First Solar Inc. FSLR reported downbeat first-quarter earnings on Wednesday. While the stock came under pressure after the company reduced its 2025 guidance, it is likely to "materially outperform its peers," according to GLJ Research.The First Solar Thesis: Analyst Gordon Johnson upgrades the rating from Hold to Buy while raising the price target to $172.37.The First Solar Thesis: Management lowered their 2025E revenue from$5.3-$5.8 billion to$4.5-$5.5 billion and adjusted earnings to$12.50-$17.50 per s ...