First Solar, Inc. (FSLR): A Bull Case Theory

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Ricardo Pillai

Tue, Apr 8, 2025, 6:27 AM 2 min read

We came crossed a bullish thesis on First Solar, Inc. (FSLR) connected Substack by Oliver | MMMT Wealth. In this article, we volition summarize the bulls’ thesis connected FSLR. First Solar, Inc. (FSLR)'s stock was trading astatine $130.05 arsenic of April 7^th. FSLR’s trailing and guardant P/E were 10.83 and 7.05 respectively according to Yahoo Finance.

An aerial presumption of a star powerfulness plant, the sun's rays illuminating the surrounding landscape.

First Solar (FSLR) is simply a U.S.-based star sheet shaper and the lone institution among the apical 10 successful the manufacture that uses cadmium telluride (CdTe) exertion alternatively of the much communal crystalline silicon (c-Si). CdTe offers cardinal advantages: it is little reliant connected China, which controls astir 80% of the c-Si proviso chain, and it delivers greater semipermanent reliability, with panels lasting astir 9 years longer. These factors, combined with caller U.S. tariff policies imposing a 39% work connected c-Si imports from China and Southeast Asia, importantly fortify FSLR’s competitory edge. The institution has responded much positively than peers to this news, suggesting a marketplace realization of its strategical value. While immoderate of its modules are inactive imported from India and Malaysia, which could enactment unit connected margins, the broader interaction of protectionist commercialized argumentation intelligibly tilts successful FSLR’s favor. A renewed “buy American” push, peculiarly nether a imaginable 2nd Trump administration, could further accelerate home demand. As planetary star proviso chains look scrutiny and disruption, FSLR’s home footprint, technological differentiation, and insulation from Chinese proviso dominance marque it a compelling concern opportunity. The institution is well-positioned to payment from shifting geopolitical dynamics and rising request for U.S.-manufactured cleanable vigor solutions.

First Solar, Inc. (FSLR) is not connected our database of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge money portfolios held FSLR astatine the extremity of the 4th fourth which was 59 successful the erstwhile quarter. While we admit the hazard and imaginable of FSLR arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is much promising than FSLR but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

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Disclosure: None. This nonfiction was primitively published astatine Insider Monkey.