Jim Cramer Recently Looked At These 16 Stocks

13. First Solar, Inc. (NASDAQ:FSLR)

Number of Hedge Fund Holders: 67

First Solar, Inc. (NASDAQ:FSLR) is one of the stocks Jim Cramer recently looked at. When a caller mentioned that they had success with the stock but purchased shares on margin at $275 on Monday, Cramer commented:

“Oh, wow. No, we don’t want that. You don’t live in, you know, you can do a loan for a house, you can live in it… But First Solar is not good enough to be, it’s 16 times earnings, but and I like the company very much, but no. You’re going to have to take, you got, you have to cut your losses. I will not, I can’t tolerate…buying on…  margin.”

First Solar, Inc. (NASDAQ:FSLR) specializes in making advanced thin-film solar modules that provide a cleaner and more sustainable alternative to traditional silicon panels. Ariel Investments stated the following regarding First Solar, Inc. (NASDAQ:FSLR) in its third quarter 2025 investor letter:

“First Solar, Inc. (NASDAQ:FSLR), a U.S.-based company that makes solar panels and the technology behind them, was the top contributor this quarter following an earnings beat and upward revision in full year guidance. July bookings suggest the company is regaining pricing power, while the Commerce Department’s Section 232 investigation into polysilicon could offer policy support that boosts pricing. Additionally, First Solar is nearing a strategic move to combine international front-end processing with domestic back-end assembly, which could enhance margins. As developers gain clarity on the safe harbor rules related to the One Big Beautiful Bill Act in the coming weeks, we expect FSLR’s contract activity to accelerate, especially as customers rush to lock in capacity and qualify for subsidies before they expire.”