FSLR

First Solar Inc. (FSLR) | Rumor.io

First Solar

FSLR

Attention (50-day avg)0.02%

Attention rank (50-day avg)#267

Bullish sentiment (50-day avg)90%

Price to earnings ratio11

Market capitalization18.6B

Earnings per share16.2

Dividend yield (TTM)—

Revenue (annual)5.2B

Net income (annual)1.5B

Social

What share of all stock conversation is about FSLR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.04% +0.03	0.02% -0.01	0.02% -0.01

Sep 29

First Solar, Inc.'s imports to the US fell 40%, but their own plants relocating to America indicate the company is not dying.
Analysts are targeting a mean price of $280 for First Solar, and the CEO has reiterated the company's guidance, suggesting a potential rotation back into the stock.
The clean energy sector, including First Solar, has sold off 50% or more, but with high crude prices and the need for energy-intensive data centers and utilities to build out their infrastructure, solar is expected to be a hot sector.

Generated by AI

Sentiment

Of the messages about FSLR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	71.43% +16.88	52.47% -25.17	81.59% -14.83	88.01% +12.03
Bearish	28.57% -16.88	47.53% +25.17	18.41% +14.83	11.99% -12.03

Bullish· Sep 25

First Solar's forward P/E ratio is low at 7.42 and 6.06 for the next two years, with expected EPS growth of 32.6% and 22.5% respectively.
The stock has potential for another fast +200% increase, with some analysts predicting a 500% potential "lotto".
First Solar is undervalued, trading at a low 10x earnings, near its 52-week low, with a 45% gross margin and a $13.6 billion order backlog.

Bearish· Sep 25

First Solar's stock has dropped significantly, reaching a 52-week low, due to concerns about project financing in the solar industry.
The company's business is highly cyclical, and despite downgrades, the stock price is still in the mid-to-high 200s, which some consider "washed out".
First Solar's stock has been affected by a rate-driven selloff, with the 10-year yield near 5.14%, and the company has also faced a class action lawsuit against shareholders.

Generated by AI

Topics

Of the messages about FSLR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	100%	57.15%	33.21%	41.11%
Announcements	0%	9.51%	14.79%	10.87%
Technical Analysis	0%	11.5%	32%	7.37%
Analysts	0%	21.39%	18.23%	23.53%
Earnings	0%	0.15%	0.06%	16.9%
Controversies	0%	0.29%	1.71%	0.22%

Earnings· Jul 30

First Solar's Q2 earnings beat expectations with a GAAP EPS of $3.92, a 23% increase YoY, and adjusted EBITDA of $644M, $144M above guidance.
The company's revenue of $1.06B missed estimates by 0.55%, but its operational efficiency and profitability improved, with a gross margin of 57.3% and operating margin of 42.6%.
First Solar's Q2 results also showed a record profitability, with a net income of $422.6M, a 24% increase YoY, and a contracted sales backlog of 45.1 GW as of June 30, 2026.

Analysts· Aug 11

Baird upgrades First Solar to Outperform, raises price target to $318 from $205, citing a strong utility-scale solar market, removal of Section 232 overhang, and better-calibrated estimates.
The upgrade comes as First Solar's shares are up after a recent pullback, with Baird seeing a strong utility-scale solar market and potential clarity on capital allocation.
Despite the upgrade, 41% of covering analysts still rate First Solar Hold or worse, leaving room for more bull notes if the turnaround sticks.

Announcements· Jul 30

First Solar reported Q2 2026 earnings with a net income of $423M, a 23% increase year-over-year, and a net sales of $1.06B, a 4% decrease year-over-year.
The company's EPS beat estimates, with a net income per diluted share of $3.92, an increase of 23% year-over-year, and a contracted sales backlog of 45.1 GW as of June 30, 2026.
First Solar reaffirmed its FY26 revenue view of $4.9B-$5.2B, and its adjusted EBITDA view of $2.6B to $2.8B, with a contracted sales backlog of 45.1 GW extending through 2030.

Macro· Sep 24

The renewable energy sector is facing headwinds due to elevated borrowing costs, impacting solar project financing and creating uncertainty for First Solar (FSLR) and the broader industry.
The main demand driver for solar at the utility scale is AI load growth, which is not slowing down despite a small bump in interest rates, and the company's stock price is overreacting to the rate increase.
First Solar's stock is down due to a Baird analyst downgrade and concerns about the potential impact of a meeting between the Chinese president and the US government on trade relations and solar panel tariffs.

Technical Analysis· Jun 4

$FSLR is breaking out of a 20-year IPO base, with a strong policy tailwind, technology moat, and massive backlog, potentially leading to a stock price triple.
The 18-year base has potential to expand at minimum 2x from the break, which would be 634+.
$FSLR is relatively undervalued, worth significantly more than $400, with analysts' price targets off the mark, and may retest support at $280.

Generated by AI

Community

Of the messages about FSLR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	46.67%	53.38%	58.88%	49.82%
Newcomers	53.33%	46.62%	41.12%	50.18%

Regulars· Sep 25

The price of First Solar has dropped by over 10% after a share price drop, with a forward P/E of 7.42 and 6.06 for the next two years, and EPS growth expected to be 32.6% and 22.5% for these two years.
The decline in First Solar's share price is attributed to the increase in US treasury yields and borrowing costs, which has made it challenging for the company to secure project financing.
Despite the recent drop, some regulars believe that First Solar is undervalued, with a tangible book value of $95/share and a 10 P/E in a rapidly growing industry, and predict that the stock will recover to $182.

Newcomers· Sep 28

KeyBanc has upgraded First Solar stock to Sector Weight, citing a valuation call and a recent pullback that has balanced the risk-reward.
Despite concerns about high inventory and a tight window to capitalize on polysilicon tariffs, analysts believe the recent sell-off has limited further downside risk for the company.
The company is expected to have 17 GW of U.S. annual capacity across 6 factories by 2027, with 4,785 direct U.S. jobs today growing towards 6,000+.

Generated by AI

News

First Solar: Why The Market Still Doesn't Believe The Story (Rating Downgrade) (FSLR)

First Solar's underlying fundamentals remain intact, but the market’s discount may reflect justified sector risk. Read why FLSR stock is downgraded to a buy.

21h agoSeeking Alpha

KeyBanc Just Upgraded First Solar Stock. Here's Why.

1d agoBarchart.com

First Solar Faces Pricing Pressure Amid High Inventory, Slow Project Starts, KeyBanc Says

First Solar (FSLR) faces medium-term pricing pressure due to factors including high US inventory lev

1d agoYahoo Finance

First Solar upgraded at KeyBanc as valuation limits downside (FSLR:NASDAQ)

1d agoSeeking Alpha

This First Solar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday - Royal Caribbean Group

Analysts upgraded Royal Caribbean, Park Hotels, First Solar, Teleflex and CF Industries, with several receiving higher price targets.

1d agoBenzinga

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.

1d agoYahoo Finance

Also Discussed

Investors talking about FSLR also mention

#	Name	Attention
1	Canadian Solar Inc.CSIQ	0.01%+0.01
2	SunPower Inc.SPWR	0%+0
3	SolarEdge Technologies, Inc.SEDG	0%0
4	JinkoSolar Holding Co., Ltd. ADRJKS	0%-0.01
5	Invesco Solar ETFTAN	0%new
6	Sunrun Inc.RUN	0%0
7	Enphase Energy, Inc.ENPH	0%0
8	NOVA - Sunnova Energy International Inc.	——
9	Shoals Technologies Group Inc. Class A Common StockSHLS	0%new
10	Array Technologies, Inc.ARRY	0%+0

First Solar Inc.

Technology
Solar

First Solar Inc. is a solar technology and manufacturing company that designs, produces, and sells cadmium telluride thin-film photovoltaic modules for utility-scale power generation. First Solar Inc. focuses on providing solar modules and integrated solar energy solutions used by developers, independent power producers, utilities, and commercial customers. Its product lineup includes advanced thin-film modules built to convert sunlight into electricity with an emphasis on efficiency and responsible production. The company also supports customers with related services such as project development assistance, operations support, and end-of-life panel recycling. Headquartered in Tempe, Arizona, First Solar Inc. plays a significant role in the global renewable energy market as a major supplier of large-format solar technology and a provider of solutions for large-scale solar installations.

Website

Location

4300 E Camelback Road

Phoenix, AZ, 85018

United States

Social

What share of all stock conversation is about FSLR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.04% +0.03	0.02% -0.01	0.02% -0.01

Sep 29

First Solar, Inc.'s imports to the US fell 40%, but their own plants relocating to America indicate the company is not dying.
Analysts are targeting a mean price of $280 for First Solar, and the CEO has reiterated the company's guidance, suggesting a potential rotation back into the stock.
The clean energy sector, including First Solar, has sold off 50% or more, but with high crude prices and the need for energy-intensive data centers and utilities to build out their infrastructure, solar is expected to be a hot sector.

Generated by AI

Sentiment

Of the messages about FSLR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	71.43% +16.88	52.47% -25.17	81.59% -14.83	88.01% +12.03
Bearish	28.57% -16.88	47.53% +25.17	18.41% +14.83	11.99% -12.03

Bullish· Sep 25

First Solar's forward P/E ratio is low at 7.42 and 6.06 for the next two years, with expected EPS growth of 32.6% and 22.5% respectively.
The stock has potential for another fast +200% increase, with some analysts predicting a 500% potential "lotto".
First Solar is undervalued, trading at a low 10x earnings, near its 52-week low, with a 45% gross margin and a $13.6 billion order backlog.

Bearish· Sep 25

First Solar's stock has dropped significantly, reaching a 52-week low, due to concerns about project financing in the solar industry.
The company's business is highly cyclical, and despite downgrades, the stock price is still in the mid-to-high 200s, which some consider "washed out".
First Solar's stock has been affected by a rate-driven selloff, with the 10-year yield near 5.14%, and the company has also faced a class action lawsuit against shareholders.

Generated by AI

Topics

Of the messages about FSLR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	100%	57.15%	33.21%	41.11%
Announcements	0%	9.51%	14.79%	10.87%
Technical Analysis	0%	11.5%	32%	7.37%
Analysts	0%	21.39%	18.23%	23.53%
Earnings	0%	0.15%	0.06%	16.9%
Controversies	0%	0.29%	1.71%	0.22%

Earnings· Jul 30

First Solar's Q2 earnings beat expectations with a GAAP EPS of $3.92, a 23% increase YoY, and adjusted EBITDA of $644M, $144M above guidance.
The company's revenue of $1.06B missed estimates by 0.55%, but its operational efficiency and profitability improved, with a gross margin of 57.3% and operating margin of 42.6%.
First Solar's Q2 results also showed a record profitability, with a net income of $422.6M, a 24% increase YoY, and a contracted sales backlog of 45.1 GW as of June 30, 2026.

Analysts· Aug 11

Baird upgrades First Solar to Outperform, raises price target to $318 from $205, citing a strong utility-scale solar market, removal of Section 232 overhang, and better-calibrated estimates.
The upgrade comes as First Solar's shares are up after a recent pullback, with Baird seeing a strong utility-scale solar market and potential clarity on capital allocation.
Despite the upgrade, 41% of covering analysts still rate First Solar Hold or worse, leaving room for more bull notes if the turnaround sticks.

Announcements· Jul 30

First Solar reported Q2 2026 earnings with a net income of $423M, a 23% increase year-over-year, and a net sales of $1.06B, a 4% decrease year-over-year.
The company's EPS beat estimates, with a net income per diluted share of $3.92, an increase of 23% year-over-year, and a contracted sales backlog of 45.1 GW as of June 30, 2026.
First Solar reaffirmed its FY26 revenue view of $4.9B-$5.2B, and its adjusted EBITDA view of $2.6B to $2.8B, with a contracted sales backlog of 45.1 GW extending through 2030.

Macro· Sep 24

The renewable energy sector is facing headwinds due to elevated borrowing costs, impacting solar project financing and creating uncertainty for First Solar (FSLR) and the broader industry.
The main demand driver for solar at the utility scale is AI load growth, which is not slowing down despite a small bump in interest rates, and the company's stock price is overreacting to the rate increase.
First Solar's stock is down due to a Baird analyst downgrade and concerns about the potential impact of a meeting between the Chinese president and the US government on trade relations and solar panel tariffs.

Technical Analysis· Jun 4

$FSLR is breaking out of a 20-year IPO base, with a strong policy tailwind, technology moat, and massive backlog, potentially leading to a stock price triple.
The 18-year base has potential to expand at minimum 2x from the break, which would be 634+.
$FSLR is relatively undervalued, worth significantly more than $400, with analysts' price targets off the mark, and may retest support at $280.

Generated by AI

Community

Of the messages about FSLR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	46.67%	53.38%	58.88%	49.82%
Newcomers	53.33%	46.62%	41.12%	50.18%

Regulars· Sep 25

The price of First Solar has dropped by over 10% after a share price drop, with a forward P/E of 7.42 and 6.06 for the next two years, and EPS growth expected to be 32.6% and 22.5% for these two years.
The decline in First Solar's share price is attributed to the increase in US treasury yields and borrowing costs, which has made it challenging for the company to secure project financing.
Despite the recent drop, some regulars believe that First Solar is undervalued, with a tangible book value of $95/share and a 10 P/E in a rapidly growing industry, and predict that the stock will recover to $182.

Newcomers· Sep 28

KeyBanc has upgraded First Solar stock to Sector Weight, citing a valuation call and a recent pullback that has balanced the risk-reward.
Despite concerns about high inventory and a tight window to capitalize on polysilicon tariffs, analysts believe the recent sell-off has limited further downside risk for the company.
The company is expected to have 17 GW of U.S. annual capacity across 6 factories by 2027, with 4,785 direct U.S. jobs today growing towards 6,000+.

Generated by AI

First Solar

Social

Sep 29

Bullish· Sep 25

Bearish· Sep 25

Earnings· Jul 30

Analysts· Aug 11

Announcements· Jul 30

Macro· Sep 24

Technical Analysis· Jun 4

Regulars· Sep 25

Newcomers· Sep 28

First Solar: Why The Market Still Doesn't Believe The Story (Rating Downgrade) (FSLR)

KeyBanc Just Upgraded First Solar Stock. Here's Why.

First Solar Faces Pricing Pressure Amid High Inventory, Slow Project Starts, KeyBanc Says

First Solar upgraded at KeyBanc as valuation limits downside (FSLR:NASDAQ)

This First Solar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday - Royal Caribbean Group

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

Also Discussed

First Solar Inc.

Company Information

Location

First Solar: Why The Market Still Doesn't Believe The Story (Rating Downgrade) (FSLR)

KeyBanc Just Upgraded First Solar Stock. Here's Why.

First Solar Faces Pricing Pressure Amid High Inventory, Slow Project Starts, KeyBanc Says

First Solar upgraded at KeyBanc as valuation limits downside (FSLR:NASDAQ)

This First Solar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday - Royal Caribbean Group

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

Also Discussed

Social

Sep 29

Bullish· Sep 25

Bearish· Sep 25

Earnings· Jul 30

Analysts· Aug 11

Announcements· Jul 30

Macro· Sep 24

Technical Analysis· Jun 4

Regulars· Sep 25

Newcomers· Sep 28