Leading financial institutions are expressing renewed confidence in First Solar (FSLR), a key player in the solar energy sector, as evidenced by recent upward adjustments in its stock price targets.
Mizuho Securities recently revised its price target for First Solar, Inc. (NASDAQ:FSLR) shares to $300, an increase from $243, while maintaining an Outperform rating. This adjustment, made on June 15, 2026, primarily stems from an anticipation of elevated U.S. import prices, exceeding previous estimates of a 3-cent-per-watt tariff. Mizuho suggested that the introduction of additional ad-valorem tariffs could potentially propel selling prices beyond 40 cents per watt in an optimistic scenario. Similarly, UBS also raised its price target for First Solar to $330 from $290 on June 11, 2026, reiterating a Buy rating. UBS analysts highlighted First Solar's advantageous position to capitalize on Section 232 tariffs, which are expected to boost U.S. solar module prices amidst a thriving demand for solar energy. These positive outlooks were further reinforced last month when GLJ Research analyst Gordon Johnson upgraded First Solar to a Buy rating from Hold, increasing the price target to $315 from $207.82. Johnson's upgrade was based on the resolution of cancellation risks and the successful introduction of the company's Series 6 CuRe (Copper Replacement) technology at its manufacturing facility in Perrysburg, Ohio. First Solar, Inc. continues to provide photovoltaic solar energy solutions across various global markets, including the United States, France, India, and Chile.
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