US · Technology · Solar
EPS came in at 5.30 against a street estimate of 4.64 — a beat of 14.2%.
Analysts rate First Solar Inc a buy (27 buy, 8 hold, 1 sell out of 36) with an average price target of $274.24.
CONFIDENT First Solar delivered strong profitability and raised pricing on new opportunities, but near-term bookings slowed as customers navigate tariffs, permitting, battery costs and policy uncertainty. Q3 FY26 U.S. bookings reached approximately 4.9GW at $0.36 per watt. India’s 2027 production is expected at 2.2–2.6GW; South Carolina is expected to produce 2.2–2.5GW in 2027. Malaysia’s operating decision is expected in the first half of 2027. Analysts pressed management on delayed 2029 bookings, post-Section 232 pricing and the move toward project-specific contracts. Management emphasized customer uncertainty, stronger pricing ambitions and disciplined contracting rather than volume chasing. 2026-10-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 13.05% |
| Vanguard Capital Management, LLC | 6.36% |
| Vanguard Portfolio Management, LLC | 5.25% |
| State Street Corp | 5.19% |
| Capital World Investors | 3.83% |
| Geode Capital Management, LLC | 2.89% |
| Hill City Capital, LP | 2.45% |
| Amvescap Plc. | 2.42% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $1,230,936, down from $1,594,856 in Q3 2025. • Q3 2026 net income was $571,063, up from $455,94 | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales were $1.23 billion, down 23% year-over-year, mainly because fewer modules were sold to third parties. • Net inc | 2026-10-29 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.