First Solar (NASDAQ:FSLR) Given New $300.00 Price Target at UBS Group

First Solar (NASDAQ:FSLR) had its price target decreased by analysts at UBS Group from $330.00 to $300.00 in a report released on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the solar cell manufacturer’s stock. UBS Group’s target price suggests a potential upside of 42.77% from the stock’s previous close.

FSLR has been the topic of a number of other research reports. KeyCorp reiterated an “overweight” rating on shares of First Solar in a report on Friday, October 31st. Weiss Ratings reiterated a “hold (c+)” rating on shares of First Solar in a report on Monday, December 29th. Robert W. Baird reaffirmed a “neutral” rating and set a $205.00 price objective (down from $264.00) on shares of First Solar in a research report on Wednesday. Rothschild & Co Redburn increased their target price on shares of First Solar from $150.00 to $260.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $300.00 price target on shares of First Solar in a report on Wednesday, January 7th. Twenty-two research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $265.16.

First Solar Price Performance

First Solar stock traded down $33.08 during midday trading on Wednesday, hitting $210.13. The company’s stock had a trading volume of 8,347,261 shares, compared to its average volume of 2,633,766. First Solar has a 12 month low of $116.56 and a 12 month high of $285.99. The company has a quick ratio of 1.55, a current ratio of 1.91 and a debt-to-equity ratio of 0.03. The company has a market capitalization of $22.55 billion, a PE ratio of 16.13, a price-to-earnings-growth ratio of 0.31 and a beta of 1.60. The stock’s 50-day moving average price is $245.45 and its 200-day moving average price is $236.31.

First Solar (NASDAQ:FSLR) last announced its quarterly earnings data 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 27.73% and a return on equity of 16.61%. The company had revenue of $1.68 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter last year, the company posted $3.65 EPS. First Solar’s revenue was up 11.1% on a year-over-year basis. Analysts anticipate that First Solar will post 13.05 earnings per share for the current fiscal year.

Institutional Investors Weigh In On First Solar

Several hedge funds have recently modified their holdings of the business. SFE Investment Counsel lifted its stake in shares of First Solar by 9.1% in the second quarter. SFE Investment Counsel now owns 69,810 shares of the solar cell manufacturer’s stock valued at $11,556,000 after buying an additional 5,852 shares during the period. Joule Financial LLC bought a new stake in shares of First Solar in the 3rd quarter worth approximately $950,000. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of First Solar by 22.0% during the 3rd 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 stake in shares of First Solar during the second quarter valued at approximately $1,323,000. Finally, Belpointe Asset Management LLC acquired a new position in shares of First Solar in the third quarter valued at $1,193,000. 92.08% of the stock is owned by institutional investors.

Key Stories Impacting First Solar

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

About First Solar

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.