Jim Cramer reiterated his cautious stance on First Solar (FSLR), urging investors to hold off on decisive moves until the company releases its next quarterly results. The call comes as market sentiment remains tepid despite a rebound in solar energy demand.
- Jim Cramer advises holding off on First Solar (FSLR) until next quarter’s earnings release.
- FSLR stock price stood at $142.30 on March 4, 2026, with a 12-month forward P/E of 22.5.
- U.S. residential solar installations rose 9% YoY in Q4 2025.
- Market volatility (VIX) at 18.7 reflects moderate investor caution.
- Expected Q4 2025 adjusted EPS for FSLR: $1.75, up 12% from 2024.
- Crude oil (CL=F) near $87 per barrel supports broader energy sector sentiment.
Jim Cramer, host of CNBC's 'Mad Money,' maintained a wait-and-see approach toward First Solar (FSLR), stating during a recent broadcast that investors should 'wait another quarter' before making significant moves. His remarks come ahead of the company’s upcoming Q4 earnings report, which is expected to offer clearer insight into its operational performance and long-term outlook amid shifting global energy dynamics. The energy sector, particularly solar, has seen fluctuating momentum in early 2026. First Solar, a leading U.S.-based solar panel manufacturer, has faced headwinds from supply chain constraints and evolving trade regulations, despite benefiting from domestic policy support. The company’s stock, trading at $142.30 as of March 4, 2026, reflects investor uncertainty, with a 12-month forward P/E ratio of 22.5—slightly above the S&P 500’s average but below historical solar sector highs. Market indicators suggest caution: the CBOE Volatility Index (VIX), currently at 18.7, reflects moderate equity market anxiety, while crude oil prices (CL=F) remain elevated near $87 per barrel, supporting energy sector resilience. However, solar-specific metrics, including U.S. residential solar installations, rose 9% year-over-year in Q4 2025, according to industry data, pointing to underlying demand strength. Investors across retail and institutional channels are monitoring FSLR closely, as its performance could signal broader trends in clean energy adoption and manufacturing competitiveness. Analysts expect FSLR to report adjusted EPS of $1.75 for Q4 2025, a 12% increase from the prior year, though guidance on 2026 capital expenditures remains vague.