Tariffs boost First Solar's US-made panel edge amid strong US solar demand outlook.

New tariffs raise import price thresholds, enhancing First Solar, Inc.'s competitive advantage for US-made solar panels supported by domestic tax credits. The recent Democratic midterm win suggests favorable renewable energy policies, boosting US solar demand prospects. With strong cash reserves and a backlog extending to 2030, First Solar is well positioned to handle short-term demand fluctuations despite uneven contract bookings. Current discounted stock valuations make it a recommended buy with accumulation advised between $150-$170 for better safety margins.

First Solar shares are trading at USD 174.75 on Pluang, down 1.89% in the last day, with a market cap of $19.14 billion. Most investors on Pluang are buying, with 75% of order activity favoring purchases. These figures are current as of Nov 13, 2026 01:21 WIB.