FSLR logo

First Solar, Inc. Stock Price

NasdaqGS:FSLR Community·US$24.4b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 577 Fair Values set on narratives written by author

FSLR Share Price Performance

US$223.69
43.64 (24.24%)
US$180.44
Fair Value
US$223.69
43.64 (24.24%)
24.0% overvalued intrinsic discount
US$180.44
Fair Value
Price US$223.69
Dzitkowskik US$180.44
AnalystConsensusTarget US$251.90
AnalystHighTarget US$373.04

FSLR Community Narratives

Fair Value
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Fair Value US$180.44 24.0% overvalued intrinsic discount

First Solar shines with high future growth expectations and robust PV panel demand

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15users have followed this narrative
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Fair Value US$251.9 11.2% undervalued intrinsic discount

FSLR: Domestic Manufacturing Expansion And Policy Tailwinds Will Offset Sector Risks

10users have liked this narrative
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265users have followed this narrative
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Fair Value US$373.04 40.0% undervalued intrinsic discount

Domestic Production And Secular Trends Will Ignite Solar Transformation

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11users have followed this narrative
US$180.44
24.0% overvalued intrinsic discount
Fair Value
Revenue
13% p.a.
Profit Margin
28%
Future PE
14x
Price in 2030
US$284.04
US$373.04
40.0% undervalued intrinsic discount
Revenue
13.37% p.a.
Profit Margin
55.31%
Future PE
12.78x
Price in 2029
US$512.45
US$171.6
30.4% overvalued intrinsic discount
Revenue
1.9% p.a.
Profit Margin
42.19%
Future PE
10.53x
Price in 2029
US$235.71

Trending Discussion

No trending discussion available.

Updated Narratives

FSLR logo

First Solar shines with high future growth expectations and robust PV panel demand

Fair Value: US$180.44 24.0% overvalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FSLR logo

FSLR: Section 232 Tariffs Will Support Future Pricing Power

Fair Value: US$373.04 40.0% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FSLR logo

FSLR: Section 232 Tariffs Will Support Future U.S. Pricing Power

Fair Value: US$251.9 11.2% undervalued intrinsic discount
265 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
4 Rewards

First Solar, Inc. Key Details

US$5.4b

Revenue

US$3.0b

Cost of Revenue

US$2.4b

Gross Profit

US$621.2m

Other Expenses

US$1.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
16.25
44.02%
32.47%
0.4%
View Full Analysis

About FSLR

Founded
1999
Employees
7900
CEO
Mark Widmar
WebsiteView website
www.firstsolar.com

First Solar, Inc., a solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally. The company manufactures and sells PV solar modules with thin film semiconductor technology that provides conventional crystalline silicon PV solar modules. It also designs, manufactures, and sells cadmium telluride solar modules that convert sunlight into electricity. The company serves system developers, independent power producers, utilities, commercial and industrial companies, large corporate energy buyers, and other system owners and operators. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar, Inc. was founded in 1999 and is headquartered in Phoenix, Arizona.

Recent FSLR News & Updates

Narrative Update Aug 11

FSLR: Section 232 Tariffs Will Support Future Pricing Power

The analyst price target for First Solar has been revised from $330.00 to about $373.04 as analysts factor in updated assumptions on Section 232 tariff benefits, slightly higher modeled revenue growth and margins, and a higher future P/E. Analyst Commentary Recent Street research on First Solar skews constructive, with many bullish analysts pointing to policy support, pricing assumptions, and long-term demand for utility scale solar as key inputs into their valuation work.

Recent updates

No updates