
First Solar (FSLR) Stock Forecast & Price Target
First Solar (FSLR) Analyst Ratings
Bulls say
First Solar's strategic positioning as the world's largest thin-film solar module manufacturer underscores its competitive advantage in the growing renewable energy sector. Recent insights into cadmium telluride (CdTe) pricing indicate a projected increase in spot prices, contributing to an increase in revenues by approximately 2% above current consensus estimates for 2026 and 2027, forecasting revenues of around $6.3 billion and $7.2 billion, respectively. Additionally, the company's enhanced gross margins, now estimated at 16.9% and 20.1% for 2025 and 2026, along with strong bookings and positive pricing trends, indicate a solid upward trajectory for First Solar's financial performance.
Bears say
First Solar faces a challenging outlook as approximately 35% of investors expect the company to lower its 2025 guidance due to ongoing quality and module underperformance issues. The company's inability to keep pace with technological advancements could lead to decreased demand for its products, while a declining backlog coverage through 2026 exacerbates revenue concerns. Additionally, potential increases in global solar module supply may exert downward pressure on pricing, further impacting First Solar's earnings if the company cannot effectively manage its cost structure amid falling average selling prices (ASPs).
This aggregate rating is based on analysts' research of First Solar and is not a guaranteed prediction by Public.com or investment advice.
First Solar (FSLR) Analyst Forecast & Price Prediction
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