Caroline Stockdale Sells 262 Shares of First Solar (NASDAQ:FSLR) Stock

First Solar, Inc. (NASDAQ:FSLR) insider Caroline Stockdale sold 262 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $215.63, for a total value of $56,495.06. Following the transaction, the insider owned 34,420 shares in the company, valued at $7,421,984.60. This trade represents a 0.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Caroline Stockdale also recently made the following trade(s):

• On Monday, March 16th, Caroline Stockdale sold 335 shares of First Solar stock. The stock was sold at an average price of $200.80, for a total value of $67,268.00.
• On Monday, March 9th, Caroline Stockdale sold 1,041 shares of First Solar stock. The stock was sold at an average price of $190.36, for a total value of $198,164.76.
• On Tuesday, March 3rd, Caroline Stockdale sold 1,650 shares of First Solar stock. The stock was sold at an average price of $195.93, for a total value of $323,284.50.

First Solar Stock Performance

First Solar stock opened at $218.00 on Thursday. The stock’s 50-day moving average is $197.53 and its 200-day moving average is $231.53. The company has a market cap of $23.42 billion, a price-to-earnings ratio of 14.08, a price-to-earnings-growth ratio of 0.49 and a beta of 1.57. The company has a debt-to-equity ratio of 0.02, a current ratio of 2.56 and a quick ratio of 2.15. First Solar, Inc. has a 12 month low of $125.80 and a 12 month high of $285.99.

First Solar (NASDAQ:FSLR) last posted its earnings results on Thursday, April 30th. The solar cell manufacturer reported $3.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.87 by $0.35. First Solar had a return on equity of 18.01% and a net margin of 30.73%.The business had revenue of $1.04 billion during the quarter, compared to analyst estimates of $1.03 billion. During the same quarter last year, the firm earned $1.95 earnings per share. The company’s revenue for the quarter was up 23.6% compared to the same quarter last year. Equities analysts anticipate that First Solar, Inc. will post 17.58 earnings per share for the current year.

Institutional Trading of First Solar

Several hedge funds have recently added to or reduced their stakes in FSLR. Woodline Partners LP raised its stake in shares of First Solar by 40.7% in the 1st quarter. Woodline Partners LP now owns 9,044 shares of the solar cell manufacturer’s stock worth $1,143,000 after buying an additional 2,615 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of First Solar by 50.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 516 shares of the solar cell manufacturer’s stock worth $85,000 after buying an additional 174 shares in the last quarter. Brown Advisory Inc. raised its stake in shares of First Solar by 84.3% in the 2nd quarter. Brown Advisory Inc. now owns 4,529 shares of the solar cell manufacturer’s stock worth $750,000 after buying an additional 2,072 shares in the last quarter. Cerity Partners LLC bought a new stake in shares of First Solar in the 2nd quarter worth $494,000. Finally, AXA S.A. raised its stake in shares of First Solar by 6.3% in the 2nd quarter. AXA S.A. now owns 18,862 shares of the solar cell manufacturer’s stock worth $3,122,000 after buying an additional 1,115 shares in the last quarter. Institutional investors own 92.08% of the company’s stock.

Key Headlines Impacting First Solar

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

• Positive Sentiment: Q1 beat — First Solar reported stronger‑than‑expected results (EPS $3.22 vs. ~$2.87 est.; revenue +23.6% Y/Y to ~$1.04B) with robust margins, which supports earnings and valuation models. Read More.
• Positive Sentiment: Broker upgrade highlights policy upside — a recent Freedom Broker upgrade cited Section 232 (trade/policy tailwinds) as a potential catalyst for upside in FSLR. Read More.
• Neutral Sentiment: Analyst price‑target moves are modest — HSBC raised its PT to $231 (hold), reflecting the Q1 print and policy dynamics but not a broad re‑rating. Read More.
• Neutral Sentiment: Insider sales disclosed on May 5 — CEO and several senior officers sold modest blocks of stock at ~the recent market level to cover tax withholding on vested awards; filings indicate routine, tax‑related sales rather than conviction selling, but markets can interpret clustered insider sales as a mild negative. Read More. and Read More.
• Neutral Sentiment: Sector/peer context — SolarEdge (SEDG) reported improving revenue but continued losses, underscoring mixed fundamentals across solar OEMs; useful for relative positioning but not a direct FSLR catalyst. Read More.
• Negative Sentiment: Regulatory and demand uncertainty flagged by analysts — several commentary pieces warn that pending policy decisions (Section 232/201 and other trade measures) and order cadence could create short‑term demand risk and pressure near‑term multiples. Read More.
• Negative Sentiment: Bearish analysis highlights downside scenarios — some analysts caution that module ASPs, order timing and policy finalization could expose FSLR to downside even after the earnings beat. Read More.

Wall Street Analyst Weigh In

Several brokerages have recently commented on FSLR. Glj Research lowered First Solar from a “buy” rating to a “hold” rating and decreased their target price for the stock from $314.43 to $207.82 in a research report on Wednesday, March 4th. Barclays decreased their target price on First Solar from $228.00 to $213.00 and set an “overweight” rating for the company in a research report on Monday, April 20th. Wall Street Zen lowered First Solar from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Zacks Research upgraded First Solar from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Finally, Argus decreased their target price on First Solar from $300.00 to $250.00 and set a “buy” rating for the company in a research report on Tuesday, March 3rd. Eighteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $246.10.

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.