First Solar, Inc. Price & Performance (FSLR)

First Solar’s stock jumped after the U.S. finalized steep tariffs on Southeast Asian solar panels tied to China, with rates reaching up to 3,500%. Investors responded positively, viewing the move as a competitive advantage for the American manufacturer. Analysts, however, remain divided over the company’s future earnings amid ongoing operational challenges.12

First Solar will announce its first quarter 2025 results on April 29, with analysts expecting earnings of $2.70 per share and revenue near $863 million. The company has set ambitious full-year guidance, but recent quarters have seen mixed results, keeping investor attention sharply focused on next week’s report.34

First Solar’s strategic investments in new U.S. manufacturing facilities and a robust order backlog have drawn favorable analyst attention, even as price targets are trimmed. The company’s domestic focus and supply chain resilience are seen as key strengths, helping it weather broader industry uncertainty and maintain long-term growth potential.56