Assessing First Solar (FSLR) Valuation After Intersect Power And AI Data Center Momentum
First Solar (FSLR) is gaining attention due to a partnership with Intersect Power, utilizing its thin-film modules for large-scale solar projects supporting AI data centers. While the company has seen strong share price momentum and its valuation is close to analyst price targets, a discounted cash flow model suggests it may still be undervalued. The core question for investors is whether current prices fully reflect future growth and the potential impact of policy shifts or contract disputes.
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