Solar Energy
First Solar shares rebound as analysts dismiss Tesla solar competition
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Shares of First Solar rose 1% on Friday following a sharp decline, as major Wall Street firms downplayed the threat from Tesla's ambitious solar manufacturing plans. Elon Musk announced targets for 100 gigawatts of annual production, but analysts cited supply constraints and First Solar's advantages as mitigating factors. While one firm downgraded the stock, overall sentiment remained positive.
Walt Disney World announced that its solar installations across Florida can now meet 100% of the resort's daytime power needs on a sunny day. The milestone includes a new 74,500-kilowatt facility in Levy County. This covers all four theme parks, two water parks, hotels, and other operations.
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The U.S. federal residential solar tax credit ended on December 31, 2025, altering the economics for homeowners considering rooftop solar. While panel prices hit near-historic lows and technology improves, state incentives now play a larger role. Businesses can still claim a commercial credit for leased systems.
During Tesla's Q3 2025 earnings call, Vice President of Energy Engineering Michael Snyder announced the start of production for a new residential solar panel at the company's Buffalo, New York facility. Shipments to customers are set to begin in the first quarter of 2026. The announcement has sparked speculation about a potential revival of Tesla's Solar Roof program, which has faced slow growth since its 2016 unveiling.
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Tesla has started manufacturing its own residential solar panel at Gigafactory New York in Buffalo, with first deliveries set for the first quarter of 2026. The move comes amid a revival of the company's solar business, spurred by surging demand from impending policy changes. Company executives highlighted the panel's advanced aesthetics and shade performance during a recent earnings call.