Morgan Stanley: Tesla Solar Manufacturing Could Add Up to $50B in Value
Morgan Stanley says Tesla’s move into solar manufacturing could add $25B–$50B to its energy business by boosting vertical integration and data center power supply.
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Wells Fargo: Tesla’s Solar Push Shakes Market, but First Solar Stands Strong
Wells Fargo says Tesla’s U.S. solar plans triggered a selloff, but First Solar remains well positioned thanks to cost and pricing strength.
BMO Downgrades First Solar as Tesla Eyes In-House Solar Manufacturing
BMO Capital cuts First Solar to Market Perform, citing concerns that Tesla’s solar manufacturing plans could pressure FSLR shares and investor sentiment.
Jefferies Turns Cautious on First Solar on 2026 Visibility Concerns
Jefferies cut First Solar to Hold from Buy, lowered its price target, and raised concerns about 2026 visibility, strategy, and limited upside for the stock.
First Solar Beats Q3 Expectations, Announces Major U.S. Manufacturing Expansion
First Solar exceeds Q3 sales targets with $1.6B revenue and announces new 3.7 GW U.S. factory, though annual outlook revised down due to contract issues.
First Solar Gains After Jefferies Price Target Hike
First Solar stock rose after a PT hike ($260) by Jefferies. Capacity is sold out until 2028. Almost all analysts say buy.