First Solar is the largest U.S.-headquartered solar panel manufacturer, producing thin-film modules for utility-scale solar projects that directly contribute to green energy generation. Its domestic manufacturing base and advanced CdTe technology make it a strategically important green energy stock benefiting from clean energy policy tailwinds.
Data updated Feb 15 ยท Source: Twelve Data
First Solar stands out as the premier pure-play U.S. solar manufacturer, leveraging its proprietary thin-film cadmium telluride (CdTe) technology to differentiate from commodity silicon panel competitors. The company's domestic manufacturing footprint positions it as a primary beneficiary of Inflation Reduction Act subsidies, providing a substantial competitive moat.
Financially, FSLR demonstrates strong fundamentals with a P/E of 23.65 and EPS of $9.54 TTM " reasonable for a high-growth clean energy name. The stock has delivered impressive 42% gains over the past year and 122% over five years, though the recent 13.6% pullback from highs near $286 suggests some near-term profit-taking, with shares trading below the 50-day moving average of $248.57.
Bull case: Massive backlog visibility, IRA tailwinds, trade protection from Chinese competitors, and expanding U.S. manufacturing capacity. Bear case: Policy risk if IRA incentives face political headwinds, potential oversupply in the broader solar market, and customer concentration concerns. Valuation appears fair given the growth trajectory, making current weakness a potential accumulation opportunity for long-term clean energy investors.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: First Solar Website: https://www.firstsolar.com Ticker: FSLR Categories: Green Energy Stocks Market Data: - Current Price: $225.65 (2.36%) - Change (30D): -13.62% - Change (60D): -11.00% - Change (90D): -1.71% - Change (180D): 44.23% - Change (1Y): 42.27% - Change (5Y): 121.55% - 52-Week High: $285.99 - 52-Week Low: $116.56 - 50-Day MA: $248.57 - Volume: 2.63M - P/E Ratio: 23.65 - EPS (TTM): $9.54
You are Gemini 3 Pro Preview, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Provide a rating for EACH category the stock belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the stock's performance and fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors - Be balanced: mention both bull and bear cases User Prompt: Please review the following stock/company: Company: First Solar Ticker: FSLR Website: https://www.firstsolar.com Stock Categories: Green Energy Stocks Financial Data (from Twelve Data): - Current Price: $226.24 (1.85%) - P/E Ratio: 23.71 - EPS (TTM): $9.54 - 52-Week High: $285.99 - 52-Week Low: $116.56 - 50-Day MA: $251.08
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