First Solar(US:FSLR) ZACKS·2025-07-24 15:07Core Viewpoint - First Solar (FSLR) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending June 2025, with the consensus outlook indicating a significant impact on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The consensus estimate for First Solar's quarterly earnings is $2.68 per share, reflecting a year-over-year decrease of 17.5%, while revenues are projected to be $1.03 billion, representing a 1.9% increase from the previous year [3]. - The consensus EPS estimate has been revised 1.47% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that First Solar has a negative Earnings ESP of -5.23%, suggesting analysts have become bearish on the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, First Solar was expected to post earnings of $2.50 per share but only achieved $1.95, resulting in a surprise of -22.00% [13]. - Over the past four quarters, First Solar has only beaten consensus EPS estimates once [14]. Industry Comparison - Nextracker (NXT), another player in the solar industry, is expected to report earnings of $1.04 per share for the same quarter, indicating a year-over-year increase of 11.8%, with revenues projected at $853.36 million, up 18.5% [18]. - Nextracker's consensus EPS estimate has been revised down by 3.7% in the last 30 days, but it has a positive Earnings ESP of +4.56% and a Zacks Rank of 2, suggesting a higher likelihood of beating the consensus EPS estimate [19][20].