View ValuationFirst Solar 将来の成長Future 基準チェック /36First Solar利益と収益がそれぞれ年間15.5%と7.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.1% 16.7%なると予測されています。主要情報15.5%収益成長率16.66%EPS成長率Semiconductor 収益成長21.2%収益成長率7.5%将来の株主資本利益率19.12%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • 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.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.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 • 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.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.すべての更新を表示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 13% growth forecast for the Semiconductor industry in Europe. 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 €171, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €235 per share.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 12% growth forecast for the Semiconductor industry in Europe. 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.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, 2026New Risk • Jan 07New 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 Italian stocks, typically moving 7.0% 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 Risk Share price has been highly volatile over the past 3 months (7.0% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.6m sold).Buy Or Sell Opportunity • Jan 01Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €226. The fair value is estimated to be €286, 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 9.2% growth forecast for the Semiconductor industry in Europe. 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 22x in the Semiconductor industry in Europe. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €269 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 8.4% growth forecast for the Semiconductor industry in Europe. 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.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, 2025Buy Or Sell Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock has risen 31% to €155. The fair value is estimated to be €196, 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 23% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €157, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €197 per share.Buy Or Sell Opportunity • Jun 17Now 30% undervaluedOver the last 90 days, the stock has risen 5.8% to €126. The fair value is estimated to be €179, 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.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 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 Italian 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). Minor Risk 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 Europe. 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 9.5% growth forecast for the Semiconductor industry in Europe. 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業績と収益の成長予測BIT:1FSLR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,5103,0533,0873,3842312/31/20275,9632,5302,3082,7712912/31/20265,0971,87968685283/31/20265,4191,6651,6682,450N/A12/31/20255,2191,5281,1872,057N/A9/30/20255,0511,4006151,626N/A6/30/20254,3431,257-943299N/A3/31/20254,2571,265-976342N/A12/31/20244,2061,292-3081,218N/A9/30/20243,8511,248-591968N/A6/30/20243,7641,204-2241,187N/A3/31/20243,5641,025-525905N/A12/31/20233,319831-785602N/A9/30/20233,162474-530836N/A6/30/20232,990156-504800N/A3/31/20232,80142-142978N/A12/31/20222,619-44-30873N/A9/30/20222,52495-659113N/A6/30/20222,479189-424289N/A3/31/20222,487216-227378N/A12/31/20212,923469-303238N/A9/30/20212,625453-45389N/A6/30/20212,969563-84292N/A3/31/20212,983517-132263N/A12/31/20202,711398-38037N/A9/30/20203,501223147632N/A6/30/20203,12199-455107N/A3/31/20203,06343-659-27N/A12/31/20193,063-115N/A174N/A9/30/20192,355-3N/A-793N/A6/30/20192,48424N/A-701N/A3/31/20192,209-6N/A-585N/A12/31/20182,244144N/A-327N/A9/30/20181,892-340N/A293N/A6/30/20182,303-192N/A1,099N/A3/31/20182,617-92N/A802N/A12/31/20172,941-166N/A1,341N/A9/30/20172,933-484N/A1,175N/A6/30/20172,527-539N/A510N/A3/31/20172,920-603N/A616N/A12/31/20162,905-416N/A207N/A9/30/20163,516499N/A27N/A6/30/20164,106698N/A132N/A3/31/20163,986803N/A184N/A12/31/20154,113593N/A-325N/A9/30/20153,645576N/A514N/A6/30/20153,264316N/A446N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1FSLRの予測収益成長率 (年間15.5% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1FSLRの収益 ( 15.5% ) はItalian市場 ( 11% ) よりも速いペースで成長すると予測されています。高成長収益: 1FSLRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1FSLRの収益 ( 7.5% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 1FSLRの収益 ( 7.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1FSLRの 自己資本利益率 は、3年後には低くなると予測されています ( 19.1 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance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 18:10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.
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.
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 • 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.
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 • 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 13% growth forecast for the Semiconductor industry in Europe. 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 €171, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €235 per share.
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 12% growth forecast for the Semiconductor industry in Europe. 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.
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
New Risk • Jan 07New 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 Italian stocks, typically moving 7.0% 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 Risk Share price has been highly volatile over the past 3 months (7.0% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.6m sold).
Buy Or Sell Opportunity • Jan 01Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €226. The fair value is estimated to be €286, 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 9.2% growth forecast for the Semiconductor industry in Europe. 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 22x in the Semiconductor industry in Europe. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €269 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 8.4% growth forecast for the Semiconductor industry in Europe. 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.
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
Buy Or Sell Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock has risen 31% to €155. The fair value is estimated to be €196, 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 23% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €157, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €197 per share.
Buy Or Sell Opportunity • Jun 17Now 30% undervaluedOver the last 90 days, the stock has risen 5.8% to €126. The fair value is estimated to be €179, 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.
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 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 Italian 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). Minor Risk 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 Europe. 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 9.5% growth forecast for the Semiconductor industry in Europe. 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