First Solar

  • SolarCity and its Future Potential

    By Jay Yao - August 19, 2013 | Tickers: FSLR, SCTY, SPWR

    SolarCity (NASDAQ: SCTY) is one hot company.  The company counts super entrepreneur Elon Musk as its chairman. Lyndon Rive, an Elon Musk cousin, is the CEO. SolarCity shares have rallied over 300% since the IPO. Given the recent pullback, is SolarCity a good investment?

    A great business model 

    SolarCity installs solar panels on rooftops and finances them. The company often owns the installed solar panels and sells electricity generated back more »

  • Forecast for First Solar: Mostly Cloudy With a Good Chance of Storms

    By Diane Alter - August 19, 2013 | Tickers: FSLR, GE, YGE

    The first half of the year was bright for First Solar (NASDAQ: FSLR), a maker of photovoltaic solar power systems.

    Shares soared some 50%. After reporting a 70% drop in second quarter profit and slashing guidance for the remainder of the year, the best days of 2013 may be well behind  the company.The dismal quarter and gloomy outlook sent shares tumbling 9%, and more stormy days ahead are expected more »

  • Is This Solar Stock About to Crumble?

    By Adrian Campos - August 19, 2013 | Tickers: FSLR, TSL, YGE

    Investors acquainted with First Solar's (NASDAQ: FSLR) stock must be accustomed to extreme price movements. While the overall stock performance for the past 12 months is amazing (up by 95%), strong negative movements are also very common. And just after releasing earnings for the second quarter of 2013, the stock's price started to fall quite fast (-21% this month). Such movements are generally uncommon and show us that more »

  • Will These Approaches Change The Game For Solar Industry Players?

    By usman iftikhar - August 19, 2013 | Tickers: FSLR, RSOL, YGE

    Real Goods Solar (NASDAQ: RSOL) has made two acquisitions in the past month. In its latest acquisition, it secured Syndicated Solar, a rapidly growing residential solar company. This company specializes in high-quality integrated software tools and efficient sales processes which will enable Real Goods Solar to rapidly grow in the residential sector. According to a February 2013 report, The Trillion Dollar Apartment Industry, the multiple-family housing sector has a positive more »

  • Is First Solar a Good Investment?

    By Jay Yao - August 16, 2013 | Tickers: FSLR, SPWR, STP

    First Solar (NASDAQ: FSLR) stock has been bipolar. After being left for dead in 2012, First Solar's stock price has increased more than 200% from the June 2012 lows. The European budget crisis that led to decreased solar subsidies is now in the rear view mirror but the solar industry is still suffering from chronic oversupply. With the recent pullback, should investors invest in First Solar?

    Enormous demand 

    There more »

  • Why This Solar Stock Might Present a Bargain

    By Dan Moskowitz - August 15, 2013 | Tickers: FSLR, SPWR, STP

    The biggest challenge for solar power companies has always been to reduce costs and attain sustainable profitability. SunPower (NASDAQ:SPWR) has yet to achieve this goal, but it is making strategic moves to improve its future potential. 

    SunPower's strategic moves

    In late June, President Obama announced his Fresh Climate Change strategy, with a focus on reducing emissions from coal plants. SunPower's stock appreciated approximately 20% over the next more »

  • General Electric Capitulation is a bad portend for First Solar

    By Sneha Shah - August 13, 2013 | Tickers: FSLR, GE

    Cadmium Tellerium technology which has been made popular by First Solar (FSLR) is in imminent danger of being made obsolete by the huge cost and technology leaps being made by the mainstream solar crystalline silicon technology. First Solar used to have a huge cost advantage over c-Si technology which allowed its solar panel segment to make gross margins of over 50% in 2008 even when its panel prices were substantially more »

  • This Solar Stock Is Set to Soar

    By Piyush Arora - August 12, 2013 | Tickers: FSLR, JKS, LDK

    Thanks to the rising environmental concerns and depleting hydrocarbon resources, the demand for solar power is increasing around the globe. Despite the towering installation costs of large-scale Photovoltaic (PV) modules, a recent report claimed that the global PV module industry could fatten up to $138 billion by 2020. That is an impressive annual growth rate of 51%, which gives investors an opportunity to capture this tremendous growth potential. I believe more »

  • First Solar Is Not So Bad

    By Jacob Steinberg - August 12, 2013 | Tickers: FSLR, GE, SCTY, SPWR

    First Solar (NASDAQ: FSLR) was punished heavily last week after it announced less than desirable earnings for the last quarter. In the quarter, the company earned 39 cents per share; whereas, the analysts were looking for 52 cents per share. Furthermore, the company generated $519 million in revenues and the analysts were looking for $720 million in revenues. As a result, the company shaved off nearly 20% from its market more »

  • Invest in Energy Efficiency, not Alternative Energy

    By Jonathan Yates - August 8, 2013 | Tickers: BBY, CREE, FSLR, GE, HD, SHLD

    General Electric’s (NYSE: GE) recent sale of its solar panel technology to First Solar (NASDAQ: FSLR) is just the latest in a series of poor performances by entities in the alternative energy sector. First Solar also just reported a 70% drop in profits, which has its share price off almost 18% for the last week. What does continue to perform well, though, is the energy efficiency group.

    The global more »

  • Earnings Misses Provide Insight Into These Companies' Futures

    By Ted Cooper - August 8, 2013 | Tickers: FSLR, YGE, Z

    Long-term investors often find it tempting to write off one bad quarter in their favorite holding as an aberration -- something for those Wall Street traders to worry about, not true investors. However, First Solar (NASDAQ: FSLR) and Zillow's (NASDAQ: Z) recent earnings disappointments shed light onto their long-term futures.

    The best company in an uncertain industry

    First Solar is down close to 15% due to an earnings miss -- it more »

  • Investing in the Next Ten Years of Technology and Energy

    By Alexander Cho - August 7, 2013 | Tickers: XOM, FSLR, IBM, TSLA

    What is the future of technology, energy, and the economy? Investors who know the answers to these three questions can profit handsomely. After all, every investment is made under the assumption that something tangible will happen in the future. Because of this, we can’t help but want to guess, and make an intelligent one at that.

    Energy

    I think that energy is one of the most important commodities in more »

  • The Only Solar Company to Buy

    By Zain Abbas - August 5, 2013 | Tickers: FSLR, SUNE, SPWR

    Over the past three months, share outperformance for solar companies has been electrifying; the group is up 85% as compared to S&P 500 rising only 5%. Shares of these companies have been benefiting from improved near-term demand in Europe, Japan and North America, stable module and polysilicon pricing, China’s growing support for domestic solar demand and supply chain consolidation.

    However, ahead of the earnings, the question remains: Will more »

  • High Growth Opportunites in a Low Growth Economy

    By Alexander Cho - August 2, 2013 | Tickers: FB, FSLR, SPY

    Markets tend to be a little jittery when the FOMC (Federal Open Market Committee) makes a monetary policy announcement. Usually, it’s the least exciting topic to read about, so you’ll see various media syndicates write narratives on what’s going on. While it’s fun to write about airplanes flying out of the sky, and torpedoes landing all over the place, Ben Bernanke isn’t World War Z more »

  • My Pick in the Energy Sector

    By Frédéric Lambert - July 31, 2013 | Tickers: FSLR, SCTY, TSLA

    A couple months back, I was looking to add a solar-power company to my portfolio. In my decision making process I wanted to limit my exposure to the price of solar panels and to the constraints of net metering. With those two conditions in mind, I choose SolarCity (NASDAQ: SCTY).

    SolarCity is the leading solar provider in the US for homeowners, businesses and government organizations. It provides full-service solar power more »

  • This Is Still the Best Solar Play, Even After the Gains

    By Matthew Frankel - July 24, 2013 | Tickers: MMM, FSLR, GE

    Back when First Solar (NASDAQ: FSLR) was trading in the mid-teens, I wrote frequently (and received a lot of criticism) about the long-term viability of the company and the solar industry in general. Since then, the market seems to agree that the big players in the solar industry are not going anywhere, as shares of First Solar have nearly quadrupled from the lows. While I still wholeheartedly believe that First more »

  • The Upcoming Challenges to the Solar Industry

    By Shmulik Karpf - July 24, 2013 | Tickers: FSLR, SCTY, SPWR

    The sun has many shades, and solar companies come in different colors. Some companies make money by producing electricity from solar resources and then selling it to third parties. It's a "utility-like" form of business. That's the core business of First Solar (NASDAQ: FSLR), for instance. According to the company's statements, its objective is to "reduce the cost of solar electricity to levels that compete on a more »

  • How Fast Will the Solar Market Shift?

    By Dana Blankenhorn - July 16, 2013 | Tickers: FSLR, SCTY, SPWR

    The solar market is exploding. Both the major U.S. players, SunPower (NASDAQ: SPWR) and First Solar (NASDAQ: FSLR) have seen huge jumps in value over the last year – over 500% in the case of SunPower, over 250% for First Solar.

    SolarCity (NASDAQ: SCTY), which only debuted in December, is also up nearly 250%.

    What's happening?

    All this is happening in the absence of real results. SunPower is not more »

  • SolarCity Is Just Another Form of Tesla

    By Shmulik Karpf - July 16, 2013 | Tickers: FSLR, SCTY, TSLA

    SolarCity (NASDAQ: SCTY) and Tesla Motors (NASDAQ: TSLA) are the two darlings of Elon Musk. On the face of it, these two companies are very different. The former leases solar panels while the latter is an electric vehicle (EV) company. But when you dig deep into the core method of operations, you're likely to find two striking similarities in the core operations of both companies.

    If this method of more »

  • The European Party Is Over

    By Joshua Bondy - July 11, 2013 | Tickers: FSLR, SPWR, TSL, YGE

    Forward thinking European nations like Germany and Spain have paved the way in developing solar power. The problem is that recessions and massive unemployment have a habit of stopping government subsidies. Investor confidence in the Spanish clean energy projects has been destroyed after the government announced it would retroactively cut subsidies. Germany recently stated it would pull the plug on its subsidies by 2018. Now, a number of solar manufacturers more »

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