FSLR logo

First Solar, Inc. Stock Price

NasdaqGS:FSLR Community·US$26.2b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 566 Fair Values set on narratives written by author

FSLR Share Price Performance

US$236.80
51.79 (27.99%)
US$180.44
Fair Value
US$236.80
51.79 (27.99%)
31.2% overvalued intrinsic discount
US$180.44
Fair Value
Price US$236.80
Dzitkowskik US$180.44
AnalystConsensusTarget US$251.90
AnalystHighTarget US$330.00

FSLR Community Narratives

Fair Value
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Fair Value US$180.44 31.2% overvalued intrinsic discount

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

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10users have followed this narrative
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Fair Value US$251.9 6.0% undervalued intrinsic discount

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

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264users have followed this narrative
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Fair Value US$330 28.2% undervalued intrinsic discount

Domestic Production And Secular Trends Will Ignite Solar Transformation

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10users have followed this narrative
US$180.44
31.2% overvalued intrinsic discount
Fair Value
Revenue
13% p.a.
Profit Margin
28%
Future PE
14x
Price in 2030
US$284.04
US$330
28.2% undervalued intrinsic discount
Revenue
12.91% p.a.
Profit Margin
55.34%
Future PE
11.33x
Price in 2029
US$452.71
US$171.6
38.0% 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 31.2% overvalued intrinsic discount
10 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 And Policy Support Will Drive Future Pricing Power

Fair Value: US$330 28.2% undervalued intrinsic discount
10 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 6.0% undervalued intrinsic discount
264 users have set this as their fair value
0 users have commented on this narrative
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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

Seeking Alpha Aug 04

First Solar: Cheap For Good Reasons - Swing Trade & Data Center Opportunities

Summary Section 232 delay brings forth FSLR's slowing booking trends and moderating backlog, albeit with the robust net cash position implying near-term resilience. Their cadmium telluride technology may benefit from higher Section 232 tariffs, supporting cost competitiveness and domestic manufacturing advantage. This is albeit with demand destruction risks if Section 232 does not turn out as expected, with it potentially triggering the shutdown of its overseas facilities. FSLR is more attractive at P/E of 11.95x after the recent selloff, aided by the promising data center monetization prospects and the near-term swing trade potential. FSLR is upgraded to a speculative Buy for the contrarian, given the elevated short interest, insider selling, and regulatory risks. Read the full article on Seeking Alpha

Recent updates

No updates