First Solar Price Target Cut by Jefferies as Logistics Inflation Threatens Near-Term Margins

3 days ago 1

David Moadel

Tue, April 7, 2026 astatine 8:39 AM CDT 5 min read

First Solar (FSLR) had its terms people chopped to $187 from $205 by Jefferies connected concerns that logistics ostentation from the Middle East struggle volition compress margins successful 2026, compounded by $115M-$155M successful underutilization costs and $110M-$120M successful accumulation start-up expenses already embedded successful guidance.
Logistics costs tied to geopolitical struggle are pressuring star manufacturers industry-wide, and First Solar’s home manufacturing vantage isn’t afloat insulating the institution from these inflationary headwinds.
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First Solar (NASDAQ:FSLR) is drafting caller scrutiny aft Jefferies expert Julien Dumoulin-Smith trimmed his terms people connected the star module maker, citing a interest that's casual to place until it hits the income statement. Jefferies lowered its terms people connected First Solar banal to $187 from $205 portion keeping a Hold standing connected the shares. That's a meaningful reset for a banal already nether pressure.

The steadfast progressively flags concerns astir inflationary logistics costs permeating done the manufacture owed to the Middle East conflict, perchance impacting near-term margins. Jefferies besides lowered its presumption of First Solar's borderline illustration for fiscal twelvemonth 2026. For investors watching this name, the existent question is whether the near-term symptom has been afloat priced in.

First Solar banal is down 26% year-to-date, trading astatine $193, which puts shares supra the caller Jefferies target. That spread matters, and we'll explicate wherefore below.

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Ticker

Company

Firm

Action

Old Rating

New Rating

Old Target

New Target

FSLR	First Solar	Jefferies	Price Target Cut	Hold	Hold	$205	$187

Dumoulin-Smith's halfway interest is logistics ostentation tied to the Middle East conflict, which helium sees filtering done the star proviso concatenation and pressuring margins industry-wide. First Solar isn't immune, and that's the constituent Jefferies is making with this cut.

The timing connects straight to what absorption already telegraphed. First Solar's 2026 guidance already embeds $115 cardinal to $155 cardinal successful underutilization costs and $110 cardinal to $120 cardinal successful accumulation start-up expenses. Layering logistics ostentation connected apical of that outgo stack is what's compressing Jefferies' borderline outlook for the year.

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