Key Megatrends Remain Relevant: 3 Growth Stocks to Watch Over the Next Decade
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
0mins
Should l Buy FSLR?
Source: Marketbeat
Megatrends in Society: Megatrends are long-term shifts that significantly impact various aspects of society, with technology, particularly the internet and smartphones, being prime examples. Current megatrends include advancements in artificial intelligence, aging populations, and the demand for medical treatments.
Investment Opportunities: Companies like Eli Lilly, recognized for their leadership in GLP-1 drugs, and others in diabetes and obesity treatments are positioned to benefit from rising healthcare costs. These firms are seen as potential long-term investments for patient investors.
Clean Energy Demand: The clean energy megatrend is expected to drive significant investments in the coming decades, with companies like First Solar positioned to capitalize on the growing demand for renewable energy solutions, particularly in solar technology.
Stock Recommendations: Analysts have identified five stocks that are recommended for investment, emphasizing their potential for growth in the current market environment, despite recent volatility in the solar sector.
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Analyst Views on FSLR
Wall Street analysts forecast FSLR stock price to rise
23 Analyst Rating
18 Buy
4 Hold
1 Sell
Moderate Buy
Current: 199.420
Low
150.00
Averages
280.35
High
335.00
Current: 199.420
Low
150.00
Averages
280.35
High
335.00
About FSLR
First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Geronimo Power Launches 117 MW Solar Project in Ohio
- Project Launch: Geronimo Power has officially commenced commercial operations at its Dodson Creek Solar Project in Highland County, Ohio, delivering 117 megawatts of power and generating an estimated $49 million in direct economic benefits for the local community, thereby solidifying the company's market position in the region.
- Economic Contribution: With this project, Geronimo's total operating portfolio in Ohio has reached 675 MW, which is expected to create over $240 million in economic benefits for local and state residents throughout its operational life, demonstrating the company's profound impact on the local economy.
- Job Creation: At its peak construction phase, the Dodson Creek project employed 125 construction workers, reflecting the strong partnership between Geronimo Power and Kiewit Power Constructors Co., and contributing to local employment and economic growth.
- Tax Revenue and Charitable Commitment: Over the first 20 years, Dodson Creek is anticipated to generate approximately $21 million in new tax revenue for Highland County and its local governments, while Geronimo has pledged $585,000 to local charities, showcasing its commitment to being a good neighbor in the communities where it operates.
See More
Geronimo Power Launches Dodson Creek Solar Project in Ohio
- Project Launch: Geronimo Power has officially commenced commercial operations at the Dodson Creek Solar Project in Highland County, Ohio, delivering 117 megawatts of power and generating an estimated $49 million in direct economic benefits for the local community, thereby reinforcing the company's market position in the region.
- Economic Contribution: With this project, Geronimo's total operating capacity in Ohio reaches 675 megawatts, which is expected to create over $240 million in economic benefits for local and state residents throughout its operational life, demonstrating a significant impact on the local economy.
- Job Creation: At its peak construction phase, the Dodson Creek project employed 125 construction workers, highlighting Geronimo Power's positive role in driving local employment and economic growth, while also showcasing a strong partnership with Kiewit Power Constructors Co.
- Tax Revenue and Charitable Commitment: Over the first 20 years, Dodson Creek is anticipated to generate approximately $21 million in new tax revenue for Highland County and local districts, while Geronimo has pledged to contribute $585,000 to local charities through a dedicated fund, further exemplifying its commitment to community responsibility.
See More
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- Trump's Term Impact: During Trump's first term, TAN surged approximately 550%, while it plummeted around 70% under Biden, highlighting the significant influence of political climate on the solar sector, which investors should closely monitor for potential policy shifts.
- Technical Chart Analysis: Currently, TAN is consolidating near its 50-day moving average between $52 and $60, with momentum indicators suggesting a likely resumption of the upward trend, making it an attractive option for long-term investors.
- Future Targets: Analysts recommend going long above $50 with stop-losses just below $45, targeting a price of $60 and potentially reaching the mid-70s, indicating that rising oil prices could provide a favorable tailwind for the solar sector's growth.
See More
Energy Market Enters New Phase as Oil Prices Surge
- Oil Price Surge: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, where approximately 20% of global oil and gas supply transits through the Strait of Hormuz, raising concerns about supply stability and prompting energy markets to prioritize security.
- Strong Performance by GE Vernova: GE Vernova secured $59.3 billion in orders and reported $38.1 billion in revenue for fiscal 2025, exiting with a $65 billion equipment backlog and projecting at least $200 billion in backlog in the coming years, driven by gas power and grid infrastructure projects, indicating robust market demand.
- Service Revenue Growth: In fiscal 2025, about 45% of GE Vernova's revenue came from services, with an $85 billion services backlog, enhancing the company's earnings visibility even amid macroeconomic uncertainties, underscoring its critical role in the global power market.
- Challenges for First Solar: First Solar reported $5.2 billion in revenue and 17.5 gigawatts in module shipments for fiscal 2025, but its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting contract terminations and a more uncertain demand environment, highlighting vulnerability during market volatility.
See More
Energy Markets Shift Towards Security and Reliability Amid Price Surge
- Oil Price Surge Impact: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, affecting approximately 20% of global oil and gas supply, which has led energy markets to prioritize supply stability and security over cost considerations.
- Strong Performance by GE Vernova: In fiscal 2025, GE Vernova reported total orders of $59.3 billion and revenue of $38.1 billion, with an equipment backlog of $65 billion, and it anticipates reaching at least $200 billion in backlog in the coming years, highlighting its robust position in the power infrastructure sector.
- Significant Service Revenue Growth: Approximately 45% of GE Vernova's revenue in fiscal 2025 came from services, with a services backlog of about $85 billion, indicating strong earnings visibility even in uncertain macroeconomic conditions, thereby reinforcing its competitive edge in the market.
- Challenges for First Solar: Although First Solar achieved $5.2 billion in revenue and 17.5 gigawatts in module shipments in fiscal 2025, its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting market demand uncertainty and sensitivity to financing conditions, revealing vulnerabilities in the current market environment.
See More
Surge in Options Trading Volume for Coinbase and AXIS Capital
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- High-Frequency Contracts: Notably, the $202.50 strike call option expiring on April 2, 2026, has seen 6,983 contracts traded today, representing around 698,300 underlying shares of COIN, suggesting bullish sentiment among investors at this price level.
- AXIS Options Activity: AXIS Capital Holdings Ltd experienced options trading volume of 3,765 contracts, translating to approximately 376,500 shares, which is about 70.9% of its average daily trading volume over the past month, reflecting investor interest in its stock.
- AXIS High-Frequency Contracts: The $110 strike call option expiring on April 17, 2026, has seen 3,741 contracts traded today, representing approximately 374,100 shares of AXS, indicating optimistic expectations for AXIS's future performance.
See More
Geronimo Power Launches 117 MW Solar Project in Ohio
- Project Launch: Geronimo Power has officially commenced commercial operations at its Dodson Creek Solar Project in Highland County, Ohio, delivering 117 megawatts of power and generating an estimated $49 million in direct economic benefits for the local community, thereby solidifying the company's market position in the region.
- Economic Contribution: With this project, Geronimo's total operating portfolio in Ohio has reached 675 MW, which is expected to create over $240 million in economic benefits for local and state residents throughout its operational life, demonstrating the company's profound impact on the local economy.
- Job Creation: At its peak construction phase, the Dodson Creek project employed 125 construction workers, reflecting the strong partnership between Geronimo Power and Kiewit Power Constructors Co., and contributing to local employment and economic growth.
- Tax Revenue and Charitable Commitment: Over the first 20 years, Dodson Creek is anticipated to generate approximately $21 million in new tax revenue for Highland County and its local governments, while Geronimo has pledged $585,000 to local charities, showcasing its commitment to being a good neighbor in the communities where it operates.
See More
Geronimo Power Launches Dodson Creek Solar Project in Ohio
- Project Launch: Geronimo Power has officially commenced commercial operations at the Dodson Creek Solar Project in Highland County, Ohio, delivering 117 megawatts of power and generating an estimated $49 million in direct economic benefits for the local community, thereby reinforcing the company's market position in the region.
- Economic Contribution: With this project, Geronimo's total operating capacity in Ohio reaches 675 megawatts, which is expected to create over $240 million in economic benefits for local and state residents throughout its operational life, demonstrating a significant impact on the local economy.
- Job Creation: At its peak construction phase, the Dodson Creek project employed 125 construction workers, highlighting Geronimo Power's positive role in driving local employment and economic growth, while also showcasing a strong partnership with Kiewit Power Constructors Co.
- Tax Revenue and Charitable Commitment: Over the first 20 years, Dodson Creek is anticipated to generate approximately $21 million in new tax revenue for Highland County and local districts, while Geronimo has pledged to contribute $585,000 to local charities through a dedicated fund, further exemplifying its commitment to community responsibility.
See More
Invesco Solar ETF Shows Strong Performance Amid Political Noise
- Year-to-Date Performance: The Invesco Solar ETF (TAN) has risen 16% year-to-date and 62% since President Trump's inauguration, indicating strong investor interest in alternative energy despite political fluctuations, reflecting ongoing market focus on green energy.
- Trump's Term Impact: During Trump's first term, TAN surged approximately 550%, while it plummeted around 70% under Biden, highlighting the significant influence of political climate on the solar sector, which investors should closely monitor for potential policy shifts.
- Technical Chart Analysis: Currently, TAN is consolidating near its 50-day moving average between $52 and $60, with momentum indicators suggesting a likely resumption of the upward trend, making it an attractive option for long-term investors.
- Future Targets: Analysts recommend going long above $50 with stop-losses just below $45, targeting a price of $60 and potentially reaching the mid-70s, indicating that rising oil prices could provide a favorable tailwind for the solar sector's growth.
See More
Energy Market Enters New Phase as Oil Prices Surge
- Oil Price Surge: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, where approximately 20% of global oil and gas supply transits through the Strait of Hormuz, raising concerns about supply stability and prompting energy markets to prioritize security.
- Strong Performance by GE Vernova: GE Vernova secured $59.3 billion in orders and reported $38.1 billion in revenue for fiscal 2025, exiting with a $65 billion equipment backlog and projecting at least $200 billion in backlog in the coming years, driven by gas power and grid infrastructure projects, indicating robust market demand.
- Service Revenue Growth: In fiscal 2025, about 45% of GE Vernova's revenue came from services, with an $85 billion services backlog, enhancing the company's earnings visibility even amid macroeconomic uncertainties, underscoring its critical role in the global power market.
- Challenges for First Solar: First Solar reported $5.2 billion in revenue and 17.5 gigawatts in module shipments for fiscal 2025, but its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting contract terminations and a more uncertain demand environment, highlighting vulnerability during market volatility.
See More
Energy Markets Shift Towards Security and Reliability Amid Price Surge
- Oil Price Surge Impact: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, affecting approximately 20% of global oil and gas supply, which has led energy markets to prioritize supply stability and security over cost considerations.
- Strong Performance by GE Vernova: In fiscal 2025, GE Vernova reported total orders of $59.3 billion and revenue of $38.1 billion, with an equipment backlog of $65 billion, and it anticipates reaching at least $200 billion in backlog in the coming years, highlighting its robust position in the power infrastructure sector.
- Significant Service Revenue Growth: Approximately 45% of GE Vernova's revenue in fiscal 2025 came from services, with a services backlog of about $85 billion, indicating strong earnings visibility even in uncertain macroeconomic conditions, thereby reinforcing its competitive edge in the market.
- Challenges for First Solar: Although First Solar achieved $5.2 billion in revenue and 17.5 gigawatts in module shipments in fiscal 2025, its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting market demand uncertainty and sensitivity to financing conditions, revealing vulnerabilities in the current market environment.
See More
Surge in Options Trading Volume for Coinbase and AXIS Capital
- Coinbase Options Volume: Coinbase Global Inc saw options trading volume of 115,512 contracts, equating to approximately 11.6 million shares, which represents about 89.9% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High-Frequency Contracts: Notably, the $202.50 strike call option expiring on April 2, 2026, has seen 6,983 contracts traded today, representing around 698,300 underlying shares of COIN, suggesting bullish sentiment among investors at this price level.
- AXIS Options Activity: AXIS Capital Holdings Ltd experienced options trading volume of 3,765 contracts, translating to approximately 376,500 shares, which is about 70.9% of its average daily trading volume over the past month, reflecting investor interest in its stock.
- AXIS High-Frequency Contracts: The $110 strike call option expiring on April 17, 2026, has seen 3,741 contracts traded today, representing approximately 374,100 shares of AXS, indicating optimistic expectations for AXIS's future performance.
See More
