First Solar (NASDAQ:FSLR) Price Target Lowered to $271.00 at Mizuho

First Solar (NASDAQ:FSLR) had its price target reduced by analysts at Mizuho from $326.00 to $271.00 in a note issued to investors on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the solar cell manufacturer’s stock. Mizuho’s target price suggests a potential upside of 26.72% from the stock’s previous close.

Several other analysts also recently issued reports on FSLR. Seaport Research Partners increased their price target on First Solar from $217.00 to $305.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Wolfe Research increased their target price on First Solar from $232.00 to $247.00 in a research note on Friday, October 31st. The Goldman Sachs Group reiterated a “buy” rating and set a $316.00 target price on shares of First Solar in a report on Friday, October 31st. Glj Research upped their price target on First Solar from $214.06 to $314.43 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Finally, Evercore increased their price objective on shares of First Solar from $240.90 to $241.00 in a research report on Friday, October 31st. Twenty-two research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $266.23.

First Solar Trading Down 12.1%

FSLR traded down $29.36 on Wednesday, reaching $213.85. 6,113,108 shares of the company’s stock were exchanged, compared to its average volume of 2,578,917. First Solar has a twelve month low of $116.56 and a twelve month high of $285.99. The company’s 50 day moving average is $245.45 and its 200-day moving average is $236.31. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.55 and a current ratio of 1.91. The company has a market cap of $22.95 billion, a price-to-earnings ratio of 16.44, a PEG ratio of 0.31 and a beta of 1.60.

First Solar (NASDAQ:FSLR) last announced its quarterly earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 earnings per share 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 business had revenue of $1.68 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same period last year, the firm earned $3.65 earnings per share. The company’s quarterly revenue was up 11.1% on a year-over-year basis. Equities analysts predict that First Solar will post 13.05 earnings per share for the current year.

Institutional Trading of First Solar

A number of hedge funds have recently made changes to their positions in FSLR. Aventura Private Wealth LLC bought a new position in First Solar during the 4th quarter valued at $25,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of First Solar in the 4th quarter valued at about $26,000. Strategic Wealth Investment Group LLC bought a new position in shares of First Solar during the second quarter worth about $26,000. Larson Financial Group LLC grew its stake in First Solar by 117.0% in the fourth quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock worth $27,000 after purchasing an additional 55 shares in the last quarter. Finally, Hantz Financial Services Inc. increased its holdings in First Solar by 69.4% in the second quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer’s stock valued at $30,000 after buying an additional 75 shares during the last quarter. Institutional investors and hedge funds own 92.08% of the company’s stock.

Key Stories Impacting First Solar

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

• Positive Sentiment: Q4 revenue beat and record 2025 sales/profit — First Solar reported Q4 revenue of $1.68B (above Street) and stronger 2025 net sales, showing demand and company scale that support longer‑term growth. First Solar Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Strategic IP and onshoring moves — the company announced a patent licensing deal with Oxford PV and plans to onshore finishing capacity (South Carolina), which reduce long‑term technology and supply‑chain risk. First Solar, Oxford PV Enter into Patent Licensing Agreement
• Neutral Sentiment: Analyst reactions are mixed but not uniformly negative — several firms trimmed price targets (RBC, TD Cowen, Susquehanna) while others (Needham) maintained Buy ratings; that leaves analysts split on near‑term versus long‑term posture. RBC Lowers PT to $236, Maintains Outperform
• Negative Sentiment: Q4 EPS missed expectations — GAAP EPS of $4.84 missed the consensus of $5.22, which hurt near‑term investor confidence despite the revenue beat. First Solar’s Q4 Earnings Lag Estimates, Revenues Surpass (Zacks)
• Negative Sentiment: 2026 revenue guidance well below Street — management guided FY2026 net sales to roughly $4.9B–$5.2B versus ~ $6.2B consensus, driving the biggest immediate sell pressure. First Solar plunges after downbeat net sales forecast (Reuters)
• Negative Sentiment: Tariff and policy uncertainty — management cited tariff impacts and U.S. trade‑policy headwinds; the Commerce Department also set preliminary duties on panels from India, Indonesia and Laos, increasing near‑term cost and demand uncertainty. US sets preliminary duties on solar imports (Yahoo/Reuters)
• Negative Sentiment: Market analysis and flow data show heightened selling pressure and insider/portfolio rotations — coverage notes large insider sell activity and institutional position changes in recent quarters, which can amplify downside in weak guidance environments. QuiverQuant: First Solar sinks as 2026 revenue outlook disappoints

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.