First Solar (NASDAQ:FSLR) Stock Rating Lowered by Glj Research

First Solar (NASDAQ:FSLR) was downgraded by equities research analysts at Glj Research from a “buy” rating to a “hold” rating in a research note issued to investors on Wednesday, Marketbeat.com reports. They presently have a $207.82 target price on the solar cell manufacturer’s stock, down from their previous target price of $314.43. Glj Research’s price objective would indicate a potential upside of 8.35% from the company’s current price.

FSLR has been the topic of a number of other research reports. Daiwa Securities Group boosted their target price on First Solar from $215.00 to $284.00 and gave the company an “outperform” rating in a research report on Tuesday, December 9th. Weiss Ratings reissued a “hold (c+)” rating on shares of First Solar in a research note on Monday, December 29th. Wells Fargo & Company dropped their target price on First Solar from $285.00 to $255.00 and set an “overweight” rating for the company in a research report on Thursday, February 26th. Barclays reduced their price target on shares of First Solar from $279.00 to $228.00 and set an “overweight” rating on the stock in a research report on Monday. Finally, Bank of America cut their target price on shares of First Solar from $291.00 to $271.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Twenty analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $249.65.

First Solar Stock Performance

NASDAQ FSLR opened at $191.80 on Wednesday. The stock has a market cap of $20.58 billion, a PE ratio of 13.50, a P/E/G ratio of 0.32 and a beta of 1.65. First Solar has a twelve month low of $116.56 and a twelve month high of $285.99. The stock has a fifty day simple moving average of $235.70 and a 200-day simple moving average of $236.24. The company has a current ratio of 2.67, a quick ratio of 2.35 and a debt-to-equity ratio of 0.03.

First Solar (NASDAQ:FSLR) last posted its earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 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 company had revenue of $1.68 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same period in the previous year, the company earned $3.65 EPS. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. Equities analysts anticipate that First Solar will post 13.05 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Mark R. Widmar sold 7,738 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $195.93, for a total value of $1,516,106.34. Following the sale, the chief executive officer directly owned 91,787 shares in the company, valued at approximately $17,983,826.91. This trade represents a 7.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Markus Gloeckler sold 3,640 shares of the business’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $196.95, for a total transaction of $716,898.00. Following the transaction, the chief technology officer owned 8,037 shares of the company’s stock, valued at approximately $1,582,887.15. The trade was a 31.17% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 31,975 shares of company stock worth $6,267,492. Corporate insiders own 0.48% of the company’s stock.

Institutional Investors Weigh In On First Solar

Hedge funds and other institutional investors have recently made changes to their positions in the business. Aventura Private Wealth LLC acquired a new position in First Solar in the fourth quarter valued at approximately $25,000. Commonwealth Retirement Investments LLC purchased a new position in shares of First Solar in the 4th quarter valued at $26,000. Reflection Asset Management acquired a new stake in First Solar during the 4th quarter worth $26,000. Strategic Wealth Investment Group LLC purchased a new stake in First Solar in the second quarter valued at $26,000. Finally, Larson Financial Group LLC boosted its stake in First Solar by 117.0% in the fourth quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock valued at $27,000 after acquiring an additional 55 shares in the last quarter. Institutional investors and hedge funds own 92.08% of the company’s stock.

Key First Solar News

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

• Positive Sentiment: First Solar expanded U.S. manufacturing with a new Louisiana factory and plans for a South Carolina facility, which supports long‑term revenue and “on‑shoring” narratives that investors prize. First Solar expands US manufacturing
• Positive Sentiment: Certain analysts remain constructive: Argus and a subset of sell‑side coverage continue to carry buy/positive stances (albeit with trimmed targets), which can limit downside if fundamentals stabilize. Argus adjusts price target
• Neutral Sentiment: Morgan Stanley and Barclays cut price targets (to $230 and $228) but largely kept constructive ratings, signaling expectations for longer‑term upside while acknowledging near‑term margin/pricing pressure. Morgan Stanley cuts price target Barclays lowers price target
• Neutral Sentiment: Options and flow data show elevated activity but are mixed in signal — useful for short‑term traders but not definitive for fundamentals. Options trends
• Negative Sentiment: Q4 results missed EPS estimates and management issued weak 2026 sales guidance — this is the proximate driver of recent selling pressure and analyst target cuts. Earnings and guidance coverage
• Negative Sentiment: Concentrated insider selling: CEO, CFO, CTO and multiple senior executives sold sizable blocks on March 3–4 (~$196 price area). Heavy insider disposals are being read as a negative sentiment signal and add selling pressure. Widmar Form 4
• Negative Sentiment: Pomerantz LLP opened an investor investigation into First Solar, adding legal and reputational risk that can further weigh on sentiment while inquiries proceed. Pomerantz investor alert
• Negative Sentiment: Several shops (Freedom Capital, GLJ Research and others) downgraded or trimmed targets after the quarter and guidance, amplifying near‑term negative momentum. Freedom Capital downgrade

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.