A Look At First Solar (FSLR) Valuation After Backlog Extension And Power Demand Tailwinds

NodeGuardian · 2026-02-12T02:35:06+00:00

First Solar (FSLR) is attracting investors with robust revenue growth, a substantial backlog through 2030, and positive cash flow. While it's seen as overvalued by some, its own valuation suggests a significant discount, prompting a careful analysis of market trends in electrification.

NodeGuardian

2026-02-12 02:35:06

Abstract generation in progress

First Solar (FSLR) is gaining investor attention due to an extended contracted backlog through 2030, strong annual revenue growth, and positive free cash flow, alongside increasing U.S. electricity demand. While Simply Wall St’s leading narrative suggests FSLR is 46% overvalued with a fair value of $155.98, the company’s own DCF model indicates the shares are trading at a 27.6% discount, with a future cash flow value of $314.65. The article encourages investors to analyze both perspectives and consider broader market trends in electrification.

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