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Zacks Investment Ideas feature highlights First Solar and Tesla

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For Immediate Release

Chicago, IL – December 16, 2025 – Today, Zacks Investment Ideas feature highlights First Solar (FSLR - Free Report) and Tesla (TSLA - Free Report) .

First Solar's Tech Advantage Meets Exploding Solar Demand

Zacks Rank #3 (Hold) stock First Solar is the world’s largest thin-film photovoltaic (PV) solar module manufacturer. First Solar’s competitive edge in the solar industry stems from its cadmium telluride (CdTe) semiconductors technology, which release less carbon, are more efficient, and have a more rapid energy payback time.

Meanwhile, production of First Solar’s unique solar panels requires less water, material, and energy than the competition. The Arizona-based company’s technology is focused on solar power plants and commercial utility projects.

Solar Will Become the Dominant Energy Source

Tesla CEO Elon Musk, the godfather of clean energy, believes that solar will soon become the dominant energy source. Musk cites solar power advantages such as the sun’s vast and limitless power, economic viability, and scalability.

Worldwide Electricity Demand is Soaring

A recent study by the National Electrical Manufacturers Association (NEMA) suggests that U.S. electricity demand will increase 2% annually and 50% over the next 25 years. The electric vehicle revolution, robotics, and energy-hungry data centers will drive electricity growth.

With soaring energy demand, and an aging grid, many large-scale companies will need to rely on solar for their energy needs.

First Solar: Expanding Manufacturing Capacity as Demand Soars

First Solar’s latest earnings report illustrates the rapid growth in the solar industry. First Solar’s year-over-year earnings-per-share grew 46% while revenue jumped 80%. Meanwhile, Zacks Consensus Estimates suggest that the rapid, double-digit top-and-bottom line growth will continue into 2026.

To address soaring solar demand, First Solar is proactively investing in manufacturing capacity. The company projects that it will bring on line a new 3.7-gigawatt (GW) manufacturing facility in late 2026 that will help it to meet demand.

First Solar’s Groundbreaking Technology

Although First Solar already has the most advanced technology in its industry, it is expected to unveil even better technology next year. FSLR’s new CuRe technology modules enhance semiconductor performance by replacing copper with other elements, enabling greater energy output.

The FSLR Pullback is Buyable

After a robust uptrend for most of 2025, FSLR shares are retreating to the rising 10-week moving average, offering investors a low-risk buy zone.

Bottom Line

As global electricity demand accelerates and grid constraints intensify, large-scale solar is becoming a critical piece of the energy mix. First Solar’s differentiated technology gives the company momentum into 2026.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


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