First Solar raised at BMO as post-Section 232 selloff looks overdone (FSLR:NASDAQ)
First Solar (FSLR) rose 1.7% after BMO Capital upgraded it to Outperform with a $263 price target, up from $237, citing an overdone 16% selloff post-Section 232.
FIRST SOLAR, INC.
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First Solar (FSLR) rose 1.7% after BMO Capital upgraded it to Outperform with a $263 price target, up from $237, citing an overdone 16% selloff post-Section 232.
Analysts made several rating changes: Truist initiated DigitalOcean as buy, citing AI growth; Citi downgraded Abercrombie & Fitch to neutral; Baird upgraded Synopsys to outperform. Other notable moves include upgrades for SQM, Synopsys, Extra Space Storage, and downgrades for Celsius, Regions, and Novo Nordisk. Bank of America reiterated Nvidia as buy, highlighting strong AI growth.
First Solar (FSLR) shares rose 3.9% premarket after BMO Capital upgraded the stock to Outperform with a $263 price target. The analyst cited a recent oversold condition and expects improved pricing for U.S. solar modules, despite margin challenges. First Solar is seen as the least expensive solar OEM in BMO's coverage.
Over the past 7 days, alphai's AI scored 11 news stories mentioning FSLR (FIRST SOLAR, INC.). Coverage has skewed bullish: 7 bullish, 0 neutral, and 4 bearish.
Recent FSLR coverage spans market movers, regulation and financial news.
In the last 30 days, FSLR insiders filed 7 SEC Form 4 transactions — no purchases and 7 sales ($3.5M). The most active reporter was Gloeckler Markus, Chief Technology Officer, with 3 filings. 86% of those filings were made under pre-arranged Rule 10b5-1 plans.
Upgrade may drive further buying pressure.
Upgrade challenges a key bearish narrative (Tesla threat), which can drive a re-rating if the market agrees.
Upgrade suggests near‑term upside as module prices improve.
Policy boost lifts solar stocks.
Analyst price target increase signals upside potential.
alphai scores every news story that mentions FSLR with an AI model for sentiment and relevance, and aggregates insider trades from FIRST SOLAR, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
First Solar (FSLR) rose 1.7% after BMO Capital upgraded it to Outperform with a $263 price target, up from $237, citing an overdone 16% selloff post-Section 232.
1 min readAnalysts made several rating changes: Truist initiated DigitalOcean as buy, citing AI growth; Citi downgraded Abercrombie & Fitch to neutral; Baird upgraded Synopsys to outperform. Other notable moves include upgrades for SQM, Synopsys, Extra Space Storage, and downgrades for Celsius, Regions, and Novo Nordisk. Bank of America reiterated Nvidia as buy, highlighting strong AI growth.
6 min readFirst Solar (FSLR) shares rose 3.9% premarket after BMO Capital upgraded the stock to Outperform with a $263 price target. The analyst cited a recent oversold condition and expects improved pricing for U.S. solar modules, despite margin challenges. First Solar is seen as the least expensive solar OEM in BMO's coverage.
1 min readU.S. stock futures rose premarket after Nvidia (NVDA) reported strong Q2 results and raised Q3 guidance, boosting AI-related stocks. NVDA shares gained 7%, while other tech stocks like MU, CRM, OKTA, and MRVL also saw premarket gains. Wendy's (WEN) fell 12% after reports of no take-private bid from Trian Fund Management. Economic data and Fed speeches are in focus.
3 min readUBS upgraded SolarEdge (SEDG) to 'Buy' with a $42 target, citing potential market share gains. Deutsche Bank raised First Solar (FSLR) target to $299. Retail sentiment varied: ENPH improved to 'neutral,' FSLR remained 'bearish,' ARRY and SEDG were 'bullish.' Year-to-date, ENPH +14%, SEDG +5%, FSLR -25%, ARRY -51%.
2 min readDeutsche Bank maintained a 'Buy' rating on First Solar (FSLR) and raised its price target to $299 from $272. The stock is trading at $204.68, which is 19.7% undervalued compared to its GF Value™ of $255.03. FSLR has a GF Score™ of 90/100, indicating strong fundamentals and growth potential.
2 min readBronstein, Gewirtz & Grossman filed a class action lawsuit against First Solar (FSLR) and its officers, alleging securities law violations during Feb 2025-Feb 2026. The complaint claims misstatements about tariff policy impacts and production facility utilization affected the company's performance. Investors can join the case by August 24, 2026.
2 min readFirst Solar's stock fell over 15% premarket due to Q4 profit miss, citing high tariff-related costs. CFO Alex Bradley reported a 41% gross margin for 2025, down from 44%. CEO Mark Widmar highlighted industry headwinds. Shares have dropped 7% YTD, partly due to Tesla's cost advantage.
2 min readPomerantz LLP filed a class-action lawsuit against First Solar, Inc. (FSLR) and certain officers, alleging securities violations. The suit covers investors who acquired FSLR securities between February 26, 2025, and February 24, 2026, claiming misstatements about tariff impacts and financial performance. First Solar's stock fell 10.29% on January 7, 2026, and 13.61% on February 25, 2026, following downgrades and missed earnings.
2 min readFirst Solar supports U.S. Section 232 action on polysilicon imports to strengthen domestic solar supply chain. The company cites China's 90% global supply share as a risk. Measures include import price and tariffs. First Solar plans $5B investment in U.S. manufacturing by 2026, aiming for 17 GW capacity and 39,000 jobs by 2027.
1 min read