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First Solar has outperformed its industry peers over the past year, and analysts are maintaining a highly optimistic outlook about the stock's potential.
CEO Shawn Qu noted that the solar industry faces significant challenges, and while the company achieved relatively strong results, the outlook remains complex.
Retail investors are waiting on management commentary around potential tariffs and their impact on the company’s already falling revenue.
Citi believes that the gains “may be temporary” and the sale may not be enough to address SolarEdge’s financial woes.
Solar stocks, including First Solar (NASDAQ: FSLR), have faced significant pressure and selling due to potential policy shifts under a Trump-led administration.
Analysts at Morgan Stanley and Barclays pointed to demand weakness and regulatory challenges as key factors that could lead to a deterioration of margins and cash flow in the coming quarters.
A Trump presidency is reshaping the stock market, creating sector-specific opportunities and risks demanding careful evaluation for strategic investing.
Analysts suggested Trump’s proposed amendments to the Inflation Reduction Act and increased tariffs could hinder the appeal of rooftop solar.
Trump is expected to push for the rollback or modification of green policies enacted by the Biden administration.
As the November 2024 elections approach, three 'Harris Stocks' - Sunrun, Quanta Services, and First Solar - are poised to benefit from the potential continuation of clean energy policies, particularly...