BofA Securities analyst Dimple Gosai revised the rating or price forecast on several clean energy stocks ahead of the earnings results.
First Solar, Inc. (NASDAQ:FSLR):The analyst cut the price forecast from $246 to $236, while maintaining a Buy rating.
The analyst writes that updates on the A/D ruling will be pivotal for pricing power, though near-term customer commitments may stay limited.
The analyst says that monitoring warranty remediation costs and the shift of India-manufactured supply to the U.S. will be crucial for evaluating capacity utilization and gross margin gains.
For FY24/FY25, Gosai estimates revenue of $1.502 billion...
BofA証券のアナリスト、ディンプル・ゴサイは、いくつかのクリーンエネルギー株の格付けや価格予測を、決算結果の前に見直しました。
ファーストソーラー社(ナスダック:FSLR):アナリストは価格予測を$2...
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