First Solar Could See Major Gains from U.S. Polysilicon Investigation Outcome
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: CNBC
- Market Expectations Rise: Wells Fargo raised First Solar's price target from $255 to $320, indicating a 42% upside from Thursday's close, reflecting strong market optimism regarding the company's prospects.
- Policy Impact Analysis: Analyst Praneeth Satish noted that a favorable outcome from the U.S. investigation into imported polysilicon could significantly raise U.S. solar pricing, thereby supporting First Solar's earnings growth, suggesting the company's potential value is currently underestimated.
- Industry Context: The U.S. Department of Commerce launched a Section 232 investigation into imported polysilicon in July 2025, a material widely used in solar cells and semiconductors, with the outcome likely to influence U.S. trade policy and potentially ease import restrictions on this material.
- Increased Market Confidence: Among the 42 analysts covering First Solar, 25 have a buy or strong buy rating, indicating robust market confidence in the company's future performance despite a 14% decline in its stock price year-to-date.
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Analyst Views on FSLR
Wall Street analysts forecast FSLR stock price to rise
23 Analyst Rating
18 Buy
4 Hold
1 Sell
Moderate Buy
Current: 233.060
Low
150.00
Averages
280.35
High
335.00
Current: 233.060
Low
150.00
Averages
280.35
High
335.00
About FSLR
First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 464 watts and 532 watts, respectively.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has achieved the largest settlement against a Chinese company, being ranked first in 2017 for the number of securities class action settlements, showcasing its expertise and success in this field.
- Investor Guidance: Investors are advised to carefully select law firms with proven success in leadership roles, avoiding those that merely act as intermediaries, to ensure effective legal representation and support in the class action process.
See More
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- Demand for Call Options: Notably, the $55 strike call option for Fluor has seen significant activity with 10,336 contracts traded today, equating to about 1.0 million shares, suggesting that investors are increasingly optimistic about the stock's potential upside.
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- Put Options Trading: For First Solar, the $230 strike put option has traded 3,125 contracts today, representing approximately 312,500 shares, indicating investor concerns regarding potential downside risks in its future stock price.
See More
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- Strong Financials: First Solar boasts $2.1 billion in net cash, with Blanchard highlighting the company as a fundamentally strong choice for investors seeking U.S.-based panel manufacturers, reflecting its solid financial health.
- Market Dynamics: Despite the upgrade, solar stocks generally fell on Tuesday due to rising interest rates and increased inflation expectations, which diminish the likelihood of Federal Reserve rate cuts, impacting solar projects that often rely on debt financing.
See More
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- Rivian's Significant Decline: Rivian's stock plummeted 14% after announcing a sale of 75 million new shares for a major capital raise, even though its revenue and delivery guidance exceeded market expectations, raising investor concerns about future growth prospects.
See More
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See More
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- Acquisition Deal: Vertex Pharmaceuticals announced a $10 billion acquisition of Crinetics Pharmaceuticals to expand its product line in rare hormonal disease treatments, although Vertex shares dipped nearly 1%, this deal is expected to strengthen its market position.
- Stock Upgrade: First Solar's stock rose nearly 3% after Deutsche Bank upgraded its rating from neutral to buy, with analysts citing potential trade policy shifts as a reason for investors to buy the dip, boosting market confidence.
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See More
