Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Sty ...

Investors seeking to capitalize on the burgeoning momentum of renewable energy are eyeing the top renewable energy stocks to buy in 2024. As the world transitions to a greener future, the renewable energy sector is a beacon of opportunity. With increasing global awareness of climate change and the pressing need to reduce carbon emissions, renewable energy stocks are prime investment options. These companies drive innovation, harnessing solar, hydroelectric, wind and energy storage to meet the growing demand ...

公司概况 - First Solar（NASDAQ：FSLR）是一家领先的北美太阳能电池板制造商，拥有庞大的订单积压和即将到来的交易管道，以及价格趋势上涨，显示公司有望在2030年底前交付强劲业绩[2] - FSLR的财务状况稳定，过去几年营业额保持稳定，但净收入波动较大，主要是由于太阳能行业经历了多次投资周期，FSLR等公司不得不随着时间调整业务模式[9] 业务调整 - FSLR最近放弃系统业务，专注于设计、制造和交付电池板，业绩已经有所改善，收入、毛利和营业收入都大幅增长[11][12] - FSLR的毛利率大幅提高，主要得益于公司多年来与客户建立的品牌，客户愿意为FSLR的产品支付更高的价格[13] 定价优势 - FSLR的定价优势来自三个关键因素：技术差异化、稳定的合作伙伴关系和“负责任的太阳能”[19] 市场前景 - FSLR的订单积压庞大，未来前景看好，公司正专注于增加产量以满足市场需求[23] - 分析师预计FSLR的调整后营业收入将大幅增长，公司的每股收益有望在未来几年显著扩张[25] - 如果FSLR能按照订单中的报价执行，公司的每股收益有望在未来几年大幅增长[26] 风险与挑战 - 风险主要来自政治因素，中国太阳能制造商受到政府补贴，可能导致价格竞争[33] - FSLR的品牌和技术优势使其能够应对中国太阳能过剩的价格竞争，公司的独特价值主张和核心业务集中也有助于应对风险[35] - FSLR需要有效执行订单积压，否则可能面临订单流失和盈利能力下降的风险[37] 投资展望 - 目前，FSLR的市值约为190亿美元，根据管理层的预测，2024年营业收入中值为15亿美元，这使得FSLR的2024年营业倍数为13倍，这看起来非常合理[27] - FSLR的长期强项和未来增长潜力使其股票具有吸引力，尤其是与标普500指数相比，FSLR的增长速度更快[30] - 尽管存在一些风险，但我们认为FSLR的股票有望在未来几年实现显著增长，因为生产改善和利润保持稳定，我们对公司的未来发展持乐观态度[41]

Justin Paget First Solar (NASDAQ:FSLR) has not fared well since my last bullish article in July here, with a -7% total return for shareholders. However, this loss ran circles around the steep losses outlined by other solar and green energy names for performance. Honestly, the whole group has turned into a disaster for investors, with some buildout subsidies and tax breaks globally reduced in 2023 (particularly by the state of California). A move off an exaggerated valuation level for solar early last year w ...

Solar stocks are gaining ground again in 2024 after hawkish federal and domestic supply chain issues led to a decline in share prices. This is thanks to policy issues focusing on this market segment regardless of Republican and Democratic platforms. And solar stocks will remain center stage as we near the next U.S. presidential election. These three renewable energy stocks have double-digit upsides, ranging from 25% to over 240%. The first one is getting analyst love from Morgan Stanley (NYSE:MS) and Deutsc ...

First Solar (FSLR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this largest U.S. solar company have returned +8.2%, compared to the Zacks S&P 500 composite's +2.6% change. During this period, the Zacks Solar industry, which First Solar falls in, has lost 3.5%. The key question now is: What could be the stock's future direction? Although media reports ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? First Solar (FSLR) , which belongs to the Zacks Solar industry, could be a great candidate to consider. This largest U.S. solar company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 10.75%. For the last reported quarter, First Solar came out ...

Zacks Premium - Zacks Premium提供多种方式帮助投资者更加聪明和自信[2] - Zacks Style Scores是一组辅助指标，帮助投资者挑选未来30天内市场表现最佳的股票[3] - Style Scores分为价值评分、成长评分、动量评分和VGM评分，分别帮助价值投资者、成长投资者和动量投资者挑选股票[5][6][7][8] - Zacks Rank利用盈利预期修订的力量帮助投资者创建成功的投资组合[9] 股票选择策略 - 拥有Zacks Rank 1或2且Style Scores为A或B的股票具有最高成功概率[12] - 股票的盈利预期修订方向是选择购买股票时的关键因素[13] First Solar (FSLR) - First Solar (FSLR)是一家总部位于亚利桑那州坦佩的太阳能公司，是全球最大的薄膜光伏太阳能模块制造商之一[15] - FSLR拥有Zacks Rank 3和VGM评分为A，价值评分为B[15] - FSLR在2024财年，有10位分析师在过去60天内上调了盈利预期，Zacks共识估计增加了0.49美元至每股13.52美元[17]

公司优势 - First Solar是唯一一家在过去一年中没有被高利率和太阳能政策变化冲击的主要太阳能公司[1] - 公司在市场上的优势是在过去十年中逐步建立起来的[1] - Travis Hoium在视频中介绍了First Solar与其他竞争对手不同的地方[1]

公司业绩 - First Solar, Inc. (NASDAQ:FSLR)的股票自2024年1月以来已经上涨了+13.5%的价格回报率[3] - FSLR在FQ4'23财报电话会议中报告了净销售额为$1.15B（QoQ增长43.7% / YoY增长15.6%）和每股收益为$3.25（QoQ增长30% / YoY增长4742.8%）[4] - FSLR的全球机会管道为66.5 GW，FQ4'23时的历史积压为80.1 GW，年底的额定容量为16.6 GW，销售额指导为$4.5B，每股收益指导为$13.50[6] - FSLR的净现金状况为$1.63B，尽管FY2023的资本支出为$1.38B[7] 订单情况 - FSLR的FQ4'23订单基准ASP为31.8美分/瓦，或包括合同技术调整器的33.4美分/瓦[12] - FSLR的FQ4'23净订单为2.3 GW（QoQ下降66.1% / YoY下降80.8%），FY2023净订单为28.3 GW（YoY下降41.4%），基准ASP约为0.30美分/瓦[19] 市场预测 - FSLR的市场分析师预计美国太阳能电池板价格将从2024年的23美分/瓦下降到2025年底的16美分/瓦[15] - FSLR预计在FY2029年实现强劲的营收和净利润增长，但也需要注意客户要求推迟交付量的影响[17] 股价展望 - FSLR的股价目前处于横盘状态，高于97.30美元的公允价值估计，但根据2026年的预期每股收益估计，长期价格目标可能达到380.40美元[24] 技术优势 - FSLR的镉镉电池硒太阳能电池板技术具有世界纪录的转换效率和模块效率，预计未来将继续获得市场认可[29] - FSLR的镉镉电池硒太阳能电池板具有更高的能源产量，且能够承受极端天气条件，加上供应链安全和回收计划，使得公用需求可能保持强劲[33]