$FSLR

A roundup of recent expansion and AI initiatives by CDMOs highlights Fujifilm Biotechnologies and Lonza. Fujifilm’s Holly Springs QC lab began operations in May, supporting increased batch/testing capacity, and it plans to add bioreactors by 2028, including a second-phase drug-substance deal with argenx for Vyvgart products. Lonza is building AI talent and expanding Swiss sites for ADC and HPAPI capacity, while selling CHI for CHF 2.3B.

The S&P 500 hit a 2026 record close above 7,800 and the Russell 2000 reached new highs as July CPI and producer price data cooled rate-hike expectations. Sandisk (SNDK) rose 34.7% weekly, up over 60% from July lows, after an investor day set flash market outlook and approved $14B more buybacks. Seagate (STX) gained 20.3%. Coherent (COHR) fell 14.3% and First Solar (FSLR) dropped 9.8%.

Invesco Solar ETF (TAN) closed at $52.47, up about 7% YTD, while the S&P 500 returned about 14%. TAN has gained about 41% over 12 months and holds $2.29B net assets, led by First Solar (FSLR). The article cites EIA data on solar’s share of new U.S. grid additions and highlights a potential Section 232 tariff decision and FSLR guidance of $4.90B to $5.20B sales.

A Schedule 13G/A filed by Susquehanna-affiliated entities reports beneficial ownership of 7,518,532 shares of First Solar common stock, or 7.0% of the class, based on 107,469,302 shares outstanding as of June 30, 2026. The group’s holdings include options, including 7,318,400 options via Susquehanna Securities.

First Solar (NASDAQ: FSLR) investors have until Aug. 24 to seek lead-plaintiff status in a federal securities class action alleging the company and executives made materially false or misleading statements about the impact of U.S. tariff policy. The class period runs Feb. 26, 2025 to Feb. 24, 2026. Allegations cite tariff and manufacturing exposure; FSLR reported Q2 2026 results Aug. 12 with 2026 net sales guidance of $4.9B to $5.2B.

Jane Street Group, LLC and affiliates filed a Schedule 13G reporting a passive beneficial stake in First Solar, Inc. common stock. The group reported 5,502,994 shares, or 5.1% of the outstanding class, with shared voting and dispositive power and no sole power. The filing is dated Aug. 13, 2026.

CNBC’s Power Insider says U.S. crude fell about $10/bbl before rebounding, amid uncertainty around the Strait of Hormuz and Red Sea shipping. It cites JPMorgan and Goldman on smaller inventory draws, China demand cuts, and tighter physical supply. OPEC and the IEA forecast softer 2026 demand but recovery later. Mentions analyst targets for NRG, Bloom Energy, and First Solar.

Dymbort Jason E. (General Counsel and Secretary) sold 3,700 shares of FIRST SOLAR, INC. (FSLR) at $249.38 ($0.92M total) on 2026-08-11 under a Rule 10b5-1 trading plan.

First Solar shares fell 5.0% to $228.81 on Aug. 12, 2026. Wells Fargo maintained an Overweight rating and raised its price target from $300 to $313. The article notes volume of 669,340 shares and that the stock declined despite the higher target, suggesting other market factors outweighed the analyst update.

UBS and BNP Paribas say new U.S. tariffs on imported solar panels could benefit First Solar (FSLR). The policy includes a $0.38 per watt minimum import price and a 15% duty on covered polysilicon imports, raising effective panel prices to about $0.44/watt. UBS reiterated Buy with a $330 target; BNP raised its target to $402. Both cut solar installation forecasts through 2030, a demand risk.