $1.59 per share. The bottom line also beat the Zacks Consensus Estimate of $2.67 by 21.7%.The year-over-year improvement in the bottom line can be attributed to solid sales and gross profit growth, along with lower operating expenses, compared to the prior-year quarter’s level.Sales UpdateFirst Solar’s second-quarter net sales were $1.01 billion, which surpa ...