FIRST SOLAR, INC.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Sunrun (RUN) reported Q2 revenue of $870M, up 52.8% YoY, beating estimates. Fluence Energy (FLNC) reported $649.8M, up 7.9% YoY, missing estimates. ChargePoint (CHPT) reported $116.1M, up 17.7% YoY, beating estimates. First Solar (FSLR) reported $1.06B, down 3.7% YoY, mixed results. Stocks reacted accordingly.
First Solar filed a patent infringement lawsuit against JA Solar and Corning's subsidiary American Panel Solutions in U.S. District Court on October 1, alleging infringement of its solar PV technology patents.
First Solar (FSLR) sued JA Solar and affiliates for patent infringement over Tunnel Oxide Passivated Contact tech, filed in Delaware court. FSLR acquired the patents in 2013, valid globally until 2030. The company plans to defend its IP rights actively. In July, FSLR launched infringement probes against other solar cell makers.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning FSLR (FIRST SOLAR, INC.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 4 bearish.
Recent FSLR coverage spans financial news, regulation and earnings.
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.
Negative pressure from revenue miss and weak EBITDA despite EPS beat.
The lawsuit introduces legal risk for First Solar, likely weighing on its share price.
The lawsuit introduces legal risk for First Solar, likely weighing on its share price.
Target reduction suggests modest downside risk.
The withdrawal removes a procedural barrier, likely allowing First Solar's existing patent suits to proceed and may signal stronger enforcement actions ahead.
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.
Sunrun (RUN) reported Q2 revenue of $870M, up 52.8% YoY, beating estimates. Fluence Energy (FLNC) reported $649.8M, up 7.9% YoY, missing estimates. ChargePoint (CHPT) reported $116.1M, up 17.7% YoY, beating estimates. First Solar (FSLR) reported $1.06B, down 3.7% YoY, mixed results. Stocks reacted accordingly.
3 min readFirst Solar filed a patent infringement lawsuit against JA Solar and Corning's subsidiary American Panel Solutions in U.S. District Court on October 1, alleging infringement of its solar PV technology patents.
1 min readFirst Solar (FSLR) sued JA Solar and affiliates for patent infringement over Tunnel Oxide Passivated Contact tech, filed in Delaware court. FSLR acquired the patents in 2013, valid globally until 2030. The company plans to defend its IP rights actively. In July, FSLR launched infringement probes against other solar cell makers.
1 min readPiper Sandler lowered price targets for Nextracker (NXT) to $110 and First Solar (FSLR) to $251, maintaining Overweight ratings. It expects NXT's Q2 2027 revenue at $1.1B, 3% above consensus, and FSLR's Q3 2026 revenue within guidance. Piper also kept a Neutral rating on Array (ARRY), anticipating fiscal 2026 EBITDA 3% below consensus. Solar additions are projected to peak in 2028, contrasting industry forecasts.
2 min readFirst Solar is withdrawing its Section 337 complaint with the USITC but will continue patent lawsuits against Canadian Solar, Jinko Solar, T1 Energy, and Trina Solar in US District Court. The company plans to enforce its global TOPCon patent portfolio, pausing enforcement efforts after the Section 337 complaint. This follows a Trump Administration action under Section 232 aimed at polysilicon imports.
2 min readAnalysts upgraded several companies: Deutsche Bank raised Royal Caribbean (RCL) to Buy with a $299 target, Raymond James upgraded Park Hotels (PK) to Strong Buy with a $19 target, Keybanc upgraded First Solar (FSLR) to Sector Weight, B of A upgraded Teleflex (TFX) to Buy with a $158 target, and Rothschild upgraded CF Industries (CF) to Neutral with a $110 target.
1 min readJPMorgan reiterates Apple as overweight, citing healthy iPhone lead times. KeyBanc upgrades First Solar to sector weight. Raymond James upgrades Park Hotels to strong buy. JPMorgan lowers Tesla's price target to $415. Jones Trading initiates CoreWeave as buy. Jefferies downgrades Roblox to underperform. Deutsche Bank upgrades Royal Caribbean to buy. Wells Fargo upgrades Sweetgreen to overweight. Baird raises Micron's price target to $1,520. Bank of America initiates IonQ as buy.
3 min readWall Street analysts issued updates on several companies. First Solar (FSLR) was upgraded to Sector Weight at KeyBanc. Liberty Energy (LBRT) was upgraded to Overweight with a $27 target at Barclays. PepsiCo (PEP) was downgraded to Hold with a $138 target at Deutsche Bank. Roblox (RBLX) was downgraded to Underperform with a $38 target at Jefferies.
2 min readAnalysts updated ratings and price targets for several companies. Datadog (DDOG) was upgraded to buy, PepsiCo (PEP) downgraded to hold, Roblox (RBLX) to underperform, and Coinbase (COIN) maintained at neutral with a higher target. Other companies affected include CF Industries (CF), First Solar (FSLR), Atlassian (TEAM), Illumina (ILMN), Nike (NKE), and Okta (OKTA).
2 min readFirst Solar (FSLR) shares rose 0.8% in pre-market trading after KeyBanc upgraded them from Underweight to Sector Weight, citing valuation. The firm noted a 32% YTD decline, bringing the stock near its prior price target. KeyBanc highlighted the company's balance sheet and tax credits, estimating a $135 per share floor. The upgrade occurred amid broader market declines and macroeconomic challenges.
1 min read
