First Solar: Quick Gains Likely Behind Us - Slow & Steady Ahead
Portfolio Pulse from
First Solar (FSLR) has a strong backlog through 2030 and a strategic US manufacturing position, supporting its investment thesis despite uncertainties in US renewables policy. The demand for its panels is growing, and its next-gen CuRe product could boost revenues.
December 07, 2024 | 3:15 pm
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First Solar's strong backlog and strategic US manufacturing position support its investment thesis. Growing demand for its panels and the next-gen CuRe product could boost revenues.
First Solar's robust backlog and strategic US manufacturing position provide a solid foundation amid policy uncertainties. The growing demand for its panels and potential revenue from the CuRe product suggest a positive outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100