What Happened?

A number of stocks jumped in the morning session after markets rebounded, driven by stabilizing oil prices and reports that President Trump was considering an end to the military conflict in Iran. 

According to The Wall Street Journal, the president communicated to aides his willingness to de-escalate military hostilities, even if the strategically important Strait of Hormuz remained partially closed. This news helped soothe investor concerns about a prolonged conflict and its potential to spike energy costs, which can impact industrial operations and consumer spending. The positive shift in sentiment was reflected across major indexes, with the S&P 500 jumping over 1% as oil prices retreated from their recent highs.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Vehicle Parts Distributors company FTAI Aviation (NASDAQ: FTAI) jumped 4%. Is now the time to buy FTAI Aviation? Access our full analysis report here, it’s free.
• Inspection Instruments company Keysight (NYSE: KEYS) jumped 3.1%. Is now the time to buy Keysight? Access our full analysis report here, it’s free.
• Renewable Energy company First Solar (NASDAQ: FSLR) jumped 4%. Is now the time to buy First Solar? Access our full analysis report here, it’s free.
• Electrical Systems company Powell (NASDAQ: POWL) jumped 3.9%. Is now the time to buy Powell? Access our full analysis report here, it’s free.
• Home Construction Materials company Builders FirstSource (NYSE: BLDR) jumped 3.1%. Is now the time to buy Builders FirstSource? Access our full analysis report here, it’s free.

Zooming In On First Solar (FSLR)

First Solar’s shares are extremely volatile and have had 36 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 11 days ago when the stock dropped 3.3% on the news that geopolitical tensions in the Middle East raised concerns over higher inflation and a potential economic slowdown. 

The conflict, involving the U.S., Israel, and Iran, caused a surge in energy prices, directly impacting industrial and materials companies by increasing costs for transportation, logistics, and manufacturing. Investors were concerned that sustained high oil prices could put further pressure on inflation, complicating the economic outlook. The broader market sentiment turned negative, with Wall Street heading for a fourth consecutive weekly loss as investors weighed these geopolitical risks. This environment is particularly challenging for cyclical sectors like industrials, which are sensitive to changes in global economic demand and input costs.

First Solar is down 29.9% since the beginning of the year, and at $192.40 per share, it is trading 32.4% below its 52-week high of $284.59 from December 2025. Despite the year-to-date decline, investors who bought $1,000 worth of First Solar’s shares 5 years ago would now be looking at an investment worth $2,204.

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