Shared on27 Aug 25
Fair value Increased 2.13%

Upward revisions in First Solar’s price target reflect bullish analyst sentiment driven by supportive U.S. policy developments, legislative incentives (notably 45X tax credits), and strong Q2 results, offsetting some lingering risks and resulting in a modest consensus price target increase from $215.56 to $218.66. Analyst Commentary Bullish analysts cite "One Big Beautiful Bill" (OBBB) and related legislative developments—especially retention and extension of 45X tax credits and advanced manufacturing incentives—as major demand and margin tailwinds for First Solar.

Shared on06 Aug 25
Fair value Increased 5.47%

Driven by a significant expansion in net profit margin despite a modestly higher discount rate, analyst fair value estimates for First Solar have increased, raising the consensus price target from $204.38 to $215.77. What's in the News First Solar raised 2025 net sales guidance to $4.9–$5.7 billion (from $4.5–$5.5 billion); narrowed operating income guidance to $1.53–$1.87 billion (from $1.45–$2.00 billion); and lifted EPS outlook to $13.50–$16.50 (from $12.50–$17.50).