First Solar, Inc. (NASDAQ:FSLR)週二報告了第四季度的混合業績，但Truist證券分析師Jordan Levy強調公司的銷售指導是報告中最重要的因素。 專家觀點：First Solar發佈了2025財年的淨銷售指導，預計爲53億美元至58億美元，而Truist的估計爲55.5億美元。Levy表示，這一指導尤爲積極，考慮到之前關於項目延誤的擔憂。 公司在本季度出貨5.1吉瓦的組件，符合Truist的預期，並報告了截至2030年的68.5吉瓦的積壓訂單。 First Solar的首席執行官Mark Widmar在收益新聞發佈會上討論了這兩個數字。 Widmar補充道：“即使我們保持高度選擇性的預訂方法，我們通過調試阿拉巴馬州工廠擴展了生產能力，並推進了路易斯安那州新工廠的建設，建立了我們預期將加速創新的俄亥俄州新研發中心的基礎設施，生產並運輸了歷史最高數量的模塊。” Truist分析師還強調了公司發佈的兩份單獨新聞稿。第一份宣佈First Solar已對JinkoSolar因涉嫌侵犯其TOPCon技術專利提起法律訴訟。另一份則宣佈與Talon PV達成許可協議，後者將在其美國工廠中使用First Solar的TOPCon技術。 Levy維持First Solar股票的“買入”評級，但將目標價從300美元下調至285美元。 其他分析師在數據發佈後更新了對First Solar的評價，包括： - 花旗分析師Vikram Bagri維持First Solar股票的“中性”評級，並將目標價從254美元下調至236美元。 - RBC Capital分析師Christopher Dendrinos維持對該股票的“跑贏大盤”評級，並將目標價從280美元下調至251美元。 - JP Morgan分析師Mark Strouse維持“超配”評級，並將目標價從282美元下調至268美元。 - BMO Capital分析師Ameet Thakkar重申First Solar的“跑贏大盤”評級，並將目標價從260美元下調至230美元。 FLSR價格動態：根據Benzinga Pro的數據，截至週三發稿時，First Solar的股價上漲8.4%，報159.95美元。

以上內容來自Benzinga Earnings專欄，原文如下：

First Solar, Inc. (NASDAQ:FSLR) reported mixed fourth-quarter results on Tuesday, but Truist Securities analyst Jordan Levy highlighted the company's topline guidance as the most important factor in the report. 

Expert Ideas: First Solar issued fiscal 2025 net sales guidance of $5.3 billion to $5.8 billion, versus Truist's estimate of $5.55 billion. The guidance was particularly positive in light of prior concerns around project delays, Levy said. 

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The company shipped 5.1 GW of panels in the quarter, which was in line with Truist's expectations, and reported a backlog of 68.5 GW through 2030. 

First Solar CEO Mark Widmar addressed both figures in the earnings press release. 

"Even as we maintained a highly selective approach to bookings, we expanded manufacturing capacity by commissioning our Alabama facility and progressed construction of our new Louisiana facility, established the infrastructure we anticipate will accelerate innovation with a new R&D center in Ohio, and produced and shipped a historic volume of modules," Widmar added.

The Truist analyst also highlighted two separate press releases from the company. The first announced that First Solar has initiated legal action against JinkoSolar for alleged infringement of its TOPCon technology patents. The other announced a licensing deal with Talon PV, which will utilize First Solar's TOPCon technology at its U.S. manufacturing facility.

Levy maintained First Solar stock with a Buy rating, but lowered the price target from $300 to $285. 

Other analysts updated coverage on First Solar following the print, including: 

• Citigroup analyst Vikram Bagri maintained First Solar shares with a Neutral and lowered the price target from $254 to $236.
• RBC Capital analyst Christopher Dendrinos maintained an Outperform rating on the stock and lowered the price target from $280 to $251.
• JP Morgan analyst Mark Strouse maintained an Overweight rating and lowered the price target from $282 to $268.
• BMO Capital analyst Ameet Thakkar reiterated First Solar with an Outperform and lowered the price target from $260 to $230.

FLSR Price Action: According to Benzinga Pro, First Solar shares are up 8.4% at $159.95 at the time of publication Wednesday. 

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