First Solar (FSLR) News Today

First Solar, Inc. (NASDAQ:FSLR) is trading higher amid a mix of supportive earnings revisions and broader industry concerns over pending legislation. Investors are weighing Zacks’ upgraded forecasts and technical momentum against potential tax‐credit rollbacks and import tariffs proposed in a Senate spending bill.

• Zacks Research raised its FY2025 EPS forecast for FSLR to $13.26 (up from $13.21) and boosted Q4 2025 EPS to $5.22 (from $5.19), underscoring improved earnings visibility.
• Shares gapped up on strong buying interest, prompting some analysts to label FSLR a potential buying opportunity based on technical patterns.
• Despite sector turmoil, First Solar’s domestic manufacturing footprint may shield it from proposed import tariffs on Chinese components, attracting relative investor support.
• A Zacks comparison with Nextracker highlights differing risk/reward profiles: FSLR’s thin‐film tech versus Nextracker’s tracker business, leaving strategic investors torn.
• The Senate is considering a GOP spending bill that phases out solar investment tax credits and imposes new taxes on imported solar parts, a move Morgan Stanley warns could pressure industry margins.
• President Trump’s so-called “megabill” includes clean-energy tax changes that drew flak from former allies, fueling sector‐wide share declines before carveouts or amendments can be enacted.