First Solar (FSLR.US) Stock Forum, Discussions & Community Posts

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First FellowAug 7 at 11:29 AM

• The Dow Jones index and Nasdaq composite ended lower, while chip firms saw gains.

• Sandisk and Western Digital stocks declined significantly. $Western Digital(WDC.US) $Sandisk(SNDK.US)

• A weak July jobs report affected expectations for a September Fed rate hike.

• S&P 500 futures showed an upward trend.

• SpaceX received a stock upgrade due to its AI investments. $SpaceX(SPCX.US)

• First Solar shows strength following positive news on polysilicon.

• Several stocks, including $Apple(AAPL.US) and $Marvell Tech(MRVL.US), are favored by mutual funds.

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Hardik ShahAug 6 at 04:36 PM

U.S. Solar Import Measures: $T1 Energy(TE.US) $First Solar(FSLR.US)

➤ Trump determined a 15% ad valorem tariff is necessary on imports of polysilicon-derived products

➤ Minimum import price for polysilicon: $21/kg

➤ Minimum import price for polysilicon ingots and wafers: $100/kg

➤ Minimum import price for imported solar cells: $0.22 per watt

➤ Minimum import price for imported solar modules: $0.38 per watt

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First FellowAug 6 at 12:16 PM

$First Solar(FSLR.US) had to take some beating to give us what we want. Monthly breakout look is still intact.

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Hardik ShahAug 5 at 02:32 PM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump Readies Tariffs, Price Floors To Boost US Polysilicon - Bloomberg - $First Solar(FSLR.US) $T1 Energy(TE.US)

➤ US Officials Have Discussed At Least 15% Tariff On Polysilicon

➤ People Familiar With The Matter Describe Trump Trade Action

➤ Tariff Plan Would Include Offsets For Domestic Manufacturers

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Hardik ShahAug 4 at 11:16 AM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump Administration Preparing To Set Price Floor, Tariffs On Imports Of Polysilicon And Derivative Products Used In Chips And Solar Panels-sources - Reuters - $First Solar(FSLR.US) $T1 Energy(TE.US)

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First FellowAug 3 at 09:36 AM

$First Solar(FSLR.US) What a candle! Much needed for the solar theme.

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Hardik ShahJul 21 at 06:02 AM

$First Solar(FSLR.US) | Jefferies maintains 𝐇𝐨𝐥𝐝 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟎𝟕

Analyst raises PT but sees a muted Q2 setup, flagging that US developers have secured module supply, potentially leading to muted volumes.

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Hardik ShahJul 20 at 05:55 AM

$First Solar(FSLR.US) | TD Cowen reiterates 𝐁𝐮𝐲 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟓𝟑

Analyst sees the S232 polysilicon investigation and strong utility-scale demand as catalysts for higher Average Selling Prices (ASPs).

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Hardik ShahJul 14 at 05:55 AM

$First Solar(FSLR.US) | Barclays maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟕𝟗

Analyst raises the firm's long-term average selling price outlook for First Solar to $0.40/w ahead of a likely tariff decision in August.

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First FellowJul 6 at 12:25 PM

Daily routine.

- Wake up

- Kiss your girl Good morning

- Take the dog for a walk

- Check $First Solar(FSLR.US) chart

- Go on with your day

- Call it a day

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First FellowJul 5 at 07:45 PM

Idea #5: $Sezzle(SEZL.US)

When we see a monthly base and ATH test, I think we should expect some pullback like what we saw with $First Solar(FSLR.US). With that said, BNPL picked up lots of momentum due to macro environment. A daily close above 190 can take it to 225-230 in no time.

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First FellowJun 29 at 12:55 PM

I am absolutely not worried about $First Solar(FSLR.US). If its concerning, switch to monthly, might add more perspective. All it needs is 1 or 2 weeks to go back up.

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Hardik ShahJun 29 at 08:26 AM

$First Solar(FSLR.US) | Bernstein SocGen Group reiterates 𝐔𝐧𝐝𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟏𝟕, 'Pushbacks to our initiation'

Analyst flags long-term competitive technology risk from Perovskite solar cells, viewing the moat for FSLR's thin film panels as weak.

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Hardik ShahJun 13 at 12:55 PM

🧠 𝐃𝐈𝐃 𝐘𝐎𝐔 𝐊𝐍𝐎𝐖? Solar generated more power than coal for the first time in US history - $First Solar(FSLR.US) $Nextpower(NXT.US) $T1 Energy(TE.US)

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Hardik ShahJun 11 at 08:46 AM

$First Solar(FSLR.US) | UBS maintains 𝐁𝐮𝐲 on 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟑𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟎

Analyst sees the upcoming Section 232 solar tariff decision as a key positive catalyst that will likely unlock heavy order flow in the second half of 2026.

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First FellowJun 2 at 09:45 PM

We are in one of the strongest bull markets we have seen in a while. Opportunities are everywhere.

The quickest way to lose your edge right now is greed. Do not overstay your welcome on a swing trade and give back your gains. Know the difference: "buy and hold" is a long term position, but purely technical setups based on EMAs or other indicators are swings. They are short term by nature.

When we see ideas like $Twilio(TWLO.US), $NVIDIA(NVDA.US), $Fortinet(FTNT.US), $First Solar(FSLR.US), and $Marvell Tech(MRVL.US), we have to participate because the setups are incredible. But when your technical levels hit, book the profits and move on to the next one. As simple!

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Hardik ShahMay 28 at 09:17 AM

$First Solar(FSLR.US) | GLJ Research 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫 to 𝐁𝐮𝐲, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟏𝟓

Analyst admits "we were wrong," upgrading the stock as Q1 results invalidated the bear thesis by showing a 97% collapse in debookings.

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Hardik ShahMay 13 at 06:27 AM

$First Solar(FSLR.US) | 𝐅𝐢𝐫𝐬𝐭 𝐒𝐨𝐥𝐚𝐫: Argus maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟐𝟕𝟓

Analyst sees domestic manufacturing strength and clean energy demand supporting long-term growth.