First Solar (FSLR) Rallied Following the Earnings Beat and Improved Guidance

In its third-quarter 2025 capitalist letter, Ariel Global Fund highlighted stocks specified arsenic First Solar, Inc. (NASDAQ:FSLR). First Solar, Inc. (NASDAQ:FSLR) is an optical communications, show technologies, biology technologies, specialty materials, and beingness sciences concern company. The one-month instrumentality of First Solar, Inc. (NASDAQ:FSLR) was 12.91%, and its shares gained 36.44% of their worth implicit the past 52 weeks. On November 18, 2025, First Solar, Inc. (NASDAQ:FSLR) banal closed astatine $252.19 per share, with a marketplace capitalization of $27.06 billion.

Ariel Global Fund stated the pursuing regarding First Solar, Inc. (NASDAQ:FSLR) successful its 3rd 4th 2025 capitalist letter:

"First Solar, Inc. (NASDAQ:FSLR), a U.S.-based institution that makes star panels and the exertion down them, was the apical contributor this 4th pursuing an net bushed and upward revision successful afloat twelvemonth guidance. July bookings suggest the institution is regaining pricing power, portion the Commerce Department’s Section 232 probe into polysilicon could connection argumentation enactment that boosts pricing. Additionally, First Solar is nearing a strategical determination to harvester planetary front-end processing with home back-end assembly, which could heighten margins. As developers summation clarity connected the harmless harbor rules related to the One Big Beautiful Bill Act successful the coming weeks, we expect FSLR’s declaration enactment to accelerate, particularly arsenic customers unreserved to fastener successful capableness and suffice for subsidies earlier they expire."

First Solar, Inc. (NASDAQ:FSLR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 68 hedge money portfolios held First Solar, Inc. (NASDAQ:FSLR) astatine the extremity of the 2nd quarter, up from 52 successful the erstwhile quarter. In the 3rd 4th of 2025, First Solar, Inc. (NASDAQ:FSLR) reported nett income of $1.6 billion, representing an summation of $0.5 cardinal compared to the anterior quarter.  While we admit the imaginable of First Solar, Inc. (NASDAQ:FSLR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.