
·5 min read
First Solar Beat Earnings by 43% and the Market Took Three Days to Notice
Ruslan Averin on August 4: First Solar posted $3.92 against $2.74 expected, a 57% gross margin and a 45.1 GW backlog — then rallied 10% on a delayed reaction.

Ruslan Averin on August 4: First Solar posted $3.92 against $2.74 expected, a 57% gross margin and a 45.1 GW backlog — then rallied 10% on a delayed reaction.

FSLR stock hit record $1B quarterly revenue and broke out 7.1% on earnings. Only US CdTe panel maker — immune to tariffs. Target $238.