peony
Equity Investor & Researcher
First Solar is the only non-impaired Western solar manufacturer, yet the category leader trades at historically low multiples against its own past and relatively low multiples against basically everything else in the market. Buying it at those valuations is a gift; it looks like a dinger. x.comÂ
First Solar is one of ten stocks featured in a thread. x.comÂ
First Solar is setting up for a run toward its dot-com highs. It beat EPS estimates by 35%, drew institutional volume, reclaimed all key moving averages and is now building the right side of a multi-year cup pattern. x.comÂ
First Solar has lost its appeal because of how its bookings have been trending, while power names Vistra and Talen look cheap. x.comÂ
First Solar looks overlooked, trading near a 2.5-year low relative to the solar sector it leads while that sector sits near a multi-year high. With oil this elevated, a top-quality solar name like First Solar should catch a bid, and its chart shows a potential mini inverse head-and-shoulders bottom. x.comÂ
Solar is becoming a national priority as the Trump administration reportedly plans a polysilicon price floor and tariffs, and solar may finally catch a bid. First Solar is the play here. x.com x.comÂ
Solar stocks are trades, not investments, because the industry is a perennial long-term loser despite the continued growth of solar power. As Warren Buffett said of airlines, the urge to invest should be resisted no matter how attractive Enphase, Sunrun, First Solar, SolarEdge, Nextracker, Array Technologies, Canadian Solar or even a broad solar ETF may look. That holds even as @optionscjp notes Enphase is turning toward commercial data center projects. x.comÂ
First Solar's strong quarter and large contracted backlog support a first target of $246.7. Revenue rose about 24% to roughly $1.04B, GAAP EPS of about $3.22 beat consensus near $2.87-2.96, and net income reached $347M versus about $210M. It maintained guidance, and its contracted backlog stands at 47.9 GW of modules worth $14.4B. x.comÂ
First Solar is one of the best setups for the next 6-12 months: a whale just bought $5M of calls, and the stock is sitting on the two strongest support levels in this trading system. x.comÂ
Solar is the cheapest energy source to build right now as its costs keep falling, making First Solar, Array Technologies, Shoals and the solar ETF the solar plays within the energy transition. Elon Musk says solar will eventually supply essentially all the energy humanity harnesses because the giant fusion reactor in the sky is free. x.comÂ
Shoals sits closer to solar's real bottleneck than generation names like First Solar and Array. As cell efficiency keeps improving, highlighted by a singlet-fission result beyond the Shockley-Queisser limit, the constraint moves downstream to the grid, interconnection, storage and power equipment. The better trade is owning that chokepoint rather than every solar name. x.comÂ
