First Solar, Inc. (FSLR) Stock Price, News, Analysis

Technical Score (1D)

100

BUY

News Sentiment

BULLISH

First Solar's stock experienced a notable surge, mirroring a broader market rally driven by the Dow Jones Industrial Average reaching a new all-time high and cooling bond yields, signaling strength in economically sensitive sectors. This upward momentum follows recent news of a strategic partnership with GameChange Solar aimed at accelerating the deployment of First Solar's thin-film modules in India, specifically targeting utility-scale projects and addressing domestic sourcing regulations. This collaboration leverages prior successful project integrations and First Solar's existing manufacturing presence in India to mitigate supply chain risks for developers and capitalize on policy-driven demand for compliant, non-Chinese solar components. In parallel, institutional investors are actively adjusting their positions, with Leonteq Securities AG initiating a new stake and other funds increasing their holdings, indicating continued engagement with the solar manufacturer. However, recent insider selling, including a divestment by CEO Mark Widmar, represents a minor reduction in holdings and should be monitored in context with the scale of their total ownership. Looking ahead, investors will be closely watching earnings estimate revisions and the ongoing impact of policy support for utility-scale solar projects, which are key drivers for First Solar's future valuation and performance. Guggenheim recently raised its price target to $279, maintaining a Buy rating, reflecting continued positive analyst sentiment.

FSLR|Company Info

Sector

Technology

Industry

Solar

Exchange

NMS

Country

United States

Website

firstsolar.com

Symbol

FSLR

Description

First Solar, Inc. is a solar technology provider specializing in photovoltaic (PV) energy solutions. The company's core business revolves around the design, manufacturing, and sale of thin-film solar modules, which utilize cadmium telluride semiconductor technology to convert sunlight into electricity. These modules offer a lower-carbon alternative to traditional crystalline silicon panels, positioning the company in a competitive market. First Solar also offers project development, operations and maintenance services, and sales of PV systems to a diverse customer base, including utilities, commercial entities, and system developers. Founded in 1999 and headquartered in Tempe, Arizona, First Solar operates internationally, with a presence in the United States, France, India, and Chile.

FSLR|Earnings Snapshot

Earnings Summary

First Solar, Inc. is a leading solar technology provider that designs, manufactures, and sells thin-film photovoltaic (PV) energy solutions, utilizing cadmium telluride semiconductor technology. Operating in the competitive solar industry, the company offers a lower-carbon alternative to traditional crystalline silicon panels and provides project development, operations, and maintenance services. In its most recent reported quarters, First Solar demonstrated a mixed EPS performance against estimates, missing in Q4 2025 and Q1 2026 while beating in Q2 2025 and Q3 2025. Revenue trends showed a significant drop from Q4 2025 to Q1 2026, followed by a recovery in Q2 2025 and Q3 2025, with Q4 2025 revenue exceeding estimates. The company's EPS has shown some volatility, with a notable beat in Q3 2025 and a miss in Q4 2025, indicating an inconsistent pattern in exceeding analyst expectations. Revenue performance has been more robust, with actual revenue exceeding estimates in Q4 2025 and Q1 2026, suggesting a stronger operational execution in revenue generation. Recent news highlights a strategic partnership with GameChange Solar to boost domestic module deployment in India, aiming to help developers comply with local sourcing regulations and mitigate supply chain risks. This collaboration leverages First Solar's existing manufacturing presence and aligns with India's evolving solar module regulations. Additionally, analyst sentiment remains positive, with Guggenheim raising its price target, signaling continued confidence in the company's prospects. Investors will be watching for the successful execution of the India partnership and any further developments regarding institutional and insider ownership shifts. Key will be the company's ability to maintain revenue momentum and navigate the dynamic solar market landscape in the upcoming quarters.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$2.80	-	-
Q1'26	$2.83	$3.22	+13.8%
Q4'25	$5.26	$4.84	-7.9%
Q3'25	$4.29	$4.24	-1.1%
Q2'25	$2.62	$3.18	+21.3%
Q1'25	$2.47	$1.95	-21.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$1.1B	-	-
Q1'26	$1.0B	$1.0B	-0.3%
Q4'25	$1.6B	$1.7B	+5.6%
Q3'25	-	$1.6B	-
Q2'25	-	$1.1B	-
Q1'25	-	$845M	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

FSLR Stock Snapshot

FSLR is currently trading at $269.70, giving First Solar, Inc. a market cap of 29.36B and a P/E ratio of 17.6. Today's range spans $260.00–$276.40, with shares opening at $266.13 and moving down $0.22 (0.1%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 60/100.

Over the past year FSLR has traded between $135.50 and $285.99 - the current price is +99.0% off the 52-week low and -5.7% from the high.

FSLR is scoring 100/100 technically (BUY) and sits at $269.70 - near 52-week highs in its $135.50–$285.99 annual range. Sentiment at 60/100 is bullish. At 29.36B in Technology market cap The current P/E ratio stands at 17.6., this is the tier where earnings revision cycles have the most impact on price: upward revisions in a large-cap company with bullish momentum tend to attract analyst upgrades, which in turn attract new institutional mandates.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (100/100) and news sentiment (60/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $269.70 (near 52-week highs), FSLR's position within the $135.50–$285.99 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.

News Sentiment Analysis

Sentiment gathered from recent headlines

60/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

First Solar specializes in designing and manufacturing solar photovoltaic panels, modules, and systems, primarily for utility-scale development. The company utilizes cadmium telluride thin-film technology, positioning it as the largest global producer in this niche. Its manufacturing footprint spans Vietnam, Malaysia, the United States, and India.

What did this article say?

An analysis of First Solar's stock performance over the past decade reveals significant investor returns, highlighting the company's long-term growth trajectory. This historical perspective provides context for current valuation and future potential. Investors considering FSLR may find this historical performance data valuable for their decision-making process.

What did this article say?

First Solar (FSLR) experienced a significant upward price movement alongside other industrial stocks as the Dow Jones Industrial Average achieved a new all-time high. This rally occurred amid a cooling of bond yields, suggesting a potential shift in market sentiment favoring economically sensitive sectors. The performance indicates positive investor reception to industrial plays in the current macroeconomic environment.

What did this article say?

First Solar CEO Mark Widmar has sold 4,815 shares of the company's stock. This transaction represents a minor divestment by the chief executive. While insider selling can sometimes signal concerns, the relatively small number of shares sold may not indicate a significant shift in the CEO's outlook.

What did this article say?

Legato Capital Management LLC has reduced its holdings in First Solar (FSLR) by 24.1%, selling 4,825 shares during the fourth quarter. This move brings their total ownership to 15,175 shares, valued at approximately $3.96 million. The report also notes increased positions by other institutional investors, including Vanguard Group and Viking Global Investors, during prior quarters. These shifts in institutional ownership warrant attention for potential trading signals.

What did this article say?

First Solar's Chief Executive Officer, Mark R. Widmar, divested 4,815 shares of company stock on May 21, 2026, totaling approximately $1.19 million. This transaction was disclosed via a recent SEC filing. While insider selling can sometimes signal concerns, the context and scale relative to total holdings are crucial for interpretation.

What did this article say?

Leonteq Securities AG has initiated a new position in First Solar, Inc. (FSLR), acquiring 5,808 shares valued at approximately $1.5 million. This move by an institutional investor signals continued interest in the solar manufacturer. Other funds have also recently adjusted their holdings, with notable increases from Mirae Asset Global Investments and National Pension Service, indicating broader institutional engagement with FSLR.

What did this article say?

First Solar announced a strategic partnership with GameChange Solar to facilitate the deployment of its thin-film solar modules in India. This collaboration aims to accelerate the growth of India's utility-scale solar market and assist developers in adhering to domestic sourcing regulations. The deal leverages prior successful projects and First Solar's manufacturing presence in India to mitigate supply chain risks for developers.

What did this article say?

First Solar has partnered with GameChange Solar to integrate its domestically manufactured thin-film modules with GameChange's Genius Tracker systems in India. This collaboration, building on successful project performance, aligns with India's evolving ALMM and ALCM regulations. The move aims to reduce compliance uncertainty and supply chain risks for developers utilizing First Solar's Series 7 and other modules in the Indian market.

What did this article say?

First Solar (FSLR) saw a notable price increase, closing up 4.63% at $248.88. This movement occurred within the context of broader solar sector trading, alongside peers like SunPower. The article highlights investor attention on solar demand trends, with FSLR's performance noted amidst volatility surrounding T1 Energy's stock following a short-seller report and analyst response.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

FSLR·First Solar, Inc.

EPS

Revenue

FSLR Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

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