FSLR Stock Recent News

First Solar is significantly undervalued amid policy fears; robust U.S. revenue exposure (93%), strategic agility, and tariff protection under Trump strongly support ~90% upside through 2026. Despite IRA uncertainty, the Trump administration's likely long-term geopolitical support and recognition of solar's role in U.S. energy independence and economic stability favor First Solar's near-term growth. First Solar's deep oversold sentiment (RSI ~28), growing quarterly earnings, and proactive supply chain considerations position it well as a geopolitical and financial winner through 2026.

Zacks.com users have recently been watching First Solar (FSLR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

First Solar (FSLR -3.54%) expects to grow in 2025 as production at its solar plants increases, but there's a warning hiding on the bottom line. Profits are driven by subsidies, as Travis Hoium highlights in this video.

FSLR's oversold status has been observed in its solar/renewable peers, thanks to the uncertainty surrounding the US renewables policy over the next four years. Combined with the polysilicon oversupply/dumping and the ongoing tariff war, we are likely to see further volatility ahead. The same headwind has also been reported by FSLR, as observed in the drastically moderating net bookings/ backlog, manufacturing under utilization, and delayed delivery schedule.

First Solar appears undervalued with a forward P/E of 8.1x, but the 45X tax credit significantly distorts its profitability and valuation. Excluding the 45X credit, FSLR's valuation is less attractive, with an EV/EBIT multiple of 34x and high capital needs. Political risks and potential repeal of the 45X credit pose significant challenges, but tariffs and domestic manufacturing support could stabilize FSLR.

FSLR's fourth-quarter revenues beat the Zacks Consensus Estimate by 3%. The top line also increases 30.7% from the year-ago level.

First Solar has outperformed peers like SolarEdge Technologies and Sunrun, showing stable growth and strong margins, making it a reliable investment. FSLR's advanced thin-film PV solar modules and significant manufacturing capacity expansion position it well for future growth, especially with U.S. government incentives. 2025 guidance was strong and points to a robust market environment for FSLR.

The headline numbers for First Solar (FSLR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

First Solar (FSLR) came out with quarterly earnings of $3.65 per share, missing the Zacks Consensus Estimate of $4.64 per share. This compares to earnings of $3.25 per share a year ago.

Thin-film photovoltaic solar module manufacturer First Solar (FSLR -3.56%) reported mixed financial results for the fourth quarter on Tuesday, Feb. 25. Q4 revenue of $1.5 billion surpassed analyst consensus predictions of $1.48 billion.