Clayton Partners LLC Acquires 8,167 Shares of First Solar, Inc. $FSLR

Clayton Partners LLC increased its holdings in First Solar, Inc. (NASDAQ:FSLR) by 140.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,970 shares of the solar cell manufacturer’s stock after buying an additional 8,167 shares during the period. First Solar comprises approximately 2.3% of Clayton Partners LLC’s investment portfolio, making the stock its 21st biggest holding. Clayton Partners LLC’s holdings in First Solar were worth $3,081,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of FSLR. Woodline Partners LP increased its holdings in shares of First Solar by 40.7% in the 1st quarter. Woodline Partners LP now owns 9,044 shares of the solar cell manufacturer’s stock valued at $1,143,000 after acquiring an additional 2,615 shares during the period. Private Trust Co. NA grew its stake in First Solar by 2,610.0% in the second quarter. Private Trust Co. NA now owns 271 shares of the solar cell manufacturer’s stock valued at $45,000 after purchasing an additional 261 shares during the last quarter. Stratos Wealth Partners LTD. purchased a new position in First Solar in the second quarter valued at about $268,000. Brookstone Capital Management bought a new position in First Solar in the second quarter worth about $219,000. Finally, Ethic Inc. lifted its position in shares of First Solar by 21.2% during the second quarter. Ethic Inc. now owns 20,384 shares of the solar cell manufacturer’s stock valued at $3,101,000 after buying an additional 3,564 shares during the last quarter. Hedge funds and other institutional investors own 92.08% of the company’s stock.

Key Stories Impacting First Solar

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

• Positive Sentiment: Supreme Court struck down the administration’s proposed “reciprocal” tariffs, removing a major policy overhang that could have increased costs or disrupted supply chains for U.S. solar projects and module makers — a clear near-term positive for First Solar’s domestic project economics and project pipeline. First Solar surges after Supreme Court strikes down Trump’s ‘reciprocal’ tariffs
• Positive Sentiment: First Solar secured a $1.5B five-year senior unsecured revolving credit facility, improving liquidity and financial flexibility to fund plant ramp, working capital and project development. That reduces financing risk around expansion plans. First Solar Secures $1.5 Billion Revolving Credit Facility
• Positive Sentiment: Company expansion and tax-credit activity — including a new ~$1.1B Louisiana plant and a recent tax-credit sale — are cited as lifting the outlook, supporting revenue visibility as First Solar scales U.S. manufacturing. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Upcoming Q4 earnings are a near-term catalyst — results and guidance will be watched for margins, demand trends and any commentary on U.S. vs. Asia supply mix. Investors should expect volatility around the print. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Heightened retail/investor attention (Zacks/Yahoo coverage) is drawing flows and may amplify intraday moves, but it doesn’t change fundamentals by itself. First Solar, Inc. (FSLR) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Sector data: Array Technologies’ rebound highlights strong U.S. solar demand and backlog, which can be a tailwind for installers and module suppliers (indirect for FSLR). Array Technologies Legacy Operations Regain Momentum on Volume Surge?
• Negative Sentiment: Competition from low-cost Asian output remains a structural headwind mentioned in previews; margins and ASP pressure could reappear if global oversupply intensifies despite the tariff ruling. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Negative Sentiment: Recent intraday weakness reported in coverage and odd/unclear short-interest reporting suggest potential for near-term volatility and noisy price action; monitor volume and updates. First Solar (FSLR) Suffers a Larger Drop Than the General Market: Key Insights

Analyst Ratings Changes

FSLR has been the subject of several recent analyst reports. Barclays reiterated an “overweight” rating and set a $279.00 price objective on shares of First Solar in a research note on Monday, November 3rd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $300.00 price objective on shares of First Solar in a report on Wednesday, January 7th. KeyCorp restated an “overweight” rating on shares of First Solar in a research note on Friday, October 31st. Seaport Research Partners upped their target price on First Solar from $217.00 to $305.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Finally, Jefferies Financial Group downgraded First Solar from a “buy” rating to a “hold” rating and lowered their price target for the stock from $269.00 to $260.00 in a report on Wednesday, January 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $275.61.

First Solar Stock Up 3.7%

First Solar stock opened at $241.88 on Friday. The business’s 50-day simple moving average is $246.03 and its two-hundred day simple moving average is $235.15. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.55 and a current ratio of 1.91. The company has a market cap of $25.96 billion, a PE ratio of 18.58, a PEG ratio of 0.31 and a beta of 1.60. First Solar, Inc. has a fifty-two week low of $116.56 and a fifty-two week high of $285.99.

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.