http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 27 Aug 2026 14:05:04 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html <p>Investing.com -- Wall Street has misread the market reaction to the latest solar tariff announcement, according to Matt Roling, a climate finance expert and professor at Northwestern&amp;#39;s Kellogg School of Management.</p> <p dir="ltr">Speaking to Investing.com, Roling said that "everyone&amp;#39;s talking about which solar company won from Trump&amp;#39;s tariffs. Nobody&amp;#39;s talking about the fact that the losers&amp;#39; stocks went up too," pointing to the initial reaction.</p> <p dir="ltr">Roling believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">First Solar</span></span> (NASDAQ: FSLR) is a winner by default. </p> <p dir="ltr">"First Solar makes its panels out of cadmium telluride, not silicon. This tariff applies to the silicon supply chain,” he explained. “So while http://www.streetinsider.com/Investing/Wall+Street+misread+the+solar+tariffs%2C+says+climate+finance+expert/26988717.html Thu, 27 Aug 2026 14:05:04 -0400 CSIQ ENPH FSLR GLW RUN SEDG http://www.streetinsider.com/Hot+Upgrades/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html (Updated - August 27, 2026 7:11 AM EDT) <p>BMO Capital analyst Ameet Thakkar upgraded First Solar (NASDAQ: FSLR) from Market Perform to Outperform with a price target of $263.00.</p><p>The analyst comments "Upgrade to Outperform and raise our target to $263. We think the ~16% post-Section 232 selloff has overshot to the downside: the tariff/MIP framework should lift U.S. module ASPs toward $0.43–0.44/watt, giving a sold-out FSLR a multi-quarter window to book 2029+ volumes at better prices, even as margin headwinds persist into 2027. Our illustrative assumptions show Tesla's required ASP sits at/above our conservative $0.38 assumption through its ramp, suggesting Crystal http://www.streetinsider.com/Hot+Upgrades/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html Thu, 27 Aug 2026 07:11:57 -0400 FSLR http://www.streetinsider.com/Upgrades/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html (Updated - August 27, 2026 7:11 AM EDT) <p>BMO Capital analyst Ameet Thakkar upgraded First Solar (NASDAQ: FSLR) from Market Perform to Outperform with a price target of $263.00.</p><p>The analyst comments "Upgrade to Outperform and raise our target to $263. We think the ~16% post-Section 232 selloff has overshot to the downside: the tariff/MIP framework should lift U.S. module ASPs toward $0.43–0.44/watt, giving a sold-out FSLR a multi-quarter window to book 2029+ volumes at better prices, even as margin headwinds persist into 2027. Our illustrative assumptions show Tesla's required ASP sits at/above our conservative $0.38 assumption through its ramp, suggesting Crystal http://www.streetinsider.com/Upgrades/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html Thu, 27 Aug 2026 07:11:57 -0400 FSLR http://www.streetinsider.com/Analyst+Comments/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html (Updated - August 27, 2026 7:11 AM EDT) <p>BMO Capital analyst Ameet Thakkar upgraded First Solar (NASDAQ: FSLR) from Market Perform to Outperform with a price target of $263.00.</p><p>The analyst comments "Upgrade to Outperform and raise our target to $263. We think the ~16% post-Section 232 selloff has overshot to the downside: the tariff/MIP framework should lift U.S. module ASPs toward $0.43–0.44/watt, giving a sold-out FSLR a multi-quarter window to book 2029+ volumes at better prices, even as margin headwinds persist into 2027. Our illustrative assumptions show Tesla's required ASP sits at/above our conservative $0.38 assumption through its ramp, suggesting Crystal http://www.streetinsider.com/Analyst+Comments/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html Thu, 27 Aug 2026 07:11:57 -0400 FSLR http://www.streetinsider.com/Hot+Comments/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html (Updated - August 27, 2026 7:11 AM EDT) <p>BMO Capital analyst Ameet Thakkar upgraded First Solar (NASDAQ: FSLR) from Market Perform to Outperform with a price target of $263.00.</p><p>The analyst comments "Upgrade to Outperform and raise our target to $263. We think the ~16% post-Section 232 selloff has overshot to the downside: the tariff/MIP framework should lift U.S. module ASPs toward $0.43–0.44/watt, giving a sold-out FSLR a multi-quarter window to book 2029+ volumes at better prices, even as margin headwinds persist into 2027. Our illustrative assumptions show Tesla's required ASP sits at/above our conservative $0.38 assumption through its ramp, suggesting Crystal http://www.streetinsider.com/Hot+Comments/BMO+Capital+Upgrades+First+Solar+%28FSLR%29+to+Outperform%2C+%27Can%27t+Fight+This+Feeling+Anymore%27/26984635.html Thu, 27 Aug 2026 07:11:57 -0400 FSLR http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+14++Filed+by%3A+Sloan+Samantha+L./26943637.html si-local-file:///var/storage/secattach/20260818/26943637.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+14++Filed+by%3A+Sloan+Samantha+L./26943637.html Tue, 18 Aug 2026 14:53:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+14++Filed+by%3A+Sloan+Samantha+L./26943637.html si-local-file:///var/storage/secattach/20260818/26943637.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+14++Filed+by%3A+Sloan+Samantha+L./26943637.html Tue, 18 Aug 2026 14:53:00 -0400 FSLR O.00647517 http://www.streetinsider.com/Analyst+PT+Change/First+Solar+%28FSLR%29+PT+Raised+to+%24323+at+Morgan+Stanley/26941349.html Morgan Stanley analyst Andrew Percoco raised the price target on First Solar (NASDAQ: FSLR) to $323.00 (from $245.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/First+Solar+%28FSLR%29+PT+Raised+to+%24323+at+Morgan+Stanley/26941349.html Tue, 18 Aug 2026 08:54:55 -0400 FSLR http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Sloan+Samantha+L./26937746.html si-local-file:///var/storage/secattach/20260817/26937746.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Sloan+Samantha+L./26937746.html Mon, 17 Aug 2026 15:40:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Sloan+Samantha+L./26937746.html si-local-file:///var/storage/secattach/20260817/26937746.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Sloan+Samantha+L./26937746.html Mon, 17 Aug 2026 15:40:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+SUSQUEHANNA+SECURITIES%2C+LLC/26928706.html si-local-file:///var/storage/secattach/20260814/26928706.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+SUSQUEHANNA+SECURITIES%2C+LLC/26928706.html Fri, 14 Aug 2026 14:02:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+SUSQUEHANNA+SECURITIES%2C+LLC/26928706.html si-local-file:///var/storage/secattach/20260814/26928706.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+SUSQUEHANNA+SECURITIES%2C+LLC/26928706.html Fri, 14 Aug 2026 14:02:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+JANE+STREET+GROUP%2C+LLC/26922351.html si-local-file:///var/storage/secattach/20260813/26922351.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+JANE+STREET+GROUP%2C+LLC/26922351.html Thu, 13 Aug 2026 16:50:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+JANE+STREET+GROUP%2C+LLC/26922351.html si-local-file:///var/storage/secattach/20260813/26922351.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+JANE+STREET+GROUP%2C+LLC/26922351.html Thu, 13 Aug 2026 16:50:00 -0400 FSLR O.00647517 http://www.streetinsider.com/Hot+Comments/Mizuho+Reiterates+Outperform+Rating+on+First+Solar+%28FSLR%29/26915348.html <p>Mizuho analyst Maheep Mandloi reiterated an Outperform rating and $324.00 price target on First Solar (NASDAQ: FSLR)</p><p>The analyst comments "We hosted a group call with FSLR CFO Alex Bradley focused on the key post-Section 232 investor debates: new ASPs, timing of bookings and sources of earnings upside. Management did not quantify post-232 ASPs, but noted pricing is likely to be above recent bookings and could see higher ASP bookings in Q3, contrary to concerns that the 120-day transition period delays contracting. With U.S. capacity largely committed through 2028, near-term upside is more likely from higher Southeast Asia (SEA) capacity utilization http://www.streetinsider.com/Hot+Comments/Mizuho+Reiterates+Outperform+Rating+on+First+Solar+%28FSLR%29/26915348.html Thu, 13 Aug 2026 05:53:40 -0400 FSLR http://www.streetinsider.com/Analyst+Comments/Mizuho+Reiterates+Outperform+Rating+on+First+Solar+%28FSLR%29/26915348.html <p>Mizuho analyst Maheep Mandloi reiterated an Outperform rating and $324.00 price target on First Solar (NASDAQ: FSLR)</p><p>The analyst comments "We hosted a group call with FSLR CFO Alex Bradley focused on the key post-Section 232 investor debates: new ASPs, timing of bookings and sources of earnings upside. Management did not quantify post-232 ASPs, but noted pricing is likely to be above recent bookings and could see higher ASP bookings in Q3, contrary to concerns that the 120-day transition period delays contracting. With U.S. capacity largely committed through 2028, near-term upside is more likely from higher Southeast Asia (SEA) capacity utilization http://www.streetinsider.com/Analyst+Comments/Mizuho+Reiterates+Outperform+Rating+on+First+Solar+%28FSLR%29/26915348.html Thu, 13 Aug 2026 05:53:40 -0400 FSLR http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+11++Filed+by%3A+Dymbort+Jason+E./26914830.html si-local-file:///var/storage/secattach/20260812/26914830.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+11++Filed+by%3A+Dymbort+Jason+E./26914830.html Wed, 12 Aug 2026 19:55:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+11++Filed+by%3A+Dymbort+Jason+E./26914830.html si-local-file:///var/storage/secattach/20260812/26914830.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++FIRST+SOLAR%2C+INC.+++++++++For%3A+Aug+11++Filed+by%3A+Dymbort+Jason+E./26914830.html Wed, 12 Aug 2026 19:55:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Dymbort+Jason+E./26907259.html si-local-file:///var/storage/secattach/20260811/26907259.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Dymbort+Jason+E./26907259.html Tue, 11 Aug 2026 17:35:00 -0400 FSLR O.00647517 http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Dymbort+Jason+E./26907259.html si-local-file:///var/storage/secattach/20260811/26907259.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++FIRST+SOLAR%2C+INC.++++++++++++++++++++++Filed+by%3A+Dymbort+Jason+E./26907259.html Tue, 11 Aug 2026 17:35:00 -0400 FSLR O.00647517