DailyIQ
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Sector:TechnologyAll sectors
Last updated 9 minutes ago

FSLR·First Solar, Inc.

$.
-. (-.%)
After Hours
High
$233.00
Open
$229.82
Market Cap
24.65B
52W High
$320.95
Low
$225.81
P. Close
$227.74
P/E
14.80
52W Low
$159.85
Fwd P/E
81.34
DailyIQ Est.
$258.59
Technical Score (1D)
64
BUY
News Sentiment
55
BULLISH
Investors have been warned that First Solar shareholders may face financial losses and are urged to join a securities class action, with a deadline of August 24 2026. The looming litigation introduces short‑term uncertainty that could dampen trading momentum over the next 1–10 days. Meanwhile, Morgan Stanley has upgraded First Solar to an Overweight rating and lifted its price target to $245, signaling confidence in the company’s ability to capture rising solar demand. This bullish stance is underpinned by First Solar’s strong balance sheet and expanding project pipeline, which should support earnings if the company meets its forecasts. In parallel, the firm is investing heavily in new manufacturing facilities and equipment to increase capacity, a move that will raise capital expenditures in the coming quarters. The capex push could pressure short‑term margins, but the added output is expected to drive long‑term revenue growth once the plants reach full production. The combination of potential legal costs from the class action and the capex outlay makes the next earnings release a key watch point for investors. Traders should monitor any court filings or settlement announcements that could alter the risk profile, as well as updates on the ramp‑up of the new manufacturing sites. Additionally, keep an eye on policy developments in renewable energy that could affect demand and the company’s cost advantages. Overall, the near‑term focus should be on the litigation deadline, the upcoming earnings, and the progress of the expansion program.
Earnings Summary
First Solar, Inc. is a solar technology provider specializing in photovoltaic (PV) energy solutions, focusing on thin‑film cadmium telluride modules that offer a lower‑carbon alternative to crystalline silicon panels; the company also delivers project development, operations and maintenance services to utilities, commercial entities and system developers worldwide. In the solar sector, First Solar competes on cost efficiency and scalability, positioning itself as a key player in the growing renewable energy market. Over the most recent two quarters, revenue rose 5.5% in Q4 2025 to $1.682 billion versus $1.595 billion in Q3 2025, but fell 5% in Q1 2026 to $1.044 billion versus $1.097 billion in Q2 2025; EPS, however, increased 13% in Q4 2025 to $4.84 from $4.24 in Q3 2025 and rose 1.3% in Q1 2026 to $3.22 from $3.18 in Q2 2025, reflecting a rebound in profitability despite revenue volatility. Historically, First Solar has posted double‑digit YoY revenue growth—11.4% in Q4 2025 and 23.8% in Q1 2026—while EPS has surged 32.6% in Q4 2025 and 65.3% in Q1 2026, underscoring a consistent earnings acceleration even when guidance misses. Recent news highlights a looming securities class action with an August 24, 2026 deadline that could introduce short‑term uncertainty, a Morgan Stanley Overweight upgrade and $245 price target that signals confidence in the company’s balance sheet and expanding pipeline, and a capital‑expenditure push to new manufacturing facilities that may pressure short‑term margins but is expected to drive long‑term revenue growth once the plants reach full production. Investors should watch for any court filings or settlement announcements that could alter the risk profile, monitor updates on the ramp‑up of the new manufacturing sites, and keep an eye on policy developments in renewable energy that could affect demand and cost advantages, as these factors will shape the company’s near‑term earnings outlook.

EPS

EstBeatMiss
$1.45$2.53$3.60$4.68$5.75Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.82 - -
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
$719M$991M$1.3B$1.5B$1.8BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
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 $228.32, giving First Solar, Inc. a market cap of 24.65B and a P/E ratio of 14.8. Today's range spans $225.81–$233.00, with shares opening at $229.82 and moving up $0.58 (0.3%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 55/100.

Over the past year FSLR has traded between $159.85 and $320.95 - the current price is +42.8% off the 52-week low and -28.9% from the high. 48 analysts cover the stock with a Buy consensus and a mean 12-month target of $251.26 (range $150.00–$330.00), implying upside of +10.0%.

FSLR is in a holding pattern - 64/100 technical score, HOLD signal, price at $228.32 (in the middle of its 52-week range), sentiment neutral at 55/100. (P/E: 14.8) At 24.65B in Technology market cap, HOLD phases like this are where the thesis is re-evaluated and position sizing decisions get made by both longs and shorts. Annual range: $159.85–$320.95. The next catalyst, not the current setup, determines the exit from this range.

In neutral phases, large-cap Technology names like FSLR are often where sector rotation debates play out quietly — at 24.65B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 64/100 (HOLD) and neutral sentiment (55/100) at $228.32 (in the middle of its 52-week range) describe a stock that is being considered rather than avoided.