Barclays analyst Christine Cho CFA maintains $First Solar (FSLR.US)$ with a buy rating, and maintains the target price at $290.
According to TipRanks data, the analyst has a success rate of 49.0% and a total average return of 0.5% 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 volume guidance has been decreased, largely due to the termination of three contracts and the prior assumption that certain modules would be sold within the year, these setbacks seem to be unique to the situation and not indicative of systemic problems, according to an analyst's post-earnings commentary.
First Solar has encountered operational difficulties and adverse market conditions in India, contributing to lower than anticipated results for Q3 and reduced guidance for 2024 volumes and revenues. The potential for project postponements may pose a risk for Q4, and share price volatility is anticipated in relation to the U.S. presidential election. Nonetheless, the current market valuation appears to factor in the risk of IRA repeal and/or earnings per share estimates that are significantly below consensus.
Following the Q3 report, it's noted that if First Solar's India production remains idle, it could affect the company's future financial projections. However, the operational status of the India facility has the potential to enhance earnings power should tariffs increase depending on the election 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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巴克莱银行分析师Christine Cho CFA维持$第一太阳能 (FSLR.US)$买入评级，维持目标价290美元。
根据TipRanks数据显示，该分析师近一年总胜率为49.0%，总平均回报率为0.5%。
此外，综合报道，$第一太阳能 (FSLR.US)$近期主要分析师观点如下：
尽管成交量预测已经降低，主要是由于终止了三份合同和之前的假设某些模块将在年内出售导致的，但这些挫折似乎是与该情况独特相关，并非制度性问题的征兆，根据一位分析师的发帖盈利评论。
第一太阳能在印度遇到运营困难和不利市场状况，这导致Q3的结果低于预期，并降低了2024年的成交量和收入预期。项目延迟可能对Q4构成风险，并预计与美国总统大选相关的股价波动。尽管如此，目前的市场估值似乎已经考虑到了IRA废除的风险和/或每股收益预期明显低于共识的问题。
在Q3报告之后，注意到如果第一太阳能的印度生产保持空闲状态，这可能会影响公司未来的财务预测。然而，印度工厂的运营状况有望增强盈利能力，取决于选举结果是否会增加关税。
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