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First Solar's Structural Story Seen as Sound -- Market Talk

Dow Jones
10 hours ago

1159 ET - The structural story for First Solar remains sound despite tariff uncertainty and underutilization in Southeast Asia leading to 2026 guidance substantially below estimates, TD Cowen analysts write in a note. The company's U.S. and India demand both remain strong, and the company doesn't face much pricing risk as U.S. capacity ramps up, the analysts note. They add that First Solar has much more stability in pricing than competitors who rely on polysilicon inputs that are subject to price fluctuations. Lastly, the company has incoming near-term catalysts, including ramping up CuRe technology in 2026 and developing next-generation perovskite technology in 2027. Shares are down 13%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 25, 2026 11:59 ET (16:59 GMT)

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