Stock Pulse
First Solar (FSLR) is expanding its US manufacturing footprint with new facilities in Alabama and Louisiana to meet growing domestic demand and capitalize on US tariffs against Chinese competitors [3]. This strategic move aims to boost revenue and earnings, despite recent market volatility and a 10% stock drop [3]. Q4 2025 revenue exceeded expectations at $1.51B, a 30.7% year-over-year increase, but full-year EPS guidance fell short [4]. While FSLR stock has seen fluctuations, including a 17.1% decline post-earnings [4] and a subsequent rebound [1], [2], analysts remain positive about long-term growth prospects, citing strong revenue growth, improving profitability, and a potential 49.3% upside [1], [3], [7]. Despite negative free cash flow, the company shows improvement in this area [1]. Potential risks include lower-than-expected EPS and general market volatility, while opportunities stem from increased domestic demand, technological advancements, and a favorable position within the energy transition sector [1], [2], [3], [4].