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21:30
Feb 24
Mark Widmar CEO, First Solar, Inc. FSLR Q4 FY25 call
The US ITC case on TopCon patents, if successful, could result in a General Exclusion Order blocking imports of infringing TopCon products from all foreign entities, which is a potentially more sweeping action than a limited exclusion order. — A general exclusion order would be a substantial supply shock for the US solar market, potentially tightening supply and benefiting US domestic producers like First Solar.
MAXN
HIGH

About MAXN Analyst Coverage

Buzzberg tracks MAXN across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Mark Widmar.