Jun. 20, 2025 4:44 PM ETFirst Solar, Inc. (FSLR) StockFSLROliver Rodzianko4.24K Followers(11min)The potential policy headwinds from the OBBBA related to solar power are real in the long term, but ironically they could boost near-term returns and allow First Solar to dominate.I'm not naïve about the fact that there will be a cyclical downturn eventually, but I'm eyeing up a $290 price within the next 12 months. At $250, I'll reassess.Solar power is going to rise in cycles. It's the most important energy asset of the modern age, and First Solar will be front and center in the U.S.chrisdorney/iStock via Getty ImagesSince my last First Solar (NASDAQ:FSLR) analysis, the stock has lost 4.5% in price.I feel compelled to write this analysis because of potential policy changes in the "Big Beautiful Bill," also known as the OBBBA, which isThis article was written byOliver Rodzianko4.24K FollowersOliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment management firm launched in May 2025, dedicated to becoming a globally recognized, actively managed fund. Invictus Origin is developing innovative portfolio strategies, notably through its flagship Nasdaq High-Alpha Black Swan Portfolio, strategically designed to sustainably outperform the Nasdaq-100. Distinctively, this portfolio maintains approximately 20% in strategic cash reserves, providing robust downside protection and exceptional flexibility during significant market disruptions. Oliver brings extensive experience as a macro-focused investment analyst specializing in public equities. His disciplined approach emphasizes fundamental valuation, long-term market cycles, and sector expertise in technology, semiconductors, artificial intelligence, and energy. His investment process integrates U.S. market specialization with comprehensive international market awareness.Oliver has built a strong reputation as an Investment Analyst for leading platforms including Seeking Alpha, TipRanks, and GuruFocus, consistently providing high-level, actionable insights to a broad audience of sophisticated investors, including several industry-leading public figures who engage with his work regularly. His research and portfolio management capabilities are firmly on track to consistently deliver durable outperformance, capturing asymmetric upside by strategically navigating market dislocations and intrinsic value cycles. As CEO of Invictus Origin, Oliver leverages this expertise to establish a firm characterized by resilience, performance, and disciplined capital stewardship, further supported by the ongoing development of a complementary family office structure dedicated to lower-volatility capital preservation.Analyst’s Disclosure:I/we have a beneficial long position in the shares of FSLR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments