- Baird upgraded First Solar to Outperform
Baird upgraded First Solar to Outperform. The firm raised its price target to $318 from $205. Baird cited a strong utility-scale solar market, removal of the Section 232 overhang, better-calibrated estimates, and potential clarity on capital allocation. The 232 resolution should help restart bookings for 2029-2030, potentially at higher ASPs.
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