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TickerTalks›$FSLR
FSFSLR

First Solar, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 24% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (298/wk), no spike
$FSLR·$19B·Solar·Energy
$172.64-3.5%YTD-29.8%1Y-27.4%
Price updated 7h ago·X counts updated 5d ago
FSFSLR
$FSLRFirst Solar, Inc.
$172.64-3.45%298 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FSLR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

298X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FSLR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-16

First Solar is drawing fresh momentum callers after breaking a key resistance level, with $5M of unusual options flow tagged last week and posters treating it as the start of a broader solar rotation. One entry-zone caller sketches $74-$80 as a swing entry with a runway to $550-plus — a big number that reads more aspirational than modeled — while chart posters point at bounces off tariff lows continuing. No bear voice in the window.

Read what X is saying about $FSLR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FSLR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

First Solar is a profitable domestic-solar leader at the 52-week floor — Oct 29 earnings decides whether this is capitulation or more drift.

First Solar is the US thin-film solar manufacturer — the one domestic solar company that actually earns money. The stock is down 35% YTD on tariff and policy uncertainty, and sits at the floor of its 52-week range.

  • The business is genuinely profitable: Q1 revenue +24% YoY at a 33% operating margin and ROIC of 15% — one of the few profitable names in a sector where most peers lose money.
  • 52-week range position is 2% with vol multiplier 1.16 — this is near-capitulation territory for a company trading at 18x PE on real earnings, which is why unusual options flow has started showing up.
  • The multi-year setup is a bet on domestic policy stability: Inflation Reduction Act credits, tariff enforcement on Chinese modules, and utility-scale solar demand — the uncertainty on any of those is why the stock is where it is.

Oct 29 Q3 is the gate — any confirmation that IRA credits are flowing and utility bookings remain intact extends the stock off the floor. A tariff-walkback headline or a soft bookings print and this breaks down from a floor that already looks like a floor.

Agrees with X sentimentThe thread has the right ingredients — key resistance break, unusual options flow, tariff-low bounces — just note the $550 target is reach for a stock at $172 and the $74-$80 entry framing reads garbled; ground the view in the Q3 bookings print.

What to watch: Oct 29 Q3 — bookings-to-production ratio, IRA tax-credit monetization, pricing power, and any tariff-related guidance. A policy walkback or a bookings miss is the clear invalidator.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $FSLR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US manufacturer of cadmium telluride thin-film solar panels for utility-scale projects, benefiting from domestic manufacturing credits under the IRA.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $FSLR.

Solar · Energy

No material change from last week — IRA domestic manufacturing credits structurally protect US-domiciled solar producers while Chinese panel oversupply continues compressing margins for non-IRA-shielded players.

What this means for $FSLR

Direct beneficiary — US manufacturer of cadmium telluride thin-film solar panels for utility-scale projects, benefiting from domestic manufacturing credits under the IRA.

Top industry ETF

$TANInvesco Solar ETF
-14.6%YTD
-12.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
33.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$3.92$2.90+35.2%
Q1 2026Apr 30, 2026$3.22$3.03+6.3%
Q4 2025Feb 24, 2026$4.84$5.14-5.8%
Q3 2025Oct 30, 2025$4.24$4.240.0%
Next earningsThu, Oct 29·consensus EPS $4.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+23.6%46.5%33.8%$3.23$-333.4M
Q4 FY25$1.7B+11.1%39.5%32.6%$4.85$1.1B
Q3 FY25$1.6B+79.7%38.3%31.5%$4.25$1.1B
Q2 FY25$1.1B+8.6%45.6%35.8%$3.19$-138.6M

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.0B$4.9B – $5.4B$17.51$16.18 – $19.7924
FY27$5.9B$5.4B – $6.5B$23.26$17.10 – $29.0324
FY28$6.6B$5.9B – $7.6B$29.44$23.82 – $40.1828
FY29$7.2B$6.7B – $8.0B$33.99$30.78 – $38.8422
FY30$7.2B$6.7B – $8.0B$30.32$27.46 – $34.6426

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-21.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 101.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Markus GloecklerCTO800 sh$139KSellSep 1Markus GloecklerCTO800 sh$160KSellAug 17Samantha L. SloanEVP, Corporate Affairs127 sh$28KSellAug 11Jason E. DymbortGeneral Counsel and Secretary3.7K sh$923KSellAug 4Markus GloecklerCTO829 sh$206KSellAug 3Markus GloecklerCTO3.4K sh$750KSellAug 3Michael KoralewskiChief Supply Chain Officer7.0K sh$1.6MSellMay 28Caroline StockdaleChief People and Comm. Officer10.6K sh$2.9MSellMay 26Mark R WidmarCEO4.6K sh$1.2MSellMay 22Mark R WidmarCEO2.0K sh$502K
1–10 of 30
+ 34 other (18 awards · 13 exempts · 2 inkinds · 1 gift) in window

See when $FSLR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 153
AI summary

Curtis A. Morgan filed an initial Form 3 for First Solar, Inc. (FSLR) as a new Director on May 13, 2026, disclosing no securities beneficially owned (0 shares). This is a routine initial ownership filing required upon Morgan joining the board of First Solar, the Phoenix, Arizona-based solar panel manufacturer.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

First Solar, Inc. (FSLR) filed an 8-K on May 13, 2026 disclosing annual shareholder meeting vote results (Item 5.07). First Solar is a Phoenix, Arizona-based thin-film solar module manufacturer listed on Nasdaq. Annual meeting results are routine governance disclosures.

+ 13 other (8 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

First Solar, Inc. to Announce Third Quarter 2026 Financial Results on October 29, 2026businesswire.com·2d agoFirst Solar Climbs 4% as Truist Buy Call and December Tariff Floor Reset Panel Pricing Outlook; Enphase Energy and Sunrun Hold Flat247wallst.com·4d agoFirst Solar (FSLR) Gains As Market Dips: What You Should Knowzacks.com·4d agoFirst Solar: A Good Entry Point With Potential Midterms Catalystsseekingalpha.com·5d ago3 Big Names Enjoying Renewed Analyst Backingschaeffersresearch.com·5d ago

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Voices on X · last 7 days

No standout posts about $FSLR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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