First Solar 경영진
경영진 기준 점검 3/4
First Solar CEO는 Mark Widmar, Jul2016 에 임명되었습니다 의 임기는 9.83 년입니다. 총 연간 보상은 $8.14M, 12.6% 급여 및 87.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $21.76M 가치에 해당하는 회사 주식의 0.096% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6 년과 9.8 년입니다.
핵심 정보
Mark Widmar
최고경영자
US$8.1m
총 보수
| CEO 급여 비율 | 12.55% |
| CEO 재임 기간 | 9.8yrs |
| CEO 지분 보유율 | 0.1% |
| 경영진 평균 재임 기간 | 6yrs |
| 이사회 평균 재임 기간 | 9.8yrs |
최근 경영진 업데이트
Recent updates
First Solar (FSLR): The Domestic Titan Braces for a High-Output Verdict
First Solar, Inc. (FSLR) , the global vanguard of advanced thin-film solar technology and the largest domestic PV manufacturer in the United States, enters the final week of April 2026 in a state of formidable strategic momentum.
FSLR: Section 232 Tariff Outcome Will Shape Future U.S. Pricing Power
First Solar's analyst price targets have generally moved lower in recent weeks, with cuts ranging from around $9 to more than $100 as analysts respond to Q4 earnings, weaker 2026 guidance, tariff related volume headwinds, and higher uncertainty around future demand and policy outcomes. Analyst Commentary The recent wave of price target cuts and rating changes on First Solar reflects a reset in expectations following Q4 results and updated 2026 guidance.FSLR: Section 232 Tariff Decision Will Drive Future U.S. Pricing Power
Narrative Update on First Solar The analyst price target for First Solar has been revised lower from $335.32 to $313.00, as analysts reworked models after Q4 earnings, citing weaker 2026 guidance, softer demand signals in utility-scale solar, tariff related uncertainty, and a greater reliance on potential Section 232 outcomes for the longer term story. Analyst Commentary Street research around First Solar has turned more cautious after Q4 results and 2026 guidance, with many firms cutting price targets and shifting to neutral or Hold stances.First Solar: Sold Out U.S. Solar Leader At An Attractive Discount
Mar 31FSLR: Section 232 Tariff Outcomes Will Support Future U.S. Pricing Power
Narrative Update on First Solar The analyst fair value estimate for First Solar has been adjusted from $347.10 to $335.32 as analysts recalibrated their models after Q4 results, weaker 2026 guidance, lower price targets across several firms, and updated views on demand, margins, tariffs, and policy outcomes. Analyst Commentary Recent Street research on First Solar has shifted toward more cautious stances, with several firms moving to Hold or Neutral ratings and trimming price targets after Q4 results and weaker 2026 guidance.
FSLR: Section 232 Tariffs And 2026 Reset Year Will Shape Pricing Power
We are trimming our fair value estimate for First Solar to $175.45 from $198.37 as analysts lower price targets across the board after weaker Q4 results and 2026 guidance, softer revenue growth and profit margin assumptions, and a higher implied future P/E despite only a modest adjustment in discount rate. Analyst Commentary Street research has turned more cautious following First Solar's Q4 results and 2026 guidance, with several firms cutting price targets and shifting to more neutral stances.FSLR: Utility Scale Projects And U.S. Manufacturing Expansion Will Support Pricing Power
Our updated analyst price target for First Solar edges lower by $9. This reflects a mixed batch of recent research in which some analysts trim expectations on competitive and policy concerns, while others still highlight supportive P/E assumptions and solid margin and growth inputs.FSLR: U.S. Manufacturing Expansion Will Support Long-Term Pricing Power
The analyst price target for First Solar has been raised by about US$12 to US$347.10. Analysts are balancing lower modeled revenue growth with higher profit margin expectations, a slightly reduced discount rate and a higher assumed future P/E.FSLR: Elevated Pricing Power Will Likely Struggle With Section 232 Tariff Outcomes
Our updated analyst price target for First Solar edges lower by about US$1 to US$198, as analysts weigh slightly softer modeled revenue growth and a higher discount rate against firmer profit margin expectations and mixed recent research, including both target hikes and a key downgrade. Analyst Commentary Recent Street research on First Solar has turned more mixed, with some bullish price target lifts offset by cautious views and at least one downgrade.
FSLR: U.S. Manufacturing Buildout And Section 232 Policies Will Shape Upside
Analysts have nudged their fair value estimate for First Solar higher from about US$271.61 to roughly US$281.65. This reflects updated views on policy driven demand, tariff risks and the company's position as a U.S. focused utility scale supplier within clean energy.FSLR: Domestic Finishing Capacity Expansion Will Drive Long-Term Pricing Power
We raise our First Solar fair value estimate to $335 from $287, reflecting analysts' higher price targets following Q3 results and their view that the company remains a structurally advantaged U.S. solar manufacturer with durable pricing power, policy tailwinds, and expanded domestic finishing capacity that offset near term guidance and margin headwinds. Analyst Commentary Recent Street research highlights a broad and constructive shift in sentiment toward First Solar, with multiple bullish analysts lifting price targets in the wake of Q3 results and updated guidance.FSLR: Elevated Pricing Power Will Face Policy And Tariff Headwinds
We are lifting our First Solar fair value estimate to $199 from $142, reflecting analysts' broad price target increases into the mid $200s to $300 range, as they highlight the company's structurally advantaged U.S. manufacturing footprint, durable pricing power, and policy driven tailwinds, despite near term supply and tariff headwinds. Analyst Commentary Recent Street research reflects a broadly constructive stance on First Solar, with multiple firms lifting price targets into the mid $200s and even approaching $300.FSLR: U.S. Manufacturing Expansion And Policy Trends Will Guide Balanced Outlook
The analyst price target for First Solar rose modestly to $271.61 from $269.64. Analysts cited supportive factors such as recent Q3 results, expanding U.S. capacity, and policy tailwinds.FSLR: U.S. Expansion And Policy Will Shape Upside Amid Changing Industry Support
First Solar's analyst price target has risen significantly, increasing from approximately $259 to about $270 per share. Analysts point to durable pricing advantage, supportive government policy, and robust supply chain initiatives as key drivers behind the upgrade.FSLR: Domestic Manufacturing Expansion And Policy Tailwinds Will Offset Sector Risks
First Solar's analyst price target has increased from $238.59 to $259.11 per share, as analysts cite the company's resilient market position, margin stability, and favorable policy developments, even though expectations for near-term revenue growth have been somewhat tempered. Analyst Commentary Analyst reactions to First Solar's latest results and updated guidance reflect a mix of continued optimism for the company's long-term positioning and acknowledgement of industry headwinds affecting near-term performance.US Manufacturing Expansion Will Secure Future Solar Leadership
First Solar's analyst price target has been raised from $224 to approximately $239. This reflects analyst confidence in the company's U.S. manufacturing expansion, favorable policy developments, and consistent bookings momentum despite near-term industry headwinds.US Manufacturing Expansion Will Secure Future Solar Leadership
Analysts have raised their price target for First Solar, increasing it by nearly $4 to $224. Improved bookings, favorable policy developments, and potential market share gains support a more optimistic outlook for the company.First Solar, Inc. (NASDAQ:FSLR) Shares Could Be 30% Below Their Intrinsic Value Estimate
Sep 06
US Manufacturing Expansion Will Secure Future Solar Leadership
Upward revisions in First Solar’s price target reflect bullish analyst sentiment driven by supportive U.S. policy developments, legislative incentives (notably 45X tax credits), and strong Q2 results, offsetting some lingering risks and resulting in a modest consensus price target increase from $215.56 to $218.66. Analyst Commentary Bullish analysts cite "One Big Beautiful Bill" (OBBB) and related legislative developments—especially retention and extension of 45X tax credits and advanced manufacturing incentives—as major demand and margin tailwinds for First Solar.US Manufacturing Expansion Will Secure Future Solar Leadership
Driven by a significant expansion in net profit margin despite a modestly higher discount rate, analyst fair value estimates for First Solar have increased, raising the consensus price target from $204.38 to $215.77. What's in the News First Solar raised 2025 net sales guidance to $4.9–$5.7 billion (from $4.5–$5.5 billion); narrowed operating income guidance to $1.53–$1.87 billion (from $1.45–$2.00 billion); and lifted EPS outlook to $13.50–$16.50 (from $12.50–$17.50).The Market Lifts First Solar, Inc. (NASDAQ:FSLR) Shares 39% But It Can Do More
May 19First Solar: Very Cheap And Industry Outlook Is Still Solid
Apr 25First Solar: Made In America, High Growth, And Dirt Cheap
Apr 15First Solar: Limited Impact Of IRA Overhang, Focus On Healthy Balance Sheet
Mar 24First Solar Q4: Policy Uncertainty Creates A Rare Value Opportunity
Mar 07First Solar: Radiating Quality Following Robust 2025 Guidance
Feb 26First Solar Stock: Deep Analysis Reveals Solar's Geopolitical Importance
Feb 19First Solar: Don't Let This Buying Opportunity Go To Waste
Jan 24First Solar Shines Through Cloudy Market
Jan 14First Solar Could Be Well Poised As A Future Leader In Renewable Energy
Dec 20First Solar: Quick Gains Likely Behind Us - Slow & Steady Ahead
Dec 07First Solar: Dominant Market Position
Nov 19First Solar Q3: Set Your Sights On 2025 And 2026
Nov 04First Solar Q3 Preview: Robust Growth And Strategic Expansions
Oct 26First Solar: Expected To Thrive Regardless Of The 2024 Election Results (Reiterate Buy)
Oct 07Growing Revenue, Improving Margins Combine For A Boom Time For First Solar
Sep 16First Solar: Growth Outlook Continues To Shine
Sep 05CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$8m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$6m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$8m | US$965k | US$831m |
| Sep 30 2023 | n/a | n/a | US$474m |
| Jun 30 2023 | n/a | n/a | US$156m |
| Mar 31 2023 | n/a | n/a | US$42m |
| Dec 31 2022 | US$7m | US$922k | -US$44m |
| Sep 30 2022 | n/a | n/a | US$95m |
| Jun 30 2022 | n/a | n/a | US$189m |
| Mar 31 2022 | n/a | n/a | US$216m |
| Dec 31 2021 | US$7m | US$900k | US$469m |
| Sep 30 2021 | n/a | n/a | US$453m |
| Jun 30 2021 | n/a | n/a | US$563m |
| Mar 31 2021 | n/a | n/a | US$517m |
| Dec 31 2020 | US$8m | US$900k | US$398m |
| Sep 30 2020 | n/a | n/a | US$223m |
| Jun 30 2020 | n/a | n/a | US$99m |
| Mar 31 2020 | n/a | n/a | US$43m |
| Dec 31 2019 | US$9m | US$900k | -US$115m |
보상 대 시장: Mark의 총 보수(USD8.14M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.60M)보다 낮습니다.
보상과 수익: Mark의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Mark Widmar (59 yo)
9.8yrs
재임 기간
US$8,138,605
보수
Mr. Mark R. Widmar has been the Chief Executive Officer and Director of First Solar, Inc. since July 1, 2016. Mr. Widmar served as the Chief Financial Officer of 8Point3 General Partner, LLC, a General Par...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 9.8yrs | US$8.14m | 0.096% $ 21.8m | |
| Chief Financial Officer | 9.8yrs | US$2.92m | 0.028% $ 6.4m | |
| General Counsel & Secretary | 6.2yrs | US$2.37m | 0.0092% $ 2.1m | |
| Chief Commercial Officer | 9.8yrs | US$2.48m | 0.018% $ 4.0m | |
| Chief Manufacturing Officer | 5.8yrs | US$2.55m | 0.0083% $ 1.9m | |
| VP, Global Controller & Chief Accounting Officer | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Technology Officer | 5.5yrs | US$1.91m | 0.0096% $ 2.2m | |
| VP, Treasurer & Head of Investor Relations | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief People & Communications Officer | 6.6yrs | US$1.67m | 0.032% $ 7.2m | |
| Chief Supply Chain Officer | 10.7yrs | 데이터 없음 | 0.013% $ 3.0m | |
| Chief Product Officer | 5.8yrs | 데이터 없음 | 0.0066% $ 1.5m | |
| Executive Vice President of Corporate Affairs | 1.1yrs | 데이터 없음 | 0.0016% $ 357.1k |
6.0yrs
평균 재임 기간
49yo
평균 나이
경험이 풍부한 관리: FSLR의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 9.8yrs | US$8.14m | 0.096% $ 21.8m | |
| Independent Director | 22.8yrs | US$305.44k | 0.013% $ 3.0m | |
| Independent Director | 19.4yrs | US$295.44k | 0.015% $ 3.3m | |
| Lead Independent Director | 15.9yrs | US$310.44k | 0.025% $ 5.8m | |
| Chairman of the Board | 26.3yrs | US$405.70k | 0.11% $ 24.0m | |
| Independent Director | 4yrs | US$315.44k | 0.0041% $ 925.9k | |
| Independent Director | 4.8yrs | US$280.44k | 0.0047% $ 1.1m | |
| Independent Director | 2yrs | US$295.44k | 0.0018% $ 404.9k | |
| Independent Director | 4yrs | US$280.44k | 0.0044% $ 1.0m |
9.8yrs
평균 재임 기간
64yo
평균 나이
경험이 풍부한 이사회: FSLR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/03 17:21 |
| 종가 | 2026/05/01 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
First Solar, Inc.는 67명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| null null | Argus Research Company |
| Benjamin Kallo | Baird |