177,256 Shares in First Solar, Inc. $FSLR Acquired by SEB Asset Management AB

SEB Asset Management AB bought a new position in shares of First Solar, Inc. (NASDAQ:FSLR) in the 1st quarter, HoldingsChannel.com reports. The fund bought 177,256 shares of the solar cell manufacturer’s stock, valued at approximately $34,965,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FSLR. Pictet Asset Management Holding SA lifted its holdings in shares of First Solar by 29.3% in the 1st quarter. Pictet Asset Management Holding SA now owns 1,138,473 shares of the solar cell manufacturer’s stock worth $224,540,000 after acquiring an additional 258,204 shares during the last quarter. Atlatl Advisers LLC acquired a new stake in First Solar in the 4th quarter valued at approximately $1,697,000. Northwestern Mutual Wealth Management Co. increased its holdings in First Solar by 1,054.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 52,219 shares of the solar cell manufacturer’s stock valued at $13,641,000 after purchasing an additional 47,695 shares during the last quarter. Lee Johnson Capital Management LLC purchased a new stake in First Solar in the fourth quarter valued at approximately $5,304,000. Finally, Genus Capital Management Inc. purchased a new stake in First Solar in the fourth quarter valued at approximately $4,525,000. Hedge funds and other institutional investors own 92.08% of the company’s stock.

First Solar Stock Performance

NASDAQ:FSLR opened at $211.99 on Monday. The firm has a market cap of $22.78 billion, a PE ratio of 13.69, a price-to-earnings-growth ratio of 0.47 and a beta of 1.73. The stock has a fifty day moving average price of $251.23 and a 200 day moving average price of $228.75. First Solar, Inc. has a 12-month low of $171.86 and a 12-month high of $320.95. The company has a current ratio of 2.56, a quick ratio of 2.15 and a debt-to-equity ratio of 0.02.

First Solar (NASDAQ:FSLR) last released its earnings results on Thursday, April 30th. The solar cell manufacturer reported $3.22 EPS for the quarter, topping the consensus estimate of $2.87 by $0.35. First Solar had a return on equity of 18.01% and a net margin of 30.73%.The firm had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $1.03 billion. During the same period in the previous year, the firm posted $1.95 EPS. First Solar’s revenue for the quarter was up 23.6% on a year-over-year basis. Sell-side analysts anticipate that First Solar, Inc. will post 17.54 earnings per share for the current fiscal year.

First Solar News Roundup

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

• Positive Sentiment: Some recent commentary remains constructive, with articles highlighting First Solar’s attractive valuation and brokerage ratings that still lean to a “Moderate Buy,” suggesting the stock may still have longer-term support from analysts and fundamental investors.
• Neutral Sentiment: First Solar announced it will report second-quarter 2026 results on July 30, which gives traders a clear near-term event to watch for guidance, margins, and commentary on tariffs, production utilization, and demand.
• Neutral Sentiment: Several market articles noted the stock had recently been trading around fair-value estimates and reacting to broader solar demand and tariff expectations, indicating mixed sentiment ahead of earnings.
• Negative Sentiment: Multiple law firms announced or reiterated class-action lawsuits and lead-plaintiff deadlines against First Solar over alleged misleading disclosures tied to tariff-related production decisions and facility underutilization, creating a legal overhang that can weigh on the shares. Article title
• Negative Sentiment: Trading commentary also pointed to recent weakness as investors weighed the lawsuit risk, insider selling, and caution ahead of the July 30 earnings release, which can amplify profit-taking in a volatile name like FSLR.

Analyst Ratings Changes

FSLR has been the subject of several research analyst reports. BMO Capital Markets lowered their price target on First Solar from $252.00 to $237.00 and set a “market perform” rating for the company in a research report on Monday, April 20th. Mizuho increased their target price on First Solar from $243.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, June 12th. Evercore raised their target price on First Solar from $212.00 to $219.00 in a report on Monday, May 4th. Sanford C. Bernstein reiterated an “underperform” rating on shares of First Solar in a research note on Friday, June 26th. Finally, Zacks Research raised shares of First Solar from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $256.41.

Insider Buying and Selling at First Solar

In other First Solar news, insider Caroline Stockdale sold 10,628 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $275.60, for a total transaction of $2,929,076.80. Following the completion of the transaction, the insider owned 23,792 shares in the company, valued at $6,557,075.20. The trade was a 30.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Alexander R. Bradley sold 498 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $215.63, for a total transaction of $107,383.74. Following the completion of the sale, the chief financial officer directly 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. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 31,893 shares of company stock valued at $7,893,775. 0.39% of the stock is currently owned by company insiders.

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.