Jefferies Cuts First Solar Price Target Amid Logistics Inflation Concerns

Jefferies has lowered its price target for First Solar (FSLR). The new target falls below the previous forecast, reflecting the impact of logistics inflation on the company’s near‑term profit margins. Logistics inflation, driven by rising raw‑material and shipping costs, has increased First Solar’s production and delivery expenses, tightening its profit margin. Analysts note that supply‑chain cost pressures are challenging the company’s operational efficiency. Jefferies analysts maintain that First Solar retains long‑term growth potential and competitive advantage, but expect short‑term margin weakness. Investors are advised to consider their risk tolerance and closely monitor the company’s strategies for managing cost pressures. First Solar’s share price has responded to Jefferies’ revised target, and analysts continue to watch the firm’s efforts to alleviate cost pressures and optimize its supply chain. This is not investment advice.