First Solar
$FSLR · NASDAQ · TECHNOLOGY · 2 stories in 30 daysThe wire on $FSLR
newest first · duplicate source posts collapse into one event · direct subject stories onlyBaird upgrades First Solar to Outperform, lifts PT to $318
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.
bullish 80 · impact 50Trump imposes 15% polysilicon tariff, sets minimum import prices
Trump imposes 15% polysilicon tariff, sets minimum import prices.
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