FSLR

Valkyrie_Skuld

Also FSLR bounces off 170 it's 171 right now

DressedInPolo

FSLR? I'll take a look into that, I have a couple of FRVO but I have been reading so many negative things about them that I am leaving it alone

Anxious-Yard-5948

FSLR - current admin favors oil, this can change quickly with the next admin, risk is Chinese production but I dont think that will last long term BKNG - agents disruption is overblown, large buybacks help also, global growing company, a lot of bad news is already priced in XRX - this is a gamble but if they manage to sort out the debt issues in next 1-2 years then they may be acquired because its cheaper for its competitors than gaining their mkt share

GetSuckedd

Short FSLR please, I want it to go up

Valkyrie_Skuld

FSLR is 170 again lfg

Gram_variable

I wanna buy FSLR because "line went down so line go back up", but I know to much about rate-sensitivity, fading domestic subsidies, and really cheap competing Chinese solar products. I watch it everyday. 😭

Severe-Weekend-6664

Your cost basis isn't terrible relative to FSLR's range this cycle, but the bigger question is whether IRA manufacturing incentives survive a divided government. Dem gains help the policy thesis, though utility-scale solar demand is more rate-sensitive than election-driven right now, and that's the larger overhang on the name.

jrex035

Don't really care about that tbh, this market is insanely manipulated but it likes being lied to. I'm waiting for my tanker equities to drop double digit quarterly dividends on my accounts AND spike higher when Q3 earnings are way higher than Q2 guidance suggested and Q4 makes Q3 look tame by comparison. My energy equities and mining companies are also likely to outperform and pump higher, with the energy equities also set to drop some solid dividends too. Looking forward to FSLR earnings, it's *this* close to single digit pe as is and it will likely pump past $200 if it beats its already stellar Q3 estimates

SteakEater137

Id never have guessed 6 months ago that AVGO and FSLR would be the biggest holes in my port

mido_sama

I’m a bag holder for $FSLR $HD and $TTWO

SteakEater137

What about NXT? I was looking at their financials and they look incredibly solid. Basically 0 debt and utility focused, so not dependent on consumers. I own a few shares of FSLR but it's been taking a beating

bearwithme23

$TE, $FSLR. Just watching China powering datacenters with mostly solar means we're way the fuck behind and the US is going to incentivize domestic produciton.

jrex035

It's fucking nuts man. Apparently the only companies that are sensitive to rate hikes are fucking solar companies, including companies like FSLR which effectively HAVE NO DEBT

jrex035

Agreed 1000%. Crazy how cheap some of these names are becoming *cough* FSLR *cough*

EasternLow4706

seems like i only get to enjoy first solar FSLR and MRVL Marvel Tech

MarthaJulietta

For me it’s APP FSLR CHTR

WordsHappenedHere

Agree completely but the market seems to have lost the plot. I don’t like arguing with the market. FSLR probably going to $150 at this rate

jrex035

FSLR, solar has been getting absolutely demolished the past few months but this company is highly profitable, with a single digit forward pe, no debt, and US assembly lines. Solar and other alternative energy sources should benefit from the Hormuz crisis in the medium to longterm too

SteakEater137

FSLR shocks me with how far its dropped considering their financials Also bought into BEP a bit at these prices, less solar focused.

norman_smn

$FSLR looks Great

norman_smn

$FSLR looks Great

Moist-Profile7984

I 100% agree with the above assessment. Can you recommend some of those incredible value fundamental opportunities? What about FSLR?

Jericho3434

I might buy FSLR before the midterms. I can see a Dem sweep pumping green energy stocks.

IFLIPBURGERS88

Do I get FSLR? Or is it a scam?

Valkyrie_Skuld

It would be excellent if FSLR went back to 260 and I didn't sell too early this time

Valkyrie_Skuld

I genuinely don't understand why FSLR is in this range someone ELI5

Valkyrie_Skuld

I said that I think NXT will keep going and think FSLR will too but it's just speculation until you actually see how the week goes. IBM went back to 120s and usually bounces from there I have that again. Orcl will probably keep going too. But you don't understand, nothing really stays up it's big pops and big drops. I can't tell you shit with certainty on a Friday right now

octopus_serenader

Is FSLR just a patent troll now? Wtf is going on?

Mordrim

I am long FSLR. It is trying to complete a 20 year retracement.

kpacee

Ратес already got talked to death here. What's missing is what the earnings actually are FSLR 2026 guide assumes $2.10-2.19b of section 45X credits. q2 gm was 57.3% vs 45.6% and they say the jump was primarily an $88.6m net IEEPA tariff refund plus more modules qualifying for 45X. factory subsidy and a tariff refund, not your power bill [guide](https://alphacreek.ai/sec/reader?doc_id=FSLR_8-K_000127449426000169&node_id=sp-1.2.6.3) [Q2](https://alphacreek.ai/sec/reader?doc_id=FSLR_10-Q_000127449426000170&node_id=sp-1.2.10.3) H.R.1 already killed the homeowner 25D credit at the end of 2025 and shortened the lease/PPA credit from 2034 to in-service by the end of 2027 (start construction before july 4 2026 and you get until 2030). SEDG is that trade. q2 sales +19.6% to $346m, inverter units 86.2k to 62.6k, non-US went from 36% to 55% of sales, and the extra dollars were batteries (+$63m) [25D](https://alphacreek.ai/sec/reader?doc_id=SEDG_10-Q_000117891326003854&node_id=sp-1.2.1.7.1) [mix](https://alphacreek.ai/sec/reader?doc_id=SEDG_10-Q_000117891326003854&node_id=sp-1.2.1.12.1) Buying "credits come back" is SEDG and those inverter volumes say youre early. Buying tariffs and US modules is fslr, and youre paying for the 45X check

theJimmybob

$FSLR cut in half since June... short interest right at multi-year highs... Building in the US...

Groot-Nederlandist

FSLR (First Solar) - incredible opportunity after yesterday's 10% drop? I've been looking at First Solar after the sell-off, and the valuation looks hard to ignore. Yesterday the stock fell 10.3% to close at $172.16, taking it down 34.1% year-to-date. The drop came during a broad solar sell-off driven by higher Treasury yields and tougher financing conditions. Enphase and SolarEdge fell too after all. Why I think it could be insane opportunity: The trailing P/E is about 10.6x, against a 5-year median of 19.8x. Fundamentals: Q2 margin expanded to 33.6%. Revenue is up about 24% year-on-year and net income about 18%. US manufacturing moat: It has about 14 GW of domestic capacity and expects more than 17 GW once its South Carolina facility is fully ramped in 2027. That positioning WILL continue to benefit from tariffs Higher rates could lead utility-scale developers to delay projects but at the same time FSLR backlog is still ridiculously full, and they are the one solar company positoined best to capitalize on the solar growth which will hit the US. Almost all tech giants agree solar is still a huge part of US energy in the future. Am I missing something?

Severe-Weekend-6664

Your thesis is solid on the demand side but rates are the swing factor that can override everything else. FSLR has an edge over SEDG here because domestic manufacturing gets tariff protection and IRA production credits, while SEDG's residential exposure is more rate-sensitive since rooftop solar financing gets crushed when borrowing costs stay high. One thing to watch: a lot of the policy upside you're pricing in is already baked into current law, so even a Democratic sweep is more about preventing downside than adding new upside. What multiple are you assuming for FSLR at these rate levels?

Majestic-Slip-6372

What’s wrong with FSLR today? -10%

JuneFernan

FSLR looking really cheap after today's drop, forward PE of 8.5. I'm tempted to pick up a bit more.

Majestic-Slip-6372

What’s wrong with FSLR

Majestic-Slip-6372

Wtf is wrong with FSLR

Majestic-Slip-6372

Any one buying FSLR?

grandfatherdog

FSLR got fucking crushed, what the hell

grandfatherdog

FSLR why?!?

jrex035

The funniest part is that this energy crisis is going to be a huge boon to solar/evs/electrification (plus nuclear, natgas, wind, even coal). Countries are going to need to improve energy supply chain resilience and diversify their sources. Yet just watching FSLR fall to its lowest price since last July when revenue and profits were much lower

jrex035

Apparently FSLR is going to 0 lmao wtaf

Penguin_Life_Now

I have been riding the SEDG roller coaster since the ban on Chinese inverters, and I do call it a roller coaster up 8-10% over my buy in point one day down 3% the next. FSLR is a tougher one, I thought about buying into it, but opted not to due to its maxed out manufacturing capacity, it really does not matter that much how much demand there is for your products if you are booking order fulfillment out 2-3 years in advance. My take on SEDG is that it is owned 95+% by institutional investors so the money moves very fast with the market, price of oil, etc and not with the mid to longer term viability of the company. Then there is the buy or sell recommendations for this company being all over the map, and changing drastically day to day with little change in underlying information.

SteakEater137

Anyone want to post a theory why FSLR tanked so hard today? They have almost 0 debt so you'd think they wouldnt be nearly as affected by rate hikes as other companies, and with constant energy/oil problems you'd think solar in general would be more in demand. Reasonable PE as well, and strong revenue/earnings growth compared to its market cap.

SteakEater137

You know, I bought FSLR because they basically have 0 debt based on this same premise...and it tanked way harder than the rest of the market today lmao You would think Solar would be making a comeback because of all the oil/energy supply issues, but apparently not.

octopus_serenader

dang FSLR got face slapped.

jrex035

Agreed, in an industry full of pre-profit companies with terrible balance sheets, FSLR stands out. PE around 13, no debt, high profit margins, US manufacturing lines, and a large order backlog. What's not to like?

_hiddenscout

FSLR is really shaping out to be a great name to even swing trade. Still like them long term for a hold, but yeah, if you look at that vs BE, where BE is basically a data center trade, BE is now down 6%.

jrex035

Yeah, very true. FSLR is outperforming the index today though so I'll take it haha

jrex035

That's a great point. And since so much of the money in the sector is handled through these etfs, companies like FSLR which aren't as tied to the data center buildout still get knocked hard on days like today.

Valkyrie_Skuld

I made money on FSLR again today that was cool

Valkyrie_Skuld

Maybe. FSLR is a runner

Valkyrie_Skuld

Nah I bought back into FSLR this morning

deekster_caddy

From an investing standpoint, I like GM and Ford, also solar like FSLR has been doing well lately, and XOM still pays dividends... I also hold some Rivian and grabbed some more Lucid while it's really cheap, that's a gamble. I won't buy TSLA unless they get rid of the lunatic running it, but many have done well with it.

jrex035

It sure will, I'm placing big bets on FSLR in particular

music_is_gud

u/Valkyrie_Skuld FSLR, TE and SEDG I like those 3 from that sector (TAN). I'll be watching how the group reacts for another day or two before buying in

music_is_gud

I like FSLR here. I may buy, it showed up on my screener today after it went through its 21d

Valkyrie_Skuld

I think I sold FSLR too early again. I'll buy it too early again next time

Valkyrie_Skuld

I bought biotech and feel like a chud. If FSLR goes back to 260 im gonna be pissed

jrex035

I've got strong bets on: * PBR (Brazilian consolidated oil major still off its 52 week highs with a pe of 6.5 and 7% dividend yield) * SU (undervalued IMO, makes big money on refining and sitting on a mountain of sulphur right now) * CVE (similar to above, undervalued Canadian major) * WCPRF (Canadian oil producer, insanely profitable at current oil prices) * OBE (same as above) * EQNR (Norwegian oil and natgas producer, one of the only refineries and natgas producers with fields/infrastructure in Europe itself will make bank this fall and winter) * TTE (French major with broad energy portfolio including oil, refining, natgas, solar, wind and more, still below its 52 week highs with solid dividends and low pe) * FRO (tanker stock making absurd amounts of money right now and delivering fat dividends, $2.61 per share payment goes out next week) * ECO (same as FRO, insanely profitable tanker distributing those profits to shareholders with a ***$5.25*** dividend delivered last month, has a 29% yield right now AND is up 150% over the past year) * FSLR (industrial level solar manufacturer with production in US, PE of ~13, no debt, high growth, held back by the shittiness of the solar industry as a whole)

MajesticBread9147

T1 Energy is an undifferentiated player that isn't doing anything unique and aren't profitable. There are only two companies that I would buy right now in the solar sector. $FSLR is the first one * They've been profitable for years, they have double digit margins despite very competitive prices. CdTE panels instead of silicon uses less material, are quicker to manufacture, and are more efficient in hot temperatures. * Their vapor deposition technology where a thin film of semiconductor material coating on glass is very similar to the process used for the next generation of solar cells using perovskites, which means depending on how the technology plays out, they will have a much easier time transitioning tooling, talent and workflows to perovskites than solar companies who use silicon wafers. * They have consistently been one of the lowest cost producers of solar panels because of their CdTE technology. * They exclusively focus on utility scale solar, a market that is significantly larger, and faster growing than rooftop solar because of the scale involved. The second one is $NXT. Their focus is skipping the hyper competitive market for solar panels and building "everything but the panel". * They started off selling trackers which is still their core product. Remember when I said utility scale is the better market? Well about 90% of new utility scale solar deployments use trackers to increase output. * They also make EBOS systems that wire up the solar panels, and mean that there's less crimping and splicing and more simply plugging stuff in reducing labor costs, as well as storage and inverter systems. They have been going on a spree of aggressive acquisitions to become more horizontally integrated while the market a whole has undervalued private solar companies.

jrex035

My biggest holdings are mutual funds that track the S&P and semis, but as far as individual stocks go: ECO FRO PBR CNQ SU FSLR

Spac55

Higher Oil price push EV, solar stocks high TSLA, FSLR, ENPH, SEDG

throwaway9gk0k4k569

FPS Forgent EROC, formerly enchanted rock TE is too risky because of rate increases, unless they get that government grant. FRVO is interesting but risky in the short term. Long term could be awesome. BE is hot but hydrogen is not. I won't touch it due to the hype. GEV of course Avoid INIO over EROC. INIO was a debt dump on shareholders. SHLS NXT FSLR SMR nuclear is too far out and uncertain, too hyped up.

SpecialGrapefruit208

FSLR

MarthaJulietta

Probably buy a bit more into FSLR than I would anyway

Fast_Half4523

I think Biden instated the first tariffs, so no. And the credits will rerate FSLR. Its my election gamble, I go long before, as I assume dems will min get the house

MarthaJulietta

I’m sorry but that is nonsense. Those mechanics work for every equity, index or individual. People will buy where they see value and that could be PYPL even if profits decline, if share count declines much faster. I am not writing puts on PYPL the premium is too low. I wrote them on APP/RDDT/BBW/FSLR/SMCI mostly and a smattering of others

MarthaJulietta

rn I'm buying RDDT under 155 and APP at 315. Started a small position in BBW and looking to add to FSLR under 200.

WordsHappenedHere

Lots of interesting things to buy. I like quantum for 2027. Lots of upcoming catalysts. I’ve been building a position in IONQ. I’ve posted about PATH since about $12 dollars. It’s at $18 now. Upcoming earnings. I also like solar here FSLR ahead of midterms. WULF also looks interesting if it can clear $17. Many other names. Do some DD, market seems to be shifting to which companies can monetize AI.

octopus_serenader

Yeah I had TAN when it had a great run this last year, then sold it for PBW, but bad timing. DCAing into the downswing, but also bought some FSLR.

wrongrobertpatrick

FSLR calls

WordsHappenedHere

TSLA IONQ FSLR OKLO WULF All going to be September runners. Load calls.

Beneficial-Ad-7771

It’s gonna go for a run soon. Section 232 went through and already seeing tarriff proposal for India yesterday going to the house. My avg on shares is $8.60 now and I have leaps that are down 10% but this is gonna go for a run soon. Not a lot of domestic players and with the minimum floor price + demand commentary we’ve seen with FSLR, NXT, and Clearway, I can see this blowing up. The real run will probably be after the waiver expire Dec 4 but between now and then we will see more institutions position.

Bulky_Jellyfish9012

Buy FSLR.

hkc101010

Any good news that pump FSLR and TE?

Spac55

SEDG, TSLA, FSLR, low Oil hurt alternative energy stocks

jrex035

100%, been superbullish on the company for a long time. Its utility-level solar (which means its useful for data center buildouts), it's made in the US, it's growing strongly, actually profitable (and has been for a while), and has effectively no debt. In an industry full of shitty companies, FSLR stands head and shoulders above the crowd

Prize_Box_4762

I don't know shit about solar.. saw FSLR popping off and longed some sympathies lol

jrex035

FSLR with a great ER this morning, big beat on EPS ($3.92 vs $2.84 expected) and excellent guidance for Q3 EPS of $4.80. Up 14% this morning

Prize_Box_4762

FSLR going craaaaaaaaaaaazy

ThinkingOfTheOldDays

Coatue going ham on FSLR again. When will they learn.

MarthaJulietta

UBER/RDDT Looking for: BBW<30 NFLX<55 LULU<110 FSLR<200 SMCI<25

_hiddenscout

**First Solar, Inc. (Nasdaq: FSLR)** reported Q2 2026 net sales of **$1.06 billion**, down 4% from Q2 2025, driven by lower contract termination revenues despite higher module volumes sold to third parties. GAAP net income grew 23.7% to **$423 million** (**$3.92** per diluted share) compared to $342 million ($3.18 per share) in Q2 2025, while Adjusted EBITDA increased to **$644 million** versus $560 million a year ago. The company closed the quarter with a net cash balance of **$1.7 billion** (down from $2.4 billion at year-end 2025 due to seasonal working capital and CapEx) and a contracted sales backlog of **45.1 GW** extending through 2030. First Solar fully reaffirmed its full-year 2026 guidance, continuing to expect net sales of **$4.9–$5.2 billion**, volume sold of **17.0–18.2 GW**, gross profit of **$2.4–$2.6 billion**, and Adjusted EBITDA of **$2.6–$2.8 billion** (assuming $2.10–$2.19 billion of Section 45X tax credits). Year-end net cash is projected at **$1.7–$2.3 billion** with capital expenditures of **$0.8–$1.0 billion**. For Q3 2026, the company anticipates module sales volume of **3.9–4.5 GW** and Adjusted EBITDA of **$625–$775 million**.

grandfatherdog

FSLR also reports today. It's down 30% since positive ER last quarter, so seems bound to pop back.

Puzzleheaded-One-607

FSLR looks like a good play going into earnings.

TreGet234

Is FSLR a buy? 🤔 low forward pe and peg.

MarthaJulietta

FSLR looking juicy.

78fj

FSLR, First Solar if it ever finds a bottom. Still waiting

Regular_Leg405

Anyone got an angle on First Solar (FSLR), earnings coming up the 30th...

Alicyclobacillus

I'm with you bro Recently put 10% of my port in FSLR and another 10% in ENPH We have an election in a few months that will likely change the make up of the the congress. Democrats are likely to win big, coupled with a lame duck president, I think solar energy is a great investment play right now. Solar stocks are hella cheap and the US is still protectionist on solar

Late_Company6926

FSLR

makken

well darn. FSLR then?

Beneficial-Ad-7771

AI data centers are going to use Solar. Google just purchased a solar panel system + BESS. Hyperscalers are getting into it. [Google to partner with Steel River Energy Center in Arkansas](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/steel-river-arkansas/) TE contributes about 7-10% of the current commercial solar market and expecting to be 15% in the coming years. It's going to be the 2nd largest module public manufacturer behind FSLR but T1 Energy's panels are made of polysilicon which is semiconductor adjacent while FSLR uses cad thin.

Alicyclobacillus

Lol Midterms in November, Democrats probably taking back some seats This is the most unpopular president we've had in recent history, so a Democrat is probably the next president Yes, I'm think of loading up on green energy over the next few months , given Democrats are more supportive of green energy I like ENPH and FSLR, but don't currently own either. Watching them for a good entry.

Late_Company6926

Calls FSLR

Optimal_Image5192

Google $GOOGL agreed to buy 100% of the initial output from the Steel River solar + battery project in Arkansas. $FSLR will provide domestic US made panels for the project while LG supplies batteries from its Phoenix facility, with full buildout reaching 2.5 GW solar and 2.9 GWh storage. 👀

justsailfaster

Thoughts on \*small\* spec bundle? Bought into these when they've been down in the past year, motivated by curiosity in emerging and green tech. I got lucky with AMD and FSLR a couple years ago with similar thinking. This is absolutely not even a 5% portfolio strategy: ABAT, AEVA, CSIQ, OPAL, QS, TAN

Physical-Sea-5275

I work in utility scale solar. No mention of NXT here is concerning. Acquisitions, growing revenue and record backlog. Record marketshare and leading #1 for like 10 years now. Growing overseas market share as well. Once they start to monetize the acquisitions as new revenue streams. It's only just begun IMO. FSLR is seeing head winds and needs to innovate. Alot of risk to change in us policy.

Halvinz

Out of all, $FSLR is the most solid one. $ENPH, $SEDG, and $RUN come second. Until we have a new administration, who is not anti-clean energy, these stocks will not see a massive bump.