First Solar

FSLR

Market cap $29.3B

Alternative energy stock First Solar (FSLR) has quietly been on a tear this year, up over 55%. year to date and brushing off frequent political headwinds.

First Solar and Canadian Solar are large-scale solar module manufacturers supplying to global energy markets.

TEMPE, Ariz.--(BUSINESS WIRE)-- #AmericanSolar--First Solar, Inc. (Nasdaq: FSLR) (the “Company” or “First Solar”) today inaugurated its new fully vertically integrated manufacturing facility in Iberia Parish, Louisiana. The $1.1 billion facility, which spans approximately 2.4 million square feet and is about 11 times the size of the New Orleans Superdome, currently employs over 700 people and is expected to have 826 employees by the end of the year. Once fully ramped, the Iberia Parish facility is expected to a.

Zacks.com users have recently been watching First Solar (FSLR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

FSLR boosts manufacturing and next-gen tech to meet surging solar demand and drive long-term growth.

TEMPE, Ariz.--(BUSINESS WIRE)-- #AmericanSolar--First Solar, Inc. (Nasdaq: FSLR) (the “Company” or “First Solar”) today announced that it will establish a new facility in Gaffney, Cherokee County, South Carolina, to onshore final production processes for Series 6 Plus modules initiated by the Company's international fleet. The Company expects to spend approximately $330 million to establish the new facility, which is scheduled to commence commercial operations in the second half of 2026. The facility is forecas.

FSLR's U.S. expansion and strong demand lift shares 19%, but tariff risks and soft earnings outlook temper the shine.

First Solar remains attractive after a 50% gain, with further upside tied to surging AI-driven energy demand. FSLR fundamentals are strong, with rising revenue growth and profit margins, and shares appear undervalued even on conservative assumptions. AI data centers' soaring energy needs create strong tailwinds for FSLR, given its focus on large-scale commercial solar projects.

First Solar reports new gross bookings in FQ3'25, with the multi-year contracted backlog lending great insights to its robust renewables investment thesis. This is significantly aided by the expanded manufacturing footprint in the US, with the solar company expecting to report ~17.7 GW in domestic capacity from 2027 onwards. On the other hand, investors can not ignore the changing renewables investment landscape within the US, as observed in the cancellation of the "largest solar project in the United States."

First Solar plans a new 3.7 GW U.S. plant, enabling full domestic production and reducing reliance on foreign suppliers. FSLR's strong U.S. demand allows premium pricing, and significant tax credit sales provide immediate cash to fund growth without new debt. The new facility will enhance margins, cut costs, and reduce volatility by 2027, positioning FSLR for more stable long-term profitability.