First Solar, Inc. $FSLR Shares Purchased by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in First Solar, Inc. (NASDAQ:FSLR) by 7.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 1,535,836 shares of the solar cell manufacturer’s stock after acquiring an additional 100,694 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in First Solar were worth $362,396,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Root Financial Partners LLC grew its holdings 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 worth $76,000 after purchasing an additional 45 shares during the period. Fiduciary Financial Group LLC increased its position in shares of First Solar by 2.3% during the 2nd quarter. Fiduciary Financial Group LLC now owns 2,026 shares of the solar cell manufacturer’s stock worth $478,000 after purchasing an additional 45 shares during the last quarter. FIL Ltd raised its holdings in First Solar by 6.9% in the 4th quarter. FIL Ltd now owns 708 shares of the solar cell manufacturer’s stock valued at $185,000 after buying an additional 46 shares during the period. Fielder Capital Group LLC raised its holdings in First Solar by 4.1% in the 4th quarter. Fielder Capital Group LLC now owns 1,196 shares of the solar cell manufacturer’s stock valued at $312,000 after buying an additional 47 shares during the period. Finally, Burford Brothers Inc. lifted its position in First Solar by 0.3% in the fourth quarter. Burford Brothers Inc. now owns 19,080 shares of the solar cell manufacturer’s stock valued at $4,984,000 after buying an additional 48 shares during the last quarter. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar Price Performance

Shares of NASDAQ:FSLR opened at $204.46 on Monday. The firm has a market capitalization of $21.97 billion, a PE ratio of 12.61, a price-to-earnings-growth ratio of 0.45 and a beta of 1.75. The firm’s 50-day moving average is $223.42 and its two-hundred day moving average is $223.39. First Solar, Inc. has a 1 year low of $182.99 and a 1 year high of $320.95.

First Solar (NASDAQ:FSLR) last posted its quarterly earnings data on Thursday, July 30th. The solar cell manufacturer reported $3.92 EPS for the quarter, beating the consensus estimate of $2.90 by $1.02. The business had revenue of $1.06 billion during 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 quarter last year, the firm posted $3.18 earnings per share. Analysts expect that First Solar, Inc. will post 17.77 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on FSLR shares. Deutsche Bank Aktiengesellschaft lowered shares of First Solar from a “buy” rating to a “hold” rating in a research note on Thursday. TD Cowen restated a “buy” rating on shares of First Solar in a report on Monday, July 20th. Freedom Capital raised shares of First Solar from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 5th. Sanford C. Bernstein dropped their target price on shares of First Solar from $217.00 to $197.00 and set an “underperform” rating for the company in a report on Friday, July 31st. Finally, Mizuho set a $324.00 target price on First Solar in a research report on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, First Solar has a consensus rating of “Moderate Buy” and a consensus target price of $266.27.

First Solar News Summary

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

• Positive Sentiment: BMO upgraded First Solar to Outperform and raised its price target to $263 from $237, implying substantial upside from the reference price. BMO reportedly believes the market reaction to the latest Section 232 tariff developments was overdone. BMO upgrades First Solar as tariff selloff looks overdone
• Positive Sentiment: Argus reiterated a Buy rating on First Solar, reinforcing the view that the company’s valuation and long-term growth prospects remain attractive despite recent volatility. Argus reiterates Buy rating for First Solar
• Positive Sentiment: A climate-finance expert said Wall Street may have misinterpreted the market’s response to the latest solar-tariff announcement, potentially easing concerns that trade policy will materially damage First Solar’s outlook. Wall Street misread the solar tariffs
• Positive Sentiment: An emergency order restricting certain foreign bulk-power-system equipment and software could benefit U.S. solar and energy-equipment manufacturers by supporting domestic suppliers, although the direct impact on First Solar is uncertain. Why solar stocks were rising overnight
• Neutral Sentiment: First Solar’s latest quarterly results exceeded earnings expectations, but revenue declined year over year, leaving investors focused on policy developments and future demand rather than the reported quarter.
• Negative Sentiment: Jim Cramer advised investors to stay away from First Solar, while Evercore ISI maintained an In-Line rating and trimmed its price target to $218, highlighting continued analyst disagreement and near-term uncertainty. Jim Cramer comments on First Solar

Insider Buying and Selling at First Solar

In other news, EVP Samantha L. Sloan sold 127 shares of the company’s stock in a transaction 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 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 transaction was disclosed in a legal filing 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, insider Michael Koralewski sold 7,000 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $221.51, for a total value of $1,550,570.00. Following the completion of the sale, the insider owned 7,642 shares in the company, valued at approximately $1,692,779.42. The trade was a 47.81% 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 15,081 shares of company stock valued at $3,457,086 in the last quarter. Corporate insiders own 0.39% of the company’s stock.

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.