View Financial HealthFirst Solar 배당 및 자사주 매입배당 기준 점검 0/6First Solar 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률0.001%자사주 매입 수익률총 주주 수익률0.001%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Apr 07First Solar, Inc., Annual General Meeting, May 14, 2025First Solar, Inc., Annual General Meeting, May 14, 2025. Location: meetnow.global/mlqrypn, United States지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 1FSLR 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 1FSLR 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장First Solar 배당 수익률 vs 시장1FSLR의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1FSLR)n/a시장 하위 25% (IT)1.7%시장 상위 25% (IT)4.5%업계 평균 (Semiconductor)0.6%분석가 예측 (1FSLR) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 1FSLR 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 1FSLR 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 1FSLR 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 1FSLR 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 03:17종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스First Solar, Inc.는 67명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James FontanelliArete Research Services LLPnull nullArgus Research CompanyBenjamin KalloBaird64명의 분석가 더 보기
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Apr 07First Solar, Inc., Annual General Meeting, May 14, 2025First Solar, Inc., Annual General Meeting, May 14, 2025. Location: meetnow.global/mlqrypn, United States