UBS Group Has Lowered Expectations for First Solar (NASDAQ:FSLR) Stock Price

First Solar (NASDAQ:FSLR) had its price target reduced by research analysts at UBS Group from $330.00 to $300.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the solar cell manufacturer’s stock. UBS Group’s price objective suggests a potential upside of 49.93% from the company’s previous close.

Several other research analysts also recently commented on the stock. Seaport Research Partners lifted their target price on shares of First Solar from $217.00 to $305.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Mizuho dropped their price objective on First Solar from $326.00 to $271.00 and set an “outperform” rating on the stock in a research note on Wednesday. Susquehanna cut their price objective on First Solar from $292.00 to $280.00 and set a “positive” rating for the company in a research report on Wednesday. Rothschild & Co Redburn increased their target price on First Solar from $150.00 to $260.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Finally, Wells Fargo & Company lifted their price target on First Solar from $270.00 to $285.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Twenty-one investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $257.91.

First Solar Stock Down 4.8%

Shares of FSLR stock opened at $200.10 on Wednesday. The stock’s 50 day simple moving average is $243.33 and its 200 day simple moving average is $235.88. First Solar has a twelve month low of $116.56 and a twelve month high of $285.99. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.55 and a current ratio of 2.67. The company has a market capitalization of $21.47 billion, a price-to-earnings ratio of 14.08, a PEG ratio of 0.27 and a beta of 1.60.

First Solar (NASDAQ:FSLR) last announced 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 company had revenue of $1.68 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter last year, the business earned $3.65 EPS. The company’s revenue for the quarter was up 11.1% on a year-over-year basis. As a group, research analysts predict that First Solar will post 13.05 EPS for the current year.

Institutional Investors Weigh In On First Solar

A number of hedge funds and other institutional investors have recently bought and sold shares of FSLR. Aventura Private Wealth LLC acquired a new position in shares of First Solar during the fourth quarter worth approximately $25,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of First Solar in the fourth quarter valued at approximately $26,000. Strategic Wealth Investment Group LLC bought a new position in First Solar in the 2nd quarter worth approximately $26,000. Larson Financial Group LLC lifted its holdings in First Solar by 117.0% during the 4th quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock worth $27,000 after buying an additional 55 shares in the last quarter. Finally, Hantz Financial Services Inc. lifted its holdings in First Solar by 69.4% during the 2nd quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer’s stock worth $30,000 after buying an additional 75 shares in the last quarter. 92.08% of the stock is owned by institutional investors and hedge funds.

First Solar News Summary

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

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.