FSLR Stock Recent News

First Solar (FSLR) closed the most recent trading day at $128.46, moving -0.68% from the previous trading session.

First Solar (FSLR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

In this video, Motley Fool contributors Jason Hall and Tyler Crowe discuss why First Solar (FSLR -0.23%) has been a rare winner in solar stocks, and why it's set to continue winning.

First Solar (FSLR) concluded the recent trading session at $132.51, signifying a -0.23% move from its prior day's close.

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.