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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儲億銀行分析師Jordan Levy維持$第一太陽能 (FSLR.US)$買入評級，目標價300美元。
根據TipRanks數據顯示，該分析師近一年總勝率為26.8%，總平均回報率為-19.1%。
此外，綜合報道，$第一太陽能 (FSLR.US)$近期主要分析師觀點如下：
雖然第一太陽能的成交量指引有所下調，主要是因爲三份合同取消以及之前預期在今年內銷售的模塊，但這些問題似乎主要是孤立事件。當前面臨的挑戰被視爲「局勢性的而非結構性的」性質。
第一太陽能在印度市場遇到運營挑戰和逆風，導致第三季度業績和2024年成交量以及營業收入的預期變差。項目延遲的可能性仍然存在，並可能影響第四季度的表現，預計在美國總統大選期間股票的波動性將增加。儘管存在這些擔憂，但市場據信已經納入了與IRA潛在廢除或盈利預期不達標相關的重大風險。
發佈業績後，對第一太陽能業績的預期有所調整，預計將暫停在印度的生產。然而，如果關稅上漲，公司的盈利潛力可能會提升，這種情況取決於選舉結果。
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