DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Semiconductors
Author Program NEWCreate Narrative
FSLR logo

First Solar, Inc. Stock Price

NasdaqGS:FSLR Community·US$21.1b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 601 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FSLR Share Price Performance

US$195.96
-23.24 (-10.60%)
​
US$273.54
Fair Value
US$195.96
-23.24 (-10.60%)
28.4% undervalued intrinsic discount
US$273.54
Fair Value
Price US$195.96
AnalystConsensusTarget US$273.54
Dzitkowskik US$180.44
andrei9868 US$263.00
Tue, 25 Aug 26
Fair ValueUS$273.54
Share Pricen/a

FSLR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$273.54 28.4% undervalued intrinsic discount

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

10users have liked this narrative
0users have commented on this narrative
277users have followed this narrative
DZ
Dzitkowskik's
Fair Value
·
Fair Value US$180.44 8.6% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
andrei9868
andrei9868's
Fair Value
·
Fair Value US$263 25.5% undervalued intrinsic discount

The Market Is Pricing Policy Noise — Not 45 GW of Contracted U.S. Modules

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
FSLR logo
First Solar
25.5% undervalued intrinsic discount
New

The Market Is Pricing Policy Noise — Not 45 GW of Contracted U.S. Modules

View narrative
AN
andrei9868
Emerging Author
andrei9868
Published 19 Sep
Read Narrative
FSLR logo
First Solar
8.6% overvalued intrinsic discount

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

View narrative
DZ
Dzitkowskik
Published 4 Jun 2025
Read Narrative
FSLR logo
First Solar
28.4% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Aug
Read Narrative
FSLR logo
First Solar
47.5% undervalued intrinsic discount

Domestic Production And Secular Trends Will Ignite Solar Transformation

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 11 Aug
Read Narrative
FSLR logo
First Solar
14.2% overvalued intrinsic discount

Rising Section 232 Tariffs And Disruptions Will Erode Solar Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 30 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
andrei9868
FSLR logo

The Market Is Pricing Policy Noise — Not 45 GW of Contracted U.S. Modules

Fair Value: US$263 25.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
DZ
FSLR logo

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

Fair Value: US$180.44 8.6% overvalued intrinsic discount
18 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
FSLR logo

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

Fair Value: US$273.54 28.4% undervalued intrinsic discount
277 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
4 Rewards
View Full Analysis

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

User avatar
New Narrative • Sep 19

The Market Is Pricing Policy Noise — Not 45 GW of Contracted U.S. Modules

First Solar is the only scaled U.S. thin-film module maker with a multi-year contracted book, domestic-content advantage, and Section 45X credits running through the early 2030s. Q2 2026 showed the earnings power of that setup: revenue was a little light year-on-year, margins and EPS were not.
Seeking Alpha • Sep 06

First Solar: Noise Down, Stock Up

Summary Despite reiterated guidance and positive policy moves, First Solar (FSLR) has underperformed, lagging the S&P 500 since February. Ex-45X valuation is reasonable, with EV/EBITDA in the range of 20x-25x, while both revenue and margins are set for sharp improvement. Regulatory and political uncertainty has diminished, allowing market focus to return to FSLR's core business fundamentals. I maintain a bullish stance, expecting FSLR to outperform as external volatility subsides and fundamentals take precedence. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 25

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

Analysts have raised the First Solar fair value estimate from $251.90 to $273.54, citing recent research that indicates stronger long-term pricing visibility under Section 232 tariffs, slightly higher modeled revenue growth and P/E multiples, and only a modest downward adjustment to projected profit margins. Analyst Commentary Recent Street research around First Solar points to a split view, with many bullish analysts lifting price targets on the back of Section 232 tariff details and long-term booking trends, while more cautious voices focus on policy risk, tax credits and execution after recent earnings.

Recent updates

No updates

First Solar, Inc. Competitors

MPWR logo

Monolithic Power Systems

Symbol: NasdaqGS:MPWR
Market cap: US$59.8b
TER logo

Teradyne

Symbol: NasdaqGS:TER
Market cap: US$58.1b
NXPI logo

NXP Semiconductors

Symbol: NasdaqGS:NXPI
Market cap: US$57.5b
ALAB logo

Astera Labs

Symbol: NasdaqGS:ALAB
Market cap: US$52.6b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide