First Solar (FSLR) Gained From Its CdTe Technology and “One Big Beautiful Bill”

4 days ago 5

Soumya Eswaran

Wed, March 18, 2026 astatine 6:53 AM CDT 3 min read

Polen Capital, an concern absorption company, released its fourth-quarter capitalist missive for “Polen 5Perspectives Small Mid Growth Strategy”. A transcript of the missive tin beryllium downloaded here. The Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -0.1% gross and -0.3% nett of fees successful the 4th fourth of 2025, compared to a 0.3% instrumentality of the Russell 2500 Growth Index. Following double-digit returns successful 2Q and 3Q, SMID caps concluded the twelvemonth with a 0.3% instrumentality successful 4Q. Biotech stood retired arsenic a large performer during the quarter, expanding beyond the AI theme. The sanction of the Strategy changed from Polen U.S. SMID Cap Growth to Polen 5Perspectives Small Mid Growth, to stress the value of the 5 viewpoints model and the power of position successful investing. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Polen 5Perspectives Small Mid Growth Strategy highlighted stocks similar First Solar, Inc. (NASDAQ:FSLR). First Solar, Inc. (NASDAQ:FSLR) is simply a star exertion institution focusing connected photovoltaic (PV) star vigor solutions. On March 17, 2026, First Solar, Inc. (NASDAQ:FSLR) banal closed astatine $200.42 per share. One-month instrumentality of First Solar, Inc. (NASDAQ:FSLR) was -15.99%, and its shares gained 54.96% implicit the past 52 weeks. First Solar, Inc. (NASDAQ:FSLR) has a marketplace capitalization of $21.507 billion.

Polen 5Perspectives Small Mid Growth Strategy stated the pursuing regarding First Solar, Inc. (NASDAQ:FSLR) successful its 4th fourth 2025 capitalist letter:

"The apical contributors to the Portfolio’s comparative show successful the 4th were Bloom Energy, Sandisk, and First Solar. First Solar, Inc. (NASDAQ:FSLR) is simply a vertically integrated starring shaper of star panels manufactured successful the US. The institution differentiates itself by utilizing thin-film Cadmium Telluride (CdTe) exertion which offers amended show versus accepted silicon panels successful hot/humid/low airy conditions and is yet much businesslike and economical for ample standard deployment. An added tailwind has travel from the Trump Administration’s “One Big Beautiful Bill” which has driven US request for non-China star products."

First Solar, Inc. (FSLR) Is Benefiting From Domestic Production, Says Jim Cramer

First Solar, Inc. (NASDAQ:FSLR) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge money portfolios held First Solar, Inc. (NASDAQ:FSLR) astatine the extremity of the 4th quarter, up from 67 successful the erstwhile quarter. While we admit the imaginable of First Solar, Inc. (NASDAQ:FSLR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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