First Solar, Inc. (FSLR) Is Benefiting From Domestic Production, Says Jim Cramer

We recently published 12 Stocks Jim Cramer Recently Talked About In His “Idea-Driven” Market. First Solar, Inc. (NASDAQ:FSLR) is one of the stocks Jim Cramer recently discussed.

First Solar, Inc. (NASDAQ:FSLR) is an American solar energy company that makes and sells solar panels. The firm’s shares have experienced significant volatility in 2025 and are flat year-to-date. First Solar, Inc. (NASDAQ:FSLR)’s stock gained an unbelievable 52% in May after a House panel surprised investors and left a lot of tax credits in place for solar energy. However, the shares sank by 18% in June after a Senate committee proposed ending credits for solar firms in 2028. Yet, the shares have gained 29% since late June, which Cramer believes might be influenced due to the firm’s domestic manufacturing exposure:

“First Solar, which was up a lot yesterday because they make it here.”

A solar panel farm with an orange sky illuminating the vast landscape.

The CNBC TV host had last discussed First Solar, Inc. (NASDAQ:FSLR) in January. Here’s what he said:

“It is a very inexpensive stock. I’m telling you, I’m still reeling from the fact that NXT, Nextracker… actually reported an upside surprise tonight. And… when I look into that and it says that it’s good for solar, I will tell people who belong to the Charitable Trust, to CNBC Investing Club, whether it’s time to get a little more aggressive on solar.”

While we acknowledge the potential of FSLR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.