First Solar, Inc. FSLR

First Solar, Inc. es una empresa de tecnología solar y proveedor global de soluciones de energía solar con celdas fotovoltaicas (PV). La empresa fabrica y vende módulos solares PV con tecnología de semiconductor, que ofrece una alternativa a los convencionales módulos solares PV de silicio cristalino. La empresa opera a través de dos segmentos: Negocio de Módulos y Otros. Su segmento de Negocio de Módulos se dedica al diseño, fabricación y venta de módulos solares CdTe, que convierten la luz solar en electricidad. Los clientes de terceros del segmento de negocio de módulos incluyen desarrolladores y operadores de sistemas de energía solar PV. Su Otro segmento se dedica a operaciones comerciales residuales, que incluyen actividades de desarrollo de proyectos y servicios de operación y mantenimiento (O&M). Su negocio residual se concentra principalmente en Japón, así como en los resultados de operaciones de sistemas de energía solar PV que posee y opera en ciertas regiones internacionales.

• Zacks Investment Research 1 oct

  First Solar (FSLR) Stock Declines While Market Improves: Some Information for Investors

  First Solar (FSLR) declined 1.74% to $172.11, underperforming the broader market which gained 0.2%. The stock has lost 13.54% over the past month. While the company is expected to report a 7.78% EPS increase, revenue is projected to decline 18.63% year-over-year. FSLR carries a Zacks Rank #3 (Hold) with a Forward P/E of 9.93, trading at a discount to its industry average.

  

• Zacks Investment Research 1 oct

  Will First Solar (FSLR) Beat Estimates Again in Its Next Earnings Report?

  First Solar has demonstrated a strong streak of beating earnings estimates, surpassing consensus by an average of 27.63% over the last two quarters. With a positive Earnings ESP of +0.64% and a Zacks Rank #3 (Hold), the company appears well-positioned to potentially beat estimates again in its next earnings report.

  

• Zacks Investment Research 30 sept

  Is T1 Energy Moving Toward Vertical Integration in Solar?

  T1 Energy is building a vertically integrated U.S. solar supply chain spanning polysilicon, wafers, cells, and modules. The company operates G1_Dallas for module production and is developing G2_Austin, a 2.1 GW solar-cell facility expected to begin production in Q1 2027. T1 acquired Evervolt's solar patents including TOPCon technology for $135 million and has secured domestic sourcing agreements with Hemlock Semiconductor and Corning. The company trades at a discount to industry peers with strong earnings growth projections.

  

• Zacks Investment Research 30 sept

  Investors Heavily Search First Solar, Inc. (FSLR): Here is What You Need to Know

  First Solar (FSLR) has attracted significant investor attention, with shares down 11.4% over the past month compared to the S&P 500's -0.4% decline. The company maintains a Zacks Rank #3 (Hold) rating with modest earnings estimate revisions and a Value Style Score of A, indicating undervaluation relative to peers. While earnings are expected to grow 24.6% this fiscal year and 35.2% next year, revenue growth remains modest at -3.2% for the current year before recovering to +19.7% growth next year.

  

• The Motley Fool 23 sept

  Better Energy Sector ETF: Vanguard's VDE Focused on Oil and Gas vs. the iShares ICLN Targeting Clean Energy

  The Vanguard Energy ETF (VDE) and iShares Global Clean Energy ETF (ICLN) represent opposite ends of the energy spectrum. VDE focuses on traditional U.S. oil and gas giants with a 46.8% one-year return, lower expense ratio (0.09%), higher dividend yield (2.3%), and greater stability. ICLN targets international renewable energy with higher growth potential but experienced a 57.2% maximum drawdown and declining performance in 2026 due to unfavorable Trump Administration policies toward renewables.