First Solar Community

Known for its high quality solar panels and government cooperation during the Biden administration, First Solar is a strong company when it comes to maintaining its operations and innovating on solar energy. Our team believes that First Solar is considerably below its fair value.

Key Takeaways Supply-demand imbalances and policy uncertainties could limit international product allocation, affecting revenue potential. Increased costs from tariffs and manufacturing issues are impacting production costs and net margins.

Key Takeaways Expanding global manufacturing capacity and next-gen solar technologies likely to boost revenue growth and improve net margins. Strong U.S. market focus and IP enforcement could drive net sales and create additional revenue streams.

Key Takeaways Expansion plans and innovative technologies could boost revenue and margins, positioning First Solar for domestic demand growth. Strong backlog and policy support enhance revenue visibility, cash flow, and financial performance from 2026 onwards.