Insider Selling: First Solar (NASDAQ:FSLR) Insider Sells $323,284.50 in Stock

First Solar, Inc. (NASDAQ:FSLR) insider Caroline Stockdale sold 1,650 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $195.93, for a total transaction of $323,284.50. Following the completion of the transaction, the insider directly owned 32,200 shares in the company, valued at approximately $6,308,946. This represents a 4.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

First Solar Stock Down 2.8%

Shares of First Solar stock opened at $191.80 on Friday. First Solar, Inc. has a twelve month low of $116.56 and a twelve month high of $285.99. The stock has a market cap of $20.58 billion, a price-to-earnings ratio of 13.50, a price-to-earnings-growth ratio of 0.32 and a beta of 1.65. The company has a current ratio of 2.67, a quick ratio of 2.35 and a debt-to-equity ratio of 0.03. The company has a fifty day moving average price of $235.70 and a 200 day moving average price of $236.24.

First Solar (NASDAQ:FSLR) last issued its quarterly earnings data on Tuesday, February 24th. The solar cell manufacturer reported $4.84 EPS for the quarter, missing analysts’ consensus estimates of $5.22 by ($0.38). First Solar had a return on equity of 17.32% and a net margin of 29.28%.The company had revenue of $1.68 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter in the prior year, the firm earned $3.65 EPS. The company’s revenue for the quarter was up 11.1% compared to the same quarter last year. Equities research analysts forecast that First Solar, Inc. will post 13.05 earnings per share for the current fiscal year.

First Solar News Roundup

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: First Solar expanded U.S. manufacturing with a new Louisiana factory and plans for a South Carolina facility, which supports long‑term revenue and “on‑shoring” narratives that investors prize. First Solar expands US manufacturing
• Positive Sentiment: Certain analysts remain constructive: Argus and a subset of sell‑side coverage continue to carry buy/positive stances (albeit with trimmed targets), which can limit downside if fundamentals stabilize. Argus adjusts price target
• Neutral Sentiment: Morgan Stanley and Barclays cut price targets (to $230 and $228) but largely kept constructive ratings, signaling expectations for longer‑term upside while acknowledging near‑term margin/pricing pressure. Morgan Stanley cuts price target Barclays lowers price target
• Neutral Sentiment: Options and flow data show elevated activity but are mixed in signal — useful for short‑term traders but not definitive for fundamentals. Options trends
• Negative Sentiment: Q4 results missed EPS estimates and management issued weak 2026 sales guidance — this is the proximate driver of recent selling pressure and analyst target cuts. Earnings and guidance coverage
• Negative Sentiment: Concentrated insider selling: CEO, CFO, CTO and multiple senior executives sold sizable blocks on March 3–4 (~$196 price area). Heavy insider disposals are being read as a negative sentiment signal and add selling pressure. Widmar Form 4
• Negative Sentiment: Pomerantz LLP opened an investor investigation into First Solar, adding legal and reputational risk that can further weigh on sentiment while inquiries proceed. Pomerantz investor alert
• Negative Sentiment: Several shops (Freedom Capital, GLJ Research and others) downgraded or trimmed targets after the quarter and guidance, amplifying near‑term negative momentum. Freedom Capital downgrade

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Royal Bank Of Canada dropped their price objective on shares of First Solar from $258.00 to $236.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 25th. Barclays dropped their price target on shares of First Solar from $279.00 to $228.00 and set an “overweight” rating on the stock in a research note on Monday. Jefferies Financial Group reissued a “hold” rating and issued a $205.00 price objective on shares of First Solar in a research report on Thursday, February 26th. Daiwa Securities Group raised their target price on First Solar from $215.00 to $284.00 and gave the company an “outperform” rating in a research note on Tuesday, December 9th. Finally, Mizuho cut their price target on First Solar from $326.00 to $271.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 25th. Twenty equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, First Solar presently has an average rating of “Moderate Buy” and a consensus target price of $249.65.

Institutional Investors Weigh In On First Solar

A number of institutional investors have recently modified their holdings of FSLR. Vanguard Group Inc. grew its stake in First Solar by 3.5% in the third quarter. Vanguard Group Inc. now owns 13,721,979 shares of the solar cell manufacturer’s stock worth $3,026,108,000 after purchasing an additional 464,130 shares in the last quarter. State Street Corp lifted its holdings in First Solar by 2.1% during the 2nd quarter. State Street Corp now owns 5,326,082 shares of the solar cell manufacturer’s stock worth $881,680,000 after buying an additional 111,927 shares during the last quarter. Geode Capital Management LLC grew its position in shares of First Solar by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 2,919,991 shares of the solar cell manufacturer’s stock worth $761,396,000 after acquiring an additional 24,206 shares in the last quarter. Viking Global Investors LP grew its position in shares of First Solar by 60.6% in the 2nd quarter. Viking Global Investors LP now owns 2,266,050 shares of the solar cell manufacturer’s stock worth $375,122,000 after acquiring an additional 854,919 shares in the last quarter. Finally, Amundi increased its holdings in shares of First Solar by 9.4% in the 4th quarter. Amundi now owns 2,215,461 shares of the solar cell manufacturer’s stock valued at $578,791,000 after acquiring an additional 189,626 shares during the last quarter. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar Company Profile

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin‑film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility‑scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.