First Solar, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +55

First Solar (FSLR) Sold Off After the Tariffs. It’s the Solar Stock Built to Benefit From Them

Earnings report Tariffs AI-generated analysis

First Solar (FSLR) shares faced selling pressure following the US announcement of Section 232 solar tariffs on August 6, 2026. The new regulations impose a $0.38-per-watt minimum import price on finished modules and a 15% tariff on certain polysilicon derivatives, effective December 4. Despite the...

Bullish Signals

  • Largest domestic manufacturer with unique cadmium-telluride process avoiding polysilicon.
  • Q2 EPS hit $3.92 vs $2.84 estimate with 57% gross margins.
  • Holds $13.6B backlog of 45.1 GW through 2030 ensuring visibility.
  • BMO upgraded to Outperform with $263 target citing structural advantage.
  • Tariffs boost US module prices enhancing pricing power on new bookings.

Bearish Signals

  • Shares trade 36% below high at ~12x earnings.
  • Malaysia/Vietnam plants underutilized with $115–$135M costs.
  • Margins expected to bottom through 2027.
  • Litigation and policy shifts drove 36% valuation drop.
  • Hedge fund holdings dropped slightly to 64 in Q2.
2
Bullish +65

First Solar: 3 Key Takeaways for Long-Term Investors

Capacity expansion Financial outlook Production update AI-generated analysis

On its third-quarter 2026 earnings call held on October 29, First Solar (NASDAQ:FSLR) reported net sales of $1.2 billion. Management highlighted a strategic shift from broad multiyear framework contracts to project-specific agreements, a move designed to reduce inventory storage costs and lock in higher average...

Bullish Signals

  • Q3 2026 net sales reached $1.2 billion.
  • Project-specific contracts lock in higher ASPs.
  • Fully integrated structure benefits from Section 232 rules.
  • 44-GW backlog secured through 2030 ensures stability.
  • Strong balance sheet supports investment and returns.

Bearish Signals

  • May shut Malaysia plant by H1 2027 if trade conditions fail.
  • Faces regulatory uncertainty on foreign entity rules affecting tax credits.
3
Bullish +65

First Solar Climbs 4% as Truist Buy Call and December Tariff Floor Reset Panel Pricing Outlook; Enphase Energy and Sunrun Hold Flat

Analyst upgrade Tariffs AI-generated analysis

First Solar (FSLR) shares rose 4% to $186.21 following a Truist Securities upgrade to Buy with a $270 price target and the implementation of a Section 232 tariff floor on imported crystalline silicon modules. The Department of Commerce established a minimum import price plus tariffs...

Bullish Signals

  • Truist upgraded to Buy with $270 target citing stronger pricing.
  • 44 cents/watt tariff floor protects pricing power against rivals.
  • Analyst lifted ASP, revenue, and EBITDA forecasts for decade end.
  • Domestic fleet capacity strengthens multi-year contract negotiation hand.

Bearish Signals

  • Tariff benefits delayed as backlog locks near-term pricing.
  • Revenue impact lags tariff policy implementation timing.
4
Bullish +65

First Solar Climbs 5% on Bullish Wells Fargo Note, SolarEdge Jumps 8%, Canadian Solar Gains 7%, Enphase Rises 5%

AI-generated analysis

First Solar (FSLR) shares rose 5% to $236.52 following a bullish note from Wells Fargo analyst Praneeth Satish, who raised the price target to $320 from $255 while maintaining an Overweight rating. The sector rallied broadly with peers like SolarEdge, Canadian Solar, and Enphase Energy...

Bullish Signals

  • Price target raised to $320 with Overweight rating.
  • Q1 2026 EPS of $3.22 and revenue beat estimates.
  • Full-year net sales guidance reaffirmed at $4.9B-$5.2B.
  • 47.9 GW contracted backlog ensures structural stability.

Bearish Signals

  • Bernstein Underperform rating with $217 price target.
  • Section 232 investigation outcome remains uncertain.
  • Favorable ruling may already be priced in peers.
  • Shares down 9% year-to-date despite recent rally.
  • High-beta stock tied to binary policy outcomes.
5
Bullish +60

First Solar Climbs 5% on Bullish Wells Fargo Note, SolarEdge Jumps 8%, Canadian Solar Gains 7%, Enphase Rises 5%

AI-generated analysis

First Solar (FSLR) shares rose 5% to $236.52 following a bullish note from Wells Fargo analyst Praneeth Satish, who raised the price target to $320 from $255 while maintaining an Overweight rating. The sector rallied broadly with peers like SolarEdge, Canadian Solar, and Enphase Energy...

Bullish Signals

  • Wells Fargo price target raised to $320, matching 52-week high.
  • Q1 2026 earnings beat with EPS of $3.22 and revenue of $1.04B.
  • Full-year guidance reaffirmed at $4.9B-$5.2B for future revenue clarity.
  • 47.9 GW backlog offers independence from volatile Chinese supply chains.

Bearish Signals

  • Bernstein Underperform rating with $217 target.
  • Heavy reliance on government tax credits.
  • High sensitivity to policy outcomes and Section 232.
  • Down 9% YTD, lagging peers like SolarEdge.
  • IRA Section 45X benefit cuts both ways.
6
Bullish +65

First Solar (FSLR) Has a Contracted U.S. Manufacturing Moat Bigger Than the Commodity-Solar Label - AlphaStreet

AI-generated analysis

First Solar (FSLR) distinguishes itself from commodity solar peers through a contracted U.S. manufacturing moat, differentiated thin-film technology, and independence from Chinese supply chains. The company reported first-quarter 2026 net sales of $1.04 billion, a 24% year-over-year increase, with net income reaching $347 million or...

Bullish Signals

  • Net sales rose 24% YoY to $1.04B in Q1 2026.
  • Secured 47.9 GW contracted backlog for long-term revenue visibility.
  • Held robust $2.4B gross cash balance at end of Q1.
  • Differentiated thin-film tech offers structural moat against supply disruptions.
  • Reaffirmed full-year 2026 guidance with 17.0-18.2 GW volume targets.

Bearish Signals

  • Profitability depends on Section 45X tax credits.
  • Regulatory risk exists if U.S. policy changes.
  • Earnings rely on efficient tax credit monetization.
7
Bullish +75

Top Stock Picks for Week of June 8, 2026

AI-generated analysis

First Solar, Inc. (FSLR) is highlighted as a top stock pick for the week of June 8, 2026, recognized as the world's largest thin-film PV solar module manufacturer. The company is aggressively expanding its manufacturing capacity with an investment of $0.8-$1.0 billion in 2026 to...

Bullish Signals

  • World's largest thin-film PV solar module manufacturer.
  • Investing $0.8-$1.0 billion in production ramp-up.
  • Shares outperformed industry and S&P 500 last month.
  • Five analysts revised fiscal 2026 earnings estimates higher.
  • Forecasted FY earnings growth is 23.9%.
  • Next fiscal year consensus change expected +36.4%.
8
Slightly Bullish +15

Enphase Jumps 11%, Sunrun Spikes 10% as Solar Stocks Rebound From Last Week’s Earnings Rout; First Solar Climbs 5%

Financial outlook AI-generated analysis

First Solar (FSLR) shares climbed 5% to $183.73 as broader solar stocks rebounded following last week's earnings rout, driven by falling Treasury yields and a rotation of capital from energy sectors like Exxon Mobil. While the rally was led by residential peers Enphase Energy and...

Bullish Signals

  • Shares gained 5% to $183.73 on sector rebound.
  • Q3 net income was $571M with 44GW backlog.

Bearish Signals

  • Cut 2026 net sales guidance to $4.6B-$4.9B.
  • Customers postpone procurement due to pricing caution.
9
Somewhat Bullish +50

This solar stock is likely to rise following the U.S. 2026 midterm elections

Analyst upgrade AI-generated analysis

William Blair analyst Jed Dorsheimer upgraded First Solar (FSLR) to an outperform rating from market perform, citing a favorable political landscape following the Democrats' sweep in the 2026 U.S. midterm elections. The firm believes that increased Democratic control of Congress and key governorships will unlock...

Bullish Signals

  • William Blair upgraded stock to outperform.
  • Democratic control expected to unlock solar support.
  • Proposed Act would expedite permitting and grid.
  • Texas Democrat governor supports new solar capacity.

Bearish Signals

  • State political tailwinds delay immediate revenue impact.
  • Shares fell 26% YTD despite upgrade.
10
Slightly Bullish +15

First Solar (FSLR) Has a Huge Backlog. Will New Orders Deliver the Cash?

Capacity expansion Lawsuit Regulatory approval AI-generated analysis

First Solar (FSLR) maintains a substantial contracted backlog of 45.1 gigawatts valued at approximately $13.6 billion, with deliveries scheduled through 2030. While U.S. trade rules and Section 232 protections may strengthen the domestic manufacturer's position, analysts express concern regarding weaker near-term sales and uncertainty over...

Bullish Signals

  • $13.6B backlog supports deliveries through 2030.
  • Q2 net income rose 24% to $423M.
  • Gross margins hit 57% in Q2 2026.
  • Truist upgraded to Buy with $270 target.
  • Goldman Sachs maintains Overweight rating.

Bearish Signals

  • Q2 2026 sales declined 4% year-over-year to $1.06 billion.
  • Operating cash flow was negative $360 million in H1 2026.
  • Piper Sandler lowered price target to $251 due to order delays.
  • Barclays reduced price target to $259 with measured booking expectations.
  • Hedge fund ownership dropped from 67% to 64% in Q2 2026.
11
Bullish +65

This struggling solar stock has lost one-third of its value this year. Truist sees a comeback

Analyst upgrade AI-generated analysis

Truist Securities has upgraded First Solar (FSLR) from a Hold to a Buy rating, citing a stronger demand backdrop expected through the 2030s and a recent valuation reset. The bank raised its price target on FSLR shares to $270 from $229, implying approximately 52% upside...

Bullish Signals

  • Truist upgraded to Buy with $270 target, implying 52% upside.

Bearish Signals

  • Shares fell 32% YTD due to macro headwinds and tariffs.
  • Stock lost one-third of value this year amid negative sentiment.
12
Somewhat Bearish -25

First Solar Retreats 5% After Dropping ITC Patent Case It Calls Procedural; Enphase Energy Slips, Sunrun Holds Steady

AI-generated analysis

First Solar (FSLR) shares retreated approximately 5% in Wednesday afternoon trading after the company voluntarily withdrew a Section 337 patent complaint filed with the U.S. International Trade Commission (ITC). General Counsel Jason Dymbort characterized this withdrawal as a procedural decision intended to clear the path...

Bullish Signals

  • Withdrew ITC case to focus on district court suits.
  • Section 232 tariffs may reduce need for parallel remedies.

Bearish Signals

  • Shares fell 5% amid investor skepticism over patent enforcement.
  • ITC case withdrawal casts doubt on patent enforceability.
13
Bearish -65

First Solar hits legal headwinds as shareholders file tariff-related ...

AI-generated analysis

First Solar, Inc. (FSLR) is facing a federal securities class action lawsuit filed by Pomerantz LLP in the U.S. District Court for the Eastern District of New York. The suit alleges that the company misled investors regarding its ability to navigate changing U.S. tariff policies...

Bearish Signals

  • Federal securities class action alleges investor deception.
  • Overstated ability to manage tariff operational impacts.
  • Malaysia/Vietnam facilities dropped to ~20% capacity.
  • Downplayed costs of idling Southeast Asian plants.
  • Misleading projections regarding April 2025 tariffs.
14
Somewhat Bullish +45

Banque Cantonale Vaudoise Sells 4,497 Shares of First Solar, Inc. $FSLR

AI-generated analysis

Banque Cantonale Vaudoise reduced its stake in First Solar, Inc. (NASDAQ:FSLR) by 34.8% in the first quarter, selling 4,497 shares to hold a remaining position of 8,428 shares valued at $1.664 million. Despite this reduction, several other major institutional investors significantly increased their holdings during...

Bullish Signals

  • EPS beat at $3.22 vs $2.87 consensus.
  • Revenue grew 23.6% YoY to $1.04 billion.
  • Net margin reached 30.73% with ROE of 18.01%.
  • Institutional holdings now exceed $246 million.
  • Debt-to-equity ratio is a strong 0.02.

Bearish Signals

  • CEO sold 9,926 shares for $2.31 million.
  • Insider Verma sold 582 shares for $145,500.
  • Total insider selling hit 32,466 shares over $8M.
  • Glj Research cut target from $314.43 to $207.82.
  • Morgan Stanley lowered target from $275 to $230.
15
Bullish +55

First Solar (FSLR) Stock Dropped, So What Is Driving Attention Now?

Earnings report Financial outlook AI-generated analysis

First Solar (FSLR) shares have faced recent headwinds, dropping 18.6% over the past 90 days and 37.1% year-to-date, though the company maintains a strong five-year total shareholder return of 62.5%. The stock is currently trading at $172.64, significantly below a calculated fair value of $263...

Bullish Signals

  • Only scaled U.S. thin-film maker with 45.1 GW backlog through 2030.
  • Benefits from Section 45X tax credits extending to early 2030s.
  • Q2 2026 net income $1.75B on $5.38B revenue despite light growth.
  • Analyst fair value $263 implies ~34% undervaluation.
  • Forecast earnings growth 16.14% and revenue growth 9% support valuation.

Bearish Signals

  • Shares down 18.6% in 90 days and 37.1% YTD.
  • Q2 2026 revenue light YoY, signaling demand softness.
  • Bullish thesis risks if policy support weakens.
16
Bearish -65

First Solar stock falls 10.3 percent ahead of the open

Financial outlook Price movement AI-generated analysis

First Solar Inc. (FSLR) shares experienced a significant decline of 10.3 percent, closing at USD 184.15 on the Nasdaq to reach a new 52-week low as of September 24, 2026. The stock also posted a weekly loss of approximately 12 percent, trailing behind broader market...

Bearish Signals

  • Stock hit 52-week low of USD 184.15.
  • High yields pressure utility-scale project financing.
  • GLJ Research downgraded target to USD 250.
  • Higher rates increase upfront capital needs.
17
Somewhat Bullish +35

First Solar (FSLR) Stock Forecast & Price Target (2026)

AI-generated analysis

As of September 21, 2026, First Solar Inc. (FSLR) trades at $195.96, which is below its 50-day average of $214.10 and 200-day average of $228.10, indicating a bearish technical trend. Wall Street analysts maintain a consensus price target of $270.00 based on the views of...

Bullish Signals

  • EPS beat 36.11% in Q2 2026.
  • Revenue projected to grow 34.6% CAGR.
  • Revenue forecast rebound 17% next year.

Bearish Signals

  • Revenue declined -3.7%, hindering growth momentum.
  • Insiders sold $53M with no purchases.
  • Stock trades below 50-day and 200-day moving averages.
18
Bullish +65

First Solar (NASDAQ:FSLR) Earns "Buy" Rating from Roth Capital

AI-generated analysis

First Solar (NASDAQ:FSLR) received a reiterated 'Buy' rating from Roth Capital, which set a $300 target price implying approximately 47.91% upside from the current level. This positive analyst sentiment is supported by recent upgrades from Wells Fargo and Barclays, which raised their respective price targets...

Bullish Signals

  • Roth Capital Buy rating with $300 target price.
  • Wells Fargo raised target to $320; Barclays to $279.
  • EPS beat by $0.35 at $3.22 vs $2.87 consensus.
  • Revenue of $1.04B exceeded expectations and grew 23.6%.
  • Net margin of 30.73% and ROE of 18.01%.
  • Full-year EPS projection of $17.54.

Bearish Signals

  • CTO Markus Gloeckler sold shares down 3.71%.
  • Caroline Stockdale reduced position by 30.88%.
  • Total insider sales hit $7.89 million in 90 days.
19
Bullish +65

First Solar Inc (FSLR) Stock Gets Added Attention on Potential China Ban

AI-generated analysis

First Solar Inc. (NASDAQ: FSLR) shares received renewed attention following a Reuters report suggesting the Trump administration is considering a ban on Chinese inverters due to supply security concerns. The potential regulatory shift highlights First Solar's strategic advantage as an American manufacturer of thin-film solar...

Bullish Signals

  • US ban on Chinese inverters benefits First Solar's domestic manufacturing.
  • Q1 net sales rose 24% to $1.04 billion driven by India.
  • Earnings per share jumped 65% to $3.22 showing strong growth.
  • Adjusted EBITDA beat top guidance indicating superior operational execution.
  • Stock appreciated 42% in the past year reflecting investor confidence.

Bearish Signals

  • Promotional content comparing AI to FSLR may dampen investor sentiment.
  • Stock gains rely on China ban narrative, not organic growth.
20
Slightly Bullish +25

iA Global Asset Management Inc. Has $2.92 Million Holdings in First ...

AI-generated analysis

First Solar (FSLR) saw mixed institutional activity in recent quarters, with iA Global Asset Management reducing its stake by 26.2% to 14,806 shares valued at $2.92 million. Conversely, major funds like Geode Capital Management increased holdings by 0.8%, while Viking Global Investors boosted their position...

Bullish Signals

  • EPS beat estimates at $3.22 vs $2.87 consensus.
  • Revenue grew 23.6% YoY to $1.04 billion.
  • Net margin reached 30.73% with ROE of 18.01%.
  • Viking Global increased stake by 60.6%.
  • Guggenheim raised price target to $279.
  • Institutional ownership stands at 92.08%.
  • Current ratio is 2.56 with minimal debt.

Bearish Signals

  • Price targets lowered to $230, $213, and $237 by analysts.
  • Sanford C. Bernstein maintains an underperform rating on the stock.
  • Insiders sold 32,466 shares worth $8.01 million recently.
  • Stock trades below its 50-day moving average of $246.84.