First Solar (NASDAQ:FSLR) Price Target Lowered to $300.00 at UBS Group

First Solar (NASDAQ:FSLR) had its price objective reduced by equities researchers at UBS Group from $330.00 to $300.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the solar cell manufacturer’s stock. UBS Group’s target price would indicate a potential upside of 42.77% from the stock’s current price.

Several other research analysts also recently weighed in on the stock. Glj Research upped their target price on shares of First Solar from $214.06 to $314.43 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Morgan Stanley set a $275.00 target price on First Solar in a research note on Friday, October 31st. Jefferies Financial Group lowered First Solar from a “buy” rating to a “hold” rating and dropped their target price for the stock from $269.00 to $260.00 in a research report on Wednesday, January 7th. Roth Mkm set a $300.00 price target on First Solar in a report on Friday, October 31st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $316.00 target price on shares of First Solar in a research report on Friday, October 31st. Twenty-two research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, First Solar currently has an average rating of “Moderate Buy” and an average target price of $265.16.

First Solar Stock Down 13.6%

Shares of FSLR traded down $33.08 during midday trading on Wednesday, reaching $210.13. 8,347,261 shares of the company were exchanged, compared to its average volume of 2,633,766. First Solar has a 1-year low of $116.56 and a 1-year high of $285.99. The stock has a 50-day moving average price of $245.45 and a 200-day moving average price of $236.31. The company has a current ratio of 1.91, a quick ratio of 1.55 and a debt-to-equity ratio of 0.03. The company has a market cap of $22.55 billion, a price-to-earnings ratio of 16.13, a P/E/G ratio of 0.31 and a beta of 1.60.

First Solar (NASDAQ:FSLR) last announced its earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 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 analysts’ expectations of $1.59 billion. First Solar had a net margin of 27.73% and a return on equity of 16.61%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.65 earnings per share. Research analysts expect that First Solar will post 13.05 earnings per share for the current year.

Institutional Investors Weigh In On First Solar

Institutional investors have recently modified their holdings of the business. SFE Investment Counsel grew its holdings in First Solar by 9.1% in the 2nd quarter. SFE Investment Counsel now owns 69,810 shares of the solar cell manufacturer’s stock worth $11,556,000 after buying an additional 5,852 shares in the last quarter. Joule Financial LLC bought a new position in shares of First Solar in the third quarter worth $950,000. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of First Solar by 22.0% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 77,155 shares of the solar cell manufacturer’s stock worth $17,015,000 after purchasing an additional 13,904 shares in the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of First Solar in the second quarter worth $1,323,000. Finally, Belpointe Asset Management LLC acquired a new position in shares of First Solar during the third quarter valued at $1,193,000. Institutional investors own 92.08% of the company’s stock.

First Solar News Roundup

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

• Positive Sentiment: Q4 revenue beat and strong 2025 profit — First Solar reported higher revenue for the quarter and a record 2025 profit, and management highlighted capacity expansion and plans to onshore module finishing (U.S. facility). These results support the company’s longer-term growth thesis. First Solar Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Guidance
• Positive Sentiment: Strategic IP deal — First Solar signed a patent licensing agreement with Oxford PV, which could strengthen its technology roadmap and competitive positioning in U.S. markets. First Solar, Oxford PV Enter into Patent Licensing Agreement
• Neutral Sentiment: Analysts see long‑term upside amid U.S. manufacturing shift — some research notes (e.g., Needham/TipRanks) emphasize near‑term headwinds but maintain that onshoring and domestic demand support a constructive long-term outlook. First Solar: Near-Term Headwinds but Strengthening Long-Term Outlook
• Negative Sentiment: Downbeat FY‑2026 revenue guidance and EPS miss — management guided 2026 net sales to roughly $4.9B–$5.2B (well below Street estimates) and Q4 EPS came in below consensus. That combination is the primary catalyst for the share decline as it reduces near-term earnings visibility. First Solar plunges after downbeat net sales forecast
• Negative Sentiment: Tariff and policy uncertainty — management flagged potential tariff impacts and permitting/project delays; the U.S. Commerce Department also announced preliminary duties on certain solar imports, adding cost and demand uncertainty to First Solar’s outlook. U.S. sets preliminary duties on solar imports
• Negative Sentiment: Analyst downgrades / lower price targets — several firms cut targets or tempered views after the guidance (Baird, RBC, TD Cowen, Mizuho, HSBC among those adjusting ratings/targets), which increases short‑term selling pressure and reduces support levels. First Solar downgraded at Baird RBC lowers price target

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.