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First Solar price target lowered to $215 from $236 at BofA

BofA lowered the firm’s price target on First Solar (FSLR) to $215 from $236 and keeps a Buy rating on the shares. The firm’s lowered target reflects revised EBITDA multiples and updated near-term cost assumptions, but it reiterate its Buy rating as the firm views the company’s U.S. manufacturing footprint offering “a clear advantage as trade barriers increase.” Tariffs under Trump, combined with new AD/CVD measures and limited viable offshore capacity, tighten the landscape for peers, the analyst argues.

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