First Solar, Inc. (NASDAQ:FSLR) Given Consensus Rating of “Moderate Buy” by Analysts

First Solar, Inc. (NASDAQ:FSLR) has been given a consensus recommendation of “Moderate Buy” by the thirty-five ratings firms that are presently covering the stock, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell rating, ten have assigned a hold rating, twenty-two have given a buy rating and one has issued a strong buy rating on the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $261.7524.

Several analysts recently weighed in on the company. Guggenheim increased their price target on First Solar from $279.00 to $282.00 and gave the company a “buy” rating in a report on Monday, August 3rd. Oppenheimer reaffirmed a “market perform” rating on shares of First Solar in a research note on Friday, July 31st. Susquehanna boosted their price objective on shares of First Solar from $250.00 to $270.00 and gave the company a “positive” rating in a research report on Friday, July 10th. TD Cowen reissued a “buy” rating on shares of First Solar in a research note on Monday, July 20th. Finally, HSBC upgraded shares of First Solar from a “hold” rating to a “buy” rating in a report on Friday, August 7th.

First Solar News Roundup

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: First Solar’s latest results remain a fundamental support: the company reported quarterly earnings of $3.92 per share versus the $2.90 analyst consensus, reaffirmed its 2026 outlook and cited a contracted sales backlog of 45.1 gigawatts through 2030. Revenue was approximately $1.06 billion. First Solar Slides as Investors Weigh Tariff Uncertainty and Recent Policy Risks
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter: 488 investors added FSLR shares, while 610 reduced their holdings. Several large funds, including Capital World Investors, D. E. Shaw and JPMorgan, reported sizable additions, partly offset by reductions from other managers.
• Negative Sentiment: Multiple law firms publicized an existing securities class-action lawsuit and the August 24 lead-plaintiff deadline. The suit reportedly concerns alleged misrepresentations about tariffs, guidance and production-facility utilization; the allegations have not been proven, but the repeated notices increase reputational and litigation overhang. FSLR Class Action Notice
• Negative Sentiment: Investors remain concerned about U.S. solar trade policy. A new 15% duty on polysilicon derivatives and a minimum import-price framework could benefit domestic manufacturers over time, but may also disrupt demand, pricing and customer purchasing decisions. First Solar’s own 2026 outlook continues to include a net tariff-related impact. Tariff Uncertainty and Recent Policy Risks
• Negative Sentiment: Put-option volume rose about 77% above its typical level, signaling increased demand for downside protection or bearish speculation. In addition, reported insider activity showed sales but no open-market purchases over the past six months, another factor that may weigh on confidence.

First Solar Price Performance

Shares of FSLR stock opened at $217.85 on Tuesday. First Solar has a 1 year low of $182.99 and a 1 year high of $320.95. The stock’s 50 day simple moving average is $232.45 and its two-hundred day simple moving average is $224.63. The company has a market cap of $23.41 billion, a PE ratio of 13.43, a price-to-earnings-growth ratio of 0.49 and a beta of 1.76.

First Solar (NASDAQ:FSLR) last posted its quarterly earnings data on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.90 by $1.02. The business had revenue of $1.06 billion during the quarter, compared to analyst estimates of $1.06 billion. First Solar had a return on equity of 18.02% and a net margin of 32.47%.The company’s revenue for the quarter was down 3.4% on a year-over-year basis. During the same period last year, the company earned $3.18 EPS. Equities research analysts expect that First Solar will post 17.75 EPS for the current year.

Insider Buying and Selling

In other First Solar news, CTO Markus Gloeckler sold 829 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $248.00, for a total transaction of $205,592.00. Following the completion of the transaction, the chief technology officer owned 6,642 shares in the company, valued at $1,647,216. The trade was a 11.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark R. Widmar sold 4,815 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $247.43, for a total value of $1,191,375.45. Following the transaction, the chief executive officer directly owned 89,033 shares in the company, valued at approximately $22,029,435.19. This represents a 5.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 30,979 shares of company stock worth $7,694,724 over the last three months. 0.39% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On First Solar

A number of institutional investors and hedge funds have recently modified their holdings of FSLR. Pictet Asset Management Holding SA boosted its position in First Solar by 29.3% in the 1st quarter. Pictet Asset Management Holding SA now owns 1,138,473 shares of the solar cell manufacturer’s stock valued at $224,540,000 after buying an additional 258,204 shares during the period. Atlatl Advisers LLC bought a new position in First Solar in the 4th quarter worth about $1,697,000. Northwestern Mutual Wealth Management Co. increased its position in shares of First Solar by 1,054.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 52,219 shares of the solar cell manufacturer’s stock worth $13,641,000 after acquiring an additional 47,695 shares during the period. Genus Capital Management Inc. purchased a new position in shares of First Solar during the fourth quarter worth approximately $4,525,000. Finally, TABR Capital Management LLC bought a new stake in shares of First Solar during the fourth quarter valued at approximately $5,626,000. 92.08% of the stock is owned by institutional investors.

First Solar Company Profile

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin‑film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility‑scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.