I am bullish on First Solar due to its superior thin-film technology, higher margins, and strong positioning in large-scale utility projects versus retail-focused peers. FSLR benefits from U.S.-based manufacturing, avoiding tariff impacts and supply chain risks that hurt competitors relying on imported silicon modules. Robust policy support, tax credits, and global expansion—especially in India...
TAN has outperformed the S&P 500 since April, with strong momentum and a technical breakout signaling further upside potential. Despite increased valuation, TAN's improved long-term EPS growth and compelling PEG ratio support a bullish investment thesis. The ETF remains under-owned, offering a contrarian opportunity, but carries high risk and seasonally weak performance from August to October.
First Solar has a 64 GW backlog and is the dominant leader at the confluence of U.S. manufacturing support, constraints on foreign-connected competitors, and autonomous technology increasing energy demands. Thematic macro investors with a tolerance for policy volatility can reap 100% gains in 12 months in a bull case. I definitively estimate a 40–50% return. Risks include long-term competition ...
Although the S&P 500 and Nasdaq are close to record highs, not all stocks are in the same boat. In this video, two long-time Motley Fool analysts discuss why Trex (TREX -1.65%) and First Solar (FSLR -1.34%) are worth a closer look right now.
All stocks in the market go through their own ebb and flow cycles; there are no exceptions. No investor can escape this behavior, but they can look for opportunities at either end of that pendulum, where most other participants may not be willing to step in, as emotions (like the pendulum swings) are probably at extremes.
Major U.S. equities indexes lost ground Thursday amid uncertainty ahead of Friday's highly anticipated remarks from Federal Reserve Chair Jerome Powell.
The solar sector is taking a beating today, after President Donald Trump announced on Truth Social that the U.S. will not approve wind or solar projects, blaming the renewables for high electricity and energy costs.
States that rely on wind or solar power are seeing increased energy prices, the president posted on social media, calling it “the scam of the century.”
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