BUZZ-First Solar rises on higher Q4 profit, 2025 sales forecast

U.S. solar panel maker First Solar's FSLR.O shares up 2.8% at $151.55 premarket

Co on Tuesday reported Q4 net income of $393 million, up ~13% from a year earlier

FSLR expects 2025 sales between $5.3 billion and $5.8 billion, compared with est. of $5.50 billion - LSEG data

However, J.P. Morgan cuts PT to $268 from $282; new PT is 81% upside to stock's last close

"Given the U.S. business is fully contracted through full-year 2026 and company's leading domestic manufacturing position, we continue to believe that FSLR is relatively best positioned amongst our solar coverage," brokerage says

RBC Capital Markets lowers PT to $251 from $280; new PT is 70% upside to stock's last close

"Q4 results and 2025 guide disappoints due to a series of headwinds... these could be transitory impacts... timing for a resolution is uncertain due to limited visibility into policy, which is impacting the FSLR's ability to efficiently manage its operations," brokerage says

Up to last close, shares down 16.3% YTD