First Solar, Inc. (NASDAQ:FSLR)周二报告了第四季度的混合业绩，但Truist证券分析师Jordan Levy强调公司的销售指导是报告中最重要的因素。 专家观点：First Solar发布了2025财年的净销售指导，预计为53亿美元至58亿美元，而Truist的估计为55.5亿美元。Levy表示，这一指导尤为积极，考虑到之前关于项目延误的担忧。 公司在本季度出货5.1吉瓦的组件，符合Truist的预期，并报告了截至2030年的68.5吉瓦的积压订单。 First Solar的首席执行官Mark Widmar在收益新闻发布会上讨论了这两个数字。 Widmar补充道：“即使我们保持高度选择性的预订方法，我们通过调试阿拉巴马州工厂扩展了生产能力，并推进了路易斯安那州新工厂的建设，建立了我们预期将加速创新的俄亥俄州新研发中心的基础设施，生产并运输了历史最高数量的模块。” Truist分析师还强调了公司发布的两份单独新闻稿。第一份宣布First Solar已对JinkoSolar因涉嫌侵犯其TOPCon技术专利提起法律诉讼。另一份则宣布与Talon PV达成许可协议，后者将在其美国工厂中使用First Solar的TOPCon技术。 Levy维持First Solar股票的“买入”评级，但将目标价从300美元下调至285美元。 其他分析师在数据发布后更新了对First Solar的评价，包括： - 花旗分析师Vikram Bagri维持First Solar股票的“中性”评级，并将目标价从254美元下调至236美元。 - RBC Capital分析师Christopher Dendrinos维持对该股票的“跑赢大盘”评级，并将目标价从280美元下调至251美元。 - JP Morgan分析师Mark Strouse维持“超配”评级，并将目标价从282美元下调至268美元。 - BMO Capital分析师Ameet Thakkar重申First Solar的“跑赢大盘”评级，并将目标价从260美元下调至230美元。 FLSR价格动态：根据Benzinga Pro的数据，截至周三发稿时，First Solar的股价上涨8.4%，报159.95美元。

以上内容来自Benzinga Earnings专栏，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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