First Solar Inc

FSLR: XNAS (USA)
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First Solar Earnings: Uncertainty Abounds, but We See Path Forward; Fair Value Estimate Cut to $168

First Solar reported first-quarter EPS of $1.95, below its guidance of $2.45 due to a higher mix of international shipments. Full-year 2025 EPS guidance range was lowered to $12.50-$17.50 from $17-$20 due to tariff impacts.

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