First Solar, Inc.

(NASDAQ Global Select)

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

21
Bullish +55

BI Asset Management Fondsmaeglerselskab A S Sells 16,441 Shares of First Solar, Inc. $FSLR - MarketBeat

AI-generated analysis

First Solar (FSLR) reported strong quarterly financial results, beating analyst expectations for both earnings per share and revenue. The company posted EPS of $3.22 against a consensus estimate of $2.87, with revenue reaching $1.04 billion compared to the expected $1.03 billion. This performance drove the...

Bullish Signals

  • EPS beat at $3.22 vs $2.87 consensus.
  • Revenue exceeded expectations at $1.04 billion.
  • Net margin reached 30.73% with ROE of 18.01%.
  • Institutional ownership stands strong at 92.08%.
  • Analysts rate 'Moderate Buy' with $249.78 target.
  • Stock rose 2.1% on immediate positive reaction.
  • Low debt-to-equity ratio of 0.02 ensures stability.
  • Revenue grew 23.6% year-over-year.

Bearish Signals

  • BI Asset Management sold over 16,000 shares, reducing stake by 33.8%.
  • Wells Fargo lowered target from $285 to $255; Citigroup from $300 to $243.
  • Insiders sold 32,466 shares worth $8 million in last ninety days.
22
Somewhat Bullish +45

Renewable Energy Stocks Q1 Results: Benchmarking First Solar (NASDAQ:FSLR) - StockStory

AI-generated analysis

First Solar (NASDAQ:FSLR) reported Q1 revenues of $1.04 billion, representing a 23.6% year-over-year increase that exceeded analyst expectations by 1.4%. CEO Mark Widmar highlighted record revenue, record sales in India, and meaningful margin expansion, noting that Adjusted EBITDA surpassed the top end of the company's...

Bullish Signals

  • Record Q1 revenue and India sales signal strong international demand.
  • Meaningful margin expansion drove Adjusted EBITDA above preview range.
  • Revenue grew 23.6% YoY, far exceeding the sector's 5.7% average.
  • Share price rose 27.8% since earnings report.

Bearish Signals

  • Missed adjusted operating income estimates.
  • Weakest full-year guidance among renewable peers.
23
Somewhat Bullish +35

Can First Solar Stock Fall 30%?

Capacity expansion Guidance lowered Production update AI-generated analysis

First Solar (FSLR) stock has declined significantly, falling over 30% within a calendar year in nine of the past ten years. As of the November 5 close, shares were trading at $195.76, and analysts note that a further drop to approximately $137 would not be...

Bullish Signals

  • Gross margins rose sharply to 57.9% in Q3.
  • Backlog reached 44 GW valued at $13.5B.
  • Management raised prices following U.S. Section 232.
  • Booked 1.4 GW of new U.S. orders.
  • Trades at P/E of 11.3 vs S&P 500.

Bearish Signals

  • Q3 sales fell 22.8% due to fewer third-party module sales.
24
Slightly Bullish +25

First Solar, Inc. (FSLR)

AI-generated analysis

First Solar, Inc. (FSLR) is a leading U.S.-based manufacturer of photovoltaic solar modules, distinguished by its use of cadmium telluride thin-film technology rather than conventional crystalline silicon wafers. The company designs and produces these modules primarily for large-scale utility power generation projects, serving utilities, independent...

Bullish Signals

  • 81% of analysts rate First Solar a Buy.
  • More upgrades than downgrades in last 30 days.
  • Largest global thin-film solar module producer.

Bearish Signals

  • Insiders sold $6.5M in stock over 90 days.
  • MACD momentum declining and RSI bearish.
25
Slightly Bearish -15

First Solar (FSLR) Is Down 5.3% After Russell Index Additions And New Securities Lawsuit - simplywall.st

AI-generated analysis

First Solar (FSLR) shares dropped 5.3% following a dual event: the company's inclusion in major Russell growth benchmarks and the filing of a new federal securities class action lawsuit. The index additions, covering the Russell 1000, 3000, 3000E, and Midcap Growth indexes, occurred in late...

Bullish Signals

  • Added to Russell 1000, 3000, 3000E, Midcap Growth indexes.
  • $6.7B revenue and $3.1B earnings expected by 2029.

Bearish Signals

  • Federal lawsuit filed over alleged miscommunication of tariff impacts.
  • Lawsuit covers disclosures Feb 2025–Feb 2026 creating legal uncertainty.
  • Profitability depends on U.S. policy support and Section 232 tariffs.