Sep. 13 at 4:32 PM
$FSLR First Solar raised its 2025 sales forecast to
$4.9–
$5.7 billion, up from
$4.5–
$5.5 billion, crediting tariffs on imported panels from India, Indonesia, Laos, & others. Analysts are playing along: JPMorgan slapped on a “top pick” label ahead of the RE+ conference, while UBS bumped its price target, citing policy clarity around tax credits & the usual “tailwinds” language that fills renewable research notes.
#RKT Rocket Companies bought Redfin, which means collaging real estate traffic with an equally interest-rate-sensitive mortgage business. BofA upgraded, hiking the target from
$21 to
$24. The case is simple: falling rates ignite both purchase & refinance volumes. Mr. Cooper merger comes with the promise of half a billion in “synergies.”
