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A Texas factory just handed Enphase a credible claim on the AI data-center power market, and SolarEdge surged even harder despite announcing nothing at all.
A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence reveals exactly which companies stand to win or lose as Washington rewrites the rules on power electronics.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn as the industry has shed 2.5% over the past six months. This drawdown is a noticeable divergence from the S&P 500’s 10.8% return.
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at First Solar (NASDAQ:FSLR) and its peers.
Baird upgrades First Solar stock to Outperform. Here’s why analyst Ben Kallo recommends owning FSLR shares in the second half of 2026.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
Tariffs, earnings and guidance put First Solar stock in focus First Solar (FSLR) has moved into the spotlight after the U.S. administration approved a 15% tariff and minimum import prices on polysilicon products. This policy treats its thin film technology differently from silicon based rivals. The company publicly backed the new trade measures, which target reliance on Chinese polysilicon supply chains and support domestic manufacturing. Investors are weighing how this policy backdrop...
First Solar and T1 Energy shares climbed after the Trump administration imposed tariffs and price floors on imported solar products to support U.S. manufacturing.
First Solar stock continued to surge early Friday after President Donald Trump imposed minimum import prices and tariffs on polysilicon, a key component of solar panels and base material for semiconductors. After release of the order late Thursday, Wells Fargo hiked its price target on FSLR stock to 313 from 300, keeping an overweight rating. The analysts said that the order, based on section 232 of the Trade Expansion Act, would be even more favorable for First Solar than anticipated.
First Solar (NASDAQ:FSLR) shares climbed around 8% in premarket trading after US President Donald Trump signed an executive order introducing a 15% tariff alongside minimum import price requirements for polysilicon and its downstream products. The measures, implemented under Section 232 of the Trade Expansion Act, will take effect on 4 December 2026.
First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.
Reports of a potential Trump administration move to protect domestic solar manufacturers sent the entire sector surging on Tuesday, and the policy details could determine whether this rally has real staying power or fades as quickly as it appeared.
First Solar led the S&P 500 following a delayed positive reaction to its strong second-quarter earnings beat and growing investor expectations surrounding Section 232.
FSLR tops Q2 earnings estimates as gross margin expands, but revenues slip year over year while it maintains its full-year 2026 outlook.
First Solar (FSLR) delivered earnings and revenue surprises of +43.07% and -0.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
American solar farms are setting records while AI data centers consume power at a pace that could outstrip every new megawatt coming online by 2027. Something has to give, and whoever fills the gap will decide what shows up on your electricity bill.
First Solar (FSLR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The AI race is turning into a race for electricity. Alphabet's largest-ever solar deal shows how far the tech giants will go to secure it.
Electricity demand just broke out of a 15-year flat line, and most investors are still pricing renewable stocks like nothing changed. Three names stand out this July, each for a very different reason.
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
First Solar (FSLR) is back in focus after several Wall Street firms highlighted the stock’s recent pullback and possible benefits from upcoming U.S. tariff decisions on polysilicon and Chinese-related solar equipment. See our latest analysis for First Solar. Recent trading reflects that tension between opportunity and risk, with First Solar’s share price down 18.38% over the past 30 days but still showing a 37.61% total shareholder return over the last year as tariff headlines, class action...
Deutsche Bank upgrades First Solar to Buy from Hold, arguing the stock is trading at a “significant discount.”
Shares of solar panel manufacturer First Solar (NASDAQ:FSLR) jumped 5.6% in the morning session after Wells Fargo raised its price target on the stock to $320 from $255, citing potential upside from an upcoming tariff decision.
Solar stocks are ripping higher in Monday trading, led by a bullish Wells Fargo note on the sector’s biggest domestic manufacturer. First Solar (NASDAQ:FSLR) shares are up 5% to $236.52, while SolarEdge Technologies (NASDAQ:SEDG) stock is the biggest mover at +8% to $56.58. Meanwhile, Canadian Solar (NASDAQ:CSIQ) shares are up 7% to $15.41, and Enphase ... First Solar Climbs 5% on Bullish Wells Fargo Note, SolarEdge Jumps 8%, Canadian Solar Gains 7%, Enphase Rises 5%
Solar bulls love to point at the 12-month chart for Invesco Solar ETF (NYSEARCA:TAN) and call it a comeback story. The fund is up 82.81% over the past year. What that chart will not show you is the quiet tax the fund takes off the top every year you hold it, the concentration risk packed ... TAN’s 82% Rally Masks a Quiet $3,350 Tax on $50,000 Over a Decade
Enphase Energy stock inched higher on Barclays’ upgrade. Here’s why the investment firm is bullish on ENPH shares.
By Karen Roman Array Technologies, Inc. (Nasdaq: ARRY) said it surpassed 100 GW of solar tracker product deliveries in more than 30 countries worldwide, representing a milestone not only for […]