Competition And Market ConditionsRecent weakness in FSLR stock is largely due to natural profit taking combined with concerns of heightened competition from domestic cell/wafer manufacturing, increasing probabilities of a Trump presidency + Republican congressional sweep, and renewed fears of IRA repeal.
Financial PerformanceShares may remain weak near-term on the limited bookings volume and ASP potential in the coming quarter.
Project Execution And Policy RisksRisks include execution risk on factory expansions, project delays, changes in policy and incentives, and module oversupply.