FSLR ▲ +3.5% - First Solar, Inc. $FSLR BMO on the name Analyst comments: "We think the ~16% post-Section 232 selloff has overshot to the downside. The tariff/MIP framework should lift U.S. module ASPs toward $0.43-$0.44/watt, giving a sold-out FSLR a multi-quarter window to book 2029+ volumes at better prices, even as margin headwinds persist into 2027. Our illustrative assumptions show Tesla’s required ASP sits at or above our conservative $0.38 assumption through its ramp, suggesting Crystal Sun is a back-half-of-the-decade risk. At ~8.6x 2029E EV/EBITDA excluding PTC, FSLR is the least expensive solar OEM in our coverage." Analyst: Ameet Thakkar 27-AUG-2026 07:18 AM ET