FSLR First Solar, Inc. Loading... : Bullish and Bearish Analyst Opinions
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13:58
Aug 30
Aug 30
The author provides a detailed research retrospective on energy bottleneck beneficiaries.
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
12:13
Aug 26
Aug 26
Morgan Stanley, Jefferies, Citigroup, and other firms raised price targets on over twenty.
Morgan Stanley, Jefferies, Citigroup, and other firms raised price targets on over twenty stocks including Affirm, Marvell, Moderna, and Snowflake, reflecting positive analyst sentiment across the board.
23:46
Aug 25
Aug 25
Stay away from First Solar stock.
Cramer advises staying away from First Solar, recalling long-standing advice that the stock is simply too difficult to trade and hold.
HIGH
19:21
Aug 24
Aug 24
Buy solar on Democratic midterm catalyst.
Buy solar names FSLR/ENPH into the midterms; a Democratic House or Senate win could trigger a sentiment pop, with these names priced for a no-subsidy world and low implied volatility.
MED
22:46
Aug 23
Aug 23
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
16:36
Aug 11
Aug 11
First Solar benefits from Trump tariffs
First Solar was upgraded by Baird, as the firm believes President Trump's tariffs could give First Solar a competitive edge.
MED
14:49
Aug 07
Aug 07
FSLR flagged as solar rotation leader
Author singles out FSLR as the standout name in solar during a broader sector rotation, noting it "looks ready" while peers are still forming; no specific catalyst or entry level provided.
MED
14:11
Aug 07
Aug 07
Wall Street analysts crown First Solar as a clear winner after Trump's polysilicon tariffs.
Wall Street analysts crown First Solar as a clear winner after Trump's polysilicon tariffs create a structural floor for the solar industry.
13:40
Aug 07
Aug 07
Wall Street crowns First Solar as the clear winner as Trump's polysilicon tariffs create.
Wall Street crowns First Solar as the clear winner as Trump's polysilicon tariffs create a structural floor for the solar industry.
22:31
Aug 06
Aug 06
Tariff annex complicates FSLR exclusion thesis
Watch FSLR as the tariff annex complicates its exclusion, though US operations still benefit strongly from structural cost and pricing advantages.
MED
22:31
Aug 06
Aug 06
FSLR watch with CdTe tariff-code ambiguity
Watch FSLR as a strong relative beneficiary via domestic CdTe capacity, while monitoring tariff-code breadth that could capture non-crystalline modules absent a technical correction.
MED
16:48
Aug 05
Aug 05
FSLR cleanest hedge on silicon tariffs
Watch FSLR as the cleanest relative beneficiary of silicon tariffs — avoids polysilicon/wafer input costs entirely while gaining from a higher domestic module price umbrella; relative advantage holds across base and restrictive scenarios.
MED
16:48
Aug 05
Aug 05
Watch First Solar as cleanest polysilicon-tariff beneficiary
Watch FSLR as cleanest beneficiary given CdTe tech bypasses polysilicon/wafer/cell supply chain; research framing, not ownership.
MED
08:45
Aug 05
Aug 05
LPKF Laser identified as critical supplier
Notes LPKF Laser & Electronics as a long-term critical backbone supplier for First Solar, no directional view stated.
LOW
16:02
Aug 04
Aug 04
Trump administration is reportedly preparing to set a price floor and tariffs on imports.
Trump administration is reportedly preparing to set a price floor and tariffs on imports of polysilicon and derivative products used in chips and solar panels, affecting solar and chip supply chains.
00:47
Aug 04
Aug 04
Accumulate First Solar on corrections
First Solar has corrected significantly from its highs. Solar energy remains a long-term growth sector supported by extreme weather events and the expansion of data centers. First Solar is worth accumulating on pullbacks.
MED
10:50
Aug 03
Aug 03
FSLR big EPS beat at $3.92 vs $2.84 expected, and Q3 EPS guidance of $4.80; stock was up 14% on the morning. Large beat plus strong guidance suggests accelerating solar earnings momentum, drawing in momentum traders. This is an earnings-momentum LONG, but based on a single high-upvoted comment rather than broad community consensus. Solar/clean energy can be sensitive to rates; only one detailed comment discussing the name.
LOW
11:40
Jul 31
Jul 31
A news wire reports a broad wave of price target increases across multiple stocks from various.
A news wire reports a broad wave of price target increases across multiple stocks from various analysts, with no explicit directional calls made by the account itself.
20:30
Jul 30
Jul 30
Management tone is confident and bullish, citing strong bookings momentum (1.9GW at 36c/watt), disciplined pricing, a fully committed domestic pipeline through 2028, and a positive long-term demand outlook for utility-scale solar.
HIGH
20:05
Jul 30
Jul 30
First Solar reports mixed second-quarter results with net sales down four percent but net.
First Solar reports mixed second-quarter results with net sales down four percent but net income up twenty-three percent year-over-year.
14:00
Jul 28
Jul 28
CMS Energy's exit from non-utility renewables development implies reduced demand for solar panels, inverters, and related equipment from a major utility developer, potentially affecting suppliers over the next five years. — The $1.7 billion capital reallocation away from non-utility renewables signals a potential slowdown in procurement for solar equipment suppliers in the U.S., particularly for utility-scale projects.
MED
19:59
Jul 25
Jul 25
First Solar cup-handle breakout, own it
First Solar (FSLR) shows a large cup-and-handle formation. The company manufactures solar panels in the US independent of Chinese supply. Fundamentals are very strong: 75/100 composite score, 4/5 stars, revenue acceleration, and a 7.6% earnings yield, roughly twice as cheap as the S&P 500. Speaker awaits the breakout.
MED
18:12
Jul 17
Jul 17
Forming a bullish cup and handle pattern.
First Solar is forming a large, long-term bullish 'cup and handle' pattern. While currently experiencing a pullback, the long-term potential is high. It is safer to enter when it breaks resistance, but the overall setup is very positive.
MED
19:49
Jul 14
Jul 14
Buy solar/nuclear energy names as the "base enabler" layer of AI infrastructure.
Buy solar/nuclear energy names as the "base enabler" layer of AI infrastructure; author discloses current positioning across all three AI niches and flags energy as the next re-rating catalyst, with these names as explicit favorites.
MED
01:34
Jul 10
Jul 10
The author speculates about insider buying in solar plays but only wonders if something is.
The author speculates about insider buying in solar plays but only wonders if something is coming, not a directional call.
11:04
Jul 09
Jul 09
US solar tariffs benefit First Solar, Hanwha
The US is preparing tighter restrictions on Chinese polysilicon imports. Once regulation clarity emerges, it will remove a major overhang for non-Chinese solar manufacturers. First Solar is already showing stronger price action, and Korean solar names like Hanwha Solutions should benefit from improved sentiment.
LOW
22:12
Jul 07
Jul 07
First Solar upgraded, solar outlook positive
First Solar received upgrades from both Wells Fargo and Deutsche Bank, reflecting a growing positive outlook on the solar sector.
MED
11:46
Jul 07
Jul 07
Pre-market movers include Samsung Electronics falling on preliminary Q2 figures.
Pre-market movers include Samsung Electronics falling on preliminary Q2 figures, Nvidia down on DeepSeek's AI chip development, Fiserv up on acquisition talks, Rivian down on share offering, Crinetics up on Vertex acquisition, and First Solar up on Deutsche Bank upgrade.
22:16
Jul 06
Jul 06
First Solar target raised on China restrictions.
Analysts raised First Solar's price target to $320, anticipating that US restrictions on Chinese inverters will reduce competition and benefit domestic solar manufacturers like First Solar.
MED
02:27
Jun 09
Jun 09
First Solar, T1 Energy gain from policy
US solar companies First Solar and T1 Energy have surged due to US policies excluding Chinese solar content, granting them premium valuations. This re-rating is expected to persist as the OBBA Act further restricts Chinese participation in the US solar market.
MED
About FSLR Analyst Coverage
Buzzberg tracks FSLR (First Solar, Inc.) across 24 sources. 19 bullish vs 0 bearish calls from 33 analysts. Sentiment: predominantly bullish (43%). 44 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: demian_ai, DeItaone, Jim Cramer.