NASDAQ:FSLR

First Solar Inc. (FSLR)

282.79
+3.78 (1.35%)
as of Jun 8, 2026, 4:10:27 pm Market Open.
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Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

First Solar Inc. (FSLR) is facing significant challenges as outlined by recent expert reviews. Concerns about impending tariff changes and potential tariff retaliation from China have dampened investor sentiment. The stock's performance has declined by 10% since December, with anticipations of only single-digit revenue growth in the upcoming quarter. Additionally, the threat of supply disruptions in 2026 looms large. Further complicating the outlook, there is a Senate proposal aimed at terminating tax incentives for the solar sector, which has negatively impacted share prices. An expert who once viewed the company as a solid investment due to its domestic supply status has since sold shares, citing an unexpected oversupply in China and waning governmental support for solar energy as pivotal factors in his decision.

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Consensus
negative
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Valuation
overvalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 14/22, Up 97.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is progressing well. We now recommend trailing up the stop (from $65) to $90.
BUY ON WEAKNESS
They had a run, so wait for a pullback.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 14/22, Up 23.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FSLR has achieved its target of $87. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $50) to $65.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly FSLR is a solar panel manufacturer and supplier. It has worked to increase the life cycle and efficiency of its product. New production facilities are expected to reduce unit cost. As supply side issues continue to be resolved the company will be able to work its way through the order backlog. It trades at a discount to peers and is currently valued at 1.2x book value. We recommend placing a stop loss at $50, looking to achieve $87 -- upside potential over 27%. Yield 0%. (Analysts’ price target is $86.97)
PARTIAL BUY

Demand for solar power and their stocks enjoy huge tailwings. ESG is one. Companies like Blackrock and Exxon Mobil are making ESG a serious priority, for example. Secondly, out electric grid is falling apart. Witness the Texas outage last winer. Third, new homeowners are happy to add solar panels to their roofs as prices of panels keep plunging. Fourth, governments are supporting solar panels more and more; for example, the federal government is offering tax credits, and Biden wants to extend the solar tax credit by 10 years. Also, Biden has slapped tariffs on foreign panels, and the American industry is divided over this. One of his three favourite solar stocks is First Solar. FS makes its own panels and proprietary technology. They're sold out for 2021 and nearly for 2022. They have an excellent balance and trades at 21x earnings. You can buy a partial position write now or buy on dips.

BUY
It's rolling over now. It should be FSLR's year, though. It's part of Elon Musk's empire, which is a plus.
BUY
This will work If there's a Democratic sweep on Nov. 3. The Dems will throw money into solar energy, and this is a good play. FSLR makes the solar modules in solar panels.
COMMENT
Largest solar panel manufacturer probably in the world. They got hit when China flooded the market with cheap solar panels. One of these company that had a great product but had to continuously drop their price which had a huge impact on their revenues. Has a new solar panel coming out this year and sees it as promising for future earnings. Buying the rumor, selling the news. Always hesitant about investing in specific technologies. Prefers Market Vectors GEX ETF where First Solar is the top holding, or TAN Solar ETF. The technology is moving so quickly you don't want to bet on a specific technology.
WEAK BUY

Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

SELL

(Market Call Minute.) There is weak demand and pricing pressures on large screen TVs.

WAIT

Solar sector has been in the doldrums. It is very subsidized, in particular by a lot of the European countries, and when they got into financial difficulties, a lot of the subsidies were pulled. This company has a big project coming on and have a strategy to increase their cost base. Probably not a good time to get in as it probably had a short squeeze that made the stock jump so dramatically.

BUY
90%+ of solar world panel producers use silicon. This company uses cadmium cellulite instead, which has allowed them to be the lowest cost producer. Stock is under pressure because with Chinese coming in, there is concern that silicon costs will become so low that it could hurt them. Good buy at this price.
BUY
Still the leader in solar energy and the lowest cost producer. Long-term it will continue to do exceptionally well. Trading at 16X earnings. Huge leverage to a rising equity market. Volatile.
COMMENT
Looks like there could be resistance at around $200. If you believe the market starts to have a decent year, a little above last year, this is worth $180-$200. If things really take off is probably a $300 stock. If you believe in solar, there is still upside in this.
WAIT
This is probably the solar company with the best results. Has a relation with the price of oil in that if oil is low who needs solar? Last quarter, this company was still up year-over-year. Obviously they are gaining market share. Solar is one of the businesses that an investor should be in in the future. Since the market has had a huge run, he would not buy anything aggressively today.
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