The Motley Fool
22 Jun 2026, 05:00 UTC · 2h ago
Is First Solar Dirt Cheap Amid the AI Boom?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
22 Jun 2026, 05:00 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
First Solar has a contracted backlog of 47.9 gigawatts, representing $14.4 billion in revenue through 2030. — High-visibility, long-term guaranteed revenue provides a strong floor for valuation and predictable growth.
+0.80First Solar's Q1 net sales rose 24% year-over-year to $1.04 billion, driven by AI-related demand for modules. — Directly links the company's growth to the high-momentum AI infrastructure build-out.
+0.60The company's net margins reached 33% in Q1, coinciding with a low PEG ratio of 0.67. — Strong profitability combined with a low growth-adjusted valuation suggests the stock is fundamentally undervalued.
+0.50Continue reading
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First Solar achieved record sales in India during Q1, selling approximately 1 gigawatt of energy. — Indicates successful geographic diversification and penetration into high-growth emerging markets.
Which stocks this story touches
Strong Q1 results, significant revenue growth fueled by AI demand, and a massive contracted backlog through 2030.
Described as remaining unprofitable with a very high projected forward P/E ratio.
Mentioned as having a high P/E ratio despite posting year-over-year revenue declines.
[mutual] The article compares First Solar's valuation and performance against its peer, Enphase Energy.
[mutual] The article compares First Solar's valuation and profitability against its peer, SolarEdge.
[a_to_b] The text suggests SpaceX will need solar panels for AI data centers and that First Solar fits that objective.
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