Jul. 19 at 5:36 PM
$FSLR $TAN section 45x ruling coming out next month.
From the article:
CEO Mark Widmar framed the quarter succinctly: "We delivered a strong start to 2026, with record first-quarter revenue, record sales in India, meaningful margin expansion, and Adjusted EBITDA above the top end of our first quarter preview range." The bull case rests on three legs: a domestic manufacturing moat, independence from Chinese crystalline silicon supply chains and Section 45X tax credit monetization worth
$2.10 billion to
$2.19 billion in 2026.
Risk to watch: Underutilization costs of
$115 million to
$155 million in 2026 and the Section 45X phase-out between 2030 and 2033. Q2 earnings drop after the close on July 29, 2026. https://finance.yahoo.com/energy/articles/3-green-energy-stocks-buy-123034991.html