First Solar (FSLR) Hisse Özeti
Bir güneş teknolojisi şirketi olan First Solar, Inc. Amerika Birleşik Devletleri, Fransa, Hindistan, Şili ve uluslararası alanda fotovoltaik (PV) güneş enerjisi çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden FSLR için herhangi bir risk tespit edilmedi.
FSLR Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$180.44
FV
21.9% aşırı değerlenmiş içsel indirim13.00%
Revenue growth p.a.
72
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First Solar, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$220.01 |
| 52 Haftanın En Yüksek Seviyesi | US$320.95 |
| 52 Haftanın En Düşük Seviyesi | US$182.99 |
| Beta | 1.75 |
| 1 Aylık Değişim | 3.78% |
| 3 Aylık Değişim | -7.50% |
| 1 Yıllık Değişim | 4.29% |
| 3 Yıllık Değişim | 24.65% |
| 5 Yıllık Değişim | 132.89% |
| Halka arzdan bu yana değişim | 789.29% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.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 AlphaRecent updates
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • Jul 28
FSLR: Section 232 Tariffs And Policy Support Will Drive Future Pricing Power
The analyst price target for First Solar has been raised from $313.00 to $330.00 as analysts factor in higher assumed profit margins and supportive policy-driven tariff and pricing assumptions, partly offset by a higher discount rate and slightly more conservative revenue growth and P/E inputs. Analyst Commentary Recent Street research on First Solar shows a cluster of higher price targets and rating upgrades, with many bullish analysts pointing to policy support, tariff decisions, and strong utility-scale demand as key drivers in their models.
Anlatı Güncellemesi • Jul 14
FSLR: Section 232 Tariffs Will Support Future U.S. Pricing Power
First Solar's analyst price target has been revised slightly higher to about $252 from roughly $244, as analysts factor in updated expectations around U.S. policy credits, power demand growth, and potential benefits from Section 232 tariff decisions. Analyst Commentary Recent research on First Solar highlights a wide range of views on how much current tax policy, tariff decisions, and power demand expectations should factor into valuation.
Anlatı Güncellemesi • Jun 30
FSLR: Heavy Reliance On Tax Credits Will Eventually Pressure Margins
First Solar’s analyst price target has been revised higher to $171.60 from $167.73, as analysts weigh stronger modeled revenue growth, slightly higher profit margins, policy tailwinds from Section 232 tariffs, and ongoing policy risk tied to tax credits. Analyst Commentary Recent Street research on First Solar shows a split view, with some firms highlighting potential upside from policy support and product rollouts, while others underline how dependent the current valuation appears to be on tax incentives and supportive trade measures.Analiz Makalesi • Jun 17
First Solar (FSLR) Stock Could Be 8.5% Overvalued After Its Recent Run Up
First Solar stock performance snapshot First Solar (FSLR) has drawn investor attention after recent share price moves, with the stock closing at $264.36. The company’s recent performance and financial profile give investors several concrete data points to consider. See our latest analysis for First Solar. Recent trading has been choppy for First Solar, with a 1 day share price decline of 3.35%, but a 90 day share price return of 32.41% alongside an 84.00% 1 year total shareholder return...Anlatı Güncellemesi • Jun 16
FSLR: Section 232 Tariff Support Will Mask Key Execution Risks
Analysts have trimmed their fair value estimate for First Solar to $167.73 from $172.84, reflecting updated assumptions around slower revenue growth, a higher discount rate, and a lower future P/E multiple, even as they highlight potential support from Section 232 tariffs and the rollout of the Series 6 CuRe technology. Analyst Commentary on First Solar Stock Street research on First Solar reflects a mix of optimism around policy support and technology progress, alongside more cautious views tied to valuation, execution, and growth risks.Anlatı Güncellemesi • Jun 02
FSLR: Section 232 Trade Outcome Will Cap U.S. Manufacturing Upside Potential
Analysts cut the base case fair value estimate for First Solar to $243.59 from $281.65 as they adjust assumptions for slower revenue growth, a slightly higher discount rate, and a lower future P/E multiple. They are also factoring in recent research highlighting resolved cancellation risks and the launch of the Series 6 CuRe technology.Anlatı Güncellemesi • May 05
FSLR: Section 232 Tariff Outcome Will Pressure 2026 Pricing Power
Analysts have trimmed the First Solar fair value estimate from $175.45 to $172.84 per share, recalibrating models for softer revenue growth expectations. This is partially offset by slightly higher margin assumptions and a modestly lower discount rate following a wave of reduced price targets across the Street.Anlatı Güncellemesi • Apr 21
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.Anlatı Güncellemesi • Apr 07
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.Anlatı Güncellemesi • Mar 24
FSLR: 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.Anlatı Güncellemesi • Mar 09
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.Anlatı Güncellemesi • Feb 23
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.Anlatı Güncellemesi • Feb 09
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.Anlatı Güncellemesi • Jan 25
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.Anlatı Güncellemesi • Jan 11
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.Anlatı Güncellemesi • Dec 27
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.Anlatı Güncellemesi • Dec 13
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.Anlatı Güncellemesi • Nov 29
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.Anlatı Güncellemesi • Nov 15
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.Anlatı Güncellemesi • Nov 01
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.Anlatı Güncellemesi • Oct 17
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.Anlatı Güncellemesi • Oct 03
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.Analiz Makalesi • Sep 06
First Solar, Inc. (NASDAQ:FSLR) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, First Solar fair value estimate is US$292 First Solar is...Anlatı Güncellemesi • Aug 27
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.Anlatı Güncellemesi • Aug 06
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).Seeking Alpha • Apr 25
First Solar: Very Cheap And Industry Outlook Is Still Solid
Summary First Solar is undervalued and poised to benefit from Trump's onshore manufacturing push and long-term renewable energy demand despite the current solar market downturn. FSLR leads U.S. solar manufacturing with strong financials and less exposure to China's supply chain vs. competitors, making it a strategic investment. Risks include potential margin compression from tariffs and tech disruption, but FSLR's high R&D spending aims to mitigate innovation threats. With a PEG ratio of 0.21x and strong revenue growth, FSLR offers a compelling buy opportunity, though gradual investment is recommended due to market uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Apr 15
First Solar: Made In America, High Growth, And Dirt Cheap
Summary First Solar has over half of their manufacturing capacity in the US with more capacity coming online this year, and their international capacity isn’t in China. President Trump’s energy sector deregulation policies will also help solar developers by reducing permitting time. First Solar has experienced high growth over the past few years and growth is likely to continue. Reshoring of manufacturing and renewable energy investments will lead to more demand. First Solar is a value stock with substantial upside potential. EPS is expected to increase around 50% in 2025, but the trailing P/E ratio is just over 10. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
First Solar: Limited Impact Of IRA Overhang, Focus On Healthy Balance Sheet
Summary First Solar benefits from the Inflation Reduction Act but faces headwinds from potential Trump policies and China's export controls, impacting stock sentiment. Despite strong revenue growth and a healthy balance sheet, FSLR reported a mixed 4Q FY2024, missing earnings estimates due to warranty costs from Series 7 shipments. While a potential cut to 45X tax credits would largely impact cash flow, I believe earnings will not be significantly affected in the near term. We are expected to see more clarity on the fate of the IRA in 2H 2025. FSLR's valuation remains attractive, with a non-GAAP fwd P/E of 6.9x and a fwd EV/sales of 2.3x, presenting a long-term buying opportunity after a 30% YTD decline. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
First Solar Q4: Policy Uncertainty Creates A Rare Value Opportunity
Summary First Solar is significantly undervalued amid policy fears; robust U.S. revenue exposure (93%), strategic agility, and tariff protection under Trump strongly support ~90% upside through 2026. Despite IRA uncertainty, the Trump administration's likely long-term geopolitical support and recognition of solar's role in U.S. energy independence and economic stability favor First Solar's near-term growth. First Solar's deep oversold sentiment (RSI ~28), growing quarterly earnings, and proactive supply chain considerations position it well as a geopolitical and financial winner through 2026. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
First Solar: Radiating Quality Following Robust 2025 Guidance
Summary First Solar has outperformed peers like SolarEdge Technologies and Sunrun, showing stable growth and strong margins, making it a reliable investment. FSLR's advanced thin-film PV solar modules and significant manufacturing capacity expansion position it well for future growth, especially with U.S. government incentives. 2025 guidance was strong and points to a robust market environment for FSLR. FSLR's valuation is attractive compared to peers and the energy sector, with a price target of $276, reflecting an 87% upside from current levels. Read the full article on Seeking AlphaHissedar Getirileri
| FSLR | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | -8.7% | -1.1% | -0.3% |
| 1Y | 4.3% | 62.2% | 19.9% |
Getiri vs. Endüstri: FSLR geçen yıl % 62.2 oranında getiri sağlayan US Semiconductor sektörünün gerisinde kaldı.
Getiri vs Piyasa: FSLR geçen yıl % 19.9 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| FSLR volatility | |
|---|---|
| FSLR Average Weekly Movement | 8.8% |
| Semiconductor Industry Average Movement | 12.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: FSLR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: FSLR 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1999 | 7,900 | Mark Widmar | www.firstsolar.com |
Bir güneş teknolojisi şirketi olan First Solar, Inc. Amerika Birleşik Devletleri, Fransa, Hindistan, Şili ve uluslararası alanda fotovoltaik (PV) güneş enerjisi çözümleri sunmaktadır. Şirket, geleneksel kristal silikon PV güneş modülleri sağlayan ince film yarı iletken teknolojisine sahip PV güneş modülleri üretmekte ve satmaktadır. Ayrıca güneş ışığını elektriğe dönüştüren kadmiyum tellür güneş modülleri tasarlar, üretir ve satar.
First Solar, Inc. Temel Bilgiler Özeti
| FSLR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$23.41b |
| Kazançlar(TTM) | US$1.75b |
| Gelir(TTM) | US$5.38b |
13.5x
F/K Oranı4.4x
P/S OranıFSLR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| FSLR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$5.38b |
| Gelir Maliyeti | US$3.01b |
| Brüt Kâr | US$2.37b |
| Diğer Giderler | US$621.21m |
| Kazançlar | US$1.75b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 16.25 |
| Brüt Marj | 44.02% |
| Net Kâr Marjı | 32.47% |
| Borç/Özkaynak Oranı | 0.4% |
FSLR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/18 14:35 |
| Gün Sonu Hisse Fiyatı | 2026/08/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
First Solar, Inc. 66 Bu analistlerden 31, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| null null | Argus Research Company |
| Benjamin Kallo | Baird |