Competitive Advantage And DemandWith First Solar's backlog sold out through 2026 and a strategic approach to future bookings, the company's domestic content eligible modules and competitive pricing power indicate solid demand and a potential increase in market share.
Financial Health And GrowthAnalyst highlights First Solar's strong balance sheet with a negative net debt, a robust 41% Return on Invested Capital, and a 3 Year EPS Compound Annual Growth Rate, signaling sustained growth prospects for the company.
Market Position And Policy TailwindsFirst Solar is positioned as a primary beneficiary of potential new Southeast Asia tariffs and the removal of the Section 201 bifacial exemption, with policy tailwinds expected to bolster the company's performance.