Feb. 20 at 8:19 PM
$FSLR Now even with Trump’s additional 10% announcement this will be a slight net positive for First Solar.
Temporary 10% global tariff adds short-term costs to First Solar’s imports from India, Malaysia, Vietnam for ~5 months, but lower than pre-ruling 18-20% reciprocal rates.  No AD/CVD applies to thin-film panels.  Stock surged 5.1% post-ruling; no confirmed dip post-announcement.  Overall positive vs. week ago: reduced ongoing tariffs, litigation for refunds (2-5 years), though future hikes possible via Section 232/301.