Twin Capital Management Inc. Makes New Investment in First Solar, Inc. $FSLR

Posted by Dante Gardener on Jul 17th, 2026

Twin Capital Management Inc. acquired a new position in First Solar, Inc. (NASDAQ:FSLR – Free Report) during the first quarter, HoldingsChannel reports. The firm acquired 4,310 shares of the solar cell manufacturer’s stock, valued at approximately $850,000.

Several other hedge funds and other institutional investors have also modified their holdings of FSLR. Pictet Asset Management Holding SA lifted its holdings in shares of First Solar by 29.3% during the 1st quarter. Pictet Asset Management Holding SA now owns 1,138,473 shares of the solar cell manufacturer’s stock valued at $224,540,000 after acquiring an additional 258,204 shares in the last quarter. Atlatl Advisers LLC purchased a new stake in shares of First Solar in the fourth quarter worth about $1,697,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of First Solar by 1,054.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 52,219 shares of the solar cell manufacturer’s stock valued at $13,641,000 after buying an additional 47,695 shares in the last quarter. Lee Johnson Capital Management LLC acquired a new position in First Solar during the 4th quarter worth approximately $5,304,000. Finally, Genus Capital Management Inc. acquired a new position in First Solar during the 4th quarter worth approximately $4,525,000. 92.08% of the stock is owned by institutional investors and hedge funds.

First Solar Price Performance

Shares of FSLR opened at $211.93 on Friday. The company has a current ratio of 2.56, a quick ratio of 2.15 and a debt-to-equity ratio of 0.02. The firm has a market cap of $22.77 billion, a price-to-earnings ratio of 13.69, a PEG ratio of 0.50 and a beta of 1.73. First Solar, Inc. has a 52 week low of $167.60 and a 52 week high of $320.95. The stock has a 50 day moving average of $251.39 and a 200-day moving average of $229.14.

First Solar (NASDAQ:FSLR – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The solar cell manufacturer reported $3.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.35. First Solar had a return on equity of 18.01% and a net margin of 30.73%.The firm had revenue of $1.04 billion for the quarter, compared to analysts’ expectations of $1.03 billion. During the same period last year, the business posted $1.95 earnings per share. The firm’s revenue for the quarter was up 23.6% on a year-over-year basis. As a group, analysts forecast that First Solar, Inc. will post 17.54 EPS for the current year.

Analyst Ratings Changes

FSLR has been the topic of a number of recent research reports. Zacks Research raised shares of First Solar from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Sanford C. Bernstein reissued an “underperform” rating on shares of First Solar in a research report on Friday, June 26th. Evercore raised their target price on First Solar from $212.00 to $219.00 in a research note on Monday, May 4th. Susquehanna increased their price target on First Solar from $250.00 to $270.00 and gave the company a “positive” rating in a report on Friday, July 10th. Finally, Guggenheim lifted their price objective on First Solar from $269.00 to $279.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $256.41.

Get Our Latest Stock Analysis on FSLR

Insider Buying and Selling at First Solar

In other news, General Counsel Jason E. Dymbort sold 409 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $215.63, for a total transaction of $88,192.67. Following the completion of the transaction, the general counsel directly owned 10,409 shares of the company’s stock, valued at approximately $2,244,492.67. This represents a 3.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Kuntal Kumar Verma sold 582 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $250.00, for a total value of $145,500.00. Following the sale, the insider owned 4,967 shares in the company, valued at $1,241,750. The trade was a 10.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 31,893 shares of company stock worth $7,893,775. 0.39% of the stock is owned by company insiders.

Trending Headlines about First Solar

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

Positive Sentiment: Recent analyst and valuation commentary still points to upside potential, with some estimates implying the stock may be trading below intrinsic value and price targets remaining well above current levels. First Solar (FSLR) Stock Sees Modest Fair Value Lift As Analysts Weigh Tariffs And Tax Credits
Positive Sentiment: First Solar confirmed it will release second-quarter results on July 30, giving investors a near-term catalyst for updates on demand, margins, and guidance. First Solar, Inc. to Announce Second Quarter 2026 Financial Results on July 30, 2026
Neutral Sentiment: Some market commentary says the pullback could simply reflect profit-taking after recent strength and renewed attention on the stock’s longer-term valuation. Is First Solar (FSLR) Reasonable After Tariff Hopes And A 31% Gap?
Negative Sentiment: Multiple class action lawsuits were filed against First Solar, increasing legal risk and keeping pressure on sentiment around tariff and production disclosures. Pomerantz Law Firm Announces the Filing of a Class Action Against First Solar, Inc. and Certain Officers – FSLR
Negative Sentiment: Investor notices and legal reminders suggest the securities case is still fresh, with a lead plaintiff deadline of August 24 and allegations tied to tariff-related harm. SueWallSt Reminds First Solar, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 24, 2026 – FSLR
Negative Sentiment: Quiver’s market read says traders are weighing the legal overhang and awaiting results, with insider selling and mixed institutional positioning adding to caution. First Solar Slides as Traders Weigh Legal Overhang and Await Late-July Results

About First Solar

(Free Report)

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.