Truist Financial analyst Jordan Levy maintains $First Solar (FSLR.US)$ with a buy rating, and sets the target price at $300.
According to TipRanks data, the analyst has a success rate of 26.8% and a total average return of -19.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $First Solar (FSLR.US)$'s main analysts recently are as follows:
While the volume guidance for First Solar was reduced, mainly owing to three contract cancellations and the previously anticipated sale of modules within this year, these complications seem to be largely isolated incidents. The current challenges faced are considered to be 'situational rather than structural' in nature.
First Solar has encountered operational challenges and headwinds in the India market, contributing to less favorable third-quarter results and projections for 2024 volumes and revenue. The possibility of project delays persists and may affect fourth-quarter performance, and share volatility is anticipated to increase around the time of the U.S. presidential election. Despite these concerns, it's believed that the market has already factored in significant risks associated with the potential repeal of the IRA or earnings projections falling short.
Post-earnings, expectations for First Solar's performance have been moderated, with the anticipation of a production pause in India. However, the company's earnings potential could see an uplift if tariffs rise, a situation contingent on the electoral results.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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储亿银行分析师Jordan Levy维持$第一太阳能 (FSLR.US)$买入评级，目标价300美元。
根据TipRanks数据显示，该分析师近一年总胜率为26.8%，总平均回报率为-19.1%。
此外，综合报道，$第一太阳能 (FSLR.US)$近期主要分析师观点如下：
尽管第一太阳能的成交量指导下调，主要是因为三份合同的取消和今年内预期销售的模块，但这些复杂情况似乎主要是孤立事件。当前面临的挑战被认为是"情境性而非结构性"的本质。
第一太阳能在印度市场遇到运营挑战和困难，导致第三季度结果和2024年成交量、营业收入预测不利。项目延迟的可能性仍然存在，可能影响第四季度表现，并预计在美国总统选举时期附近，股价波动将增加。尽管存在这些担忧，人们认为市场已经预期了与IRA废除或盈利预测不足相关的重大风险。
发布财报后，对第一太阳能表现的预期有所放缓，预计在印度将暂停生产。然而，如果关税上升，这种情况取决于选举结果，公司的盈利潜力可能会增加。
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