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FSFSLR

First Solar, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 24% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (864/wk), no spike
$FSLR·$24B·Solar·Energy
$221.03-3.0%YTD-16.9%1Y+37.4%
Mentions · last 7 days
2026-07-06: 52 posts2026-07-07: 103 posts2026-07-08: 119 posts2026-07-09: 179 posts2026-07-10: 202 posts2026-07-11: 70 posts2026-07-12: 139 posts864+10%
Price updated 5h ago·X counts updated 1d ago
FSFSLR
$FSLRFirst Solar, Inc.
$221.03-2.98%864 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FSLR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-12

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

First Solar is cheap, growing, and profitable — the tape is coiling into July 30 earnings with a legal overhang everyone can see.

First Solar is the largest US utility-scale solar module maker. The stock has been in a drawdown all year, but the earnings are compounding and Wall Street has started upgrading — the setup is a genuine buy-the-dip case with a real legal-overhang tail.

  • Growth is real and the earnings are rich: $1.04B last quarter grew 23.6% YoY with a 31% net margin and EPS of $3.23 — this is a cash-generative solar name, not a story stock, and consensus expects EPS to walk from $17.73 this year to $29.46 by FY28.
  • Valuation is unusually cheap for the growth: 11.9x EV/EBITDA and a 9.5x forward P/E with a 0.34 PEG make First Solar one of the more visibly discounted growth-plus-value setups in the market right now.
  • The Deutsche Bank and Susquehanna PT hikes are the sell-side catching up: Deutsche moved to Buy at $272, Susquehanna to $270 with Positive — both framed the pullback as an entry into a stronger second half.
  • The class-action lawsuits are the honest overhang: multiple law firms (Robbins, Rosen, Howard G. Smith, Bronstein Gewirtz) are recruiting shareholders for securities-fraud claims. This is a real legal-liability tail that isn't priced into the forward multiples yet.

The July 30 Q2 earnings print is the near-term test — a beat with the H2 guide extended is what unlocks the Deutsche-style target price. A soft Q2, an unexpected legal-reserve disclosure tied to the class-action complaints, or a fresh Chinese solar-panel tariff development in the wrong direction is what could break the setup.

Agrees with X sentimentX is bullish on the Deutsche Bank upgrade to $272, Susquehanna's $270, the 9.5x forward P/E and 0.34 PEG, and the multi-year backlog — all supported by the mechanics (23.6% revenue growth, 31% net margin, EPS at $3.23). Where I'd weight more than the crowd: the multiple concurrent class-action securities-fraud investigations are a real legal overhang that isn't in the forward multiple yet.

What to watch: July 30 Q2 earnings — a beat with the H2 guide extended unlocks the Deutsche-style $272 target. A soft Q2, a legal-reserve disclosure tied to the class actions, or a Chinese solar-panel tariff development in the wrong direction breaks the setup.

On the calendar: 2026-07-30 — Q2 earnings

earnings soonvalue setuppt hike wavesecurities class action

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment24 posts analyzed · as of 2026-07-13

First Solar just received a decisive analyst upgrade: Deutsche Bank's Corinne Blanchard upgraded to Buy with a price target of $272 (from $245). Bulls anchor on the solar-rotation thesis with ENPH, RUN, SEDG - all at crucial support. FSLR is stabilising near its 200-DMA after a -30% pullback, and TA setup shows a double-bottom setup with decent OTM call flow, plus a very bullish Bollinger-band-combo-plus-volume weekly chart. Options flow: $755K on the 250 Call (7/24). FSLR is on the daily routine watchlist for many traders. Bear voices are minimal beyond a passing 'trying to stabilize near 200-DMA' framing that reads as slightly cautious rather than bearish. Overall dominant tone is 'accumulate the analyst-upgrade-driven solar-sector-rotation setup.'

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — structural AI data center clean-power demand pull and IRA domestic manufacturing credits are unchanged; utility-scale developers with contracted revenue are insulated from near-term sentiment noise.

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; the company is structurally positioned to capture the AI data center clean-power demand and IRA domestic manufacturing credits.

Top industry ETF

$TANInvesco Solar ETF
+5.5%YTD
+38.7%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
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%
Q2 2025Jul 31, 2025$3.18$2.66+19.5%
Next earningsThu, Jul 30·consensus EPS $3.00

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 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.1B$5.0B – $5.3B$17.73$15.99 – $20.1222
FY27$5.9B$5.5B – $6.4B$24.10$18.23 – $29.3222
FY28$6.5B$6.5B – $6.6B$29.46$22.19 – $40.9323
FY29$7.3B$6.9B – $7.9B$36.56$34.28 – $40.3211
FY30$7.0B$6.6B – $7.5B$30.84$28.91 – $34.0111

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.0.7×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.38%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.-11.2%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.-6.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellMay 28Caroline StockdaleChief People and Comm. Officer10.6K sh$2.9MSellMay 26Mark R WidmarCEO5.2K sh$1.4MSellMay 22Mark R WidmarCEO2.0K sh$502KSellMay 21Verma Kuntal KumarChief Manufacturing Officer582 sh$146KSellMay 21Mark R WidmarCEO4.8K sh$1.2MSellMay 13Mark R WidmarCEO1.3K sh$312KSellMay 13Verma Kuntal KumarChief Manufacturing Officer1.5K sh$349KSellMay 11Mark R WidmarCEO9.9K sh$2.3MSellMay 11Verma Kuntal KumarChief Manufacturing Officer2.2K sh$500KSellMay 6Verma Kuntal KumarChief Manufacturing Officer270 sh$59K
1–10 of 24
+ 22 other (11 exempts · 10 awards · 1 inkind) 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
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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.

8-KAgreement terminatedFeb 198-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

FSLR Investors Have Opportunity to Lead First Solar, Inc. Securities Fraud Lawsuitprnewswire.com·8h agoBronstein, Gewirtz & Grossman LLC Urges First Solar, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·15h agoWhy First Solar (FSLR) is a Top Growth Stock for the Long-Termzacks.com·17h agoLost Money on First Solar, Inc. (FSLR)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinskyglobenewswire.com·17h agoFirst Solar, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - FSLRprnewswire.com·23h ago

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Explore the broader themes this ticker is being talked about under.

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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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