Allianz SE Takes $874,000 Position in First Solar, Inc. $FSLR

Allianz SE purchased a new position in shares of First Solar, Inc. (NASDAQ:FSLR) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,964 shares of the solar cell manufacturer’s stock, valued at approximately $874,000.

Several other institutional investors and hedge funds also recently made changes to their positions in FSLR. Strategic Wealth Investment Group LLC bought a new stake in First Solar during the 2nd quarter worth approximately $26,000. Hantz Financial Services Inc. lifted its holdings in shares of First Solar by 69.4% during the second quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer’s stock worth $30,000 after purchasing an additional 75 shares during the period. Total Investment Management Inc. bought a new stake in shares of First Solar in the second quarter worth $36,000. CYBER HORNET ETFs LLC bought a new stake in shares of First Solar in the second quarter worth $47,000. Finally, NBT Bank N A NY increased its holdings in First Solar by 550.0% in the third quarter. NBT Bank N A NY now owns 221 shares of the solar cell manufacturer’s stock valued at $49,000 after purchasing an additional 187 shares during the period. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar News Summary

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

• Positive Sentiment: U.S. tariffs on Indian solar manufacturers reduce potential low-cost competition for U.S. demand, which could benefit domestic suppliers like First Solar. India Tariff Article
• Positive Sentiment: Some analysts and commentators view the post-earnings pullback as a buying opportunity — a “buy the weakness” thesis highlighting long-term project backlog and subsidy support (45X tax credits) for near-term profitability. Seeking Alpha Buy Thesis
• Positive Sentiment: Coverage noting First Solar’s role in clean-energy gains on the Nasdaq could support positive sentiment among sector-focused investors. Kalkine Media
• Neutral Sentiment: Wells Fargo trimmed its price target (to $255) but kept an overweight stance — a mixed signal that reduces upside expectations while retaining conviction. Wells Fargo/PT Cut
• Neutral Sentiment: Goldman Sachs and JPMorgan also lowered price targets (Goldman to $300, JPM to $256) but maintained buy/overweight ratings, signaling confidence in medium-term fundamentals despite near-term revisions. Goldman/JPM PT Changes
• Neutral Sentiment: Market-wide weakness in the S&P 500 and tech dragged sentiment this week, amplifying pressure on cyclical/clean-energy names including FSLR. S&P 500 Weekly
• Neutral Sentiment: Short-interest data reported is effectively negligible/ambiguous (zero shares reported), so short squeezes are unlikely to be a driver at present.
• Negative Sentiment: Management issued weak sales/guidance for 2026 and disappointing Q1 guidance, which triggered a sharp share decline as investors reassess revenue and backlog trajectory. Weak Guidance
• Negative Sentiment: First Solar reported Q4 EPS below consensus despite revenue beat; margin reliance on tax credits (45X) and tapering backlog raise longer-term risk concerns. Earnings Risks
• Negative Sentiment: Wolfe Research downgraded FSLR from “strong-buy” to “hold,” and other outlets note gap-down trading and steep short-term losses — analyst skepticism is pressuring sentiment. Wolfe Research Downgrade
• Negative Sentiment: Pomerantz law firm opened an investor investigation, introducing potential legal/financial risk and adding to short-term uncertainty. Investor Investigation

First Solar Stock Performance

Shares of FSLR stock opened at $197.20 on Friday. The firm has a 50 day moving average of $241.94 and a 200-day moving average of $236.34. The company has a market cap of $21.16 billion, a price-to-earnings ratio of 13.88, a price-to-earnings-growth ratio of 0.27 and a beta of 1.60. The company has a quick ratio of 1.55, a current ratio of 2.67 and a debt-to-equity ratio of 0.03. First Solar, Inc. has a 52 week low of $116.56 and a 52 week high of $285.99.

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

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. Wall Street Zen lowered First Solar from a “buy” rating to a “hold” rating in a research report on Saturday. Deutsche Bank Aktiengesellschaft downgraded First Solar from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $300.00 to $245.00 in a research report on Wednesday. DZ Bank upgraded First Solar to a “strong sell” rating in a report on Thursday. Bank of America lowered their price target on shares of First Solar from $291.00 to $271.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Finally, Susquehanna dropped their price target on shares of First Solar from $292.00 to $280.00 and set a “positive” rating on the stock in a research report on Wednesday. Twenty research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $257.91.

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.