FSLR

FIRST SOLAR, INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001274494
$279.01 -11.41% $33.8B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$33.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (64%)
Inst. Holders9 funds
Inst. Value$6.8B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 25S
Insider Net $-$7.0M
Reddit Sentiment55° Neutral
SEC Reports14
Congressional2 trades
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001274494·Prev Close $314.95

Recent Activity

Jun 4, 2026 short_volume
Short Volume: FSLR — 63.0% short (0.7M / 1.1M)
Short: 674,501 | Exempt: 672 | TRF Vol: 1,071,143 | Short Ratio: 63.0% | Off-exchange volume (dark p
Jun 2, 2026 Insider
Buehler Patrick James sold 3,000 shares
Chief Product Officer @ $302.00 ($906.0K)
Jun 1, 2026 SEC
Three First Solar insiders, including the CEO and Chief People & Comm. Officer, sold a total of $3.17M in open-market sa
CLUSTER — Impact 2/10
May 28, 2026 Insider
Stockdale Caroline sold 10,628 shares
Chief People and Comm. Officer @ $275.60 ($2.9M)
May 26, 2026 Insider
Widmar Mark R sold 364 shares
Chief Executive Officer @ $265.15 ($96.5K)
May 15, 2026 SEC
Curtis A. Morgan filed a Form 3 initial statement of beneficial ownership with the SEC, reporting zero securities benefi
3 — Impact 2/10
May 13, 2026 SEC
A cluster of 11 First Solar insiders, including the CEO, CFO, CTO, and Chief Commercial Officer, sold a total of $1.30M
CLUSTER — Impact 3/10
Inst.
FMR LLC — ADD
6,534,800 shares ($1.7B)

Price Targets

$243.59 -12.7% upside Sell
Current $279.01 Low $150.00 Median $243.00 High $310.00 27 analysts
$150.00 $310.00

Analyst Ratings

Buy64% buy · 47 analysts
6Strong Buy
24Buy
15Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 GLJ Research UPGRADE Hold → Buy
May 5, 2026 Freedom Broker UPGRADE Hold → Buy
May 4, 2026 UBS MAINTAIN Buy → Buy
May 4, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 21, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.82 ▼ -32.3% $2.23 — $3.57 -11% YoY 20
Next Q $5.16 ▲ +3.7% $4.41 — $6.19 22% YoY 20
Current FY $17.38 ▼ -2.6% $15.88 — $20.27 22% YoY 29
Next FY $23.15 $16.96 — $29.72 33% YoY 28

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.5B
FMR LLC$1.7BADD
MORGAN STANLEY$658.7MADD
NORGES BANK$392.0MNEW
BANK OF AMERICA CORP$235.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Buehler PatrickSELL$906.0K
May 28, 2026Stockdale CarolineSELL$2.9M
May 26, 2026Widmar MarkSELL$96.5K
May 22, 2026Widmar MarkSELL$59.8K
May 21, 2026Widmar MarkSELL$161.3K

Reddit Sentiment

55°
Neutral
Bearish Neutral Bullish
7 mentions 3 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
9 institutional holders with $6.8B total value (25,978,221 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,444,103$3.5B51.8%
2FMR LLC6,534,800$1.7B25.2%ADD +47.3%
3MORGAN STANLEY2,521,347$658.7M9.7%ADD +31.2%
4NORGES BANK1,500,746$392.0M5.8%NEW
5BANK OF AMERICA CORP /DE/899,866$235.1M3.5%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC641,532$167.6M2.5%NEW
7ARIEL INVESTMENTS, LLC251,565$65.7M1.0%NEW
8TWO SIGMA INVESTMENTS, LP97,249$25.4M0.4%DOUBLED +1520.8%
9WELLS FARGO & COMPANY/MN87,013$22.7M0.3%TRIM -43.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD4,435,7086,534,800+47.3%$1.7B2025-Q4
NORGES BANKNEW1,500,746$392.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED6,00097,249+1520.8%$25.4M2025-Q4
FMR LLCADD2,772,6274,435,708+60.0%$978.2M2025-Q3
WELLS FARGO & COMPANY/MNTRIM151,60485,571-43.6%$18.9M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW6,000$1.3M2025-Q3
NORGES BANKEXIT1,284,4070-100.0%$0.002025-Q3
FMR LLCADD1,996,0882,772,627+38.9%$459.0M2025-Q2
UBS Group AGADD1,984,6202,769,163+39.5%$458.4M2025-Q2
MORGAN STANLEYADD1,654,9732,170,870+31.2%$359.4M2025-Q2
NORGES BANKNEW1,284,407$212.6M2025-Q2
ARIEL INVESTMENTS, LLCNEW307,292$50.9M2025-Q2
WELLS FARGO & COMPANY/MNTRIM244,166151,604-37.9%$25.1M2025-Q2
WELLS FARGO & COMPANY/MNTRIM865,425244,166-71.8%$30.9M2025-Q1
NORGES BANKEXIT1,800,9470-100.0%$0.002025-Q1
UBS Group AGADD990,4341,658,067+67.4%$292.2M2024-Q4
WELLS FARGO & COMPANY/MNDOUBLED286,427865,425+202.1%$152.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW716,104$178.6M2024-Q3
14 unique insiders with 25 transactions. Net insider value: -$7.0M ($0.00 bought, $7.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Buehler Patrick JamesChief Product OfficerSELL3,000$302.00$906.0K
May 28, 2026Stockdale CarolineChief People and Comm. OfficerSELL10,628$275.60$2.9M
May 26, 2026Widmar Mark RChief Executive OfficerSELL364$265.15$96.5K
May 22, 2026Widmar Mark RChief Executive OfficerSELL239$250.02$59.8K
May 21, 2026Widmar Mark RChief Executive OfficerSELL672$240.10$161.3K
May 21, 2026Verma Kuntal KumarChief Manufacturing OfficerSELL582$250.00$145.5K
May 13, 2026Verma Kuntal KumarChief Manufacturing OfficerSELL1,455$240.00$349.2K
May 13, 2026Widmar Mark RChief Executive OfficerSELL1,300$240.02$312.0K
May 11, 2026Verma Kuntal KumarChief Manufacturing OfficerSELL1,864$225.00$419.4K
May 11, 2026Widmar Mark RChief Executive OfficerSELL1,500$230.18$345.3K
May 6, 2026Dymbort Jason E.General Counsel and SecretarySELL228$218.16$49.7K
May 6, 2026Theurer Nathan B.VP - Global Controller and CAOSELL31$218.16$6.8K
May 6, 2026Verma Kuntal KumarChief Manufacturing OfficerSELL270$218.16$58.9K
May 5, 2026Widmar Mark RChief Executive OfficerSELL1,526$215.63$329.1K
May 5, 2026Verma Kuntal KumarChief Manufacturing OfficerSELL479$215.63$103.3K
May 5, 2026Theurer Nathan B.VP - Global Controller and CAOSELL13$215.63$2.8K
May 5, 2026Stockdale CarolineChief People and Comm. OfficerSELL262$215.63$56.5K
May 5, 2026Sloan Samantha L.EVP, Corporate AffairsSELL19$215.63$4.1K
May 5, 2026Gloeckler MarkusChief Technology OfficerSELL420$215.63$90.6K
May 5, 2026Dymbort Jason E.General Counsel and SecretarySELL409$215.63$88.2K
May 5, 2026Buehler Patrick JamesChief Product OfficerSELL235$215.63$50.7K
May 5, 2026Koralewski MichaelChief Supply Chain OfficerSELL215$215.63$46.4K
May 5, 2026Bradley Alexander R.Chief Financial OfficerSELL498$215.63$107.4K
May 5, 2026ANTOUN GEORGESChief Commercial OfficerSELL566$215.63$122.0K
May 4, 2026Widmar Mark RChief Executive OfficerM3,802$0.00$0.00
May 4, 2026Widmar Mark RChief Executive OfficerM3,802$0.00$0.00
May 4, 2026Verma Kuntal KumarChief Manufacturing OfficerM1,106$0.00$0.00
May 4, 2026Verma Kuntal KumarChief Manufacturing OfficerM1,106$0.00$0.00
May 4, 2026Theurer Nathan B.VP - Global Controller and CAOM44$0.00$0.00
May 4, 2026Theurer Nathan B.VP - Global Controller and CAOM44$0.00$0.00
May 4, 2026Stockdale CarolineChief People and Comm. OfficerM622$0.00$0.00
May 4, 2026Stockdale CarolineChief People and Comm. OfficerM622$0.00$0.00
May 4, 2026Sloan Samantha L.EVP, Corporate AffairsM44$0.00$0.00
May 4, 2026Sloan Samantha L.EVP, Corporate AffairsM44$0.00$0.00
May 4, 2026Gloeckler MarkusChief Technology OfficerM968$0.00$0.00
May 4, 2026Gloeckler MarkusChief Technology OfficerM968$0.00$0.00
May 4, 2026Dymbort Jason E.General Counsel and SecretaryM968$0.00$0.00
May 4, 2026Dymbort Jason E.General Counsel and SecretaryM968$0.00$0.00
May 4, 2026Buehler Patrick JamesChief Product OfficerM553$0.00$0.00
May 4, 2026Buehler Patrick JamesChief Product OfficerM553$0.00$0.00
May 4, 2026Koralewski MichaelChief Supply Chain OfficerM518$0.00$0.00
May 4, 2026Koralewski MichaelChief Supply Chain OfficerM518$0.00$0.00
May 4, 2026Bradley Alexander R.Chief Financial OfficerM1,210$0.00$0.00
May 4, 2026Bradley Alexander R.Chief Financial OfficerM1,210$0.00$0.00
May 4, 2026ANTOUN GEORGESChief Commercial OfficerM1,358$0.00$0.00
May 4, 2026ANTOUN GEORGESChief Commercial OfficerM1,358$0.00$0.00
Apr 15, 2026Verma Kuntal KumarChief Manufacturing OfficerSELL573$210.00$120.3K
Mar 31, 2026RENDUCHINTALA VENKATA S MDirectorA267$0.00$0.00
Mar 31, 2026George Anita M.DirectorA267$0.00$0.00
Mar 31, 2026Wright Norman L.DirectorA267$0.00$0.00
14 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 11 neutral. Avg impact: 3.4/10.
NEUTRAL CLUSTER 2/10
Three First Solar insiders, including the CEO and Chief People & Comm. Officer, sold a total of $3.1
Jun 1, 2026
NEUTRAL 3 2/10
Curtis A. Morgan filed a Form 3 initial statement of beneficial ownership with the SEC, reporting ze
May 15, 2026
NEUTRAL CLUSTER 3/10
A cluster of 11 First Solar insiders, including the CEO, CFO, CTO, and Chief Commercial Officer, sol
May 13, 2026
NEUTRAL CLUSTER 2/10
Eleven First Solar insiders, including the CEO and CFO, sold $1.28M in shares over a week, represent
May 13, 2026
NEUTRAL CLUSTER 2/10
Multiple insiders at First Solar sold shares totaling ~$963K in open-market transactions following t
May 8, 2026
NEUTRAL CLUSTER 2/10
Two top executives at First Solar (CEO and Chief Manufacturing Officer) sold a combined $432K in ope
May 5, 2026
NEUTRAL 144 2/10
Officer Georges Antoun filed a Form 144 to sell 566 shares of First Solar (~$122K) to cover tax obli
May 5, 2026
NEUTRAL 144 2/10
Officer Kuntal Kumar Verma filed Form 144 to sell 479 shares (~$103K) for tax withholding upon vesti
May 5, 2026
NEUTRAL CLUSTER 3/10
Two C-suite executives at First Solar sold shares in the past week, totaling approximately $159,226
Mar 11, 2026
NEUTRAL CLUSTER 3/10
First Solar's Chief People and Communications Officer, Caroline Stockdale, conducted a mix of open-m
Mar 11, 2026
BEARISH CLUSTER 6/10
Over the past seven days, multiple top executives at First Solar (FSLR) sold shares in the open mark
Mar 6, 2026
NEUTRAL CLUSTER 4/10
Two C-suite executives at First Solar — the Chief People and Communications Officer and the Chief Co
Mar 4, 2026
BULLISH INST-CLUSTER 8/10
Three major institutions — Fidelity, Norges Bank, and Two Sigma — significantly increased their posi
Feb 28, 2026
BULLISH 8-K 7/10
First Solar reported strong 2025 financial results with $5.2 billion in net sales and $14.21 diluted
Feb 24, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (64% buy). Based on 47 analysts: 6 strong buy, 24 buy, 15 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$243.59 mean target -12.7% upside Sell (2.12)
$150.00 Low $310.00 High
MetricValue
Current Price$279.01
Target Low$150.00
Target Mean$243.59
Target Median$243.00
Target High$310.00
# Analysts27
RecommendationSell (2.12)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.82 $2.23 $3.57 -11.2% -32.3% 1↑ 19↓ $1.1B -3.6% 20
Next Q
2026-09-30
$5.16 $4.41 $6.19 21.8% +3.7% 17↑ 3↓ $1.4B -13.3% 20
Current FY
2026-12-31
$17.38 $15.88 $20.27 22.3% -2.6% 12↑ 13↓ $5.1B -2.4% 29
Next FY
2027-12-31
$23.15 $16.96 $29.72 33.1% -0.3% 13↑ 9↓ $5.9B 16.0% 28

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.823
7d ago$2.815+0.008
30d ago$4.171-1.349
60d ago$4.198-1.375
90d ago$4.288-1.465
17 analyst firms have rated this stock: 2 upgrades, 6 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 GLJ Research UPGRADE Hold Buy
May 5, 2026 Freedom Broker UPGRADE Hold Buy
May 4, 2026 UBS MAINTAIN Buy Buy
May 4, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 21, 2026 Citigroup MAINTAIN Buy Buy
Apr 21, 2026 Barclays MAINTAIN Overweight Overweight
Apr 9, 2026 Susquehanna MAINTAIN Positive Positive
Apr 7, 2026 Jefferies MAINTAIN Hold Hold
Mar 17, 2026 Guggenheim MAINTAIN Buy Buy
Mar 5, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 4, 2026 GLJ Research DOWNGRADE Buy Hold
Mar 3, 2026 Barclays MAINTAIN Overweight Overweight
Mar 2, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 26, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 26, 2026 Freedom Broker DOWNGRADE Buy Hold
Feb 26, 2026 Deutsche Bank DOWNGRADE Buy Hold
Feb 25, 2026 UBS MAINTAIN Buy Buy
Feb 25, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 25, 2026 HSBC DOWNGRADE Buy Hold
Feb 25, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 25, 2026 Susquehanna MAINTAIN Positive Positive
Feb 25, 2026 Baird DOWNGRADE Outperform Neutral
Jan 22, 2026 B of A Securities MAINTAIN Buy Buy
Jan 8, 2026 Guggenheim MAINTAIN Buy Buy
Jan 7, 2026 Jefferies DOWNGRADE Buy Hold
Dec 19, 2025 Wells Fargo MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026624151164%
May 1, 2026623171160%
Apr 1, 2026723171161%
Mar 1, 2026724161163%
Feb 1, 2026928111076%
Jan 1, 2026102971083%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000First Solar IncMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000First Solar IncFeb 16, 2026 (39d)
55°
Neutral
Bearish Neutral Bullish
7 mentions 3 bullish 2 bearish 7 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 20, 2026160° Warm101
May 20, 2026160° Warm101
Apr 30, 2026150° Neutral001
Apr 30, 2026150° Neutral001
Mar 19, 2026140° Cool011
Mar 19, 2026140° Cool011
Feb 19, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bearish 2mo ago
Gimme ur best long/term renewables, regards
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 16d 4h ago
Alternative Energy Opportunities?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
FSLR - the cash math nobody seems to be doing
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 3mo ago
How do you evaluate infrastructure stocks beyond surface level AI hype?
▲ 8 💬 11 ⚡ 0.1
Jun 4, 2026
short_volume
Short Volume: FSLR — 63.0% short (0.7M / 1.1M)
Short: 674,501 | Exempt: 672 | TRF Vol: 1,071,143 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: FSLR — 55.9% short (0.8M / 1.4M)
Short: 806,080 | Exempt: 341 | TRF Vol: 1,442,957 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: FSLR — 62.9% short (0.7M / 1.1M)
Short: 664,536 | Exempt: 18 | TRF Vol: 1,056,541 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: FSLR — 62.6% short (1.2M / 1.8M)
Short: 1,153,571 | Exempt: 0 | TRF Vol: 1,841,805 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: FSLR — 61.7% short (0.4M / 0.7M)
Short: 433,189 | Exempt: 546 | TRF Vol: 702,167 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: FSLR — 75.2% short (0.7M / 0.9M)
Short: 659,669 | Exempt: 137 | TRF Vol: 877,395 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: FSLR — 61.5% short (0.6M / 1.0M)
Short: 637,578 | Exempt: 2,844 | TRF Vol: 1,037,298 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: FSLR — 61.9% short (0.5M / 0.7M)
Short: 459,993 | Exempt: 2,298 | TRF Vol: 742,854 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: FSLR — 75.0% short (0.8M / 1.1M)
Short: 809,642 | Exempt: 208 | TRF Vol: 1,080,182 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: FSLR — 59.9% short (0.7M / 1.2M)
Short: 703,501 | Exempt: 62 | TRF Vol: 1,173,591 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: FSLR — 18,780 shares ($4.4M) failed to deliver
Settlement: 20260512, Price: $233.27, FTD Value: $4,380,810.6, FIRST SOLAR, INC. COM
May 11, 2026
short_volume
Short Volume: FSLR — 66.5% short (1.2M / 1.9M)
Short: 1,234,914 | Exempt: 906 | TRF Vol: 1,855,924 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: FSLR — 3.2M shares, 73,266 trades
Week starting 2026-05-11. Total ATS volume: 3,247,360 shares across 73,266 trades.
May 8, 2026
short_volume
Short Volume: FSLR — 59.2% short (0.5M / 0.9M)
Short: 534,085 | Exempt: 149 | TRF Vol: 901,819 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: FSLR — 63.3% short (0.6M / 0.9M)
Short: 595,431 | Exempt: 4 | TRF Vol: 941,121 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)