First Solar Could Accelerate With Further Trade Deals!
The order backlog is robust at 66.3 GW until 2030
Wolfe Research rates the stock at 221 USD (Outperform)
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First Solar (FSLR), following the motto "Made in America, for America," is the only US manufacturer of utility-scale solar modules. By 2026, the US production capacity is set to expand to over 14 GW, and independence from foreign components provides clear competitive advantages. Additionally, a dozen Republican lawmakers are now advocating for tax incentives under the Inflation Reduction Act (IRA). According to Wolfe Research, there is more clarity regarding the 45X tax credits for the first time since the start of the 2024 US election campaign,...
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