First Solar (FSLR) reported earnings 30 days ago. What's next for the stock?
Despite the high price of oil tthis solar stock is not seeing the upside you would think it would.
First Solar (FSLR) closed the most recent trading day at $192.82, moving 3.42% from the previous trading session.
Recently, Zacks.com users have been paying close attention to First Solar (FSLR). This makes it worthwhile to examine what the stock has in store.
GE Vernova's backlog grew by $31.2 billion in 2025. First Solar's revenue jumped up $1 billion in 2025 compared to the year prior.
Shares of First Solar, Inc. (NASDAQ: FSLR - Get Free Report) have received a consensus rating of "Moderate Buy" from the thirty-four brokerages that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, thirteen have given a hold recommendation and twenty have assigned a buy recommendation to the
A megatrend is a long-term shift that affects many aspects of society and shapes the future over many decades. The internet would be an example of a megatrend, and perhaps more specifically, the smartphone.
In the latest trading session, First Solar (FSLR) closed at $200.23, marking a +1.23% move from the previous day.
First Solar (FSLR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
FSLR sinks 12.7% after missing Q4 earnings and issuing a weak 2026 sales guidance, putting solar ETFs like TAN in focus.
FSLR faces cooling demand, mixed booking trends, and underutilized capacity in Malaysia/Vietnam, resulting in muted FY2026 volumes/sales guidance and hefty underutilization charges. Their gross margins are heavily reliant on Section 45x tax credits, with the staged phase out after 2029 triggering significant gross margin compression risks. The silver lining to FSLR's investment thesis will be the strong free cash flow generation and the richer balance sheet, despite the ongoing capex investments.
First Solar presents a compelling buy after a technical pullback, with 2026 sales guidance $1B below consensus and sentiment weakened by backlog declines. FSLR's profitability is heavily reliant on 45X tax credits, with core manufacturing margins near 7% absent subsidies; credits phase down after 2030, capping the investment horizon. I am reinitiating a position with a staged entry (up to 4–5% NAV), targeting a 30% return over 12 months as sentiment inflects post-H1 2026.