Susquehanna Issues Pessimistic Forecast for First Solar (NASDAQ:FSLR) Stock Price

First Solar (NASDAQ:FSLR) had its target price dropped by Susquehanna from $292.00 to $280.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has a “positive” rating on the solar cell manufacturer’s stock. Susquehanna’s price target would suggest a potential upside of 39.93% from the stock’s current price.

A number of other research firms have also commented on FSLR. Wells Fargo & Company increased 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. DZ Bank cut First Solar from a “strong-buy” rating to a “hold” rating in a report on Friday, October 31st. Seaport Research Partners lifted their price target on First Solar from $217.00 to $305.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Glj Research upped their price target on shares of First Solar from $214.06 to $314.43 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Finally, Mizuho dropped their target price on shares of First Solar from $335.00 to $326.00 and set an “outperform” rating for the company in a research note on Wednesday, February 11th. Twenty-one investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus 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 capitalization of $21.47 billion, a PE ratio of 14.08, a PEG ratio of 0.27 and a beta of 1.60. The company has a current ratio of 2.67, a quick ratio of 1.55 and a debt-to-equity ratio of 0.03. First Solar has a 1-year low of $116.56 and a 1-year high of $285.99. The business’s 50 day moving average is $243.33 and its 200-day moving average is $235.88.

First Solar (NASDAQ:FSLR) last posted its earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 earnings per share 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 during the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the previous year, the firm earned $3.65 EPS. The business’s revenue was up 11.1% compared to the same quarter last year. Sell-side analysts predict that First Solar will post 13.05 earnings per share for the current year.

Hedge Funds Weigh In On First Solar

Several large investors have recently bought and sold shares of FSLR. Woodline Partners LP raised its position in shares of First Solar by 40.7% during 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 last quarter. Brookstone Capital Management acquired a new stake in shares of First Solar during the second quarter worth $219,000. AlphaQuest LLC increased its holdings in First Solar by 10.3% in the second quarter. AlphaQuest LLC now owns 1,706 shares of the solar cell manufacturer’s stock valued at $282,000 after purchasing an additional 160 shares during the last quarter. Wealthfront Advisers LLC lifted its stake in First Solar by 115.6% in the second quarter. Wealthfront Advisers LLC now owns 8,587 shares of the solar cell manufacturer’s stock valued at $1,421,000 after buying an additional 4,605 shares during the period. Finally, Nisa Investment Advisors LLC lifted its stake in First Solar by 207.0% in the second quarter. Nisa Investment Advisors LLC now owns 13,576 shares of the solar cell manufacturer’s stock valued at $2,247,000 after buying an additional 9,154 shares during the period. 92.08% of the stock is currently owned by institutional investors and hedge funds.

More First Solar News

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.