文章核心观点 - S&P 500指数在2024年5月21日上涨0.3%，创下新的历史收盘高点，主要受到即将发布的Nvidia财报和美联储官员对降息持谨慎态度的影响 [1] 市场表现 - S&P 500指数上涨0.3%，创下新的历史收盘高点 [2] - 纳斯达克指数上涨0.2%，连续第二个交易日创下历史收盘新高 [2] - 道琼斯指数上涨0.2% [2] 公司动态 - First Solar股价上涨8.0%，因UBS分析师上调其目标价并维持"买入"评级，预计公司将受益于美国通胀削减法案下的国内制造税收抵免 [2] - Tesla股价上涨6.7%，公司更新了电动半挂卡车项目的进展，预计2026年将开始生产规格交付，并计划在Nevada建立工厂，最终年产能将达到50,000辆 [3] - Constellation Energy股价上涨3.5%，Keybanc上调其目标价，分析师强调公司扩大能源生产能力的举措 [3] - Dollar General股价上涨3.5%，Zacks将其列入可能因第一季度盈利超预期而获益的零售商名单 [4] - Nordson Corp.股价下跌9.4%，公司下调全年销售和利润预期，主要原因是电子终端市场疲软和欧洲农业周期问题 [4] - Keysight Technologies股价下跌8.4%，尽管公司季度销售和利润超预期，但报告了年度收入下降并发布了低于预期的当前季度利润指引 [5] - Walgreens Boots Alliance股价下跌6.4%，跌至1998年以来的最低水平，公司正在寻求出售其英国Boots连锁店的潜在买家 [5]

Tomas RaginaInvestment Thesis First Solar (NASDAQ:FSLR) is strategically positioned to benefit from increasing solar installation forecasts and favorable regulatory conditions. The company’s unique use of Cadmium Telluride technology shields it from polysilicon shortages, and its long-term sold-out capacity indicates strong client demand. Despite industry price declines, First Solar maintains high average selling prices through long-term contracts. With substantial EBITDA growth projections and protecte ...

Justin Paget/DigitalVision via Getty Images Investment Thesis The solar industry has been in contraction for over a year now. However, First Solar (NASDAQ:FSLR) has not only beat the industry, they have also continued to grow at a breakneck pace. As the largest domestic solar manufacturer and most valuable solar company globally, First Solar is well positioned to take advantage of increasing demand for solar panels and government incentives designed to boost domestic production. This article will cover the ...

First Solar (FSLR), a new member of IBD Leaderboard, has rallied sharply in recent months. Today's column introduces a double butterfly options trade in First Solar stock.X After watching the daily recaps on IBD Live this past week, my eyes turned to First Solar stock. Clearly it's a strong name in a previously weak sector. According to IBD Stock Checkup, the utility-scale solar infrastructure firm hosts a mediocre 72 Relative Strength Rating. However, the Composite Rating is 93 on a scale of 1 to 99, tops ...

Justin Paget First Solar Stock Outperformed First Solar, Inc. (NASDAQ:FSLR) can finally breathe a sigh of relief as the embattled thin-film solar PV manufacturer's stock fell into a deep bear market. Accordingly, FSLR stock was down nearly 45% from its 2023 highs before bottoming out in November 2023. I've been bullish about FSLR stock since I upgraded it in late 2023, assessing the "dawn is coming." Although FSLR sellers threatened a "false dawn" in early 2024, FSLR buyers returned with solid convicti ...

Worldwide governments and the corporate sector are focusing on hitting the net zero target in the coming decades. This implies significant investments in the clean energy sector. While industry tailwinds are likely to last for several decades, it does not imply that clean energy stocks will continue to move in one direction.So, expect phases of correction and consolidation on the back of near-term growth headwinds. Long term investors can seize a good entry opportunity in quality clean energy stocks to buy. ...

Finding the best solar stock picks to outperform the market in 2024 will require careful consideration. However, a few needle-in-the-hystack companies stand out among their competitors. The clean energy economy has been in a major slump for the past 12-18 months due to the advent of inflation and higher interest rates. These two factors have weakened demand as a slowdown in construction activity persists. However, the solar industry still has small pockets of growth led by a few industry players that operat ...

First Solar's position in the market isn't as strong as it once was.The one solar energy company that's been insulated from the downturn in the market has been First Solar (FSLR 1.38%), and it's done so by being focused on unique technology and the utility-scale market. But the dynamics that have insulated First Solar are starting to shift, which Travis Hoium covers in this video.*Stock prices used were end-of-day prices of April 4, 2024. The video was published on May 6, 2024. ...

First Solar股价突破关键图表模式 - First Solar股价在周五突破了关键图表模式[1][4] - First Solar股价从横向线附近的$220附近的水平线突破了梭形图表模式，但可能会遇到卖压[3] 降低借款成本促进需求增长 - 降低借款成本使得更广泛范围的客户能够承担太阳能产品安装费用，潜在地帮助提高需求[2]

Key PointsAs First Solar stock dips after earnings, investors may now have an even better entry into this alternative energy play.With rising oil prices, solar energy demand could increase, pushing First Solar's backlog sooner. Analysts see double-digit upside and 55% EPS growth this year.5 stocks we like better than Daqo New EnergySolar energy stocks haven’t been part of the market hype, which rallied to all-time highs in the past quarter after potentially pricing in the Federal Reserve’s (the Fed) interes ...