First Solar, Inc. $FSLR is Robeco Schweiz AG’s 6th Largest Position

Robeco Schweiz AG cut its position in shares of First Solar, Inc. (NASDAQ:FSLR) by 12.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 539,078 shares of the solar cell manufacturer’s stock after selling 73,201 shares during the quarter. First Solar makes up about 3.2% of Robeco Schweiz AG’s investment portfolio, making the stock its 6th largest position. Robeco Schweiz AG’s holdings in First Solar were worth $140,823,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Viking Global Investors LP boosted its stake in First Solar by 60.6% in the second quarter. Viking Global Investors LP now owns 2,266,050 shares of the solar cell manufacturer’s stock worth $375,122,000 after buying an additional 854,919 shares in the last quarter. Lightrock Netherlands B.V. raised its stake in shares of First Solar by 2,663.8% during the fourth quarter. Lightrock Netherlands B.V. now owns 666,307 shares of the solar cell manufacturer’s stock worth $174,059,000 after acquiring an additional 642,199 shares in the last quarter. Amundi lifted its holdings in shares of First Solar by 38.6% in the 3rd quarter. Amundi now owns 2,025,835 shares of the solar cell manufacturer’s stock worth $459,917,000 after acquiring an additional 564,032 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of First Solar by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 13,721,979 shares of the solar cell manufacturer’s stock valued at $3,026,108,000 after purchasing an additional 464,130 shares in the last quarter. Finally, Atreides Management LP purchased a new stake in shares of First Solar in the 2nd quarter valued at $65,134,000. Institutional investors own 92.08% of the company’s stock.

Trending Headlines about First Solar

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

• Positive Sentiment: Q1 beat — First Solar reported stronger‑than‑expected results (EPS $3.22 vs. ~$2.87 est.; revenue +23.6% Y/Y to ~$1.04B) with robust margins, which supports earnings and valuation models. Read More.
• Positive Sentiment: Broker upgrade highlights policy upside — a recent Freedom Broker upgrade cited Section 232 (trade/policy tailwinds) as a potential catalyst for upside in FSLR. Read More.
• Neutral Sentiment: Analyst price‑target moves are modest — HSBC raised its PT to $231 (hold), reflecting the Q1 print and policy dynamics but not a broad re‑rating. Read More.
• Neutral Sentiment: Insider sales disclosed on May 5 — CEO and several senior officers sold modest blocks of stock at ~the recent market level to cover tax withholding on vested awards; filings indicate routine, tax‑related sales rather than conviction selling, but markets can interpret clustered insider sales as a mild negative. Read More. and Read More.
• Neutral Sentiment: Sector/peer context — SolarEdge (SEDG) reported improving revenue but continued losses, underscoring mixed fundamentals across solar OEMs; useful for relative positioning but not a direct FSLR catalyst. Read More.
• Negative Sentiment: Regulatory and demand uncertainty flagged by analysts — several commentary pieces warn that pending policy decisions (Section 232/201 and other trade measures) and order cadence could create short‑term demand risk and pressure near‑term multiples. Read More.
• Negative Sentiment: Bearish analysis highlights downside scenarios — some analysts caution that module ASPs, order timing and policy finalization could expose FSLR to downside even after the earnings beat. Read More.

Insider Buying and Selling

In other First Solar news, insider Georges Antoun sold 566 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $215.63, for a total value of $122,046.58. Following the completion of the sale, the insider owned 19,918 shares in the company, valued at approximately $4,294,918.34. This trade represents a 2.76% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Alexander R. Bradley sold 498 shares of First Solar stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $215.63, for a total value of $107,383.74. Following the completion of the sale, the chief financial officer owned 30,712 shares in the company, valued at approximately $6,622,428.56. This represents a 1.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 81,204 shares of company stock valued at $16,043,186 over the last ninety days. Corporate insiders own 0.39% of the company’s stock.

Wall Street Analysts Forecast Growth

FSLR has been the topic of a number of analyst reports. BMO Capital Markets decreased their target price on shares of First Solar from $252.00 to $237.00 and set a “market perform” rating on the stock in a research report on Monday, April 20th. Robert W. Baird restated a “neutral” rating and set a $205.00 price target (down from $264.00) on shares of First Solar in a research report on Wednesday, February 25th. Needham & Company LLC raised their price objective on First Solar from $286.00 to $303.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. TD Cowen decreased their price objective on First Solar from $320.00 to $253.00 and set a “buy” rating on the stock in a report on Wednesday, February 25th. Finally, DZ Bank raised First Solar to a “strong sell” rating in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.10.

First Solar Trading Down 0.6%

NASDAQ:FSLR opened at $218.00 on Thursday. The firm has a market capitalization of $23.42 billion, a P/E ratio of 14.08, a P/E/G ratio of 0.49 and a beta of 1.57. The company has a quick ratio of 2.15, a current ratio of 2.56 and a debt-to-equity ratio of 0.02. The company has a fifty day moving average of $197.53 and a 200 day moving average of $231.53. First Solar, Inc. has a 52 week low of $125.80 and a 52 week high of $285.99.

First Solar (NASDAQ:FSLR) last announced its quarterly earnings results on Thursday, April 30th. The solar cell manufacturer reported $3.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $0.35. First Solar had a net margin of 30.73% and a return on equity of 18.01%. The business had revenue of $1.04 billion for the quarter, compared to analyst estimates of $1.03 billion. During the same quarter last year, the firm earned $1.95 EPS. The company’s revenue was up 23.6% on a year-over-year basis. On average, research analysts predict that First Solar, Inc. will post 17.58 earnings per share for the current year.

First Solar 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.