Update shared on06 Aug 2025
Fair value Increased 5.57%Driven by a significant expansion in net profit margin despite a modestly higher discount rate, analyst fair value estimates for First Solar have increased, raising the consensus price target from $204.38 to $215.77.
What's in the News
- First Solar raised 2025 net sales guidance to $4.9–$5.7 billion (from $4.5–$5.5 billion); narrowed operating income guidance to $1.53–$1.87 billion (from $1.45–$2.00 billion); and lifted EPS outlook to $13.50–$16.50 (from $12.50–$17.50).
- Announced a multi-year, exclusive supply agreement with UbiQD for proprietary quantum dot (QD) technology, enabling incorporation of QD in First Solar’s thin film bifacial photovoltaic panels and expanding U.S. domestic materials capacity.
Valuation Changes
Summary of Valuation Changes for First Solar
- The Consensus Analyst Price Target has risen from $204.38 to $215.77.
- The Discount Rate for First Solar has risen from 9.61% to 10.35%.
- The Net Profit Margin for First Solar has risen from 44.92% to 47.48%.
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