FINWIRES · TerminalLIVE
FINWIRES

$FSLR

17 stories mentioning FSLRUpdated 24d ago

Every FINWIRES story that references FSLR, newest first.

What are analysts saying about FSLR?

Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.

What's the latest news on FSLR?

Commodities

US Power Equipment Restrictions Could Benefit Domestic Manufacturers, UBS Says

US President Donald Trump signed an executive order on Wednesday targeting imported bulk power equipment, a move that could favor US manufacturers as customers seek greater supply certainty, UBS said in a note on Wednesday.The order covers generation equipment, high-voltage transmission equipment, larger transformers, utility-scale inverters and large substations, while excluding local distribution equipment, UBS said.UBS said the order directs the Secretary of Energy to define covered equipment and set an implementation schedule within 120 days, leaving key details unresolved.The measure supports a broader US effort to reduce dependence on imported electrical equipment, driven mainly by national security concerns.UBS expects investors to focus initially on the order's legal details, but said the policies could encourage customers to choose US-made equipment to reduce project risks.UBS cited earlier measures, including 2018 tariffs on electrical equipment and a 2020 Trump executive order restricting bulk-power systems that the Biden administration paused in 2021.The 2022 Inflation Reduction Act introduced Section 45X tax credits for domestic production of solar equipment, batteries, inverters and trackers, plus a 10% domestic-content tax credit.The Biden administration raised tariffs on electric vehicles, chips, solar equipment, and batteries in 2024, while a 2025 law maintained tax incentives for US manufacturing and added limits on certain foreign suppliers.The Trump administration added Section 232 tariffs in 2026 that set minimum import prices for polysilicon solar modules and components, while the Federal Communications Commission banned imports of new inverter models.UBS said its favored stocks share strong US manufacturing footprints that can provide customers with greater price certainty and equipment availability as protectionist policies expand.The bank highlighted Nextpower (NXT) for its US electrical equipment business spanning trackers, foundations, inverters and batteries, plus expansion into battery energy storage systems and artificial intelligence data center power infrastructure.UBS also highlighted First Solar's (FSLR) US solar-module manufacturing position and raised its price target to $330, while SolarEdge (SEDG) could gain commercial and industrial market share through US manufacturing and potentially enter the utility-scale inverter market.Price: $89.64, Change: $+2.41, Percent Change: +2.76%

$FSLR$NXT$SEDG
Research

BMO Capital Upgrades First Solar to Outperform From Market Perform, $265 Price Target

First Solar (FSLR) has an average rating of overweight and mean price target of $278.70, according to analysts polled by FactSet.

$FSLR
Research

Baird Upgrades First Solar to Outperform From Neutral, Adjusts PT to $318 From $205

First Solar (FSLR) has an average rating of overweight and mean price target of $277.21, according to analysts polled by FactSet.

$FSLR
Research

Baird Upgrades First Solar to Outperform From Neutral, Adjusts Price Target to $318 From $205

First Solar (FSLR) has an average rating of overweight and mean price target of $277.21, according to analysts polled by FactSet.

$FSLR
Wire

Mizuho Adjusts Price Target on First Solar to $324 From $300

First Solar (FSLR) has an average rating of overweight and mean price target of $268.04, according to analysts polled by FactSet.Price: $254.83, Change: $+10.69, Percent Change: +4.38%

$FSLR
Insider Trading

First Solar Insider Sold Shares Worth $1,550,570, According to a Recent SEC Filing

Michael Koralewski, Chief Supply Chain Officer, on August 03, 2026, sold 7,000 shares in First Solar (FSLR) for $1,550,570. Following the Form 4 filing with the SEC, Koralewski has control over a total of 7,642 common shares of the company, with 7,642 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1274494/000127449426000174/xslF345X05/form4.xml

$FSLR
Research

Bernstein Initiates First Solar at Underperform With $217 Price Target

First Solar (FSLR) has an average rating of overweight and mean price target of $250.63, according to analysts polled by FactSet.

$FSLR
Wire

UBS Adjusts First Solar Price Target to $330 From $290, Maintains Buy Rating

First Solar (FSLR) has an average rating of overweight and mean price target of $249.74, according to analysts polled by FactSet.Price: $259.51, Change: $+10.24, Percent Change: +4.11%

$FSLR
Insider Trading

First Solar Insider Sold Shares Worth $2,929,077, According to a Recent SEC Filing

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%

$FSLR
Insider Trading

First Solar Insider Sold Shares Worth $1,899,802, According to a Recent SEC Filing

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

$FSLR
Insider Trading

First Solar Insider Sold Shares Worth $1,191,378, According to a Recent SEC Filing

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

$FSLR
Insider Trading

First Solar Insider Sold Shares Worth $849,560, According to a Recent SEC Filing

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

$FSLR
Insider Trading

First Solar Insider Sold Shares Worth $329,051, According to a Recent SEC Filing

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

$FSLR
Research

Research Alert: CFRA Raises Rating To Buy From Hold On First Solar, Inc.

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.

$FSLR
Wire

Goldman Sachs Adjusts Price Target on First Solar to $310 From $300

First Solar (FSLR) has an average rating of overweight and mean price target of $245.15, according to analysts polled by FactSet.Price: $209.88, Change: $+7.99, Percent Change: +3.96%

$FSLR
Research

Research Alert: Fslr Delivers Resilient Results Despite Continued Backlog Shrinkage

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.

$FSLR
Wire

First Solar Shares Likely Range Bound in Near-Term, RBC Capital Markets Says

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%

$FSLR

Track with the FINWIRES app suite

FolioX
FolioX
Track FSLR in your portfolio
WheelAI
WheelAI
Analyze FSLR options with the wheel strategy
StockInsider
StockInsider
See market sentiment on FSLR