Analyst ratings and price targets can influence investor sentiment and potentially impact a stock's price. In this case, BMO Capital's Market Perform rating suggests that they expect First Solar's stock to perform in line with the market, while the price target of $204 indicates where they believe the stock's price will move in the future. This could lead to some short-term price movement, but the overall impact is likely to be neutral as the Market Perform rating suggests no significant outperformance or underperformance compared to the market.