On Oct 31, major Wall Street analysts update their ratings for $First Solar (FSLR.US)$, with price targets ranging from $240 to $335.
Morgan Stanley analyst Andrew Percoco maintains with a buy rating, and adjusts the target price from $329 to $297.
Goldman Sachs analyst Brian K. Lee maintains with a buy rating, and sets the target price at $279.
J.P. Morgan analyst Mark Strouse maintains with a buy rating, and maintains the target price at $282.
BofA Securities analyst Dimple Gosai maintains with a buy rating, and adjusts the target price from $321 to $269.
Barclays analyst Christine Cho CFA maintains with a buy rating, and maintains the target price at $290.
Furthermore, according to the comprehensive report, the opinions of $First Solar (FSLR.US)$'s main analysts recently are as follows:
Despite a reduction in volume guidance, primarily due to three contract terminations and the assumption that modules would be sold within the year, these challenges are perceived as 'largely idiosyncratic.' The current difficulties are seen as 'situational rather than structural,' which suggests a temporary rather than a fundamental setback.
First Solar's third-quarter performance and guidance for 2024 volumes and revenue experienced downward pressure due to operational challenges and difficulties in the India market. The risk of project delays could continue into the fourth quarter, and the share price is likely to show increased volatility surrounding the U.S. presidential election. Nonetheless, the present valuation appears to significantly factor in the potential repeal of the IRA and/or earnings per share estimates that fall substantially below the consensus.
Following the Q3 report, there's an anticipation that First Solar's earnings potential could increase if the India factory resumes operation, especially with the possibility of higher tariffs depending on the election results.
The company's Q3 earnings fell short of expectations, with anticipated challenges stemming from cancellations and delays exacerbated by sharper price pressures in India. On the brighter side, the company is engaged in negotiations related to its TOPCon patents, which could enhance its valuation. Moreover, with the U.S. election in focus, the company stands to benefit from potentially more aggressive protectionist policies under a Republican administration.
Here are the latest investment ratings and price targets for $First Solar (FSLR.US)$ from 17 analysts:
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美东时间10月31日,多家华尔街大行更新了$第一太阳能 (FSLR.US)$的评级,目标价介于240美元至335美元。
摩根士丹利分析师Andrew Percoco维持买入评级,并将目标价从329美元下调至297美元。
高盛集团分析师Brian K. Lee维持买入评级,目标价279美元。
摩根大通分析师Mark Strouse维持买入评级,维持目标价282美元。
美银证券分析师Dimple Gosai维持买入评级,并将目标价从321美元下调至269美元。
巴克莱银行分析师Christine Cho CFA维持买入评级,维持目标价290美元。
此外,综合报道,$第一太阳能 (FSLR.US)$近期主要分析师观点如下:
尽管成交量指引有所减少,主要原因是三份合同终止以及模块预计将在今年内售出,这些挑战被视为“主要是特殊的”。目前的困难被看作“局部而非结构性的”,这表明是暂时而非根本性的挫折。
第一太阳能第三季度业绩和2024年成交量、营业收入预期受到运营挑战和印度市场困难的下行压力。项目延迟的风险可能持续到第四季度,股价可能显示出在美国总统大选周围的增加波动性。尽管如此,目前的估值似乎已经显著考虑到IRA的潜在废除和/或每股收益预期大幅低于共识的可能性。
在第三季度报告后,人们预计如果印度工厂恢复运营,第一太阳能的收益潜力可能会增加,尤其是根据选举结果更高关税的可能性。
该公司第三季度收益低于预期,预计的挑战源自取消和延迟,由印度更尖锐的价格压力加剧。然而,公司正参与与其TOPCon专利相关的谈判,这可能提升其估值。此外,随着美国大选的关注,该公司有望受益于共和党政府下潜在更积极的保护主义政策。
以下为今日17位分析师对$第一太阳能 (FSLR.US)$的最新投资评级及目标价:
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