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.
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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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巴克萊銀行分析師Christine Cho CFA維持$第一太陽能 (FSLR.US)$買入評級，維持目標價290美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.0%，總平均回報率為0.5%。
此外，綜合報道，$第一太陽能 (FSLR.US)$近期主要分析師觀點如下：
儘管成交量指引已經降低，主要是由於三份合同的終止和之前的假設會在今年內出售某些模塊，但這些挫折似乎是獨特於該情況，並不代表系統性問題，根據一位分析師的發帖分析。
第一太陽能在印度遇到了運營困難和不利的市場條件，導致第三季度結果低於預期，並降低了2024年的成交量和收入指引。項目推遲的潛力可能對第四季度構成風險，並且預計與美國總統大選相關的股價波動。儘管如此，當前市場估值似乎已經考慮了IRA廢除的風險和/或每股收益估計明顯低於共識。
根據第三季度報告，據指出如果第一太陽能的印度生產保持空閒狀態，可能會影響公司未來的財務預測。然而，印度工廠的運營狀態有可能增加盈利能力，這取決於選舉結果是否會提高關稅。
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