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FSLR logo

First Solar, Inc. Stock Price

NasdaqGS:FSLR Community·US$21.5b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 592 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FSLR Share Price Performance

US$202.60
1.11 (0.55%)
​
US$273.54
Fair Value
US$202.60
1.11 (0.55%)
25.9% undervalued intrinsic discount
US$273.54
Fair Value
Price US$202.60
AnalystConsensusTarget US$273.54
Dzitkowskik US$180.44
AnalystHighTarget US$373.04
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 25.9% 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
273users have followed this narrative
DZ
Dzitkowskik's
Fair Value
·
Fair Value US$180.44 12.3% 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
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$373.04 45.7% undervalued intrinsic discount

Domestic Production And Secular Trends Will Ignite Solar Transformation

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
FSLR logo
First Solar
12.3% 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
25.9% 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
45.7% undervalued intrinsic discount

Domestic Production And Secular Trends Will Ignite Solar Transformation

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 11 Aug
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FSLR logo
First Solar
18.1% overvalued intrinsic discount

Rising Section 232 Tariffs And Disruptions Will Erode Solar Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 30 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

DZ
FSLR logo

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

Fair Value: US$180.44 12.3% 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 25.9% undervalued intrinsic discount
273 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
FSLR logo

FSLR: Section 232 Tariffs Will Support Future Pricing Power

Fair Value: US$373.04 45.7% undervalued intrinsic discount
14 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
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.
User avatar
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

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