Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$25.7B
107M shares
52-week range
$158.81 – $320.95
46% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Borrow rate
0.25%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.24B | $3.06B | $2.71B | $2.92B | $2.62B | $3.32B | $4.21B | $5.22B |
| Cost of revenue | $1.85B | $2.51B | $2.03B | $2.19B | $2.55B | $2.02B | $2.35B | $3.10B |
| Gross profit | $392.2M | $549.2M | $680.7M | $730.0M | $69.9M | $1.30B | $1.86B | $2.12B |
| Gross margin | 17.5% | 17.9% | 25.1% | 25.0% | 2.7% | 39.2% | 44.2% | 40.6% |
| R&D | $84.5M | $96.6M | $93.7M | $99.1M | $112.8M | $152.3M | $191.4M | $233.4M |
| Operating income | $40.1M | −$161.8M | $317.5M | $586.8M | −$27.2M | $857.3M | $1.39B | $1.68B |
| EBITDA | $269.8M | $112.4M | $550.2M | $845.2M | $290.5M | $1.21B | $1.87B | $2.15B |
| Net income | $144.3M | −$114.9M | $398.4M | $468.7M | −$44.2M | $830.8M | $1.29B | $1.53B |
| Net margin | 6.4% | -3.8% | 14.7% | 16.0% | -1.7% | 25.0% | 30.7% | 29.3% |
| EPS (diluted) | 1.36 | -1.09 | 3.73 | 4.38 | -0.41 | 7.74 | 12.02 | 14.21 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $5.1B | $17.70 | $15.96–$20.09 | 24 |
| 2027 | $5.9B | $24.08 | $18.31–$29.45 | 23 |
| 2028 | $6.5B | $29.02 | $21.86–$40.31 | 21 |
| 2029 | $7.2B | $33.22 | $31.19–$36.63 | 9 |
Forward consensus · source: Financial Modeling Prep
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and India.
www.firstsolar.comNo one on the platform currently holds FSLR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 101,500 | $20.0M |
| Scion Asset Managementas of 2024-03-31 | 30,000 | $5.1M |
No one on the platform has traded FSLR yet.
| $21.7B |
| — |
| HALHalliburton Company | $34.33 | +0.70% | $28.7B | — |
| NXTNextpower Inc. | $114.36 | +3.34% | $17.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 20,321 |
| $4.0M |
Trading at 19.8× earnings vs its 19.5× historical median P/E.
Fair value ≈ $228.92 · price $233.37 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
PREMARKET MOVERS | June 30 Energy / Power / Solar sector catching strong headline-driven rotation: $ENPH - +13% | Policy tailwind after reports of potential U.S. ban on Chinese inverter imports $FSLR - +4% | Beneficiary theme on domestic solar supply chain strength $RUN - +4% | Sector sympathy move tracking inverter headlines $EOSE - -5% | Pressure from dilution + warrant offering overhang What’s driving the tape here is a classic policy shock → sector rotation setup. Capital is quickly repricing anything tied to domestic energy infrastructure while dilutive stories get punished immediately. This is a headline-sensitive tape-momentum can extend fast, but so can reversals once positioning gets crowded.
View on StockTwits ↗$ENPH Enphase Energy +20% $SEDG SolarEdge Technologies +15% $RUN Sunrun +10% $SHLS Shoals Technologies Group +6% $FSLR First Solar +5% Foreign inverter ban headlines hitting fast. This is a direct re-rating on U.S. grid + solar supply chain security. Inverters are a critical bottleneck, so anything exposed is getting bid hard. Big question now: follow-through or fade after the gap?
View on StockTwits ↗$FSLR Next to happen 🚀🚀🚀 https://pv-magazine-usa.com/2026/06/30/tariff-walls-and-domestic-constraints-squeeze-u-s-solar-buyers/
View on StockTwits ↗$FSLR https://pv-magazine-usa.com/2026/06/29/speed-act-offers-hope-as-federal-permitting-obstruction-threatens-121-billion-in-u-s-renewables/
View on StockTwits ↗$FSLR https://pv-magazine-usa.com/2026/06/29/first-solar-hits-legal-headwinds-as-shareholders-file-tariff-related-class-action/
View on StockTwits ↗$FSLR just starting looking at FSLR. the company only exists due to subsidies and tax credits. that is a horrible business to invest in. even with the perovskites panel, the economics simply do not make sense.
View on StockTwits ↗$FSLR Thank you very much, Mr. M! We will act accordingly.
View on StockTwits ↗$FSLR They put up initial numbers around their CuRe module, pretty good with annual degradation at .1% and temp coefficient at .22% if the next iteration ups their effiency and bifaciality I'm not sure silicon modules will be able to compete too well with them for utility scale applications.(atleast in hot/humid geographies)
View on StockTwits ↗$FSLR Short and medium very bullish for First Solar. And if they get the new perovskites panel on the market in 2029 it will be even more 🚀🚀🚀 https://pv-magazine-usa.com/2026/06/26/renewable-energy-ppa-prices-could-more-than-double-after-the-july-4-tax-credit-cliff-warns-levelten/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.