First Solar, Inc. (NASDAQ:), the largest vertically integrated solar manufacturer in the United States, finds itself at a critical juncture as it navigates through market challenges and potential policy shifts. The company, known for its specialization in cadmium telluride-based solar panels, has been working to expand its production capacity and capitalize on favorable domestic policies. However, recent market developments and upcoming political events have cast a spotlight on the company’s future prospects.

Company Overview and Recent Performance

First Solar has established itself as a leader in the US solar manufacturing sector, with plans to achieve 25 gigawatts of annual nameplate capacity by 2026. The company’s primary revenue…