First Solar is one of the best positioned companies in the technological space specific to President Donald Trump's prices, according to Morgan Stanley. First Solar will have short-term exposure to Trump taxes on imports, but the company “is a key beneficiary of long-term prices” because a large part of its solar panel manufacturing capacity is located in the United States, analyst Andrew Percoco told his customers in a note on Monday. About 50% of the capacity of the first solar is located in Malaysia, Vietnam and India, with the rest in the United States, said Percoco. According to the analyst, the company has around 500 million to $ 600 million in pricing exposure from its three factories in these countries. FSLR 6M Mountain First Solar Shares in the past six months, but First Solar has increased its interior manufacturing capacity with 93% of the company's revenues from the United States, it could start to benefit from the rise in the sale prices of solar modules in the United States due to prices from 2027, said Percoco. This could increase from 10% to 15% of Morgan Stanley's basic scenario for the company, according to the analyst. The first solar stock has been stable since Trump announced his prices last Wednesday. The shares have dropped by around 26% so far this year, but was negotiating 3% in Tuesday's trade. Get your Pro Live ticket join us on the New York Stock Exchange! Uncertain markets? Win an advantage with CNBC Pro Live, an exclusive and inaugural event on the historic New York Stock Exchange. In today's dynamic financial landscape, access to expert information is essential. As a CNBC Pro Auto, we invite you to join us for our first exclusive event and in person CNBC Pro Live in the emblematic NYSE on Thursday, June 12. Join the professional interactive clinics led by our Pros Carter Worth, Dan Niles and Dan Ives, with a special edition of Pro Talks with Tom Lee. You will also have the opportunity to network with CNBC experts, talents and other professional subscribers for an hour of exciting cocktail on the legendary soil. Tickets are limited!
This solar stock is “key beneficiary of long -term prices”: Morgan Stanley
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