First Solar (FSLR) Q4 Earnings Miss Estimates

Core Viewpoint - First Solar reported quarterly earnings of $4.84 per share, missing the Zacks Consensus Estimate of $5.22 per share, representing an earnings surprise of -7.20% [1] Financial Performance - The company posted revenues of $1.68 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.00%, compared to year-ago revenues of $1.51 billion [2] - Over the last four quarters, First Solar has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - First Solar shares have lost about 7.3% since the beginning of the year, while the S&P 500 has declined by only 0.1% [3] - The current Zacks Rank for First Solar is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $4.25 on revenues of $1.19 billion, and for the current fiscal year, it is $23.23 on revenues of $6.21 billion [7] - The trend of earnings estimate revisions for First Solar was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The solar industry is currently in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]