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First Solar price target raised to $225 from $200 at Argus

Argus raised the firm’s price target on First Solar to $225 from $200 and keeps a Buy rating on the shares. The company’s Q1 results topped consensus estimates as its sales rose 45% from prior year, the analyst tells investors in a research note, also noting that under the Inflation Reduction Act, or IRA, First Solar is now eligible to receive federal tax credits in the U.S. that will meaningfully boost its margins. The firm adds that First Solar should also benefit from increased demand, as its products help customers to meet the U.S. content requirements that make them eligible to profit from the IRA.

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