The Goldman Sachs Group Lowers First Solar (NASDAQ:FSLR) Price Target to $300.00

First Solar (NASDAQ:FSLR) had its target price cut by equities researchers at The Goldman Sachs Group from $316.00 to $300.00 in a report released on Wednesday,MarketScreener reports. The firm presently has a “buy” rating on the solar cell manufacturer’s stock. The Goldman Sachs Group’s price target suggests a potential upside of 49.93% from the company’s current price.

A number of other brokerages also recently weighed in on FSLR. Rothschild & Co Redburn increased their price objective on shares of First Solar from $150.00 to $260.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. raised their price target on First Solar from $278.00 to $303.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. DZ Bank lowered First Solar from a “strong-buy” rating to a “hold” rating in a report on Friday, October 31st. TD Cowen lowered their target price on First Solar from $320.00 to $253.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of First Solar in a research report on Monday, December 29th. Twenty-one equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $257.91.

First Solar Price Performance

Shares of NASDAQ FSLR opened at $200.10 on Wednesday. The firm has a market cap of $21.47 billion, a P/E ratio of 14.08, a PEG ratio of 0.27 and a beta of 1.60. First Solar has a twelve month low of $116.56 and a twelve month high of $285.99. The company has a quick ratio of 1.55, a current ratio of 2.67 and a debt-to-equity ratio of 0.03. The company has a 50 day moving average of $243.33 and a 200 day moving average of $235.88.

First Solar (NASDAQ:FSLR) last announced its quarterly earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the previous year, the company earned $3.65 earnings per share. The company’s revenue for the quarter was up 11.1% compared to the same quarter last year. As a group, research analysts expect that First Solar will post 13.05 EPS for the current fiscal year.

Hedge Funds Weigh In On First Solar

Several large investors have recently added to or reduced their stakes in FSLR. Linden Thomas Advisory Services LLC increased its stake in shares of First Solar by 1.7% in the third quarter. Linden Thomas Advisory Services LLC now owns 2,287 shares of the solar cell manufacturer’s stock worth $504,000 after purchasing an additional 39 shares in the last quarter. Apollon Wealth Management LLC boosted its holdings in First Solar by 1.2% in the 4th quarter. Apollon Wealth Management LLC now owns 3,606 shares of the solar cell manufacturer’s stock worth $942,000 after buying an additional 44 shares during the period. Root Financial Partners LLC boosted its holdings in First Solar by 18.2% in the 4th quarter. Root Financial Partners LLC now owns 292 shares of the solar cell manufacturer’s stock worth $76,000 after buying an additional 45 shares during the period. FIL Ltd increased its stake in First Solar by 6.9% in the 4th quarter. FIL Ltd now owns 708 shares of the solar cell manufacturer’s stock worth $185,000 after buying an additional 46 shares in the last quarter. Finally, Signaturefd LLC raised its holdings in First Solar by 2.6% during the third quarter. Signaturefd LLC now owns 1,879 shares of the solar cell manufacturer’s stock valued at $414,000 after acquiring an additional 47 shares during the period. Hedge funds and other institutional investors own 92.08% of the company’s stock.

Key Headlines Impacting First Solar

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

• Positive Sentiment: Company delivered record 2025 profit and beat revenue for the quarter, showing solid underlying demand and profitability that supports a longer-term growth story. First Solar Sees Record 2025 Profit
• Positive Sentiment: Many firms kept Buy/Overweight ratings despite cutting targets, signaling continued analyst confidence in First Solar’s long-term positioning (onshoring, Series 6 capacity ramps). Goldman Sachs Adjusts First Solar Price Target
• Neutral Sentiment: Industry context: First Solar is increasing capacity as solar demand grows, which could support future revenue if demand/contracting recovers (comparison coverage vs. peers such as Enphase). First Solar vs. Enphase Energy
• Neutral Sentiment: Analyst and market commentary is mixed — some see this pullback as a buying opportunity if policy/tariff risks abate, while others remain cautious; investor views differ on timing. Seeking Alpha: Buy This Weakness
• Negative Sentiment: Management issued 2026 net sales guidance materially below Street expectations (guidance ~ $4.9B–$5.2B), which is the primary driver of today’s selloff. What’s Going On With First Solar Stock Today?
• Negative Sentiment: Q4 EPS missed consensus (reported $4.84 vs. est. $5.22), reinforcing near-term concerns about profitability and demand visibility despite revenue beat. Q4 Earnings Miss
• Negative Sentiment: Multiple brokerages lowered price targets and a few cut ratings as tariff/policy uncertainty and near-term backlog declines weigh on visibility — amplifying selling pressure. JPMorgan Lowers Price Target
• Negative Sentiment: Investor legal/activism risk flagged: Pomerantz announced an investigation into First Solar investor claims, which can add short-term uncertainty and news-driven volatility. Pomerantz Investor Alert

About First Solar

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.