First Solar (FSLR) reported earnings 30 days ago. What's next for the stock?

First Solar remains resilient, despite political headwinds, as key 45X manufacturing credits are largely maintained in Trump's tax bill. The company still faces demand uncertainty, due to gutted IRA incentives and ongoing trade/tariff issues. Yet, FSLR's valuation reflects steep pessimism, suggesting the market has not ignored the underlying headwinds.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

The Third Generation Solar Materials Market is thriving due to technological advancements in solar energy and the increased demand for efficient, cost-effective solar cells. Key materials such as dye-sensitized, organic polymers, and perovskite compounds are poised to enhance solar cell efficiency, transforming the photovoltaic sector. With projections of substantial growth by 2025 and widespread adoption by 2034, this market will support the global transition to renewable energy. Challenges remain around material stability, but opportunities abound in portable solar applications. Key players include GreatCell Solar, Flisom, and First Solar, while the market is segmented by application and material type across major global regions. The Third Generation Solar Materials Market is thriving due to technological advancements in solar energy and the increased demand for efficient, cost-effective solar cells. Key materials such as dye-sensitized, organic polymers, and perovskite compounds are poised to enhance solar cell efficiency, transforming the photovoltaic sector. With projections of substantial growth by 2025 and widespread adoption by 2034, this market will support the global transition to renewable energy. Challenges remain around material stability, but opportunities abound in portable solar applications. Key players include GreatCell Solar, Flisom, and First Solar, while the market is segmented by application and material type across major global regions.

While Wall Street's mood around solar stocks has generally been cool since President Donald Trump took the oath again, George Soros is dialing up the wattage.

German utility Uniper is developing its first two solar power farms in Sweden as part of a wider company push to invest into renewable energy, it said on Friday.

Investors interested in FSLR stock should wait for a more appropriate time, considering its premium valuation and downward earnings estimate revision.

First Solar (NASDAQ: FSLR) has recorded a 9% year-to-date increase (May 13), considerably outperforming the S&P 500′s growth, drawing renewed attention from investors focused on renewable energy. Although the company's Q1 earnings did not meet expectations, reporting earnings per share of $1.95 compared to the expected $2.50, and revenue of $844.57 million relative to a forecast of $866.19 million, First Solar increased its gross margin to 41%, up from 37% in the previous quarter.

First Solar FSLR is in the midst of a likely short squeeze, which is skyrocketing the stock. Once the squeeze is over, shares should fall back to relative congestion support.

A new proposal in Congress was helping spark gains for solar stocks on Tuesday, but the plan from the House Ways and Means Committee was viewed as negative for the nuclear-power industry and makers of electric vehicles.