First Solar leads big solar sector drop as high borrowing costs threaten project financing

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First Solar leads big solar sector drop as high borrowing costs threaten project financing

Sep 24, 2026, 6:57 PM ETFirst Solar, Inc. (FSLR) Stock, TANPBW, CSIQ, ERTH, QCLN, SMOG, PBD, FAN, ICLN, ENPH, HASI, SEDG, RUN, CWEN, CNRG, ACES, ARRY, EOSE, SHLS, FLNC, NXT, ENLTBy : Carl Surran, SA News Editor

Solar stocks fell sharply on Thursday, led by First Solar's (FSLR) 10.3% plunge to a new 52-week low, as high borrowing costs add pressure to an industry that depends heavily on project financing.

Losses among solar stocks were broad, including Enphase

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Rising Treasury yields increase borrowing costs, leading to broad declines in solar stock prices due to the industry's reliance on project financing.

The solar industry faces higher borrowing costs and tougher financing conditions as long-dated Treasury yields climb, making it harder for cash-intensive solar projects to secure affordable capital.

Uncertainty around legislative permitting reform and the risk of withdrawn offers from the Trump administration may delay or stall new wind and solar projects.

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