First Solar Could Benefit from Section 232 Import Tariffs – Orders Extend Until 2030!

First Solar is well protected against trade conflicts and potential Section 232 import tariffs with thin-film solar modules based on cadmium telluride technology. The first quarter delivered a record revenue of $1 billion and a net profit increase of over 65%, supported by strong margins and robust demand in the USA and India. The order backlog of 47.9 GW or $14.4 billion offers good predictability. With a breakout to an 18-year high, the stock generates a new buy signal.   First Solar (FSLR) is considered a key US manufacturer of...