Track market-moving stories before they get noisy

In the latest trading session, First Solar (FSLR) closed at $171.25, marking a -2.04% move from the previous day.

First Solar (FSLR - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis largest U.S. solar company is expected to post quarterly earnings of $4.64 per share in its upcoming report, which represents a year-over-year change of +9.4%.

Revenues are expected to be $1.31 billion, down 17.7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.05% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for First Solar?For First Solar, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.97%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that First Solar will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that First Solar would post earnings of $2.74 per share when it actually produced earnings of $3.92, delivering a surprise of +43.07%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

First Solar doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsFirst Solar (FSLR - Free Report) , another stock in the Zacks Solar industry, is expected to report earnings per share of $4.64 for the quarter ended September 2026. This estimate points to a year-over-year change of +9.4%. Revenues for the quarter are expected to be $1.31 billion, down 17.7% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for First Solar has been revised 2% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.97%, reflecting a lower Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that First Solar will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

SteelPeak Wealth LLC decreased its stake in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) by 65.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 8,000 shares of the solar cell manufacturer’s stock after selling 15,483 shares during the period. SteelPeak Wealth LLC’s holdings in First Solar were worth $1,401,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in FSLR. Fiduciary Financial Group LLC increased its stake in shares of First Solar by 2.3% during the second quarter. Fiduciary Financial Group LLC now owns 2,026 shares of the solar cell manufacturer’s stock valued at $478,000 after buying an additional 45 shares during the period. Burford Brothers Inc. lifted its stake in shares of First Solar by 0.3% during the 1st quarter. Burford Brothers Inc. now owns 19,131 shares of the solar cell manufacturer’s stock worth $3,774,000 after purchasing an additional 51 shares during the last quarter. Hilltop Holdings Inc. lifted its stake in shares of First Solar by 3.5% during the 1st quarter. Hilltop Holdings Inc. now owns 1,608 shares of the solar cell manufacturer’s stock worth $317,000 after purchasing an additional 54 shares during the last quarter. TD Waterhouse Canada Inc. boosted its position in First Solar by 0.3% during the second quarter. TD Waterhouse Canada Inc. now owns 17,102 shares of the solar cell manufacturer’s stock valued at $3,973,000 after purchasing an additional 55 shares in the last quarter. Finally, Cox Capital Mgt LLC boosted its position in First Solar by 0.4% during the third quarter. Cox Capital Mgt LLC now owns 13,989 shares of the solar cell manufacturer’s stock valued at $2,450,000 after purchasing an additional 58 shares in the last quarter. 92.08% of the stock is owned by institutional investors.

More First Solar News Here are the key news stories impacting First Solar this week:

Positive Sentiment: Investor attention remains focused on First Solar’s strong annual revenue growth, positive free cash flow, improving returns on capital and expanding market share. These factors support the long-term investment case despite near-term market volatility. How Investors Are Reacting To First Solar Strong Fundamentals And Market Share Gains Positive Sentiment: High trading volume in First Solar call options suggests some traders are positioning for a potential rebound or increased volatility ahead of the company’s earnings report, although options activity is not a guarantee of future gains. Traders Purchase High Volume of First Solar Call Options Neutral Sentiment: First Solar will release third-quarter 2026 results after the market closes on October 29 and host an investor webcast. The report could provide important updates on demand, margins, production and guidance. First Solar to Announce Third Quarter 2026 Financial Results Negative Sentiment: Higher interest rates are pressuring clean-tech valuations and encouraging investors to rotate away from growth-oriented renewable-energy stocks. This macro backdrop has weighed on the Guinness Sustainable Energy Fund and the broader solar group. Guinness Sustainable Energy Fund Discusses First Solar Amid Solar Industry Weakness Negative Sentiment: First Solar declined more sharply than the broader market in the latest session, reflecting continued sector weakness and risk aversion rather than a newly reported company-specific deterioration. First Solar Falls More Steeply Than Broader Market Analyst Ratings Changes Several analysts have recently commented on FSLR shares. Roth Capital reiterated a “buy” rating and set a $300.00 price objective on shares of First Solar in a report on Friday, July 24th. TD Cowen raised First Solar to a “strong-buy” rating in a research report on Monday, October 5th. Sanford C. Bernstein decreased their price target on First Solar from $217.00 to $197.00 and set an “underperform” rating for the company in a research note on Friday, July 31st. Robert W. Baird decreased their price target on First Solar from $318.00 to $290.00 and set an “outperform” rating for the company in a research note on Tuesday, September 22nd. Finally, Guggenheim reissued a “buy” rating on shares of First Solar in a report on Monday, September 28th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $265.87. View Our Latest Report on FSLR

First Solar Stock Performance NASDAQ:FSLR opened at $172.64 on Monday. The company has a market capitalization of $18.55 billion, a P/E ratio of 10.64, a PEG ratio of 0.47 and a beta of 1.80. First Solar, Inc. has a 12 month low of $168.60 and a 12 month high of $320.95. The firm has a fifty day simple moving average of $198.70 and a 200-day simple moving average of $219.21.

First Solar (NASDAQ:FSLR – Get Free Report) last released its earnings results on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.90 by $1.02. The firm had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.06 billion. First Solar had a return on equity of 18.02% and a net margin of 32.47%. The firm’s revenue was down 3.4% on a year-over-year basis. During the same period in the prior year, the firm earned $3.18 EPS. Equities analysts forecast that First Solar, Inc. will post 17.63 EPS for the current year.

Insider Transactions at First Solar In other news, EVP Samantha Sloan sold 127 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $222.95, for a total value of $28,314.65. Following the transaction, the executive vice president directly owned 2,018 shares of the company’s stock, valued at approximately $449,913.10. This represents a 5.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Markus Gloeckler sold 3,425 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $218.95, for a total value of $749,903.75. Following the completion of the transaction, the chief technology officer owned 7,471 shares of the company’s stock, valued at approximately $1,635,775.45. The trade was a 31.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 16,681 shares of company stock valued at $3,756,286 over the last three months. Company insiders own 0.39% of the company’s stock.

About First Solar (Free Report)

First Solar, Inc is a vertically integrated solar technology and manufacturing company that designs, manufactures and sells photovoltaic (PV) solar modules. Its modules use advanced thin-film semiconductor technology based on cadmium telluride (CdTe), rather than the crystalline-silicon technology used by most solar manufacturers. The company serves utility-scale solar developers, commercial and industrial customers, and other large-scale energy users.

Founded in 1999 and headquartered in Tempe, Arizona, First Solar operates research and development, manufacturing and recycling facilities in the United States and internationally.

Further Reading Five stocks we like better than First Solar These 3 Green Stocks Have a Growth Story That Goes Far Beyond Washington Meta Claims Frontier-Class AI Status With New Muse Wonder Models Berkshire Just Backed This Little-Known Stock—Should You Chase It? Broadcom’s CEO Sees Years of AI Demand But Warns of a Bigger Threat to the Boom Want to see what other hedge funds are holding FSLR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Solar, Inc. (NASDAQ:FSLR – Free Report).

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PHOENIX--(BUSINESS WIRE)--First Solar, Inc. (NASDAQ: FSLR) (the “Company”) will report financial results for the third quarter ended September 30, 2026, after the market closes on Thursday, October 29, 2026. Conference Call Details are as follows: Date: Thursday, October 29, 2026 Time: 4:30 PM ET Live Webcast: investor.firstsolar.com Webcast Replay: Available through Saturday, November 28, 2026 Investors section of the Company's website approximately two hours after the call About First Solar,.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

First Solar, Inc. (NASDAQ:FSLR – Get Free Report) saw unusually large options trading activity on Thursday. Stock investors bought 31,358 put options on the stock. This represents an increase of 21% compared to the typical daily volume of 25,870 put options.

Wall Street Analysts Forecast Growth Several research firms recently issued reports on FSLR. Jefferies Financial Group set a $196.00 target price on shares of First Solar in a research report on Monday, August 3rd. HC Wainwright initiated coverage on shares of First Solar in a research report on Thursday, August 27th. They set a “buy” rating for the company. Barclays lifted their price target on shares of First Solar from $213.00 to $279.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. UBS Group boosted their price objective on shares of First Solar from $290.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, June 11th. Finally, Oppenheimer restated a “market perform” rating on shares of First Solar in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $266.23.

Check Out Our Latest Stock Report on FSLR

Insider Activity at First Solar In other First Solar news, EVP Samantha Sloan sold 127 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $222.95, for a total transaction of $28,314.65. Following the transaction, the executive vice president directly owned 2,018 shares in the company, valued at approximately $449,913.10. This represents a 5.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Markus Gloeckler sold 800 shares of the stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $174.00, for a total value of $139,200.00. Following the transaction, the chief technology officer owned 5,042 shares in the company, valued at $877,308. This trade represents a 13.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 16,681 shares of company stock worth $3,756,286 over the last three months. 0.39% of the stock is currently owned by company insiders. Hedge Funds Weigh In On First Solar Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Root Financial Partners LLC lifted its position in shares of First Solar by 18.2% during the 4th quarter. Root Financial Partners LLC now owns 292 shares of the solar cell manufacturer’s stock valued at $76,000 after acquiring an additional 45 shares during the last quarter. Fiduciary Financial Group LLC grew its holdings in shares of First Solar by 2.3% in the 2nd quarter. Fiduciary Financial Group LLC now owns 2,026 shares of the solar cell manufacturer’s stock worth $478,000 after acquiring an additional 45 shares during the last quarter. Fielder Capital Group LLC raised its position in shares of First Solar by 4.1% during the fourth quarter. Fielder Capital Group LLC now owns 1,196 shares of the solar cell manufacturer’s stock worth $312,000 after purchasing an additional 47 shares during the period. Burford Brothers Inc. raised its position in shares of First Solar by 0.3% during the first quarter. Burford Brothers Inc. now owns 19,131 shares of the solar cell manufacturer’s stock worth $3,774,000 after purchasing an additional 51 shares during the period. Finally, Hilltop Holdings Inc. lifted its holdings in shares of First Solar by 3.5% during the first quarter. Hilltop Holdings Inc. now owns 1,608 shares of the solar cell manufacturer’s stock valued at $317,000 after purchasing an additional 54 shares during the last quarter. 92.08% of the stock is owned by institutional investors.

First Solar Stock Up 1.5% Shares of FSLR opened at $174.61 on Friday. First Solar has a 52-week low of $168.60 and a 52-week high of $320.95. The firm has a market cap of $18.76 billion, a price-to-earnings ratio of 10.77, a PEG ratio of 0.46 and a beta of 1.80. The business’s 50 day moving average is $207.55 and its two-hundred day moving average is $220.04.

First Solar (NASDAQ:FSLR – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.90 by $1.02. The business had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.06 billion. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The company’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.18 EPS. On average, equities analysts expect that First Solar will post 17.64 earnings per share for the current fiscal year.

More First Solar News Here are the key news stories impacting First Solar this week:

Positive Sentiment: Patent lawsuit could protect technology and pricing: First Solar sued JA Solar and American Panel Solutions, reportedly a Corning subsidiary, alleging infringement of its U.S. patent covering manufacturing methods for TOPCon solar cells. Successful enforcement could help protect First Solar’s intellectual property and competitive position. First Solar Files Patent Infringement Lawsuit Against JA Solar and American Panel Solutions Positive Sentiment: Potential earnings support: First Solar has a history of exceeding earnings expectations. Analysts are watching the upcoming report for evidence that strong execution and the company’s relatively low valuation can offset industry headwinds. Will First Solar Beat Estimates Again in Its Next Earnings Report? Neutral Sentiment: Higher put-option activity signals caution: Traders purchased 31,358 put options, about 21% above average volume. This indicates increased hedging or bearish speculation ahead of earnings, but it does not necessarily represent a change in the company’s fundamentals. Negative Sentiment: Inventory and policy pressures remain significant: Elevated U.S. solar-panel inventories, slower utility-scale project starts, tight pricing, and a new 15% tariff on polysilicon derivatives are complicating supply-chain planning and could pressure margins or near-term demand. How Investors Are Reacting to First Solar Inventory Glut, New Tariffs and Slower Project Starts Negative Sentiment: Analyst target reduction adds pressure: Piper Sandler cut its price target for First Solar, reinforcing concerns about near-term industry conditions and the stock’s substantial decline from its 12-month high. First Solar Stock Price Target Cut by Piper Sandler About First Solar (Get Free Report)

First Solar, Inc is a solar technology and manufacturing company that designs and produces photovoltaic (PV) solar modules for utility-scale power projects. Unlike conventional crystalline-silicon panels, its modules use thin-film semiconductor technology based on cadmium telluride (CdTe), which the company says can provide advantages in energy yield, temperature performance and lifecycle sustainability.

The company’s product portfolio includes its Series 6 and Series 7 thin-film solar modules, along with related services such as technical support, module recycling and end-of-life collection.

See Also Five stocks we like better than First Solar AST SpaceMobile’s BlueBird Progress Comes With Several Risks Still Unresolved Time to Nibble on MCD Stock After it Enters Oversold Territory? McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside Corning and AT&T’s $3 Billion Fiber Deal Reveals Where AI Spending Goes Next Receive News & Ratings for First Solar Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for First Solar and related companies with MarketBeat.com's FREE daily email newsletter.

In the latest trading session, First Solar (FSLR - Free Report) closed at $172.11, marking a -1.74% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.2% for the day. Elsewhere, the Dow saw an upswing of 0.04%, while the tech-heavy Nasdaq appreciated by 0.04%.

Heading into today, shares of the largest U.S. solar company had lost 13.54% over the past month, lagging the Oils-Energy sector's loss of 2.32% and the S&P 500's loss of 0.35%.

The investment community will be closely monitoring the performance of First Solar in its forthcoming earnings report. The company's upcoming EPS is projected at $4.57, signifying a 7.78% increase compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $1.3 billion, indicating a 18.63% downward movement from the same quarter last year.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $17.64 per share and revenue of $5.05 billion. These totals would mark changes of +24.14% and -3.24%, respectively, from last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for First Solar. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.64% lower. Currently, First Solar is carrying a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that First Solar has a Forward P/E ratio of 9.93 right now. This expresses a discount compared to the average Forward P/E of 13.31 of its industry.

Also, we should mention that FSLR has a PEG ratio of 0.47. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Solar industry had an average PEG ratio of 0.67.

The Solar industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 212, finds itself in the bottom 14% echelons of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? First Solar (FSLR - Free Report) , which belongs to the Zacks Solar industry, could be a great candidate to consider.

When looking at the last two reports, this largest U.S. solar company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 27.63%, on average, in the last two quarters.

For the most recent quarter, First Solar was expected to post earnings of $2.74 per share, but it reported $3.92 per share instead, representing a surprise of 43.07%. For the previous quarter, the consensus estimate was $2.87 per share, while it actually produced $3.22 per share, a surprise of 12.20%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for First Solar lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

First Solar currently has an Earnings ESP of +0.64%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Shares of First Solar, Inc. (NASDAQ:FSLR – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the thirty-seven research firms that are covering the company, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, eleven have assigned a hold recommendation, twenty-three have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $266.53.

A number of brokerages have recently issued reports on FSLR. Argus restated a “buy” rating and issued a $275.00 target price on shares of First Solar in a research note on Wednesday, August 26th. BMO Capital Markets downgraded First Solar from a “hold” rating to a “market perform” rating in a research note on Thursday, August 27th. Sanford C. Bernstein cut their price objective on First Solar from $217.00 to $197.00 and set an “underperform” rating on the stock in a research note on Friday, July 31st. Raymond James Financial assumed coverage on First Solar in a report on Thursday, August 27th. They set a “market perform” rating on the stock. Finally, Robert W. Baird lowered their price target on First Solar from $318.00 to $290.00 and set an “outperform” rating for the company in a report on Tuesday, September 22nd.

View Our Latest Stock Report on FSLR

Insider Buying and Selling In other news, EVP Samantha Sloan sold 127 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $222.95, for a total transaction of $28,314.65. Following the sale, the executive vice president directly owned 2,018 shares in the company, valued at approximately $449,913.10. This represents a 5.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Markus Gloeckler sold 3,425 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $218.95, for a total value of $749,903.75. Following the transaction, the chief technology officer owned 7,471 shares of the company’s stock, valued at $1,635,775.45. This represents a 31.43% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 15,881 shares of company stock valued at $3,617,086 over the last three months. 0.39% of the stock is owned by company insiders. Institutional Trading of First Solar Large investors have recently modified their holdings of the company. BlackRock Inc. acquired a new position in First Solar during the 2nd quarter valued at about $3,310,298,000. ABS Investment Management LLC acquired a new stake in shares of First Solar in the second quarter valued at approximately $1,297,780,000. Hill City Capital LP bought a new stake in shares of First Solar during the second quarter valued at approximately $620,133,555. Norges Bank bought a new stake in shares of First Solar during the fourth quarter valued at approximately $392,040,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of First Solar by 7.0% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,535,836 shares of the solar cell manufacturer’s stock worth $362,396,000 after buying an additional 100,694 shares during the period. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar Trading Up 2.3% FSLR stock opened at $176.93 on Wednesday. First Solar has a twelve month low of $170.80 and a twelve month high of $320.95. The company has a market capitalization of $19.01 billion, a P/E ratio of 10.91, a PEG ratio of 0.46 and a beta of 1.74. The firm has a 50 day simple moving average of $209.46 and a 200-day simple moving average of $220.68.

First Solar (NASDAQ:FSLR – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.90 by $1.02. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The firm had revenue of $1.06 billion for the quarter, compared to analysts’ expectations of $1.06 billion. During the same period in the prior year, the company posted $3.18 earnings per share. The firm’s quarterly revenue was down 3.4% on a year-over-year basis. On average, research analysts predict that First Solar will post 17.78 EPS for the current year.

More First Solar News Here are the key news stories impacting First Solar this week:

Positive Sentiment: KeyBanc removed its bearish stance. The firm upgraded First Solar to Sector Weight from Underweight, arguing that the stock’s substantial year-to-date decline and current valuation limit further downside. The change helped support the shares and represents a less negative view of the company’s risk-reward profile. KeyBanc Just Upgraded First Solar Stock. Here’s Why. Positive Sentiment: Valuation may provide a floor. First Solar trades at a relatively low earnings multiple compared with its historical valuation and is expected to generate strong full-year earnings. That inexpensive valuation was central to KeyBanc’s upgrade and could attract value-oriented investors if operating conditions stabilize. First Solar upgraded at KeyBanc as valuation limits downside Neutral Sentiment: Other coverage offers limited company-specific support. First Solar appeared in roundups of solar stocks and analyst research calls, while a Zacks article discussed using its Earnings ESP tool to identify potential earnings beats. These items do not provide a new forecast, estimate change or operational catalyst for FSLR. Top Solar Stocks To Keep An Eye On – September 27th Negative Sentiment: Pricing and demand concerns remain the main overhang. KeyBanc cited elevated U.S. inventory, slow project starts and potential medium-term pricing pressure. These factors could reduce margins or delay revenue growth, keeping investors skeptical despite First Solar’s strong recent earnings performance. First Solar Faces Pricing Pressure Amid High Inventory, Slow Project Starts, KeyBanc Says Negative Sentiment: A separate analysis downgraded the stock. The bearish view argues that the market still does not fully believe First Solar’s investment story, highlighting skepticism about whether projected growth and profitability can overcome industry and execution risks. First Solar: Why The Market Still Doesn’t Believe The Story First Solar Company Profile (Get Free Report)

First Solar, Inc is a solar technology and manufacturing company that designs and produces photovoltaic (PV) solar modules for utility-scale power projects. Unlike conventional crystalline-silicon panels, its modules use thin-film semiconductor technology based on cadmium telluride (CdTe), which the company says can provide advantages in energy yield, temperature performance and lifecycle sustainability.

The company’s product portfolio includes its Series 6 and Series 7 thin-film solar modules, along with related services such as technical support, module recycling and end-of-life collection.

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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Deutsche Bank analyst Chris Woronka upgraded Royal Caribbean Cruises Ltd (NYSE:RCL) from Hold to Buy and maintained the price target of $299. Royal Caribbean closed at $242.70 on Friday. See how other analysts view this stock. Raymond James analyst RJ Milligan upgraded Park Hotels & Resorts Inc (NYSE:PK) from Market Perform to Strong Buy and announced a $19 price target. Park Hotels shares closed at $15.43 on Friday. See how other analysts view this stock. Keybanc analyst Sophie Karp upgraded First Solar Inc (NASDAQ:FSLR) from Underweight to Sector Weight. First Solar closed at $177.71 on Friday. See how other analysts view this stock. B of A Securities analyst Craig Bijou upgraded Teleflex Inc (NYSE:TFX) from Neutral to Buy and raised the price target from $145 to $158. Teleflex shares closed at $122.07 on Friday. See how other analysts view this stock. Rothschild & Co analyst Mazahir Mammadli upgraded CF Industries Holdings, Inc. (NYSE:CF) from Sell to Neutral and raised the price target from $98 to $110. CF Industries closed at $114.67 on Wednesday. See how other analysts view this stock. Considering buying RCL stock? Here’s what analysts think:

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FSLR buy

Buy First Solar (FSLR). It’s ~11x forward earnings, ~40% below its 5-year median, with a long contracted sales backlog through the end of the decade and thin-film tech that avoids polysilicon bottlenecks. The setup is a valuation floor plus multi-year earnings visibility; any stabilization in rates/tax-credit clarity should re-rate the stock toward the ~$277 analyst average.

Key Risk: A prolonged legal/regulatory drag that keeps TOPCon import protection weak, letting cheaper foreign modules keep pressuring pricing and margins for years.

Solar ETF sell

Sell iShares Global Clean Energy ETF (ICLN) or Invesco Solar ETF (TAN). If FSLR’s patent/legal uncertainty delays a sector-wide bottom, the broader group will keep trading on macro (higher-for-longer rates) and subsidy headlines, with weaker names likely to fall harder than FSLR’s more durable backlog.

Key Risk: Policy/tax-credit clarity arrives quickly and the whole solar complex rallies, making the sector sell too early.

Following a sharp year-to-date decline, First Solar FSLR – the leading utility-scale solar module manufacturer finds itself at a critical crossroad.

FSLR’s continued decline this morning is prompting debate among investors over higher for longer interest rates, and persistent political and tax-credit policy uncertainties.

In Fact, GLJ Research recently trimmed its price target on First Solar shares rather aggressively to $250.

With shares now trading meaningfully below their historical valuation multiples, market watchers are actively questioning whether the clean energy name has finally established a bottom.

Bulls argue that FSLR shares are rapidly approaching a valuation floor backed by strong, tangible fundamentals.

Trading at about 11x forward earnings, a 40% discount to its five-year median historical average, the stock offers a compelling margin of safety for long-term value investors.

The firm’s unique thin-film tech footprint isolates it from polysilicon supply bottlenecks – while a contracted sales backlog extending through the end of this decade guarantees multi-year earnings visibility.

Crucially, Wall Street remains bullish as ever on First Solar with a consensus Overweight rating.

With domestic production capacity benefiting from US industrial policy, the “risk-reward” profile favors upside to about $277 on average, according to analysts.

On the flip side, bears maintain that First Solar shares have not yet found a firm bottom – pointing to mounting legal, trade, and regulatory overhangs.

Investors expressed concern after the clean energy company voluntarily withdrew its Section 337 patent infringement complaint before the US International Trade Commission (USITC).

By stepping away from the USITC, FSLR gave up the possibility of a swift, “high-impact” import exclusion order against foreign TOPCon solar module competitors.

Shifting this intellectual property dispute to slower US Federal District Courts introduces multi-year litigation uncertainty.

Combined with ongoing macro risks – such as higher-for-longer interest rates for project developers and potential revisions to clean energy subsidies – technical selling pressure could easily push the stock lower before sentiment stabilizes.

Navigating FSLR stock future performance requires balancing strong near-term headwinds against steady, multi-year structural tailwinds.

The immediate price action will likely hinge on incoming corporate developments, like upcoming earnings reports and clarity regarding federal tax credit regulations.

While short-term traders face volatile swings caused by technical breakdowns and price-objective reductions, institutional accumulation could gradually step in near current support levels given the stock's discounted enterprise value.

Investors looking for entry points should keep a close eye on developer project financing trends, utility-scale order execution rates, and progress on legal protections for domestic solar intellectual property to gauge when a definitive price turnaround is fully underway.

Note that First Solar does not currently pay a dividend.

24.9.2026 20:05, DJI, SPX, QQQ

Americké akciové trhy se pohybují v mírně záporném pásmu, přičemž index Dow Jones odepisuje 0,38 % na 51 317,46 bodu, S&P 500 klesá o 0,12 % na 7 696,91 bodu a technologický Nasdaq Composite ztrácí 0,22 % na 26 876,34 bodu. Akcie postupně odmazávají hlubší ztráty díky zprávám o možném jednání mezi USA a Íránem o znovuotvření Hormuzského průlivu, což mírní obavy z vysokých cen energií a navazující inflace. Trhy však udržují pod tlakem prohlášení některých představitelů FEDu, kteří upozorňují na potřebu dalšího zvyšování úrokových sazeb.

Mezi sektory se nejvíce daří komunikačním službám se ziskem 1,4 %, energiím s růstem o 1 % a zdravotní péči, která přidává 0,6 %. Naopak nejslabším odvětvím jsou základní materiály se ztrátou 1,1 %, následované sektory průmyslu a informačních technologií, které shodně odepisují 0,6 %.

Na čele růstových akcií se nachází společnost Everpure (P) se ziskem 14 %. Výrazně posilují také Charles River Laboratories International (CRL) o 6,2 %, GoDaddy (GDDY) o 5,0 %, Illumina (ILMN) o 4,6 % a Royal Caribbean Cruises (RCL) o 4,4 %. Naopačnému tlaku čelí společnost MGM Resorts International (MGM), jejíž akcie propadají o 11 % v reakci na zprávu, že ze záměru na její převzetí odstoupila společnost People Inc. Ztráty zaznamenávají také Gen Digital (GEN) o 9,1 %, First Solar (FSLR) o 8,1 %, Rollins (ROL) o 6,9 % a Xylem (XYL) o 5,1 %.

Na komoditních trzích rostou ceny ropy. Americká ropa WTI přidává 3 % na 94,94 dolaru za barel a severomořský Brent se obchoduje kolem 106 dolarů. Spotové zlato naopak oslabuje o 0,6 % na 4 260,70 dolaru za unci. Na devizovém trhu posiluje dolarový index o 0,3 %, zatímco euro zůstává bez výraznějších změn na úrovni 1,1372 USD. Britská libra oslabuje o 0,1 % na 1,3220 USD a japonský jen ztrácí 0,4 % na 158,89 JPY za dolar. Výnosy dluhopisů pokračují v růstu. Desetileté americké dluhopisy dosahují výnosu 5,15 % a třicetileté dluhopisy vystupují na 5,44 %, což představuje nejvyšší úroveň od roku 2004.

Index Dow Jones -0,38 % na 51317,46 b.
S&P 500 -0,12 % na 7696,91 b.
Nasdaq Composite -0,22 % na 26876,34 b.

Index S&P 500 -0,12 % na 7696,91 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +1,4 % Základní materiály -1,1 % Energie +1 % Průmysl -0,6 % Zdravotní péče +0,6 % Informační technologie -0,6 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Everpure (P) +14 % MGM Resorts International (MGM) -11 % Charles River Laboratories International (CRL) +6,2 % Gen Digital (GEN) -9,1 % GoDaddy (GDDY) +5,0 % First Solar (FSLR) -8,1 % Illumina (ILMN) +4,6 % Rollins (ROL) -6,9 % Royal Caribbean Cruises (RCL) +4,4 % Xylem (XYL) -5,1 %
Daniel Marván, Fio banka, a.s.

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Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

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VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

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Stock to Watch: First Solar (FSLR - Free Report) Headquartered in Phoenix, AZ, First Solar, Inc. is the world’s largest thin-film PV solar module manufacturer and the largest PV solar module manufacturer in the Western Hemisphere. The company is a leading global provider of comprehensive photovoltaic (PV) solar energy solutions and specializes in designing, manufacturing, and selling solar electric power modules using a proprietary thin-film semiconductor technology. The company sells its products primarily to system developers, independent power producers, utilities and other system owners and operators in the United States, with the remainder primarily sold in India. First Solar designs, manufactures and sells CdTe solar modules, which convert sunlight into electricity.

FSLR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.24; value investors should take notice.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.24 to $17.78 per share. FSLR boasts an average earnings surprise of +11.5%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, FSLR should be on investors' short list.

First Solar (FSLR - Free Report) closed at $191.07 in the latest trading session, marking a -5.57% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.45%. Elsewhere, the Dow saw a downswing of 1.21%, while the tech-heavy Nasdaq depreciated by 0.01%.

Heading into today, shares of the largest U.S. solar company had lost 8.03% over the past month, lagging the Oils-Energy sector's gain of 3.72% and the S&P 500's loss of 2.43%.

The investment community will be paying close attention to the earnings performance of First Solar in its upcoming release. It is anticipated that the company will report an EPS of $4.59, marking a 8.25% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $1.31 billion, reflecting a 18.1% fall from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.78 per share and a revenue of $5.06 billion, indicating changes of +25.12% and -3%, respectively, from the former year.

It is also important to note the recent changes to analyst estimates for First Solar. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.16% higher within the past month. First Solar is currently a Zacks Rank #3 (Hold).

Digging into valuation, First Solar currently has a Forward P/E ratio of 11.38. This indicates no noticeable deviation in contrast to its industry's Forward P/E of 11.38.

One should further note that FSLR currently holds a PEG ratio of 0.54. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Solar industry had an average PEG ratio of 0.64.

The Solar industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 232, positioning it in the bottom 6% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

First Solar dropped a high-stakes patent case at the ITC and called it procedural, but the stock is sliding 5% while the rest of the solar sector barely flinches, raising a pointed question about what management is not saying.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Shares of First Solar (NASDAQ:FSLR | FSLR Price Prediction) are falling 5% in Wednesday afternoon trading after the company voluntarily withdrew a trade complaint it had filed at the U.S. International Trade Commission (ITC), a case targeting competitors it alleged were infringing its silicon TOPCon solar panel patent. First Solar stock changed hands at $192.23. Management calls the withdrawal procedural; the price action reflects a less generous read.

Other solar names aren’t moving as a group. The Invesco Solar ETF (NYSEARCA:TAN) is trading at $45, down 0.2%. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is at $760.4, up 0.4%. With the solar fund close to unchanged and the broad market slightly higher, this reads as a First Solar problem rather than a solar selloff.

Why First Solar Dropped the ITC Case First Solar said it voluntarily withdrew its Section 337 complaint and will terminate the ITC investigation, according to General Counsel Jason Dymbort. Dymbort described the withdrawal as a procedural decision that clears a path for First Solar’s pending TOPCon patent suits in U.S. district court to advance, along with additional actions the company anticipates filing. The trade case ended; the underlying patent litigation did not, and that distinction is what First Solar wants investors to hold onto.

By First Solar’s account, the trade landscape shifted underneath the case. He pointed to the government’s Section 232 tariffs on polysilicon derivatives, arguing they should help loosen China’s grip on that supply chain and reduce the need for a parallel trade remedy at the ITC to accomplish what the tariffs now address at the border. Put simply, the border question the ITC case was partly meant to answer is being handled elsewhere.

One detail explains why the TOPCon patent matters at all to a company that doesn’t build TOPCon panels. First Solar manufactures cadmium-telluride thin-film modules and came to own the silicon TOPCon patent through a prior acquisition, then licensed the technology to others. For First Solar, that patent is an enforcement asset generating royalty and licensing leverage, not a defense of its own product line, which is why the district court suits and any anticipated follow-on filings carry real weight even without an ITC remedy attached.

ENPH Slips While RUN Holds Steady Enphase Energy (NASDAQ:ENPH) shares are down 3% to $35.73, sliding modestly but not at First Solar stock’s magnitude. Meanwhile, Sunrun (NASDAQ:RUN) stock is up 0.1% at $8.41, essentially flat and refusing to trade with First Solar to the downside.

This name-level split matters for interpreting the day. If a dropped TOPCon patent case were a sector-wide event, ENPH and RUN would be moving with First Solar rather than hovering around unchanged, and TAN wouldn’t be sitting close to flat either. That divergence is the strongest evidence this is a First Solar name-specific reaction tied to the enforcement question, rather than a broader judgment on solar demand, residential financing conditions, or U.S. trade posture toward Chinese modules.

Both Enphase and Sunrun operate in the residential solar market, well removed from the utility-scale corner where First Solar’s TOPCon licensing revenue would show up. Their muted responses suggest the ITC news is being read as a First Solar governance and legal-strategy question rather than a signal about industry economics or the pace of installations.

What to Watch The unresolved question is whether First Solar’s district court suits can deliver what the withdrawn ITC case would have delivered, and it isn’t answerable today. Investors could look for signs that the promised follow-on filings actually materialize and that the pending suits produce meaningful rulings on the TOPCon patent’s reach and enforceability.

Traders may want to keep an eye on whether First Solar stock’s morning losses extend into the afternoon and whether the company or Dymbort follows with additional context on timing, targets, or licensing terms. A follow-up statement addressing why the ITC path became dispensable would likely carry more weight with First Solar shareholders than the initial procedural framing has, particularly if it names venues, timelines, or counterparties.

Anyone sizing their exposure to First Solar shares should weigh their positions carefully here, since a stock down 5% on a story management calls procedural can move either way as more information arrives. A cautious approach, with smaller allocations than usual until the litigation path clarifies, may serve better than aggressively buying the dip on a legal narrative that is still developing.

Contact [email protected] for any questions or corrections.

First Solar (FSLR - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this largest U.S. solar company have returned -8% over the past month versus the Zacks S&P 500 composite's -2.4% change. The Zacks Solar industry, to which First Solar belongs, has lost 14.1% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, First Solar is expected to post earnings of $4.59 per share, indicating a change of +8.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -3.5% over the last 30 days.

The consensus earnings estimate of $17.78 for the current fiscal year indicates a year-over-year change of +25.1%. This estimate has changed +0.2% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $24.05 indicates a change of +35.3% from what First Solar is expected to report a year ago. Over the past month, the estimate has changed -1.1%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, First Solar is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of First Solar, the consensus sales estimate of $1.31 billion for the current quarter points to a year-over-year change of -18.1%. The $5.06 billion and $6.07 billion estimates for the current and next fiscal years indicate changes of -3% and +19.8%, respectively.

Last Reported Results and Surprise HistoryFirst Solar reported revenues of $1.06 billion in the last reported quarter, representing a year-over-year change of -3.7%. EPS of $3.92 for the same period compares with $3.18 a year ago.

Compared to the Zacks Consensus Estimate of $1.06 billion, the reported revenues represent a surprise of -0.44%. The EPS surprise was +43.07%.

Over the last four quarters, First Solar surpassed consensus EPS estimates two times. The company topped consensus revenue estimates just once over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

First Solar is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about First Solar. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

PHOENIX--(BUSINESS WIRE)-- #AmericanSolar--First Solar, Inc. (Nasdaq: FSLR) ("First Solar" or "the Company") today announced a recalibration of its intellectual property (IP) enforcement strategy and its intent to voluntarily withdraw its Section 337 complaint and move to terminate the investigation currently pending before the US International Trade Commission (USITC) without prejudice to refiling at a later date. The Company will continue pursuing its existing TOPCon patent lawsuits in US District Court, incl.

First Solar (FSLR - Free Report) ended the recent trading session at $207.17, demonstrating a +2% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.59%. Meanwhile, the Dow experienced a drop of 0.6%, and the technology-dominated Nasdaq saw a decrease of 0.65%.

The largest U.S. solar company's shares have seen a decrease of 10.44% over the last month, not keeping up with the Oils-Energy sector's gain of 9.15% and the S&P 500's loss of 1.37%.

The upcoming earnings release of First Solar will be of great interest to investors. The company is expected to report EPS of $4.56, up 7.55% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.32 billion, down 17.36% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.77 per share and a revenue of $5.08 billion, indicating changes of +25.05% and -2.74%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for First Solar. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.09% higher. First Solar is currently a Zacks Rank #3 (Hold).

From a valuation perspective, First Solar is currently exchanging hands at a Forward P/E ratio of 11.43. This represents no noticeable deviation compared to its industry average Forward P/E of 11.43.

It is also worth noting that FSLR currently has a PEG ratio of 0.54. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As the market closed yesterday, the Solar industry was having an average PEG ratio of 0.64.

The Solar industry is part of the Oils-Energy sector. At present, this industry carries a Zacks Industry Rank of 233, placing it within the bottom 6% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow FSLR in the coming trading sessions, be sure to utilize Zacks.com.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of FSLR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

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The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

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VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

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Stock to Watch: First Solar (FSLR - Free Report) Headquartered in Tempe, AZ, First Solar, Inc. is the world’s largest thin-film PV solar module manufacturer and the largest PV solar module manufacturer in the Western Hemisphere. The company is a leading global provider of comprehensive photovoltaic (PV) solar energy solutions and specializes in designing, manufacturing, and selling solar electric power modules using a proprietary thin-film semiconductor technology. The company sells its products to project developers, system integrators and renewable energy project operators primarily in Europe and Germany in particular. First Solar also engages in designing and deploying commercial solar projects for utilities. The company also develops and sells PV solar power systems that primarily use the modules it manufactures. Additionally, it provides operations and maintenance (“O&M”) services to system owners.

FSLR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.73; value investors should take notice.

For fiscal 2026, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.16 to $17.77 per share. FSLR boasts an average earnings surprise of +11.5%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, FSLR should be on investors' short list.

Bank of Nova Scotia bought a new position in First Solar, Inc. (NASDAQ:FSLR – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 13,865 shares of the solar cell manufacturer’s stock, valued at approximately $3,271,000.

Several other large investors also recently made changes to their positions in the company. Commonwealth Retirement Investments LLC acquired a new position in shares of First Solar during the fourth quarter worth approximately $26,000. Reflection Asset Management bought a new position in First Solar in the 4th quarter worth approximately $26,000. Strategic Wealth Investment Group LLC acquired a new stake in First Solar in the 2nd quarter valued at approximately $26,000. Larson Financial Group LLC increased its position in First Solar by 117.0% in the 4th quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock valued at $27,000 after acquiring an additional 55 shares during the period. Finally, Elyxium Wealth LLC bought a new stake in First Solar during the 4th quarter valued at $30,000. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar Price Performance FSLR opened at $206.82 on Wednesday. The company has a market capitalization of $22.22 billion, a PE ratio of 12.75, a price-to-earnings-growth ratio of 0.45 and a beta of 1.75. First Solar, Inc. has a fifty-two week low of $182.99 and a fifty-two week high of $320.95. The business has a 50-day moving average of $226.41 and a 200-day moving average of $223.78.

First Solar (NASDAQ:FSLR – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.90 by $1.02. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The firm had revenue of $1.06 billion during the quarter, compared to analysts’ expectations of $1.06 billion. During the same period in the prior year, the company posted $3.18 earnings per share. First Solar’s revenue for the quarter was down 3.4% on a year-over-year basis. On average, equities research analysts expect that First Solar, Inc. will post 17.77 earnings per share for the current fiscal year. Analysts Set New Price Targets A number of research analysts have issued reports on FSLR shares. UBS Group boosted their price target on First Solar from $290.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, June 11th. The Goldman Sachs Group lifted their price objective on shares of First Solar from $300.00 to $310.00 in a research note on Friday, May 1st. Freedom Capital raised shares of First Solar from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 5th. HSBC raised shares of First Solar from a “hold” rating to a “buy” rating in a research note on Friday, August 7th. Finally, Evercore restated a “positive” rating and set a $218.00 price target on shares of First Solar in a research report on Monday, August 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $264.44.

View Our Latest Research Report on FSLR

Insider Buying and Selling at First Solar In other news, insider Caroline Stockdale sold 10,628 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $275.60, for a total transaction of $2,929,076.80. Following the transaction, the insider owned 23,792 shares in the company, valued at approximately $6,557,075.20. The trade was a 30.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Jason E. Dymbort sold 3,700 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $249.38, for a total value of $922,706.00. Following the transaction, the general counsel owned 5,624 shares in the company, valued at $1,402,513.12. This represents a 39.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 25,709 shares of company stock valued at $6,386,163 in the last three months. 0.39% of the stock is owned by insiders.

Key First Solar News Here are the key news stories impacting First Solar this week:

Positive Sentiment: Value appeal: Zacks identifies First Solar as a top-ranked value stock, potentially supporting investor interest given its reported earnings strength and relatively low valuation metrics. First Solar Is a Top-Ranked Value Stock Neutral Sentiment: Short-interest data offers no actionable signal: The latest report lists short interest at zero shares and a zero-day days-to-cover ratio, unchanged from the prior period. Because the figures include an apparent calculation error (“NaN” increase), they should not be interpreted as evidence of either short covering or heightened bearish positioning. Negative Sentiment: Legal overhang intensifies: Multiple law firms are promoting a securities class action against First Solar and seeking investors to serve as lead plaintiff. The reported claims focus on alleged misrepresentations regarding underutilization of Series 6 module production and the costly challenges of expanding manufacturing operations in South Carolina. The allegations have not been proven, but the repeated announcements may weigh on sentiment by raising potential financial, legal and reputational risks. First Solar Investor Alert Levi and Korsinsky First Solar Lawsuit Alert About First Solar (Free Report)

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin‑film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility‑scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.

See Also Five stocks we like better than First Solar Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize Want to see what other hedge funds are holding FSLR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Solar, Inc. (NASDAQ:FSLR – Free Report).

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NEW YORK--(BUSINESS WIRE)---- $FSLR #ClassAction--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The fir.

New York, New York--(Newsfile Corp. - August 24, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR) on behalf of investors that purchased or otherwise acquired First Solar securities between February 26, 2025 and February 24, 2026 (the "Class Period").

CLICK HERE TO JOIN THE CASE

If you are an investor in First Solar and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than August 24, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

On January 7, 2026, according to the complaint, "Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, First Solar had lowered guidance, faced significant de-bookings and experienced margin compression through 2025."

Following this news, the price of First Solar stock fell $27.67 per share, about 10.3%, to close at $241.11 per share on January 7, 2026.

Then, on February 24, 2026, after markets closed, according to the complaint First Solar announced financial results for the fourth quarter and year ended December 31, 2025 "that missed expectations by a wide margin and issued lower-than expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration."

Following this news, the price of First Solar stock fell $33.09 per share, about 13.6%, to close at $210.12 per share.

The complaint alleges, among other things, that throughout the Class Period, (i) Defendants overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (ii) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.

WHY CONTACT KAPLAN FOX - Kaplan Fox is a leading national law firm focusing on complex litigation with offices in New York, Oakland, Los Angeles, Chicago and New Jersey. With over 50 years of experience in securities litigation, Kaplan Fox offers the professional experience and track record that clients demand. Through prosecuting cases on the federal and state levels, Kaplan Fox has successfully shaped the law through winning many important decisions on behalf of our clients. For more information about Kaplan Fox & Kilsheimer LLP, you may visit our website at www.kaplanfox.com.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/first-solar-inc-class-action-alert-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311090

Source: Kaplan Fox & Kilsheimer LLP

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New York, New York--(Newsfile Corp. - August 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of First Solar, Inc. (NASDAQ: FSLR) between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline.

SO WHAT: If you purchased First Solar securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the First Solar class action, go to https://rosenlegal.com/cases/first-solar-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on First Solar's business; (2) defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the First Solar class action, go to https://rosenlegal.com/cases/first-solar-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311057

Source: The Rosen Law Firm PA

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