Tredje AP fonden Increases Stock Holdings in First Solar, Inc. $FSLR

Tredje AP fonden raised its position in First Solar, Inc. (NASDAQ:FSLR) by 260.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 464,827 shares of the solar cell manufacturer’s stock after purchasing an additional 335,698 shares during the quarter. First Solar comprises 0.8% of Tredje AP fonden’s investment portfolio, making the stock its 29th biggest position. Tredje AP fonden owned 0.43% of First Solar worth $102,508,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Linden Thomas Advisory Services LLC lifted its holdings in First Solar by 1.7% in the third quarter. Linden Thomas Advisory Services LLC now owns 2,287 shares of the solar cell manufacturer’s stock valued at $504,000 after acquiring an additional 39 shares during the last quarter. Signaturefd LLC raised its position in First Solar by 2.6% in the third quarter. Signaturefd LLC now owns 1,879 shares of the solar cell manufacturer’s stock valued at $414,000 after purchasing an additional 47 shares during the period. Figure 8 Investment Strategies LLC lifted its stake in shares of First Solar by 0.6% in the 3rd quarter. Figure 8 Investment Strategies LLC now owns 8,116 shares of the solar cell manufacturer’s stock valued at $1,790,000 after purchasing an additional 48 shares during the last quarter. Hemington Wealth Management grew its holdings in shares of First Solar by 22.9% during the 3rd quarter. Hemington Wealth Management now owns 306 shares of the solar cell manufacturer’s stock worth $67,000 after purchasing an additional 57 shares during the period. Finally, Assetmark Inc. grew its holdings in shares of First Solar by 14.9% during the 3rd quarter. Assetmark Inc. now owns 448 shares of the solar cell manufacturer’s stock worth $99,000 after purchasing an additional 58 shares during the period. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar Price Performance

First Solar stock opened at $241.88 on Friday. The firm has a market cap of $25.96 billion, a PE ratio of 18.58, a price-to-earnings-growth ratio of 0.30 and a beta of 1.60. First Solar, Inc. has a 52-week low of $116.56 and a 52-week 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’s 50 day moving average is $246.03 and its two-hundred day moving average is $234.81.

Analysts Set New Price Targets

FSLR has been the topic of a number of recent analyst reports. Jefferies Financial Group cut shares of First Solar from a “buy” rating to a “hold” rating and decreased their target price for the company from $269.00 to $260.00 in a research report on Wednesday, January 7th. Glj Research boosted their price target 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. Wolfe Research upped their price objective on shares of First Solar from $232.00 to $247.00 in a report on Friday, October 31st. UBS Group lifted their target price on shares of First Solar from $275.00 to $330.00 and gave the company a “buy” rating in a report on Monday, November 3rd. Finally, Royal Bank Of Canada boosted their target price on First Solar from $244.00 to $258.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, First Solar has a consensus rating of “Moderate Buy” and an average target price of $275.61.

First Solar News Roundup

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

• Positive Sentiment: Supreme Court struck down the administration’s proposed “reciprocal” tariffs, removing a major policy overhang that could have increased costs or disrupted supply chains for U.S. solar projects and module makers — a clear near-term positive for First Solar’s domestic project economics and project pipeline. First Solar surges after Supreme Court strikes down Trump’s ‘reciprocal’ tariffs
• Positive Sentiment: First Solar secured a $1.5B five-year senior unsecured revolving credit facility, improving liquidity and financial flexibility to fund plant ramp, working capital and project development. That reduces financing risk around expansion plans. First Solar Secures $1.5 Billion Revolving Credit Facility
• Positive Sentiment: Company expansion and tax-credit activity — including a new ~$1.1B Louisiana plant and a recent tax-credit sale — are cited as lifting the outlook, supporting revenue visibility as First Solar scales U.S. manufacturing. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Upcoming Q4 earnings are a near-term catalyst — results and guidance will be watched for margins, demand trends and any commentary on U.S. vs. Asia supply mix. Investors should expect volatility around the print. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Heightened retail/investor attention (Zacks/Yahoo coverage) is drawing flows and may amplify intraday moves, but it doesn’t change fundamentals by itself. First Solar, Inc. (FSLR) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Sector data: Array Technologies’ rebound highlights strong U.S. solar demand and backlog, which can be a tailwind for installers and module suppliers (indirect for FSLR). Array Technologies Legacy Operations Regain Momentum on Volume Surge?
• Negative Sentiment: Competition from low-cost Asian output remains a structural headwind mentioned in previews; margins and ASP pressure could reappear if global oversupply intensifies despite the tariff ruling. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Negative Sentiment: Recent intraday weakness reported in coverage and odd/unclear short-interest reporting suggest potential for near-term volatility and noisy price action; monitor volume and updates. First Solar (FSLR) Suffers a Larger Drop Than the General Market: Key Insights

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.