First Solar (FSLR) Announces Ownership of TOPCon Technology Patents, Undertakes Infringement Investigation

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Go back to First Solar (FSLR) Announces Ownership of TOPCon Technology Patents, Undertakes Infringement Investigation

This stock is a potential beneficiary in the event of a Trump administration

July 23, 2024 4:00 PM UTC

Analysts at Morgan Stanley named one solar stock that they see emerging as a potential beneficiary if Donald Trump returns to the White House.

Despite First Solar's (NASDAQ: FSLR) recent decline, falling 12% since the first presidential debate and 27% from its peak, Morgan Stanley believes concerns about the Inflation Reduction Act (IRA) repeal are exaggerated.

"Election implications on renewable energy have been a key focus," notes Morgan Stanley, particularly as expectations of a Trump... More