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Optimistic Outlook for First Solar Amid Strategic Domestic Expansion and Risk Management

Optimistic Outlook for First Solar Amid Strategic Domestic Expansion and Risk Management

Jeff Osborne, an analyst from TD Cowen, maintained the Buy rating on First Solar (FSLRResearch Report). The associated price target is $275.00.

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Jeff Osborne has given his Buy rating due to a combination of factors that suggest potential growth and stability for First Solar. Despite anticipating some challenges in FY25 like interconnection congestion and labor shortages, Osborne expects First Solar to meet its guidance for the fourth quarter of 2024. This expectation is buoyed by the company’s strategic focus on domestic production, which may mitigate tariff uncertainties and provide stability in the volatile market.
In addition, Osborne highlights the importance of First Solar’s progress in expanding its manufacturing capacity, particularly in the United States. The company’s efforts to address warranty liabilities and its strategy to shift volumes from India to the U.S. indicate proactive management of potential risks. These elements, combined with a strong booking outlook as construction activity picks up, form the basis for Osborne’s optimistic view on First Solar’s stock performance.

According to TipRanks, Osborne is a 3-star analyst with an average return of 2.7% and a 41.09% success rate. Osborne covers the Technology sector, focusing on stocks such as Cerence, NEXTracker, Inc. Class A, and Enphase Energy.

In another report released on February 14, Mizuho Securities also maintained a Buy rating on the stock with a $259.00 price target.

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