First Solar (FSLR) Faces 15% Tariff And Inventory Glut As Solar Pricing Stays Tight

First Solar (NasdaqGS:FSLR) is facing sustained pricing pressure as elevated US solar panel inventories weigh on new orders in 2026. Project starts for utility scale solar installations in the US have slowed, leaving developers with unused panel stock on hand. A newly imposed 15% US tariff on polysilicon derivatives used in panel manufacturing is adding cost pressure on imported inputs. Fresh regulations aimed at preventing stockpiling of solar components are complicating First Solar's...