First Solar Inc

FirstSolar is a provider of photovoltaic (PV) solar energy solutions. The company designs, manufactures, and sells PV solar modules with a thin film semiconductor technology and also develops, designs, constructs, and sells PV solar power systems that use the modules it manufactures. The company's modules segment involves the design, manufacture, and sale of cadmium telluride (CdTe) solar modules, which convert sunlight into electricity. The company's second segment is its integrated systems segment, through which the company provides turn-key PV solar power systems, or solar solutions, which include project development, engineering, procurement, and construction services, and operations and maintenance services.
  • TickerFSLR
  • ISINUS3364331070
  • ExchangeNASDAQ Stock Market
  • SectorAlternative Energy
  • CountryUnited States

Analysts

Angelo Zino

First Solar, Inc.

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

Angelo Zino

First Solar, Inc.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Treasury yields tell the tale As Treasury yields began moving off the lows on 9/5/19 due to a variety of factors, investors took profits from large-caps, growth, and defensives and migrated to small-caps, value, and cyclicals. This was a shift from areas of obvious leadership to areas that had been left for dead, something that, if it can continue, would greatly improve the prospects of a broad-based move higher. However, a primary concern of ours is whether this shift has staying power. As we highlight below, we believe the jury is still out, leaving our overall neutral outlook intact. • Tr...

Angelo Zino

First Solar, Inc.

Angelo Zino

First Solar, Inc.

Angelo Zino

First Solar, Inc.

Angelo Zino

First Solar, Inc.

Angelo Zino

First Solar, Inc.

Valens Research

Weekly Equity Idea Highlight - 2019 09 11

Market expectations for FSLR are currently at historically low levels. The market is expecting UAFRS-based (Uniform) ROA to remain consistently below cost-of-capital levels, with Uniform Asset growth at only slightly positive levels. FSLR has historically been the best operator in the solar space, consistently producing positive returns even as peers have suffered. Also, FSLR has avoided the credit issues of peers by maintaining a very safe balance sheet even in challenging environments. Even with the company's historical superior execution and risk control, they are currently trading at the l...

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

ValuEngine Rating and Forecast Report for FSLR

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Treasury yields tell the tale As Treasury yields began moving off the lows on 9/5/19 due to a variety of factors, investors took profits from large-caps, growth, and defensives and migrated to small-caps, value, and cyclicals. This was a shift from areas of obvious leadership to areas that had been left for dead, something that, if it can continue, would greatly improve the prospects of a broad-based move higher. However, a primary concern of ours is whether this shift has staying power. As we highlight below, we believe the jury is still out, leaving our overall neutral outlook intact. • Tr...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Homebuilding stocks remain constructive with many bouncing off of support and RS remains constructive. (ex. KBH, MHO, MDC, MTH, NVR) • Automotive Dealerships continue to develop positively and remains leadership in the Consumer Discretionary Sector. (GPI, KMX, AN) • A number of Semiconductors and Suppliers remain leadership (ex. ICHR, NANO, RTEC, AEIS, PDFS, FSLR, XLNX, and OLED)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A few Consumer Discretionary names continue to act well. (ex. UA, WHR, ELY, RRGB, SHAK, BOOT, ROST, WSM, and COTY) • The decline in oil prices may be helping some of the airlines. A few of them are near potential reversal points (ex. AAL and UAL) • Attractive Technology names include: (ex. UCTT, SEDG, FSLR, and TTEC)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading cap-weighted Communications to overweight; 10 to 2's Treasury spread breaking out We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. Below we highlight several developments which help lead us to this conclusion. • 10 to 2's Treasury yield spread widening & breaking out. The 10 to 2's spread is quietly breaking out to YTD highs and breaking above a ~2.5-year downtrend. This steepening yield curve is good for Financials/banks and also the economy as recession concerns are subsiding... see chart below. • Comm...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Homebuilders and Auto Parts suppliers continue to stage price and RS reversals. • A number of Industrial Manufacturing are in the process of reversing price and RS downtrends or forming bullish bases. • Semiconductors and Semi-Suppliers continue to be leadership with many breaking topside of bases and staging price and RS reversals.

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