Explosive AI and data-center growth is lifting U.S. power demand beyond historic trends, making fast-scaling solar the essential supply solution and likely sparking supportive policy changes as Washington realizes this. China controls over 80% of solar-module output; First Solar, Inc.'s CdTe technology is one of the West's key tools for AI-era energy security. >25 GW capacity by 2026 and a 64 G...
First Solar (NASDAQ: FSLR), a prominent manufacturer of solar modules in the U.S., has experienced its stock increase by nearly 35% year-to-date, significantly surpassing the overall performance of the S&P 500. What factors are contributing to this surge?
Chinese solar stocks soared on Tuesday as state media reported that authorities were planning to strengthen controls on solar production capacity, as the industry faces a glut of supply that has driven prices unsustainably low.
TEMPE, Ariz.--(BUSINESS WIRE)--First Solar, Inc. (NASDAQ: FSLR) (the “Company”) will report financial results for the third quarter ended September 30, 2025, after the market closes on Thursday, October 30, 2025. Conference Call Details are as follows: Date: Thursday, October 30, 2025 Time: 4:30 PM ET Live Webcast: investor.firstsolar.com Webcast Replay: Available through Saturday, November 29,...
First Solar has emerged as a clear beneficiary of recent U.S. regulatory and political changes, making it a "Strong Buy" even after a 95% rally. FSLR's outlook is bolstered by preserved and expanded tax credits, protection from Chinese competition, and robust mid-term demand driven by legislative support. Despite valuation concerns, FSLR's growth prospects, contracted supply, and rising demand ...
Shares in Japanese renewable energy company Renova plunged more than 11% on Monday, making it the biggest loser on the Tokyo Stock Exchange's prime market, after Sanae Takaichi looked set to become Japan's next prime minister.
First Solar (FSLR) remains well-positioned to benefit from surging U.S. electricity demand driven by AI data centers and electric vehicles. FSLR's U.S.-based manufacturing against domestic content requirements plus tariffs on imports will support demand for its solar modules. The company raised full-year 2025 sales guidance and reported 10% year-over-year revenue in its second quarter. However,...
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