11 stories mentioning FSLRUpdated 1d ago
Every FINWIRES story that references FSLR, newest first.
First Solar (FSLR) has an average rating of overweight and mean price target of $250.63, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
First Solar (FSLR) has an average rating of overweight and mean price target of $249.74, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $259.51, Change: $+10.24, Percent Change: +4.11%
Caroline Stockdale, Chief People and Communications Officer, on May 28, 2026, sold 10,628 shares in First Solar (FSLR) for $2,929,077. Following the Form 4 filing with the SEC, Stockdale has control over a total of 23,792 common shares of the company, with 23,792 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1274494/000127449426000149/xslF345X05/form4.xmlPrice: $295.66, Change: $-11.13, Percent Change: -3.63%
Mark R Widmar, Director, Chief Executive Officer, on May 22, 2026, sold 7,172 shares in First Solar (FSLR) for $1,899,802. Following the Form 4 filing with the SEC, Widmar has control over a total of 81,861 common shares of the company, with 81,861 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1274494/000127449426000147/xslF345X05/form4.xml
Mark R Widmar, Director, Chief Executive Officer, on May 21, 2026, sold 4,815 shares in First Solar (FSLR) for $1,191,378. Following the Form 4 filing with the SEC, Widmar has control over a total of 89,033 common shares of the company, with 89,033 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1274494/000127449426000142/xslF345X05/form4.xml
Kuntal Kumar Verma, Chief Manufacturing Officer, on May 11, 2026, sold 3,671 shares in First Solar (FSLR) for $849,560. Following the Form 4 filing with the SEC, Verma has control over a total of 5,549 common shares of the company, with 5,549 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1274494/000127449426000132/xslF345X05/form4.xml
Mark R Widmar, Director, Chief Executive Officer, on May 04, 2026, sold 1,526 shares in First Solar (FSLR) for $329,051. Following the Form 4 filing with the SEC, Widmar has control over a total of 105,074 common shares of the company, with 105,074 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1274494/000127449426000112/xslF345X05/form4.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our price target to $307 from $245, with a P/E of 14x our 2027 EPS, down from 15x previously and below the three- and five-year historical averages of ~16x, reflecting a cautionary stance on the July 2026 "commence construction" deadline, ongoing international facility underutilization, and tariff volatility. We lift our 2026 EPS estimate to $16.52 from $16.35 following quality Q1 results, and lower our 2027 estimate to $21.97 from $22.55 to reflect ongoing tariff volatility and a more conservative outlook. We are upgrading to Buy based on record Q1 results, India outperformance, improving margin profile, revenue visibility through 2030, and AI-driven electricity demand tailwinds. Despite lowering both our multiple and 2027 EPS estimates, we believe current valuation represents an attractive entry point. FSLR's dominant U.S. position and differentiated technology align directly with increasing domestic energy policy focus, with potential for favorable policy outcomes to provide material upside.
First Solar (FSLR) has an average rating of overweight and mean price target of $245.15, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $209.88, Change: $+7.99, Percent Change: +3.96%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FSLR delivered record Q1 2026 revenue of $1.04B (+24% Y/Y, in line with consensus) with record module volumes of 3.8 GW, driving gross margin expansion to 46.5% (+570 bps) and diluted EPS of $3.22, beating consensus of $2.83. Adjusted EBITDA reached $519.8M (+37% Y/Y, 12% over consensus) with margin expanding to 49.8% (+500 bps), demonstrating strong operational leverage. Backlog declined to 47.9 GW from 50.1 GW sequentially, a worrisome trend that warrants close monitoring as sales continue outpacing new bookings. Management forecasts Q2 module sales of 3.4-4.0 GW with Section 45X credits of $330-400M. We expect commercial solar project activity may accelerate heading into mid-year as developers rush to meet the July 4, 2026 tax credit eligibility deadline, which could drive an inflection in bookings during Q2 and Q3. Section 45X credits are projected at $2.15B for the full year, and FSLR's integrated manufacturing approach positions the company favorably to capitalize on IRA support.
First Solar (FSLR) shares are expected to be range bound in the near-term due to lack of clarity on tariff policy, RBC Capital Markets said in a Friday research note.The company's guidance assumptions that tariffs will expire as expected in July and production roadblocks will improve in 2027 are at risk if tariffs are extended, the brokerage said.Without favorable tariff policy outcome, one of the company's SEA plants could shut down, which could hamper 2027 guidance, although the downside risks remain limited, according to the note.The high probability of a tariff extension could also make it difficult to find an offtaker, analysts wrote.RBC Capital Markets has an outperform rating on First Solar and price target of $236 per share.Price: $200.35, Change: $-3.13, Percent Change: -1.54%
