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Key Stats for FSLR Stock
- 1-Day Price Change for First Solar stock: 5%
- Current Share Price: $184
- 52-Week High: $263
- FSLR Stock Price Target: $204
What Happened?
First Solar (FSLR) stock jumped over 5% on Friday, after reporting second-quarter earnings that beat Wall Street expectations.
The solar technology company posted earnings per share of $3.18, crushing analyst estimates of $2.68, while revenue of $1.1 billion exceeded forecasts of $1.04 billion.
Several key factors drove the strong quarterly performance. GAAP net sales increased to $1.1 billion from the prior quarter, with the company benefiting from a higher proportion of modules sold from U.S. manufacturing facilities eligible for Section 45X tax credits.
Additionally, the quarter included $63 million in contract termination payments from canceled customer agreements.
However, the results came amid trade and policy uncertainty, with First Solar facing challenges from newly imposed tariffs reaching up to 46% on products from certain international facilities.
Management revealed that approximately 12 gigawatts of contracted international product revenue could be at risk if persistent tariffs lead to contract cancellations.
See analysts’ growth forecasts and price targets for First Solar (It’s free!) >>>
What the Market Is Telling Us About FSLR Stock
The market’s positive reaction to FSLR stock suggests investors are focusing on First Solar’s operational execution and strong fundamentals rather than the policy headwinds.
The solar manufacturer maintained its full-year 2025 earnings per share guidance of $13.50 to $16.50, with net sales projected between $4.9 billion and $5.7 billion, reflecting confidence in continued growth despite challenges.
Analysts remain bullish on FSLR stock, with 30 out of 36 analysts recommending it as a buy. Our Valuation Model, based on analysts’ consensus estimates, suggests that First Solar could have a 64% upside today, which would translate to 23% annualized returns over the next 2.4 years.
First Solar’s strong contracted backlog of 64 gigawatts extending through 2030 provides revenue visibility that competitors lack.
CEO Mark Widmar emphasized on the earnings call that “the recent policy and trade developments have, on balance, strengthened First Solar’s relative position in the solar manufacturing industry,” suggesting it may benefit from reduced Chinese competition due to new trade restrictions.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
