JPMorgan Chase & Co. Lowers First Solar (NASDAQ:FSLR) Price Target to $256.00

First Solar (NASDAQ:FSLR) had its target price lowered by equities research analysts at JPMorgan Chase & Co. from $303.00 to $256.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The firm currently has an “overweight” rating on the solar cell manufacturer’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 21.84% from the company’s current price.

Several other research firms have also recently commented on FSLR. Raymond James Financial assumed coverage on First Solar in a research note on Monday, January 12th. They issued a “market perform” rating on the stock. Morgan Stanley set a $275.00 price objective on shares of First Solar in a research report on Friday, October 31st. Deutsche Bank Aktiengesellschaft downgraded shares of First Solar from a “buy” rating to a “hold” rating and decreased their target price for the company from $300.00 to $245.00 in a research report on Wednesday. Wall Street Zen raised shares of First Solar from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, Wells Fargo & Company raised their price objective on First Solar from $270.00 to $285.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Twenty-one equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $258.98.

First Solar Price Performance

Shares of NASDAQ FSLR opened at $210.12 on Wednesday. The company has a fifty day moving average price of $244.57 and a 200 day moving average price of $236.13. The firm has a market cap of $22.55 billion, a PE ratio of 14.79, a PEG ratio of 0.31 and a beta of 1.60. The company has a current ratio of 1.91, a quick ratio of 1.55 and a debt-to-equity ratio of 0.03. First Solar has a 1-year low of $116.56 and a 1-year high of $285.99.

First Solar (NASDAQ:FSLR) last issued its quarterly earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 EPS for the quarter, missing analysts’ consensus estimates of $5.22 by ($0.38). The firm had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.59 billion. First Solar had a net margin of 29.28% and a return on equity of 17.81%. The business’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter last year, the firm earned $3.65 earnings per share. Research analysts predict that First Solar will post 13.05 earnings per share for the current fiscal year.

Institutional Investors Weigh In On First Solar

A number of large investors have recently added to or reduced their stakes in FSLR. Linden Thomas Advisory Services LLC increased its holdings in shares of First Solar by 1.7% in the third quarter. Linden Thomas Advisory Services LLC now owns 2,287 shares of the solar cell manufacturer’s stock valued at $504,000 after purchasing an additional 39 shares during the last quarter. Apollon Wealth Management LLC grew its stake in First Solar by 1.2% in the 4th quarter. Apollon Wealth Management LLC now owns 3,606 shares of the solar cell manufacturer’s stock valued at $942,000 after buying an additional 44 shares during the last quarter. Root Financial Partners LLC raised its holdings in First Solar by 18.2% in 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 period. FIL Ltd lifted its position in First Solar by 6.9% during the fourth quarter. FIL Ltd now owns 708 shares of the solar cell manufacturer’s stock worth $185,000 after acquiring an additional 46 shares during the last quarter. Finally, Signaturefd LLC lifted its position in First Solar by 2.6% during the third quarter. Signaturefd LLC now owns 1,879 shares of the solar cell manufacturer’s stock worth $414,000 after acquiring an additional 47 shares during the last quarter. Institutional investors own 92.08% of the company’s stock.

First Solar News Roundup

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

• Positive Sentiment: Q4 revenue beat and record 2025 profit support the company’s underlying demand and margins. Read More.
• Positive Sentiment: Technology and IP expansion — First Solar signed a patent licensing agreement with Oxford PV that could strengthen its product roadmap. Read More.
• Positive Sentiment: Some Wall Street analysts remain constructive (Buy/Outperform ratings and high price targets remain at several firms), reflecting a favorable longer‑term view tied to on‑shoring and scale. Read More.
• Neutral Sentiment: Management reiterated capacity expansion and U.S. on‑shoring (Series 6 finishing capacity), which supports long‑term growth but can pressure near‑term margins and cash needs during the ramp. Read More.
• Neutral Sentiment: Technical/market signals produced short intraday pops (a noted trading “power inflow” signal), but fundamentals drove the larger move. Read More.
• Negative Sentiment: Weak 2026 net‑sales guidance: management guided $4.9B–$5.2B for FY26, well below consensus, creating the main catalyst for the selloff. Read More.
• Negative Sentiment: Q4 EPS missed estimates ($4.84 vs. ~$5.22 consensus), reinforcing concerns about near‑term profitability despite revenue strength. Read More.
• Negative Sentiment: Tariff and policy uncertainty, plus commentary on project/permitting delays, hurt demand visibility and led multiple firms to cut price targets or downgrade the stock. Read More.

First Solar Company Profile

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.