Core Insights - First Solar, Inc. (FSLR) is a leading manufacturer of thin-film cadmium telluride (CdTe) photovoltaic modules, with a strong presence in the U.S. and global markets [1][8] - The company is expanding its manufacturing capacity in the U.S. and investing in next-generation technologies to enhance module efficiency and maintain competitiveness [4][8] Company Overview - First Solar specializes in the design, production, and sale of advanced thin-film CdTe solar modules, operating manufacturing facilities in the U.S., India, Malaysia, and Vietnam [1] - The product portfolio includes Series 6 Plus and Series 7 modules, primarily supplied to utility-scale developers and large commercial customers [2] Manufacturing and Production - The company employs a vertically integrated production process, overseeing semiconductor fabrication, module assembly, and quality assurance, which supports operational consistency and cost control [3][8] - Ongoing investments in research and development focus on next-generation thin-film and tandem technologies to improve module efficiency [4] Market Position and Financials - The Zacks Consensus Estimate for FSLR's earnings per share in 2026 indicates a year-over-year increase of 58.82%, with a long-term earnings growth rate projected at 33.5% [7] - First Solar is currently trading at a forward price-to-earnings ratio of 9.22X, significantly lower than the industry average of 17.4X, indicating a potential investment opportunity [10] Stock Performance - Over the past six months, FSLR shares have increased by 22.4%, while the industry has seen a growth of 43.8% [12]

First Solar (FSLR) closed at $220.45 in the latest trading session, marking a -3.2% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.57%. Meanwhile, the Dow lost 1.34%, and the Nasdaq, a tech-heavy index, lost 2.04%. Shares of the largest U.S. solar company witnessed a loss of 3.68% over the previous month, trailing the performance of the Oils-Energy sector with its gain of 16.6%, and the S&P 500's loss of 0.29%.Market participants will be closely following the financi ...

Core Insights - First Solar (FSLR) has significant events to watch in 2026 and beyond, primarily related to capacity expansion plans [1] Group 1: Company Project Advancement - First Solar announced plans to establish a new 3.7GW module manufacturing facility in the U.S., expected to commence production by the end of 2026 and gradually ramp up output in the first half of 2027 to support its capacity expansion strategy [2] - The company has initiated production certification for its Louisiana plant in Q3 2025 and emphasized the favorable U.S. policy environment for vertical integration [2] Group 2: Company Business Status - The current backlog for the company stands at 54.5GW, although it has adjusted sales expectations due to the termination of a 6.6GW contract with a BP-affiliated company; ongoing litigation developments may continue to impact business dynamics [3]

Core Insights - First Solar has seen significant options trading activity, with over 11 transactions totaling $486,769, including 6 puts valued at $391,666 [1] Group 1: Market Activity - The major market movers are focusing on a price range between $210.0 and $270.0 for First Solar over the last three months [2] - A detailed assessment of volume and open interest indicates strong liquidity and investor interest in First Solar's options within the $210.0 to $270.0 strike price range over the past 30 days [3] Group 2: Company Overview - First Solar is the world's largest thin-film solar module manufacturer, specializing in solar photovoltaic panels and systems for utility-scale projects, utilizing cadmium telluride technology [4] - The company has production facilities in Vietnam, Malaysia, the United States, and India [4] Group 3: Current Market Position - The current trading volume for First Solar is 1,083,588, with the stock price down by 1.62% to $234.2 [8] - Analysts have issued ratings for First Solar, with a consensus target price of $281.0, while individual targets range from $260 to $312 [6][8]

Company Overview - First Solar, Inc. is a leading American manufacturer of thin-film photovoltaic solar modules using cadmium telluride (CdTe) technology, with a market capitalization of $25.55 billion [1] Stock Performance - Over the past 52 weeks, First Solar's stock has gained 43.2%, significantly outperforming the broader S&P 500 index, which is up 14% [2] - Year-to-date, First Solar's stock is down 8.9%, while the S&P 500 index has increased marginally [3] - The stock reached a 52-week high of $285.99 in December 2025 but is currently down 16.8% from that level [4] Financial Performance - For the third quarter, First Solar's net sales grew 79.7% year-over-year to $1.59 billion, and EPS increased from $2.91 to $4.24, although results fell short of analysts' expectations [5] - The company narrowed its 2025 net sales guidance from $4.90 billion-$5.70 billion to $4.95 billion-$5.20 billion and lowered its volume sold expectation from 16.7 GW-19.3 GW to 16.7 GW-17.4 GW [5] Competitive Position - The United States Patent and Trademark Office denied three Inter Partes Review applications from competitors, supporting First Solar's competitive edge in the Tunnel Oxide Passivated Contact (TOPCon) segment [6] Future Expectations - For the fourth quarter of 2025, analysts expect First Solar's EPS to increase 43% year-over-year to $5.22 on a diluted basis [7] - EPS is projected to increase to $14.63 for fiscal 2025 and further improve by 58.8% to $23.23 in fiscal 2026 [9]

Core Insights - First Solar, Inc. (FSLR) shares have decreased by 13.8% over the past three months, underperforming the Zacks Solar industry's decline of 9% [1] - The company is expanding its U.S. manufacturing capacity to capitalize on strong demand for its products [1][4] Demand and Expansion - First Solar is experiencing robust demand in the U.S., driven by the adoption of advanced thin-film solar modules [4] - The company has secured 2.7 gigawatts (GW) of additional gross bookings, raising its total backlog to 54.5 GW through 2030 [5] - First Solar has initiated operations at its fourth and fifth U.S. manufacturing plants and expanded capacity at its Ohio facilities [5][6] - Planned expansion includes a 3.7 GW U.S. module finishing line expected to start in Q4 2026, enhancing production capacity [6] Manufacturing Footprint - First Solar is establishing a $330 million facility in Gaffney, SC, for final production of Series 6 Plus modules [8] - A $1.1 billion AI-enabled manufacturing facility in Iberia Parish, LA, is expected to add 3.5 GW of annual capacity, increasing U.S. manufacturing to 14 GW in 2026 and 17.7 GW in 2027 [8] Financial Performance and Estimates - The Zacks Consensus Estimate for 2026 earnings per share (EPS) indicates a slight increase of 0.22% over the past 60 days, with a long-term earnings growth rate of 33.5% [9] - First Solar's trailing 12-month return on equity is 16.61%, surpassing the industry average of 11.48% [16] - The stock is currently trading at a forward P/E of 10.06X, which is a discount compared to the industry's 17.74X [17] Challenges - First Solar faces challenges from rising trade tensions and tariff risks, with U.S. tariffs ranging from 19% to 50% potentially affecting module sales and international operations [11] - The risk of global solar module oversupply due to aggressive capacity expansion in China may lead to price volatility and increased competition [12]

Core Viewpoint - First Solar, Inc. (NASDAQ:FSLR) experienced a significant decline in share price, dropping by 6.87% from January 23 to January 30, 2026, making it one of the worst-performing energy stocks during that week [1]. Company Summary - First Solar, Inc. is recognized as a leading American solar technology company and a global provider of eco-efficient solar modules [2]. - On January 29, BMO Capital downgraded FSLR's stock rating from 'Outperform' to 'Market Perform' and reduced its price target from $285 to $263, citing competitive threats from increased domestic solar manufacturing as a potential pressure on FSLR shares [2]. - BMO Capital initially viewed Elon Musk's comments regarding Tesla's plans for a vertically integrated solar PV module manufacturing base as 'aspirational', but later acknowledged that these plans may become a serious competitive threat to FSLR in the near future [3].

智通财经APP获悉，First Solar(FSLR.US)在美股周四交易中暴跌10.2%，此前BMO资本市场将其股票评 级从"跑赢大盘"下调至"与市场持平"，目标价从285美元调降至263美元。该机构指出，来自本土新增太 阳能制造产能的潜在竞争威胁可能持续压制公司股价。 塔卡尔分析称，即便特斯拉规划的100吉瓦制造产能中仅有一部分向第三方开放，也可能对长期组件定 价产生负面影响，或至少会被市场视为悬在First Solar股价上方的潜在利空压力。 BMO分析师阿米特·塔卡尔表示，他最初将特斯拉(TSLA.US)首席执行官埃隆·马斯克上周在达沃斯关于 可能建设大型垂直一体化光伏组件制造基地以实现自给自足的言论视为"宏伟愿景"，但马斯克在本周特 斯拉财报电话会上的表态表明，"这很可能在未来几个季度成为正式推进的计划，并可能在一段时间内 对First Solar股价形成压制。" 特斯拉的时间安排、推进节奏以及最终将有多少超额太阳能组件产能需要向服务其工厂以外负荷的实体 销售，目前仍不确定。但塔卡尔在报告中指出："特斯拉在美国快速规模化清洁能源制造产能(如储能系 统、逆变器)的过往成绩，增加了First Solar ...

28 January 2026 | 9:13PM EST Equity Research AMERICAS US Power Pipeline: Total capacity additions reached 80% of GSe in 2025 with ~50 GW added The pace and sourcing of US power infrastructure is a front and center area of focus for investors given implications for the pace of AI deployment as a driver of our 2.6% CAGR in US power demand through 2030. In this note, we analyze the generation capacity data from the EIA to track currently planned and added capacity. We believe Parts/People availability are amon ...

First Solar, Inc. (NASDAQ:FSLR) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 22, KeyBanc reiterated its Underweight rating on First Solar, Inc. (NASDAQ:FSLR) with a price target of $150. The firm was unimpressed by the stock’s year-to-date performance and also pointed to ongoing challenges in the solar market. KeyBanc noted that upcoming solar regulatory changes could impact the market. The research firm said that it does not agree with the current bullish expectations in the ...