TABR Capital Management LLC Buys Shares of 21,535 First Solar, Inc. $FSLR

TABR Capital Management LLC purchased a new position in shares of First Solar, Inc. (NASDAQ:FSLR) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 21,535 shares of the solar cell manufacturer’s stock, valued at approximately $5,626,000. First Solar accounts for about 2.2% of TABR Capital Management LLC’s portfolio, making the stock its 16th largest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank acquired a new stake in First Solar during the second quarter worth about $212,621,000. Viking Global Investors LP boosted its holdings in 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 valued at $375,122,000 after purchasing an additional 854,919 shares during the last quarter. Amundi grew its stake in shares of First Solar by 38.6% in the 3rd quarter. Amundi now owns 2,025,835 shares of the solar cell manufacturer’s stock valued at $459,917,000 after buying an additional 564,032 shares during the period. Vanguard Group Inc. grew its stake in shares of First Solar by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 13,721,979 shares of the solar cell manufacturer’s stock valued at $3,026,108,000 after buying an additional 464,130 shares during the period. Finally, Atreides Management LP acquired a new stake in shares of First Solar during the 2nd quarter worth approximately $65,134,000. Institutional investors and hedge funds own 92.08% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on FSLR shares. Robert W. Baird reiterated a “neutral” rating and issued a $205.00 price objective (down from $264.00) on shares of First Solar in a report on Wednesday, February 25th. Bank of America decreased their price target on First Solar from $291.00 to $271.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. HSBC reiterated a “hold” rating and set a $211.00 price target (down from $280.00) on shares of First Solar in a report on Wednesday, February 25th. Argus reduced their price objective on shares of First Solar from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Tuesday, March 3rd. Finally, DZ Bank raised shares of First Solar to a “strong sell” rating in a research report on Thursday, February 26th. Twenty equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $248.17.

Insider Buying and Selling at First Solar

In related news, insider Caroline Stockdale sold 335 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $200.80, for a total transaction of $67,268.00. Following the completion of the transaction, the insider owned 34,060 shares in the company, valued at approximately $6,839,248. The trade was a 0.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Alexander R. Bradley sold 14,106 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $199.97, for a total value of $2,820,776.82. Following the completion of the sale, the chief financial officer owned 30,000 shares in the company, valued at approximately $5,999,100. This represents a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 75,989 shares of company stock worth $14,921,902. 0.48% of the stock is currently owned by company insiders.

First Solar Stock Down 3.4%

Shares of NASDAQ:FSLR opened at $192.82 on Monday. The firm has a market capitalization of $20.69 billion, a PE ratio of 13.57, a price-to-earnings-growth ratio of 0.34 and a beta of 1.65. First Solar, Inc. has a 1 year low of $116.56 and a 1 year high of $285.99. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.67 and a quick ratio of 2.35. The firm’s 50-day moving average is $221.71 and its two-hundred day moving average is $236.49.

First Solar (NASDAQ:FSLR) last issued its quarterly earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 EPS for the quarter, missing the consensus estimate of $5.22 by ($0.38). First Solar had a net margin of 29.28% and a return on equity of 17.32%. The business had revenue of $1.68 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same period in the prior year, the business earned $3.65 EPS. The business’s quarterly revenue was up 11.1% on a year-over-year basis. Analysts predict that First Solar, Inc. will post 13.05 EPS for the current year.

Key First Solar News

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

• Positive Sentiment: Company is expanding U.S. manufacturing with a new module finishing line in South Carolina (late‑2026) to reduce tariff exposure, improve logistics and boost U.S. sourcing; institutional investors highlight differentiated thin‑film tech and policy support as valuation positives. First Solar Expansion And Institutional Support Shape Valuation And Risk Profile
• Neutral Sentiment: Retail/investor interest is elevated — FSLR has been one of the most‑searched names recently, which can amplify moves in either direction. Investors Heavily Search First Solar, Inc. (FSLR): Here is What You Need to Know
• Neutral Sentiment: Market commentary noted a modest session decline recently, reflecting short‑term volatility as investors digest new signals on 2026 outlook and analyst reactions. First Solar (FSLR) Stock Moves -1.30%: What You Should Know
• Negative Sentiment: Management signaled 2026 net sales could come in below earlier expectations due to U.S. policy uncertainty and permitting delays — this guidance risk is the primary near‑term driver weighing on the stock. Did Policy Uncertainty and 2026 Sales Signals Just Shift First Solar’s (FSLR) Investment Narrative?
• Negative Sentiment: Analyst actions have turned cautious: GLJ Research cut FSLR from Buy to Hold, and Zacks downgraded the stock to Strong Sell, increasing selling pressure. GLJ Research Lowers First Solar, Inc. (FSLR) from Buy to Hold
• Negative Sentiment: Guggenheim lowered its price target, signaling reduced near‑term upside expectations from some sell‑side analysts. Guggenheim Lowers First Solar (NASDAQ:FSLR) Price Target to $269.00
• Negative Sentiment: Pomerantz LLP announced an investor investigation into First Solar, introducing potential legal and reputational risk that can pressure the shares until resolved. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of First Solar, Inc. – FSLR
• Negative Sentiment: Reported insider selling (14,106 shares) is a small additional headwind for sentiment even if not material to company fundamentals. Alexander Bradley Sells 14,106 Shares of First Solar (NASDAQ:FSLR) Stock

First Solar 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.