US · Technology · Solar
EPS came in at 3.92 against a street estimate of 2.74 — a beat of 43.1%.
Analysts rate First Solar Inc a buy (30 buy, 6 hold, 1 sell out of 37) with an average price target of $274.81.
CONFIDENT Record Q2 sales volume, 57% gross margin (up 12pp YoY), $644M adjusted EBITDA. 45.1 GW backlog through 2030. Awaiting Section 232 polysilicon ruling; disciplined on bookings amid policy uncertainty. Q2 2026 41 of 45 GW backlog includes domestic content requirements (range: exclusive U.S. to points-based blending). Company optimizes allocation across fleet to meet contracts and margin. Analysts pressed Section 232 timing and impact on bookings/pricing, hyperscaler demand sustainability, and Southeast Asia capacity redeployment options. Management remained patient on 232 deadline, confident on demand overhang, and deferred Southeast Asia decisions to post-policy clarity. 2026-07-30…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 12.86% |
| Vanguard Capital Management, LLC | 6.32% |
| Vanguard Portfolio Management, LLC | 5.30% |
| State Street Corp | 4.92% |
| Capital World Investors | 3.83% |
| Geode Capital Management, LLC | 2.89% |
| Amvescap Plc. | 2.47% |
| Hill City Capital, LP | 2.45% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 FIRST SOLAR, INC. - 10-Q SUMMARY FOR RETAIL INVESTORS Period Ended June 30, 2026 --- HEADLINE NUMBERS • Q2 2026 Net Sales: $1,056.2 million (Q2 202 | 2026-07-30 |
| Results announced · Q3 2026 FIRST SOLAR, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net Sales: $1.06 billion in Q2 2026, down 4% year-over-year from $1.10 billion in Q | 2026-07-30 |
| Shareholder vote results · Q2 2026 FIRST SOLAR, INC. - 2026 ANNUAL SHAREHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 13, 2026 • 107,450,760 total shar | 2026-05-15 |
| Quarterly report · Q1 2026 FIRST SOLAR, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales: $1,044.2 million (Q1 2026) vs $844.6 million (Q1 2025) — increase of 23.6% • | 2026-04-30 |
| Results announced · Q2 2026 FIRST SOLAR, INC. – Q1 2026 FINANCIAL RESULTS SUMMARY --- HEADLINE NUMBERS • Net sales: $1.04 billion, up 24% year-over-year • Net income per dilut | 2026-04-30 |
| Proxy statement · Q2 2026 FIRST SOLAR, INC. (FSLR) — 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Director Election): Elect ten board membe | 2026-04-02 |
| Annual report FY2025 FIRST SOLAR, INC. – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025): $17.7 billion • Outstandi | 2026-02-24 |
| Results announced · Q1 2026 FIRST SOLAR, INC. – Q4 2025 & 2026 GUIDANCE SUMMARY HEADLINE NUMBERS • 2025 net sales: $5.2 billion (up from $4.2 billion in 2024; +24% increase in | 2026-02-24 |
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Google PlayApp StoreData updated 2026-09-18.