Zacks Research Predicts Stronger Earnings for First Solar

First Solar, Inc. (NASDAQ:FSLR) – Investment analysts at Zacks Research increased their Q2 2026 EPS estimates for shares of First Solar in a research report issued on Tuesday, December 9th. Zacks Research analyst Team now anticipates that the solar cell manufacturer will earn $5.01 per share for the quarter, up from their prior estimate of $4.68. The consensus estimate for First Solar’s current full-year earnings is $13.05 per share. Zacks Research also issued estimates for First Solar’s FY2026 earnings at $23.20 EPS and Q1 2027 earnings at $5.08 EPS.

First Solar (NASDAQ:FSLR) last issued its earnings results on Thursday, October 30th. The solar cell manufacturer reported $4.24 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.08). First Solar had a net margin of 27.73% and a return on equity of 16.61%. The business had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.56 billion. During the same period in the previous year, the firm earned $2.91 EPS. The company’s revenue was up 79.7% compared to the same quarter last year. First Solar has set its FY 2025 guidance at 14.000-15.000 EPS.

Several other brokerages have also recently commented on FSLR. Rothschild & Co Redburn boosted their price objective on shares of First Solar from $150.00 to $260.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Deutsche Bank Aktiengesellschaft increased their target price on First Solar from $225.00 to $255.00 and gave the company a “buy” rating in a research note on Wednesday, October 1st. Robert W. Baird lifted their price target on First Solar from $240.00 to $264.00 and gave the stock an “outperform” rating in a research note on Monday, October 13th. Morgan Stanley set a $275.00 price objective on First Solar in a research report on Friday, October 31st. Finally, Bank of America boosted their target price on First Solar from $209.00 to $254.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $270.73.

First Solar Stock Up 3.5%

Shares of NASDAQ FSLR opened at $262.23 on Thursday. The company has a quick ratio of 1.55, a current ratio of 1.91 and a debt-to-equity ratio of 0.03. The company has a market cap of $28.14 billion, a P/E ratio of 20.14, a P/E/G ratio of 0.50 and a beta of 1.59. First Solar has a 52 week low of $116.56 and a 52 week high of $281.55. The business has a 50-day simple moving average of $249.48 and a two-hundred day simple moving average of $206.00.

Insider Buying and Selling

In other news, Director Paul H. Stebbins sold 7,000 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $262.40, for a total value of $1,836,800.00. Following the transaction, the director owned 15,287 shares in the company, valued at approximately $4,011,308.80. This trade represents a 31.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael T. Sweeney sold 4,500 shares of First Solar stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $271.11, for a total transaction of $1,219,995.00. Following the completion of the transaction, the director directly owned 13,662 shares in the company, valued at approximately $3,703,904.82. The trade was a 24.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 48,912 shares of company stock worth $12,971,349 in the last ninety days. 0.48% of the stock is owned by insiders.

Institutional Investors Weigh In On First Solar

Several institutional investors have recently added to or reduced their stakes in the company. Wealth Preservation Advisors LLC bought a new position in shares of First Solar during the first quarter valued at about $25,000. TD Private Client Wealth LLC raised its position in First Solar by 126.9% during the 2nd quarter. TD Private Client Wealth LLC now owns 152 shares of the solar cell manufacturer’s stock valued at $25,000 after purchasing an additional 85 shares during the last quarter. Strategic Wealth Investment Group LLC purchased a new stake in First Solar in the 2nd quarter worth approximately $26,000. Harbor Investment Advisory LLC lifted its holdings in First Solar by 138.9% in the 2nd quarter. Harbor Investment Advisory LLC now owns 172 shares of the solar cell manufacturer’s stock worth $28,000 after buying an additional 100 shares during the period. Finally, Hantz Financial Services Inc. grew its position in shares of First Solar by 69.4% in the 2nd quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 92.08% of the company’s stock.

First Solar Company Profile

First Solar, Inc, a solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile, and internationally. The company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules.