Earnings PotentialFSLR is a winner under the IRA in terms of increasing earnings power and increasing visibility as developers race to secure domestic solar modules with FSLR the only significant U.S. producer today.
Legislative ImpactThere is bipartisan support for efforts to onshore solar manufacturing, which could favorably impact FSLR given its investments and job creation.
Market PositionFSLR is positioned to benefit from strict Chinese-import restrictions, which limits foreign competition and enhances its market position.