First Solar（F3A）株式概要太陽光発電技術企業であるファースト・ソーラー社は、米国、フランス、インド、チリ、そして国際的に太陽光発電ソリューションを提供している。 詳細F3A ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績4/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より6.7%で取引されている 収益は年間15.55%増加すると予測されています 過去1年間で収益は31.6%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るF3A Community Fair Values Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€209.007.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-603m8b2016201920222025202620282031Revenue US$7.8bEarnings US$2.4bAdvancedSet Fair ValueView all narrativesFirst Solar, Inc. 競合他社Infineon TechnologiesSymbol: XTRA:IFXMarket cap: €88.5bElmos SemiconductorSymbol: XTRA:ELGMarket cap: €3.1bFirst SensorSymbol: XTRA:SISMarket cap: €547.9mAIXTRONSymbol: XTRA:AIXAMarket cap: €5.9b価格と性能株価の高値、安値、推移の概要First Solar過去の株価現在の株価US$209.0052週高値US$244.3052週安値US$114.00ベータ1.561ヶ月の変化29.01%3ヶ月変化0.41%1年変化52.00%3年間の変化12.67%5年間の変化231.22%IPOからの変化829.72%最新ニュースお知らせ • May 02First Solar, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026First Solar, Inc. reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects Volume to be Sold 17.0GW to 18.2GW and net sales to be $4.9 billion to $5.2 billion.Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.23 (vs US$1.96 in 1Q 2025)First quarter 2026 results: EPS: US$3.23 (up from US$1.96 in 1Q 2025). Revenue: US$1.04b (up 24% from 1Q 2025). Net income: US$346.6m (up 65% from 1Q 2025). Profit margin: 33% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16First Solar, Inc. to Report Q1, 2026 Results on Apr 30, 2026First Solar, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 04First Solar, Inc., Annual General Meeting, May 13, 2026First Solar, Inc., Annual General Meeting, May 13, 2026. Location: meetnow.global/mwlflnw, United StatesRecent Insider Transactions • Mar 06CEO & Director recently sold €1.3m worth of stockOn the 3rd of March, Mark Widmar sold around 8k shares on-market at roughly €169 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €251 per share.最新情報をもっと見るRecent updatesお知らせ • May 02First Solar, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026First Solar, Inc. reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects Volume to be Sold 17.0GW to 18.2GW and net sales to be $4.9 billion to $5.2 billion.Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.23 (vs US$1.96 in 1Q 2025)First quarter 2026 results: EPS: US$3.23 (up from US$1.96 in 1Q 2025). Revenue: US$1.04b (up 24% from 1Q 2025). Net income: US$346.6m (up 65% from 1Q 2025). Profit margin: 33% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16First Solar, Inc. to Report Q1, 2026 Results on Apr 30, 2026First Solar, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 04First Solar, Inc., Annual General Meeting, May 13, 2026First Solar, Inc., Annual General Meeting, May 13, 2026. Location: meetnow.global/mwlflnw, United StatesRecent Insider Transactions • Mar 06CEO & Director recently sold €1.3m worth of stockOn the 3rd of March, Mark Widmar sold around 8k shares on-market at roughly €169 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €251 per share.New Risk • Mar 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$14.25 (vs US$12.07 in FY 2024)Full year 2025 results: EPS: US$14.25 (up from US$12.07 in FY 2024). Revenue: US$5.22b (up 24% from FY 2024). Net income: US$1.53b (up 18% from FY 2024). Profit margin: 29% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 25First Solar, Inc. Provides Earnings Guidance for the Fiscal Year 2026First Solar, Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects Volume to be Sold 17.0GW to 18.2GW and net sales to be $4.9 billion to $5.2 billion.Buy Or Sell Opportunity • Jan 29Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €187. The fair value is estimated to be €248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 68%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • Jan 29First Solar, Inc. to Report Q4, 2025 Results on Feb 24, 2026First Solar, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026Buy Or Sell Opportunity • Jan 05Now 22% undervaluedOver the last 90 days, the stock has risen 16% to €226. The fair value is estimated to be €291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 68%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Recent Insider Transactions • Nov 11Independent Director recently sold €1.6m worth of stockOn the 7th of November, Paul Stebbins sold around 7k shares on-market at roughly €227 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €122m more than they sold in the last 12 months.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$4.25 (vs US$2.92 in 3Q 2024)Third quarter 2025 results: EPS: US$4.25 (up from US$2.92 in 3Q 2024). Revenue: US$1.59b (up 80% from 3Q 2024). Net income: US$455.9m (up 46% from 3Q 2024). Profit margin: 29% (down from 35% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31First Solar, Inc. Updates Earnings Guidance for the Year 2025First Solar, Inc. updated earnings guidance for the year 2025. For the year, the company now expects Net Sales to be $4.95 Billion to $5.20 Billion against previous guidance of $4.9 Billion to $5.7 Billion. Operating Income to be $1.56 Billion to $1.68 Billion against previous guidance of $1.53 Billion to $1.87 Billion. Earnings per Diluted Share to be $14.00 to $15.00 against previous guidance of $13.50 to $16.50.お知らせ • Oct 09First Solar, Inc. to Report Q3, 2025 Results on Oct 30, 2025First Solar, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €186, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €285 per share.Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: US$3.19 (vs US$3.26 in 2Q 2024)Second quarter 2025 results: EPS: US$3.19 (down from US$3.26 in 2Q 2024). Revenue: US$1.10b (up 8.6% from 2Q 2024). Net income: US$341.9m (down 2.1% from 2Q 2024). Profit margin: 31% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01First Solar, Inc. Updates Earnings Guidance for the Year 2025First Solar, Inc. updated earnings guidance for the year 2025. For the year, the company now expects Net Sales to be $4.9 Billion to $5.7 Billion against previous guidance of $4.5 Billion to $5.5 Billion. Operating Income to be $1.53 Billion to $1.87 Billion against previous guidance of $1.45 Billion to $2.00 Billion. Earnings per Diluted Share to be $13.50 to $16.50 against previous guidance of $12.50 to $17.50.Buy Or Sell Opportunity • Jul 31Now 21% undervaluedOver the last 90 days, the stock has risen 35% to €152. The fair value is estimated to be €192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.お知らせ • Jul 15First Solar, Inc. to Report Q2, 2025 Results on Jul 31, 2025First Solar, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (34% accrual ratio).Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €156, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 126% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €207 per share.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €124, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €231 per share.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Murthy Renduchintala was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (€202m sold).Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €134, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 122% over the past three years.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: US$1.96 (vs US$2.21 in 1Q 2024)First quarter 2025 results: EPS: US$1.96 (down from US$2.21 in 1Q 2024). Revenue: US$844.6m (up 6.4% from 1Q 2024). Net income: US$209.5m (down 11% from 1Q 2024). Profit margin: 25% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 30First Solar, Inc. Updates Earnings Guidance for the Year 2025First Solar, Inc. updated earnings guidance for the year 2025. For the year, the company now expects net sales to be in the range of $4.5 Billion to $5.5 Billion as compared to $5.3 Billion to $5.8 Billion previously, operating income to be in the range of $1.45 Billion to $2.00 Billion as compared to $1.95 Billion to $2.30 Billion previously, earnings per diluted share to be in the range of $12.50 to $17.50 as compared to $17.00 to $20.00 previously.お知らせ • Apr 07First Solar, Inc., Annual General Meeting, May 14, 2025First Solar, Inc., Annual General Meeting, May 14, 2025. Location: meetnow.global/mlqrypn, United Statesお知らせ • Apr 01First Solar, Inc. to Report Q1, 2025 Results on Apr 29, 2025First Solar, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025お知らせ • Mar 16Molly E. Joseph Notifies First Solar, Inc. of His Decision to Not Stand for Re-Election as A Member of the Board of DirectorsOn March 12, 2025, Molly E. Joseph notified First Solar, Inc. that she will not stand for re-election as a member of the Company’s Board of Directors at the Company’s 2025 Annual Meeting of Stockholders. Ms. Joseph intends to continue to serve as a member of the Board and on each of the Committees on which she currently serves until the date of the 2025 Annual Meeting.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €122, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Semiconductor industry in Germany. Total returns to shareholders of 69% over the past three years.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: US$12.07 (vs US$7.78 in FY 2023)Full year 2024 results: EPS: US$12.07 (up from US$7.78 in FY 2023). Revenue: US$4.21b (up 27% from FY 2023). Net income: US$1.29b (up 56% from FY 2023). Profit margin: 31% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26First Solar, Inc. Provides Earnings Guidance for the Year 2025First Solar, Inc. provided earnings guidance for the year 2025. For the period, the company expected Net Sales to be in the range of $5.3 Billion to $5.8 Billion. Operating Income is expected to be in the range of $1.95 Billion to $2.30 Billion. The company expected Earnings per Diluted Share to be in the range of $17.00 to $20.00.お知らせ • Jan 28First Solar, Inc. to Report Q4, 2024 Results on Feb 25, 2025First Solar, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €155, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 125% over the past three years.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$2.92 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$2.92 (up from US$2.51 in 3Q 2023). Revenue: US$887.7m (up 11% from 3Q 2023). Net income: US$313.0m (up 17% from 3Q 2023). Profit margin: 35% (up from 34% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 01First Solar, Inc. to Report Q3, 2024 Results on Oct 29, 2024First Solar, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €216, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 164% over the past three years.Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$3.26 (vs US$1.60 in 2Q 2023)Second quarter 2024 results: EPS: US$3.26 (up from US$1.60 in 2Q 2023). Revenue: US$1.01b (up 25% from 2Q 2023). Net income: US$349.4m (up 105% from 2Q 2023). Profit margin: 35% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 04First Solar, Inc. to Report Q2, 2024 Results on Jul 30, 2024First Solar, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €200, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €394 per share.お知らせ • Jun 05First Solar, Inc. Becomes the Solar Industry's First EPEAT Climate+ Champion, Setting Global Standard for Ultra-Low Carbon SolarFirst Solar, Inc. announced that its Series 6 Plus and Series 7 TR1 products are the world's first photovoltaic (PV) solar modules to achieve the EPEAT Climate+ designation, establishing a new benchmark for the solar technology and manufacturing industry. EPEAT is a globally recognized ecolabel that includes independent validation and allows for the easy identification of environmentally preferable products from socially responsible companies. EPEAT addresses the whole product life cycle, including managing substances in the product, manufacturing energy and water use, product packaging, end-of-life recycling, corporate responsibility, and human rights. EPEAT Climate+ makes EPEAT the only global ecolabel to address greenhouse gas (GHG) emissions during the different stages of solar module production, and products receiving the designation must meet the ultra-low carbon threshold of 400 kg CO2e/kWp. EPEAT Climate+ helps purchasers quickly identify technology products designed and manufactured with climate change mitigation in mind, allowing them to reduce scope 3 emissions of solar installations. First Solar's responsibly produced, advanced thin film PV modules already set industry benchmarks for quality, durability, reliability, design, and environmental performance and its Series 7 modules have the lowest carbon and water footprint of any commercially available PV module today. First Solar's Series 6 Plus and Series 7TR1 became the first solar modules to be included in a list of nearly 1,500 products produced by leading electronics brands known as EPEAT Climate+ Champions. The company intends to validate the environmental footprint of its Series 7 FT1 module, which is manufactured in India, with the goal of achieving an EPEAT Climate+ designation.Recent Insider Transactions • May 24Insider recently sold €1.7m worth of stockOn the 22nd of May, Richard Chapman sold around 7k shares on-market at roughly €230 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €50m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €222, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 258% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €345 per share.Recent Insider Transactions • May 15Insider recently sold €1.3m worth of stockOn the 9th of May, Richard Chapman sold around 7k shares on-market at roughly €177 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €49m more than they sold in the last 12 months.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$2.21 (vs US$0.40 in 1Q 2023)First quarter 2024 results: EPS: US$2.21 (up from US$0.40 in 1Q 2023). Revenue: US$794.1m (up 45% from 1Q 2023). Net income: US$236.6m (up 456% from 1Q 2023). Profit margin: 30% (up from 7.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02First Solar, Inc. Reaffirms Earnings Guidance for the Year 2024First Solar, Inc. reaffirmed earnings guidance for the year 2024. For the year, the company expects net sales of $4.4 billion to $4.6 billion, operating oncome of $1.5 billion to $1.6 billion and earnings per diluted share of $13.00 to $14.00, unchanged from the prior guidance.New Risk • Apr 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €946k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Significant insider selling over the past 3 months (€946k sold).お知らせ • Apr 05First Solar, Inc. to Report Q1, 2024 Results on May 01, 2024First Solar, Inc. announced that they will report Q1, 2024 results on May 01, 2024お知らせ • Mar 19First Solar, Inc., Annual General Meeting, May 08, 2024First Solar, Inc., Annual General Meeting, May 08, 2024, at 12:00 US Eastern Standard Time. Agenda: To elect ten members of the board of directors to hold office until the next annual meeting of stockholders or until their respective successors have been elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as First Solar, Inc.'s independent registered public accounting firm for the year ending December 31, 2024; to approve an advisory resolution on the compensation of our named executive officers; and to discuss other matters.お知らせ • Feb 29First Solar, Inc. Provides Earnings Guidance for the Year 2024First Solar, Inc. provided earnings guidance for the year 2024. For the year, the company expects net sales to be between $4.4 billion to $4.6 billion. Operating income to be between $1.5 billion to $1.6 billion. Earnings per diluted share to be between $13.00 to $14.00.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$7.78 (vs US$0.41 loss in FY 2022)Full year 2023 results: EPS: US$7.78 (up from US$0.41 loss in FY 2022). Revenue: US$3.32b (up 27% from FY 2022). Net income: US$830.8m (up US$874.9m from FY 2022). Profit margin: 25% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Feb 17First Solar, Inc. Announces Board ResignationsFirst Solar, Inc. announced on February 13, 2024, Richard D. Chapman, George A. (Chip) Hambro, and Craig Kennedy each notified the Company that they will retire as a member of the company’s board of directors (the board) and not stand for re-election at the company’s 2024 Annual Meeting of Stockholders (the 2024 Annual Meeting).お知らせ • Jan 31First Solar, Inc. to Report Q4, 2023 Results on Feb 27, 2024First Solar, Inc. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €153, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €146, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 102% over the past three years.お知らせ • Nov 01First Solar, Inc. Updates Earnings Guidance for the Full Year 2023First Solar, Inc. updated earnings guidance for the full year 2023. For the year, the company maintain revenue guidance, net sales of $3.4 Billion to $3.6 Billion; Operating Income to be $770 million to $870 million as compared to prior guidance of $745 million to $870 million; Earnings per Diluted Share to be $7.20 to $8.00 as compared to prior guidance of $7.00 to $8.00.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$2.51 (vs US$0.46 loss in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (up from US$0.46 loss in 3Q 2022). Revenue: US$801.1m (up 27% from 3Q 2022). Net income: US$268.4m (up US$317.6m from 3Q 2022). Profit margin: 34% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Oct 18First Solar, Inc. to Report Q3, 2023 Results on Oct 31, 2023First Solar, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2023お知らせ • Jul 29First Solar, Inc. Maintains Earnings Guidance for the Full Year 2023First Solar, Inc. maintained earnings guidance for the full year 2023. For the period, the company maintaining its revenue and EPS guidance, including forecasted full year earnings per diluted share of $7 to $8.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.60 (vs US$0.52 in 2Q 2022)Second quarter 2023 results: EPS: US$1.60 (up from US$0.52 in 2Q 2022). Revenue: US$810.7m (up 31% from 2Q 2022). Net income: US$170.6m (up 206% from 2Q 2022). Profit margin: 21% (up from 9.0% in 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.お知らせ • Jul 14First Solar, Inc. to Report Q2, 2023 Results on Jul 27, 2023First Solar, Inc. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023お知らせ • Jun 14First Solar, Inc. Announces Limited Production Run of World’S First Bifacial Thin Film Photovoltaic ModuleFirst Solar, Inc. announced a limited production run of the world’s first bifacial solar panel utilizing an advanced thin film semiconductor. A fully functional pre-commercial Series 6 Plus Bifacial photovoltaic (PV) module will make its industry debut at Intersolar Europe in Munich, Germany and will be on display at First Solar’s booth (#520) in Hall A1 from June 14 to 17, 2023. The module, which is undergoing field and laboratory testing, builds on the track record of First Solar’s successful Series 6 monofacial module platform. The module features an innovative transparent back contact, pioneered by First Solar’s research and development (R&D) teams, which, in addition to enabling bifacial energy gain, allows infrared wavelengths of light to pass through rather than be absorbed as heat, and is expected to lower the operational temperature of the bifacial module and result in a higher specific energy yield. Series 6 Plus monofacial module features an industry-best 0.3% warranted degradation rate, superior temperature coefficient, spectral response, and shading behavior, and an anti-reflective coating to enhance energy production. Moreover, unlike crystalline silicon (c-Si) panels, First Solar’s Series 6 Plus module does not experience losses from Light Induced Degradation (LID) and Light and elevated Temperature Induced Degradation (LeTID). The module is manufactured under one roof with 100% traceable quality assurance, exceeding International Electrotechnical Commission (IEC) standards in high temperature, high humidity, and extreme desert and coastal applications.Recent Insider Transactions • May 16Independent Director recently sold €528k worth of stockOn the 12th of May, Paul Stebbins sold around 3k shares on-market at roughly €211 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €79m more than they bought in the last 12 months.お知らせ • May 13First Solar, Inc. (NasdaqGS:FSLR) acquired Evolar AB from Magnora ASA (OB:MGN) for $38 million.First Solar, Inc. (NasdaqGS:FSLR) acquired Evolar AB from Magnora ASA (OB:MGN) for $38 million on May 12, 2023. Under the terms of agreement, First Solar paid upfront consideration of $38 million and an additional $42 million to be paid subject to certain technical milestones being achieved in the future. Magnora sold its stake for $29 million and further milestone payment of $24 million. Upon closing of the transaction, approximately 30 of Evolar’s Research & Development staff will transition to First Solar. Lundin, Statkraft, Hafslund, Arise Windpower, DNV and Aker companies advised Magnora in transaction. Deloitte AS acted as accountant to Magnora. First Solar, Inc. (NasdaqGS:FSLR) completed the acquisition of Evolar AB from Magnora ASA (OB:MGN) on May 12, 2023.Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: US$0.40 (vs US$0.41 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.40 (up from US$0.41 loss in 1Q 2022). Revenue: US$548.3m (up 49% from 1Q 2022). Net income: US$42.6m (up US$85.8m from 1Q 2022). Profit margin: 7.8% (up from net loss in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 57% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 09Independent Director recently sold €1.5m worth of stockOn the 8th of March, Richard Chapman sold around 8k shares on-market at roughly €200 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €79m more than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2022 earnings released: US$0.41 loss per share (vs US$4.41 profit in FY 2021)Full year 2022 results: US$0.41 loss per share (down from US$4.41 profit in FY 2021). Revenue: US$2.62b (down 10% from FY 2021). Net loss: US$44.2m (down 109% from profit in FY 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 15First Solar, Inc. to Report Q4, 2022 Results on Feb 28, 2023First Solar, Inc. announced that they will report Q4, 2022 results After-Market on Feb 28, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.46 loss per share (vs US$0.42 profit in 3Q 2021)Third quarter 2022 results: US$0.46 loss per share (down from US$0.42 profit in 3Q 2021). Revenue: US$628.9m (up 7.8% from 3Q 2021). Net loss: US$49.2m (down 209% from profit in 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 41% per year.Recent Insider Transactions • Sep 16Insider recently sold €77m worth of stockOn the 13th of September, Farhad Ebrahimi sold around 660k shares on-market at roughly €117 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €77m more than they bought in the last 12 months.Recent Insider Transactions • Aug 03Independent Director recently sold €638k worth of stockOn the 2nd of August, Michael T. Sweeney sold around 7k shares on-market at roughly €98.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €758k more than they bought in the last 12 months.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.52 (vs US$0.78 in 2Q 2021)Second quarter 2022 results: EPS: US$0.52 (down from US$0.78 in 2Q 2021). Revenue: US$621.0m (down 1.3% from 2Q 2021). Net income: US$55.8m (down 32% from 2Q 2021). Profit margin: 9.0% (down from 13% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 23% share price gain to €87.70, the stock trades at a forward P/E ratio of 102x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.98 per share.Board Change • May 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Anita George was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 30First quarter 2022 earnings released: US$0.41 loss per share (vs US$1.98 profit in 1Q 2021)First quarter 2022 results: US$0.41 loss per share (down from US$1.98 profit in 1Q 2021). Revenue: US$367.0m (down 54% from 1Q 2021). Net loss: US$43.3m (down 121% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$4.41 (up from US$3.76 in FY 2020). Revenue: US$2.92b (up 7.8% from FY 2020). Net income: US$468.7m (up 18% from FY 2020). Profit margin: 16% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 12% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €67.94, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 22x in the Semiconductor industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €98.41 per share.Buying Opportunity • Jan 21Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be US$92.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company has become profitable over the last 3 years.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.42 (vs US$1.46 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$583.5m (down 37% from 3Q 2020). Net income: US$45.2m (down 71% from 3Q 2020). Profit margin: 7.7% (down from 17% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS US$0.78 (vs US$0.35 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$629.2m (down 2.1% from 2Q 2020). Net income: US$82.4m (up 123% from 2Q 2020). Profit margin: 13% (up from 5.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$76.66, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 68% over the past three years.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$1.98 (vs US$0.86 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$803.4m (up 51% from 1Q 2020). Net income: US$209.7m (up 131% from 1Q 2020). Profit margin: 26% (up from 17% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$74.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 42x in the Semiconductor industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €84.47 per share.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$67.32, the stock is trading at a trailing P/E ratio of 21.5x, up from the previous P/E ratio of 18.5x. This compares to an average P/E of 77x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 16%.Recent Insider Transactions • Mar 06Independent Director recently sold €668k worth of stockOn the 3rd of March, George Hambro sold around 10k shares on-market at roughly €66.80 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 8.9%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$3.76 (vs US$1.09 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$2.71b (down 12% from FY 2019). Net income: US$398.4m (up US$513.3m from FY 2019). Profit margin: 15% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 23New 90-day low: €70.63The company is down 8.0% from its price of €76.89 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.08 per share.Is New 90 Day High Low • Jan 07New 90-day high: €86.19The company is up 27% from its price of €67.99 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.11 per share.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$85.60, the stock is trading at a trailing P/E ratio of 45.7x, up from the previous P/E ratio of 38.9x. This compares to an average P/E of 62x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 47%.Is New 90 Day High Low • Dec 23New 90-day high: €85.60The company is up 59% from its price of €53.87 on 23 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.42 per share.Is New 90 Day High Low • Nov 26New 90-day high: €79.33The company is up 21% from its price of €65.30 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.11 per share.Recent Insider Transactions • Nov 19Independent Director recently sold €481k worth of stockOn the 17th of November, Michael T. Sweeney sold around 7k shares on-market at roughly €68.70 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 34% at US$927.6m. Revenue is expected to shrink by 15% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.Is New 90 Day High Low • Oct 29New 90-day high: €78.14The company is up 56% from its price of €50.01 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.57 per share.株主還元F3ADE SemiconductorDE 市場7D5.6%-0.7%0.6%1Y52.0%105.1%0.2%株主還元を見る業界別リターン: F3A過去 1 年間で105.1 % の収益を上げたGerman Semiconductor業界を下回りました。リターン対市場: F3A過去 1 年間で0.2 % の収益を上げたGerman市場を上回りました。価格変動Is F3A's price volatile compared to industry and market?F3A volatilityF3A Average Weekly Movement7.1%Semiconductor Industry Average Movement9.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: F3A 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: F3Aの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19997,900Mark Widmarwww.firstsolar.comは、米国、フランス、インド、チリをはじめ、世界各国で太陽光発電（PV）太陽エネルギー・ソリューションを提供している。同社は、従来の結晶シリコン太陽電池に代わる低炭素な薄膜半導体技術を用いた太陽電池モジュールを製造・販売している。また、太陽光を電気に変換するテルル化カドミウム太陽電池モジュールの設計・製造・販売も行っている。また、太陽光を電力に変換するテルル化カドミウム太陽電池モジュールの設計・製造・販売も行っている。システムの開発・運営者、電力会社、独立系発電事業者、商業・工業会社、その他のシステム所有者にサービスを提供している。以前はファースト・ソーラー・ホールディングス社として知られ、2006年にファースト・ソーラー社に社名を変更した。は1999年に設立され、アリゾナ州テンピに本社を置いている。もっと見るFirst Solar, Inc. 基礎のまとめFirst Solar の収益と売上を時価総額と比較するとどうか。F3A 基礎統計学時価総額€22.00b収益（TTM）€1.43b売上高(TTM)€4.66b16.1xPER（株価収益率4.9xP/SレシオF3A は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計F3A 損益計算書（TTM）収益US$5.42b売上原価US$3.16b売上総利益US$2.26bその他の費用US$596.75m収益US$1.67b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）15.50グロス・マージン41.74%純利益率30.73%有利子負債／自己資本比率4.3%F3A の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 12:04終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋First Solar, Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。67 アナリスト機関James FontanelliArete Research Services LLPnull nullArgus Research CompanyBenjamin KalloBaird64 その他のアナリストを表示
お知らせ • May 02First Solar, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026First Solar, Inc. reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects Volume to be Sold 17.0GW to 18.2GW and net sales to be $4.9 billion to $5.2 billion.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.23 (vs US$1.96 in 1Q 2025)First quarter 2026 results: EPS: US$3.23 (up from US$1.96 in 1Q 2025). Revenue: US$1.04b (up 24% from 1Q 2025). Net income: US$346.6m (up 65% from 1Q 2025). Profit margin: 33% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16First Solar, Inc. to Report Q1, 2026 Results on Apr 30, 2026First Solar, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 04First Solar, Inc., Annual General Meeting, May 13, 2026First Solar, Inc., Annual General Meeting, May 13, 2026. Location: meetnow.global/mwlflnw, United States
Recent Insider Transactions • Mar 06CEO & Director recently sold €1.3m worth of stockOn the 3rd of March, Mark Widmar sold around 8k shares on-market at roughly €169 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €251 per share.
お知らせ • May 02First Solar, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026First Solar, Inc. reaffirmed earnings guidance for the fiscal year 2026. For the year, the company expects Volume to be Sold 17.0GW to 18.2GW and net sales to be $4.9 billion to $5.2 billion.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.23 (vs US$1.96 in 1Q 2025)First quarter 2026 results: EPS: US$3.23 (up from US$1.96 in 1Q 2025). Revenue: US$1.04b (up 24% from 1Q 2025). Net income: US$346.6m (up 65% from 1Q 2025). Profit margin: 33% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16First Solar, Inc. to Report Q1, 2026 Results on Apr 30, 2026First Solar, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 04First Solar, Inc., Annual General Meeting, May 13, 2026First Solar, Inc., Annual General Meeting, May 13, 2026. Location: meetnow.global/mwlflnw, United States
Recent Insider Transactions • Mar 06CEO & Director recently sold €1.3m worth of stockOn the 3rd of March, Mark Widmar sold around 8k shares on-market at roughly €169 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €251 per share.
New Risk • Mar 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$14.25 (vs US$12.07 in FY 2024)Full year 2025 results: EPS: US$14.25 (up from US$12.07 in FY 2024). Revenue: US$5.22b (up 24% from FY 2024). Net income: US$1.53b (up 18% from FY 2024). Profit margin: 29% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 25First Solar, Inc. Provides Earnings Guidance for the Fiscal Year 2026First Solar, Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects Volume to be Sold 17.0GW to 18.2GW and net sales to be $4.9 billion to $5.2 billion.
Buy Or Sell Opportunity • Jan 29Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €187. The fair value is estimated to be €248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 68%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • Jan 29First Solar, Inc. to Report Q4, 2025 Results on Feb 24, 2026First Solar, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
Buy Or Sell Opportunity • Jan 05Now 22% undervaluedOver the last 90 days, the stock has risen 16% to €226. The fair value is estimated to be €291, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 68%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Recent Insider Transactions • Nov 11Independent Director recently sold €1.6m worth of stockOn the 7th of November, Paul Stebbins sold around 7k shares on-market at roughly €227 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €122m more than they sold in the last 12 months.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$4.25 (vs US$2.92 in 3Q 2024)Third quarter 2025 results: EPS: US$4.25 (up from US$2.92 in 3Q 2024). Revenue: US$1.59b (up 80% from 3Q 2024). Net income: US$455.9m (up 46% from 3Q 2024). Profit margin: 29% (down from 35% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31First Solar, Inc. Updates Earnings Guidance for the Year 2025First Solar, Inc. updated earnings guidance for the year 2025. For the year, the company now expects Net Sales to be $4.95 Billion to $5.20 Billion against previous guidance of $4.9 Billion to $5.7 Billion. Operating Income to be $1.56 Billion to $1.68 Billion against previous guidance of $1.53 Billion to $1.87 Billion. Earnings per Diluted Share to be $14.00 to $15.00 against previous guidance of $13.50 to $16.50.
お知らせ • Oct 09First Solar, Inc. to Report Q3, 2025 Results on Oct 30, 2025First Solar, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €186, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €285 per share.
Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: US$3.19 (vs US$3.26 in 2Q 2024)Second quarter 2025 results: EPS: US$3.19 (down from US$3.26 in 2Q 2024). Revenue: US$1.10b (up 8.6% from 2Q 2024). Net income: US$341.9m (down 2.1% from 2Q 2024). Profit margin: 31% (down from 35% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01First Solar, Inc. Updates Earnings Guidance for the Year 2025First Solar, Inc. updated earnings guidance for the year 2025. For the year, the company now expects Net Sales to be $4.9 Billion to $5.7 Billion against previous guidance of $4.5 Billion to $5.5 Billion. Operating Income to be $1.53 Billion to $1.87 Billion against previous guidance of $1.45 Billion to $2.00 Billion. Earnings per Diluted Share to be $13.50 to $16.50 against previous guidance of $12.50 to $17.50.
Buy Or Sell Opportunity • Jul 31Now 21% undervaluedOver the last 90 days, the stock has risen 35% to €152. The fair value is estimated to be €192, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 80%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
お知らせ • Jul 15First Solar, Inc. to Report Q2, 2025 Results on Jul 31, 2025First Solar, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
New Risk • Jul 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (34% accrual ratio).
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €156, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 126% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €207 per share.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €124, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €231 per share.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Murthy Renduchintala was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (34% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (€202m sold).
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €134, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 122% over the past three years.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: US$1.96 (vs US$2.21 in 1Q 2024)First quarter 2025 results: EPS: US$1.96 (down from US$2.21 in 1Q 2024). Revenue: US$844.6m (up 6.4% from 1Q 2024). Net income: US$209.5m (down 11% from 1Q 2024). Profit margin: 25% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 30First Solar, Inc. Updates Earnings Guidance for the Year 2025First Solar, Inc. updated earnings guidance for the year 2025. For the year, the company now expects net sales to be in the range of $4.5 Billion to $5.5 Billion as compared to $5.3 Billion to $5.8 Billion previously, operating income to be in the range of $1.45 Billion to $2.00 Billion as compared to $1.95 Billion to $2.30 Billion previously, earnings per diluted share to be in the range of $12.50 to $17.50 as compared to $17.00 to $20.00 previously.
お知らせ • Apr 07First Solar, Inc., Annual General Meeting, May 14, 2025First Solar, Inc., Annual General Meeting, May 14, 2025. Location: meetnow.global/mlqrypn, United States
お知らせ • Apr 01First Solar, Inc. to Report Q1, 2025 Results on Apr 29, 2025First Solar, Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
お知らせ • Mar 16Molly E. Joseph Notifies First Solar, Inc. of His Decision to Not Stand for Re-Election as A Member of the Board of DirectorsOn March 12, 2025, Molly E. Joseph notified First Solar, Inc. that she will not stand for re-election as a member of the Company’s Board of Directors at the Company’s 2025 Annual Meeting of Stockholders. Ms. Joseph intends to continue to serve as a member of the Board and on each of the Committees on which she currently serves until the date of the 2025 Annual Meeting.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €122, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Semiconductor industry in Germany. Total returns to shareholders of 69% over the past three years.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: US$12.07 (vs US$7.78 in FY 2023)Full year 2024 results: EPS: US$12.07 (up from US$7.78 in FY 2023). Revenue: US$4.21b (up 27% from FY 2023). Net income: US$1.29b (up 56% from FY 2023). Profit margin: 31% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26First Solar, Inc. Provides Earnings Guidance for the Year 2025First Solar, Inc. provided earnings guidance for the year 2025. For the period, the company expected Net Sales to be in the range of $5.3 Billion to $5.8 Billion. Operating Income is expected to be in the range of $1.95 Billion to $2.30 Billion. The company expected Earnings per Diluted Share to be in the range of $17.00 to $20.00.
お知らせ • Jan 28First Solar, Inc. to Report Q4, 2024 Results on Feb 25, 2025First Solar, Inc. announced that they will report Q4, 2024 results After-Market on Feb 25, 2025
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €155, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 125% over the past three years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$2.92 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$2.92 (up from US$2.51 in 3Q 2023). Revenue: US$887.7m (up 11% from 3Q 2023). Net income: US$313.0m (up 17% from 3Q 2023). Profit margin: 35% (up from 34% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 01First Solar, Inc. to Report Q3, 2024 Results on Oct 29, 2024First Solar, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €216, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 164% over the past three years.
Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$3.26 (vs US$1.60 in 2Q 2023)Second quarter 2024 results: EPS: US$3.26 (up from US$1.60 in 2Q 2023). Revenue: US$1.01b (up 25% from 2Q 2023). Net income: US$349.4m (up 105% from 2Q 2023). Profit margin: 35% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 04First Solar, Inc. to Report Q2, 2024 Results on Jul 30, 2024First Solar, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €200, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €394 per share.
お知らせ • Jun 05First Solar, Inc. Becomes the Solar Industry's First EPEAT Climate+ Champion, Setting Global Standard for Ultra-Low Carbon SolarFirst Solar, Inc. announced that its Series 6 Plus and Series 7 TR1 products are the world's first photovoltaic (PV) solar modules to achieve the EPEAT Climate+ designation, establishing a new benchmark for the solar technology and manufacturing industry. EPEAT is a globally recognized ecolabel that includes independent validation and allows for the easy identification of environmentally preferable products from socially responsible companies. EPEAT addresses the whole product life cycle, including managing substances in the product, manufacturing energy and water use, product packaging, end-of-life recycling, corporate responsibility, and human rights. EPEAT Climate+ makes EPEAT the only global ecolabel to address greenhouse gas (GHG) emissions during the different stages of solar module production, and products receiving the designation must meet the ultra-low carbon threshold of 400 kg CO2e/kWp. EPEAT Climate+ helps purchasers quickly identify technology products designed and manufactured with climate change mitigation in mind, allowing them to reduce scope 3 emissions of solar installations. First Solar's responsibly produced, advanced thin film PV modules already set industry benchmarks for quality, durability, reliability, design, and environmental performance and its Series 7 modules have the lowest carbon and water footprint of any commercially available PV module today. First Solar's Series 6 Plus and Series 7TR1 became the first solar modules to be included in a list of nearly 1,500 products produced by leading electronics brands known as EPEAT Climate+ Champions. The company intends to validate the environmental footprint of its Series 7 FT1 module, which is manufactured in India, with the goal of achieving an EPEAT Climate+ designation.
Recent Insider Transactions • May 24Insider recently sold €1.7m worth of stockOn the 22nd of May, Richard Chapman sold around 7k shares on-market at roughly €230 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €50m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €222, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 258% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €345 per share.
Recent Insider Transactions • May 15Insider recently sold €1.3m worth of stockOn the 9th of May, Richard Chapman sold around 7k shares on-market at roughly €177 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €49m more than they sold in the last 12 months.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$2.21 (vs US$0.40 in 1Q 2023)First quarter 2024 results: EPS: US$2.21 (up from US$0.40 in 1Q 2023). Revenue: US$794.1m (up 45% from 1Q 2023). Net income: US$236.6m (up 456% from 1Q 2023). Profit margin: 30% (up from 7.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02First Solar, Inc. Reaffirms Earnings Guidance for the Year 2024First Solar, Inc. reaffirmed earnings guidance for the year 2024. For the year, the company expects net sales of $4.4 billion to $4.6 billion, operating oncome of $1.5 billion to $1.6 billion and earnings per diluted share of $13.00 to $14.00, unchanged from the prior guidance.
New Risk • Apr 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €946k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Significant insider selling over the past 3 months (€946k sold).
お知らせ • Apr 05First Solar, Inc. to Report Q1, 2024 Results on May 01, 2024First Solar, Inc. announced that they will report Q1, 2024 results on May 01, 2024
お知らせ • Mar 19First Solar, Inc., Annual General Meeting, May 08, 2024First Solar, Inc., Annual General Meeting, May 08, 2024, at 12:00 US Eastern Standard Time. Agenda: To elect ten members of the board of directors to hold office until the next annual meeting of stockholders or until their respective successors have been elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as First Solar, Inc.'s independent registered public accounting firm for the year ending December 31, 2024; to approve an advisory resolution on the compensation of our named executive officers; and to discuss other matters.
お知らせ • Feb 29First Solar, Inc. Provides Earnings Guidance for the Year 2024First Solar, Inc. provided earnings guidance for the year 2024. For the year, the company expects net sales to be between $4.4 billion to $4.6 billion. Operating income to be between $1.5 billion to $1.6 billion. Earnings per diluted share to be between $13.00 to $14.00.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: US$7.78 (vs US$0.41 loss in FY 2022)Full year 2023 results: EPS: US$7.78 (up from US$0.41 loss in FY 2022). Revenue: US$3.32b (up 27% from FY 2022). Net income: US$830.8m (up US$874.9m from FY 2022). Profit margin: 25% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Feb 17First Solar, Inc. Announces Board ResignationsFirst Solar, Inc. announced on February 13, 2024, Richard D. Chapman, George A. (Chip) Hambro, and Craig Kennedy each notified the Company that they will retire as a member of the company’s board of directors (the board) and not stand for re-election at the company’s 2024 Annual Meeting of Stockholders (the 2024 Annual Meeting).
お知らせ • Jan 31First Solar, Inc. to Report Q4, 2023 Results on Feb 27, 2024First Solar, Inc. announced that they will report Q4, 2023 results After-Market on Feb 27, 2024
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €153, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €146, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 102% over the past three years.
お知らせ • Nov 01First Solar, Inc. Updates Earnings Guidance for the Full Year 2023First Solar, Inc. updated earnings guidance for the full year 2023. For the year, the company maintain revenue guidance, net sales of $3.4 Billion to $3.6 Billion; Operating Income to be $770 million to $870 million as compared to prior guidance of $745 million to $870 million; Earnings per Diluted Share to be $7.20 to $8.00 as compared to prior guidance of $7.00 to $8.00.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$2.51 (vs US$0.46 loss in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (up from US$0.46 loss in 3Q 2022). Revenue: US$801.1m (up 27% from 3Q 2022). Net income: US$268.4m (up US$317.6m from 3Q 2022). Profit margin: 34% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Oct 18First Solar, Inc. to Report Q3, 2023 Results on Oct 31, 2023First Solar, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2023
お知らせ • Jul 29First Solar, Inc. Maintains Earnings Guidance for the Full Year 2023First Solar, Inc. maintained earnings guidance for the full year 2023. For the period, the company maintaining its revenue and EPS guidance, including forecasted full year earnings per diluted share of $7 to $8.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.60 (vs US$0.52 in 2Q 2022)Second quarter 2023 results: EPS: US$1.60 (up from US$0.52 in 2Q 2022). Revenue: US$810.7m (up 31% from 2Q 2022). Net income: US$170.6m (up 206% from 2Q 2022). Profit margin: 21% (up from 9.0% in 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
お知らせ • Jul 14First Solar, Inc. to Report Q2, 2023 Results on Jul 27, 2023First Solar, Inc. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023
お知らせ • Jun 14First Solar, Inc. Announces Limited Production Run of World’S First Bifacial Thin Film Photovoltaic ModuleFirst Solar, Inc. announced a limited production run of the world’s first bifacial solar panel utilizing an advanced thin film semiconductor. A fully functional pre-commercial Series 6 Plus Bifacial photovoltaic (PV) module will make its industry debut at Intersolar Europe in Munich, Germany and will be on display at First Solar’s booth (#520) in Hall A1 from June 14 to 17, 2023. The module, which is undergoing field and laboratory testing, builds on the track record of First Solar’s successful Series 6 monofacial module platform. The module features an innovative transparent back contact, pioneered by First Solar’s research and development (R&D) teams, which, in addition to enabling bifacial energy gain, allows infrared wavelengths of light to pass through rather than be absorbed as heat, and is expected to lower the operational temperature of the bifacial module and result in a higher specific energy yield. Series 6 Plus monofacial module features an industry-best 0.3% warranted degradation rate, superior temperature coefficient, spectral response, and shading behavior, and an anti-reflective coating to enhance energy production. Moreover, unlike crystalline silicon (c-Si) panels, First Solar’s Series 6 Plus module does not experience losses from Light Induced Degradation (LID) and Light and elevated Temperature Induced Degradation (LeTID). The module is manufactured under one roof with 100% traceable quality assurance, exceeding International Electrotechnical Commission (IEC) standards in high temperature, high humidity, and extreme desert and coastal applications.
Recent Insider Transactions • May 16Independent Director recently sold €528k worth of stockOn the 12th of May, Paul Stebbins sold around 3k shares on-market at roughly €211 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €79m more than they bought in the last 12 months.
お知らせ • May 13First Solar, Inc. (NasdaqGS:FSLR) acquired Evolar AB from Magnora ASA (OB:MGN) for $38 million.First Solar, Inc. (NasdaqGS:FSLR) acquired Evolar AB from Magnora ASA (OB:MGN) for $38 million on May 12, 2023. Under the terms of agreement, First Solar paid upfront consideration of $38 million and an additional $42 million to be paid subject to certain technical milestones being achieved in the future. Magnora sold its stake for $29 million and further milestone payment of $24 million. Upon closing of the transaction, approximately 30 of Evolar’s Research & Development staff will transition to First Solar. Lundin, Statkraft, Hafslund, Arise Windpower, DNV and Aker companies advised Magnora in transaction. Deloitte AS acted as accountant to Magnora. First Solar, Inc. (NasdaqGS:FSLR) completed the acquisition of Evolar AB from Magnora ASA (OB:MGN) on May 12, 2023.
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: US$0.40 (vs US$0.41 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.40 (up from US$0.41 loss in 1Q 2022). Revenue: US$548.3m (up 49% from 1Q 2022). Net income: US$42.6m (up US$85.8m from 1Q 2022). Profit margin: 7.8% (up from net loss in 1Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 57% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 09Independent Director recently sold €1.5m worth of stockOn the 8th of March, Richard Chapman sold around 8k shares on-market at roughly €200 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €79m more than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2022 earnings released: US$0.41 loss per share (vs US$4.41 profit in FY 2021)Full year 2022 results: US$0.41 loss per share (down from US$4.41 profit in FY 2021). Revenue: US$2.62b (down 10% from FY 2021). Net loss: US$44.2m (down 109% from profit in FY 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 15First Solar, Inc. to Report Q4, 2022 Results on Feb 28, 2023First Solar, Inc. announced that they will report Q4, 2022 results After-Market on Feb 28, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.46 loss per share (vs US$0.42 profit in 3Q 2021)Third quarter 2022 results: US$0.46 loss per share (down from US$0.42 profit in 3Q 2021). Revenue: US$628.9m (up 7.8% from 3Q 2021). Net loss: US$49.2m (down 209% from profit in 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 41% per year.
Recent Insider Transactions • Sep 16Insider recently sold €77m worth of stockOn the 13th of September, Farhad Ebrahimi sold around 660k shares on-market at roughly €117 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €77m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 03Independent Director recently sold €638k worth of stockOn the 2nd of August, Michael T. Sweeney sold around 7k shares on-market at roughly €98.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €758k more than they bought in the last 12 months.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.52 (vs US$0.78 in 2Q 2021)Second quarter 2022 results: EPS: US$0.52 (down from US$0.78 in 2Q 2021). Revenue: US$621.0m (down 1.3% from 2Q 2021). Net income: US$55.8m (down 32% from 2Q 2021). Profit margin: 9.0% (down from 13% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 23% share price gain to €87.70, the stock trades at a forward P/E ratio of 102x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.98 per share.
Board Change • May 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Anita George was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 30First quarter 2022 earnings released: US$0.41 loss per share (vs US$1.98 profit in 1Q 2021)First quarter 2022 results: US$0.41 loss per share (down from US$1.98 profit in 1Q 2021). Revenue: US$367.0m (down 54% from 1Q 2021). Net loss: US$43.3m (down 121% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$4.41 (up from US$3.76 in FY 2020). Revenue: US$2.92b (up 7.8% from FY 2020). Net income: US$468.7m (up 18% from FY 2020). Profit margin: 16% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 12% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €67.94, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 22x in the Semiconductor industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €98.41 per share.
Buying Opportunity • Jan 21Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be US$92.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company has become profitable over the last 3 years.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.42 (vs US$1.46 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$583.5m (down 37% from 3Q 2020). Net income: US$45.2m (down 71% from 3Q 2020). Profit margin: 7.7% (down from 17% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS US$0.78 (vs US$0.35 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$629.2m (down 2.1% from 2Q 2020). Net income: US$82.4m (up 123% from 2Q 2020). Profit margin: 13% (up from 5.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$76.66, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 68% over the past three years.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$1.98 (vs US$0.86 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$803.4m (up 51% from 1Q 2020). Net income: US$209.7m (up 131% from 1Q 2020). Profit margin: 26% (up from 17% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$74.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 42x in the Semiconductor industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €84.47 per share.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$67.32, the stock is trading at a trailing P/E ratio of 21.5x, up from the previous P/E ratio of 18.5x. This compares to an average P/E of 77x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 16%.
Recent Insider Transactions • Mar 06Independent Director recently sold €668k worth of stockOn the 3rd of March, George Hambro sold around 10k shares on-market at roughly €66.80 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 8.9%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$3.76 (vs US$1.09 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$2.71b (down 12% from FY 2019). Net income: US$398.4m (up US$513.3m from FY 2019). Profit margin: 15% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 23New 90-day low: €70.63The company is down 8.0% from its price of €76.89 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.08 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €86.19The company is up 27% from its price of €67.99 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.11 per share.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$85.60, the stock is trading at a trailing P/E ratio of 45.7x, up from the previous P/E ratio of 38.9x. This compares to an average P/E of 62x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 47%.
Is New 90 Day High Low • Dec 23New 90-day high: €85.60The company is up 59% from its price of €53.87 on 23 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.42 per share.
Is New 90 Day High Low • Nov 26New 90-day high: €79.33The company is up 21% from its price of €65.30 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.11 per share.
Recent Insider Transactions • Nov 19Independent Director recently sold €481k worth of stockOn the 17th of November, Michael T. Sweeney sold around 7k shares on-market at roughly €68.70 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 34% at US$927.6m. Revenue is expected to shrink by 15% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.
Is New 90 Day High Low • Oct 29New 90-day high: €78.14The company is up 56% from its price of €50.01 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.57 per share.
