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Residential Solar Collapse vs First Solar Surge | Durham News
The U.S. solar market is fracturing: over 100 residential installers have collapsed since 2023 due to costly financing, expiring tax credits, and state policies slashing rooftop solar value—leaving 1.3 million homeowners stranded. Meanwhile, First Solar thrives, untouched by these woes thanks to its utility-scale focus, domestic manufacturing (avoiding tariffs), and massive backlog from tech giants building data centers. Despite strong fundamentals and soaring demand, its stock lags amid sector-wide pessimism, tariff fears, and shareholder lawsuits—though investors should watch for risks tied…
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