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UBS's Jon Windham raised their price target on First Solar (NASDAQ: FSLR) by 20% from $275 to $330 on 2025/11/04. The analyst maintained their Strong Buy rating on the stock.

First Solar reported its Q3 2025 earnings.

Windham big-pictured that First Solar is well-positioned because it is supplying the U.S. solar market in a favorable policy environment because of its U.S. manufacturing capacity and additional 45X tax credit generation from the recently announced U.S. finishing factory.

The possibility fo a Section 232 tariff on polysilicon solar imports is likely to provide a significant pricing advantage for First Solar's U.S. production volumes, the analyst added.

Earnings Report

For Q3 2025, First Solar reported:

• EPS of $4.24, which missed the Zacks Consensus Estimate of $4.32 but beat, by 45.7%, Q3 2024’s $2.91.
• Revenue of $1.59B, which missed the Zacks Consensus Estimate by 0.25% but beat, by 79.1%, Q3 2024’s $887.67M.

For FY 2025, management guided:

• EPS of $14.00 to $15.00.
• Revenue of $4.95B to $5.20B.

CEO Mark Widmar commented: “As a result of our disciplined approach to balancing growth, liquidity, and profitability, we’ve further strengthened our position through the commissioning of our fifth U.S. manufacturing facility, enhancing our liquidity position, and delivering record sales.

“While trade and policy developments have introduced new challenges for many in our industry, we continue to differentiate ourselves by offering pricing and delivery certainty, enabling us to respond effectively to evolving demand drivers and reinforce our leadership.”