Handelsbanken Fonder AB Boosts Stake in First Solar, Inc. $FSLR

Handelsbanken Fonder AB increased its holdings in shares of First Solar, Inc. (NASDAQ:FSLR) by 15.0% during the second quarter, HoldingsChannel.com reports. The fund owned 683,112 shares of the solar cell manufacturer’s stock after buying an additional 89,214 shares during the period. Handelsbanken Fonder AB’s holdings in First Solar were worth $161,187,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC purchased a new position in First Solar in the 4th quarter worth approximately $26,000. Reflection Asset Management purchased a new stake in shares of First Solar in the fourth quarter valued at approximately $26,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of First Solar in the second quarter valued at approximately $26,000. Larson Financial Group LLC increased its holdings in shares of First Solar by 117.0% in the fourth quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock valued at $27,000 after purchasing an additional 55 shares during the last quarter. Finally, Elyxium Wealth LLC acquired a new stake in shares of First Solar in the fourth quarter valued at approximately $30,000. Hedge funds and other 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: Recent analyst actions were supportive: HSBC upgraded First Solar, while another analyst raised the price target to $313. The broader analyst consensus remains cautiously optimistic, with several targets above the current trading range. First Solar Upgraded at HSBC First Solar Price Target Raised to $313
• Positive Sentiment: First Solar reported higher second-quarter 2026 earnings, record quarterly and first-half sales volume, reaffirmed full-year guidance and maintained a 45.1-gigawatt backlog. New U.S. tariffs and minimum-price measures on imported polysilicon-related products could improve the competitive position of domestic manufacturers over time. First Solar’s Profit Engine Faces a New Policy Test in Washington
• Neutral Sentiment: The tariff framework appears strategically favorable, but analysts note that the impact may be staged rather than immediate. Investors are therefore reassessing the timing of stronger pricing power, customer purchasing and project starts. First Solar Slides as Tariff Euphoria Fades
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased FSLR shares between February 26, 2025, and February 24, 2026. The August 24 lead-plaintiff deadline increases litigation visibility, although the notices do not establish wrongdoing. Rosen Law Firm Securities Action Notice
• Negative Sentiment: Reported trading data showed extensive insider selling, with no insider purchases during the past six months. Institutional ownership data also showed more investors reducing positions than adding shares, reinforcing near-term selling pressure.

First Solar Trading Down 4.3%

FSLR stock opened at $239.33 on Tuesday. The company has a market capitalization of $25.72 billion, a PE ratio of 14.76, a P/E/G ratio of 0.55 and a beta of 1.76. The business’s fifty day moving average price is $239.72 and its 200 day moving average price is $225.11. First Solar, Inc. has a 12-month low of $176.47 and a 12-month high of $320.95.

First Solar (NASDAQ:FSLR) last issued its quarterly earnings results 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. The company had revenue of $1.06 billion for the quarter, compared to analyst estimates of $1.06 billion. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The business’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.18 earnings per share. Research analysts predict that First Solar, Inc. will post 17.75 EPS for the current fiscal year.

Insider Transactions at First Solar

In other First Solar news, CTO Markus Gloeckler sold 3,425 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $218.95, for a total transaction of $749,903.75. Following the sale, the chief technology officer directly owned 7,471 shares in the company, valued at $1,635,775.45. This represents a 31.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael Koralewski sold 7,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $221.51, for a total transaction of $1,550,570.00. Following the completion of the transaction, the insider directly owned 7,642 shares of the company’s stock, valued at $1,692,779.42. This represents a 47.81% decrease in their position. 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. In the last ninety days, insiders have sold 28,579 shares of company stock valued at $7,084,044. 0.39% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages recently commented on FSLR. TD Cowen reiterated a “buy” rating on shares of First Solar in a research report on Monday, July 20th. Zacks Research upgraded First Solar from a “strong sell” rating to a “hold” rating in a report on Monday, April 27th. Weiss Ratings raised First Solar from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, June 25th. Truist Financial reiterated a “hold” rating and set a $229.00 price target (down from $249.00) on shares of First Solar in a report on Friday, July 31st. Finally, The Goldman Sachs Group boosted their price target on shares of First Solar from $300.00 to $310.00 in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, First Solar currently has an average rating of “Moderate Buy” and a consensus price target of $258.79.

First Solar 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.