FIRST SOLAR, INC.
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First Solar Inc. shares rose 4.58% to $175.85 on Tuesday, outperforming the broader market. The S&P 500 and Dow Jones gained 0.60% and 0.03%, respectively. The stock remains 45.21% below its 52-week high of $320.95, reached on June 3.
Guggenheim kept a Buy rating on First Solar with a $299 price target, implying a 77.8% upside from the Oct 26 close. The firm cited First Solar's manufacturing commitment in Southeast Asia and anticipated pricing upside due to regulatory changes.
Truist analyst Christopher Souther reiterated Buy ratings on five clean energy stocks ahead of Q3 earnings, citing strong demand. Clearway Energy (CWEN) is expected to report $522M in Q3 revenue, up 22% YoY. Enlight Renewable Energy (ENLT) is projected to grow Q3 revenue by 27% YoY. First Solar (FSLR) was upgraded to Buy with a $270 price target. Nextpower (NXT) is expected to report $1.1B in FY2027 Q2 revenue, up 22% YoY. Eos Energy (EOSE) reported Q3 revenue of $82M-$83M, up 170% YoY.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning FSLR (FIRST SOLAR, INC.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent FSLR coverage spans financial news, market movers and sector analysis.
In the last 30 days, FSLR insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($139K). The most active reporter was Gloeckler Markus, Chief Technology Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The stock's intraday gain reflects broad market strength and may attract short‑term buying.
Analyst upgrade and higher price target suggest bullish sentiment.
Mixed signal: upgrade and higher target but EPS forecast below consensus may create volatility.
First Solar's cash buildup may support the share price, but rising costs and a sales guide below prior year raise downside risk.
Backlog strength may support near‑term price upside.
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 Inc. shares rose 4.58% to $175.85 on Tuesday, outperforming the broader market. The S&P 500 and Dow Jones gained 0.60% and 0.03%, respectively. The stock remains 45.21% below its 52-week high of $320.95, reached on June 3.
1 min readGuggenheim kept a Buy rating on First Solar with a $299 price target, implying a 77.8% upside from the Oct 26 close. The firm cited First Solar's manufacturing commitment in Southeast Asia and anticipated pricing upside due to regulatory changes.
1 min readTruist analyst Christopher Souther reiterated Buy ratings on five clean energy stocks ahead of Q3 earnings, citing strong demand. Clearway Energy (CWEN) is expected to report $522M in Q3 revenue, up 22% YoY. Enlight Renewable Energy (ENLT) is projected to grow Q3 revenue by 27% YoY. First Solar (FSLR) was upgraded to Buy with a $270 price target. Nextpower (NXT) is expected to report $1.1B in FY2027 Q2 revenue, up 22% YoY. Eos Energy (EOSE) reported Q3 revenue of $82M-$83M, up 170% YoY.
3 min readFirst Solar (FSLR) trades 45.2% below its June 2026 high, with a 12-month free cash yield of 8.0%. The company increased cash to $1.73B, reduced debt, and reported a 33.6% operating margin. Revenue rose 23.8% to $5.38B, but 2026 sales guidance is lower. Management cites policy and cost pressures. FSLR stock is at 10.7x earnings, with next report due October 29, 2026.
2 min readFirst Solar (FSLR) has $13.6B in signed orders, 2.5x its annual revenue, with most tied to U.S. domestic content. The company reported a 32.5% net margin, its highest in a decade, and trades at 10.6x earnings. Management noted 1.9GW of new U.S. orders at higher prices, but risks include contract cancellations and policy uncertainties.
2 min readJP Morgan maintained an overweight rating on First Solar (FSLR) but lowered its price target from $256 to $252. GuruFocus values FSLR at $250.06, suggesting a 31.3% undervaluation. Insiders sold $2.2M in shares over 3 months. FSLR has a GF Score of 90/100, indicating strong financial health and growth potential.
2 min readFirst Solar (FSLR) has a $13.6B backlog with deliveries through 2030, but faces uncertainty over new order prices and policy impacts. Q2 2026 sales were $1.06B, down 4%, while net income rose 24% to $423M. Analysts have mixed views on pricing power and future cash flow, with targets ranging from $251 to $326. The company's valuation is debated amid tariff protections and manufacturing investments.
3 min readJPMorgan lowered its price target for First Solar from $256 to $252. The stock is currently trading at $172.64, down 3.45% over 5 days and 33.91% year-to-date. Barclays also recently adjusted its target for the company.
1 min readChina proposed export controls on 12 solar manufacturing technologies, potentially impacting global supply chains and reinforcing its market position, according to Reuters. The move may affect overseas production plans.
1 min readBrian Sullivan reports that the real cost of oil is higher than futures prices due to increased shipping costs. Shell (SHEL) reached a new high, with analysts bullish on its LNG business. RBC highlights ConocoPhillips (COP) as a top global stock idea. Morgan Stanley is optimistic about refiners like ExxonMobil (XOM), Valero (VLO), Phillips 66 (PSX), and PBF (PBF). Truist upgrades First Solar (FSLR) to Buy with a $270 target.
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