Smart Money Traders Creep Back into First Solar (FSLR)—And the Math Justifies It

On the surface, the situation doesn’t look particularly grand for First Solar (FSLR), a leading global provider of photovoltaic (PV) solar energy solutions. Thanks to the complications and retaliatory impact of President Donald Trump’s tariffs, First Solar CEO Mark Widmar cited a “significant economic headwind” tied to the company’s manufacturing facilities in India, Malaysia and Vietnam selling into the U.S. market.

That comment, made during the solar specialist’s first-quarter earnings call, reflected deepening worries regarding the White House’s trade policies. “There's a lot of strategies that we could do once we understand the policy environment and the tariff environment that we're going to be in, but I don't know any of that right now,” added Widmar.