Core Viewpoint - First Solar's solar cell technology patents have been upheld as the United States Patent and Trademark Office director denied three third-party applications challenging their validity [1] Company Summary - First Solar announced that its patents related to solar cell technology remain valid following the denial of challenges by third parties [1]

Company Overview - First Solar, Inc. (FSLR) has a market cap of $26.2 billion and specializes in manufacturing and selling photovoltaic solar modules using advanced thin-film semiconductor technology, providing lower-carbon solar solutions and project development services globally [1] Financial Performance - Analysts expect FSLR to report a profit of $5.22 per share for fiscal Q4 2025, representing a 43% increase from $3.65 per share in the same quarter last year [2] - For fiscal 2025, EPS is projected to be $14.61, a 21.6% increase from $12.02 in fiscal 2024, and is expected to rise 59.5% year-over-year to $23.30 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, First Solar shares have increased by 27.7%, outperforming the S&P 500 Index's gain of 16.9% and the State Street Technology Select Sector SPDR ETF's return of 26.4% [4] Recent Developments - Despite reporting weaker-than-expected Q3 2025 EPS of $4.24 and revenue of $1.59 billion, First Solar shares surged 14.3% the following day due to a 33% rise in net income to $455.9 million and the announcement of a new 3.7 GW U.S. manufacturing facility [5] Analyst Ratings - The consensus view on FSLR stock is cautiously optimistic, with a "Moderate Buy" rating. Out of 34 analysts, 22 recommend a "Strong Buy," three a "Moderate Buy," eight a "Hold," and one a "Strong Sell" [6]

Group 1 - First Solar, Inc. (NASDAQ:FSLR) specializes in advanced thin-film solar modules, providing a cleaner alternative to traditional silicon panels [2] - The company was the top contributor in the third quarter of 2025, following an earnings beat and an upward revision in full-year guidance [2] - July bookings indicate that First Solar is regaining pricing power, supported by the Commerce Department's Section 232 investigation into polysilicon [2] - A strategic move to combine international front-end processing with domestic back-end assembly is expected to enhance margins for First Solar [2] - As developers gain clarity on the safe harbor rules related to the One Big Beautiful Bill Act, contract activity for FSLR is anticipated to accelerate [2] Group 2 - Despite the potential of FSLR as an investment, certain AI stocks are considered to offer greater upside potential and carry less downside risk [2]

Core Thesis - First Solar, Inc. is positioned favorably in the solar energy market, with a focus on utility-scale solar solutions and a strong economic model driven by manufacturing tax credits rather than residential solar incentives [3][4]. Company Overview - First Solar, Inc. provides photovoltaic (PV) solar energy solutions globally, utilizing thin film semiconductor technology for its solar modules, which offers a lower-carbon alternative to traditional crystalline silicon modules [2]. Market Positioning - The company is primarily focused on utility-scale solar projects, where the long-term cost per kilowatt hour is more critical than the initial price per watt, especially as demand shifts towards large-scale projects in hotter regions [4]. - First Solar's cadmium telluride technology outperforms traditional silicon panels in high-temperature environments, generating 5% to 10% more energy annually, leading to a superior levelized cost of energy over decades [4]. Competitive Advantages - First Solar benefits from a lack of exposure to polysilicon supply chains, which are concentrated in China and face regulatory challenges, enhancing its cost and regulatory advantages [6]. - The company's closed-loop recycling program recovers over 90% of semiconductor materials, further reinforcing its competitive position [6]. Future Outlook - The acquisition of Evolar and ongoing tandem perovskite pilots indicate a promising path toward higher efficiency in future panels [7]. - With a backlog sold out through 2029 and strong margins, First Solar is well-positioned to capitalize on the growing demand for utility-scale solar deployment, even as commodity panel prices decline across the industry [7].

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud or unlawful business practices involving First Solar, Inc. and its officers or directors [1] Group 1: Company Performance - Jefferies downgraded First Solar from Buy to Hold on January 7, 2026, citing lowered guidance, significant de-bookings, and margin compression throughout 2025 [3] - Following the downgrade, First Solar's stock price decreased by $27.67, or 10.29%, closing at $241.11 per share on January 7, 2026 [3] Group 2: Legal Investigation - Pomerantz LLP is representing investors of First Solar in an investigation regarding possible securities fraud or other unlawful business practices [1] - The firm has a long history of handling corporate, securities, and antitrust class litigation, recovering multimillion-dollar damages for victims of securities fraud [4]

Group 1 - First Solar Inc. is considered a cheap stock to buy for the next three years, with Bank of America raising its price target to $291 from $255 while maintaining a Buy rating [1] - Guggenheim also raised its price target for First Solar to $312 from $289, emphasizing the importance of monitoring potential disruptive policy and trade developments, particularly regarding Section 232 tariffs [2] - Jefferies downgraded First Solar from Buy to Hold, lowering its price target to $260 from $269, citing concerns over limited booking visibility and strategic questions for 2026 [3] Group 2 - First Solar is a solar technology company that provides photovoltaic solar energy solutions in various countries, including the US, France, India, and Chile [4]

Group 1 - Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL) lost 11.57% this week [1] - First Solar, Inc. (NASDAQ:FSLR) fell 14.46% after Jefferies downgraded the stock from Buy to Hold and lowered its price target from $269 to $260 [1] - CoStar Group, Inc. (NASDAQ:CSGP) decreased by 10.68% as multiple analysts lowered their price forecast [1] Group 2 - American International Group, Inc. (NYSE:AIG) decreased 10.05% following the announcement of a leadership transition with CEO Peter Zaffino set to retire by mid-2026; Barclays analyst Alex Scott lowered the price forecast from $88 to $81 [2] Group 3 - NRG Energy, Inc. (NYSE:NRG) slumped 8.93% after appointing Robert J. Gaudette as CEO effective April 30, with President Lawrence Coben stepping down immediately [3] - Las Vegas Sands Corp. (NYSE:LVS) fell 9.57% this week [3] Group 4 - Roblox Corporation (NYSE:RBLX) decreased 9.99% as Super League Enterprise Inc. acquired marketing technology firm Let's Bounce; Wells Fargo analyst Ken Gawrelski lowered the price forecast from $141 to $107 [4] - Astera Labs, Inc. (NASDAQ:ALAB) lost 12.18% this week [4] Group 5 - Johnson Controls International (NYSE:JCI) slumped 9.88%; Barclays analyst Julian Mitchell raised the price forecast from $119 to $125 while maintaining an Equal-Weight rating [5] - HDFC Bank Limited (NYSE:HDB) fell 5.44% this week [5]

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of First Solar, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers or directors [1] - Jefferies downgraded First Solar from Buy to Hold on January 7, 2026, citing lowered guidance, significant de-bookings, and margin compression throughout 2025 [2] - Following the downgrade, First Solar's stock price decreased by $27.67, or 10.29%, closing at $241.11 per share on January 7, 2026 [2] Group 2 - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering multimillion-dollar damages for victims of securities fraud and corporate misconduct [3]

The share price of First Solar, Inc. (NASDAQ:FSLR) fell by 7.7% between December 31, 2025, and January 7, 2026, putting it among the Energy Stocks that Lost the Most This Week. Jefferies Remains Cautious on First Solar (FSLR), Cuts Target to $260 First Solar, Inc. (NASDAQ:FSLR) is a leading American solar technology company and global provider of responsibly produced eco-efficient solar modules. First Solar, Inc. (NASDAQ:FSLR) received a blow on January 7 when Jefferies downgraded the stock from ‘Buy’ t ...

Core Viewpoint - First Solar's shares dropped over 10% following a downgrade to "Hold" by Jefferies analyst Julien Dumoulin-Smith, citing concerns over limited visibility into future bookings and reduced policy support due to recent legislative changes [1]. Group 1: Financial Performance and Valuation - First Solar's stock is currently trading at a forward price-earnings (P/E) multiple of 11.54x and has a strong balance sheet with improving free cash flow [3]. - The company's gross margins have deteriorated to approximately 11% in 2025 from 20% the previous year, indicating challenges in maintaining pricing power in a competitive landscape [4]. - The book-to-bill ratio stands at about 0.5x, with recent cancellations from a major BP affiliate highlighting counterparty risks and suggesting weaker demand [5]. Group 2: Market Sentiment and Trends - Despite the recent decline, First Solar shares are still up around 100% compared to their 52-week low [2]. - Historical data shows that First Solar has lost an average of 1.20% in February, which may affect its attractiveness to investors at current levels [6]. - Other Wall Street firms remain bullish on First Solar, indicating a divergence in sentiment compared to Jefferies' cautious stance [8].