Swiss Life Asset Management Ltd grew its holdings in First Solar, Inc. (NASDAQ:FSLR – Free Report) by 14.4% during the third quarter, Holdings Channel.com reports. The firm owned 22,893 shares of the solar cell manufacturer’s stock after acquiring an additional 2,873 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in First Solar were worth $5,049,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in the business. Strategic Wealth Investment Group LLC acquired a new position in First Solar during the second quarter worth $26,000. Total Investment Management Inc. acquired a new stake in First Solar in the 2nd quarter valued at $36,000. Pinpoint Asset Management Singapore Pte. Ltd. bought a new stake in First Solar during the 3rd quarter worth about $44,000. CYBER HORNET ETFs LLC bought a new stake in First Solar during the 2nd quarter worth about $47,000. Finally, NBT Bank N A NY boosted its stake in shares of First Solar by 550.0% during the 3rd quarter. NBT Bank N A NY now owns 221 shares of the solar cell manufacturer’s stock worth $49,000 after buying an additional 187 shares during the last quarter. Institutional investors own 92.08% of the company’s stock.
Analysts Set New Price Targets
FSLR has been the subject of several analyst reports. Morgan Stanley decreased their price objective on First Solar from $275.00 to $230.00 and set an “overweight” rating for the company in a report on Monday, March 2nd. Mizuho reduced their price target on First Solar from $326.00 to $271.00 and set an “outperform” rating for the company in a research report on Wednesday, February 25th. Wolfe Research downgraded First Solar from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 26th. Deutsche Bank Aktiengesellschaft lowered First Solar from a “buy” rating to a “hold” rating and lowered their price target for the stock from $300.00 to $245.00 in a research report on Wednesday, February 25th. Finally, UBS Group dropped their price objective on First Solar from $330.00 to $300.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Twenty analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $248.17.
Key First Solar News
Here are the key news stories impacting First Solar this week:
- Positive Sentiment: Company is expanding U.S. manufacturing with a new module finishing line in South Carolina (late‑2026) to reduce tariff exposure, improve logistics and boost U.S. sourcing; institutional investors highlight differentiated thin‑film tech and policy support as valuation positives. First Solar Expansion And Institutional Support Shape Valuation And Risk Profile
- Neutral Sentiment: Retail/investor interest is elevated — FSLR has been one of the most‑searched names recently, which can amplify moves in either direction. Investors Heavily Search First Solar, Inc. (FSLR): Here is What You Need to Know
- Neutral Sentiment: Market commentary noted a modest session decline recently, reflecting short‑term volatility as investors digest new signals on 2026 outlook and analyst reactions. First Solar (FSLR) Stock Moves -1.30%: What You Should Know
- Negative Sentiment: Management signaled 2026 net sales could come in below earlier expectations due to U.S. policy uncertainty and permitting delays — this guidance risk is the primary near‑term driver weighing on the stock. Did Policy Uncertainty and 2026 Sales Signals Just Shift First Solar’s (FSLR) Investment Narrative?
- Negative Sentiment: Analyst actions have turned cautious: GLJ Research cut FSLR from Buy to Hold, and Zacks downgraded the stock to Strong Sell, increasing selling pressure. GLJ Research Lowers First Solar, Inc. (FSLR) from Buy to Hold
- Negative Sentiment: Guggenheim lowered its price target, signaling reduced near‑term upside expectations from some sell‑side analysts. Guggenheim Lowers First Solar (NASDAQ:FSLR) Price Target to $269.00
- Negative Sentiment: Pomerantz LLP announced an investor investigation into First Solar, introducing potential legal and reputational risk that can pressure the shares until resolved. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of First Solar, Inc. – FSLR
- Negative Sentiment: Reported insider selling (14,106 shares) is a small additional headwind for sentiment even if not material to company fundamentals. Alexander Bradley Sells 14,106 Shares of First Solar (NASDAQ:FSLR) Stock
Insider Buying and Selling
In related news, insider Kuntal Kumar Verma sold 180 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $199.53, for a total value of $35,915.40. Following the sale, the insider owned 9,436 shares in the company, valued at approximately $1,882,765.08. This represents a 1.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Mark R. Widmar sold 1,937 shares of the firm’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $200.80, for a total value of $388,949.60. Following the sale, the chief executive officer directly owned 102,798 shares of the company’s stock, valued at $20,641,838.40. This represents a 1.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 75,989 shares of company stock valued at $14,921,902. Insiders own 0.48% of the company’s stock.
First Solar Stock Down 3.4%
Shares of FSLR stock opened at $192.82 on Friday. First Solar, Inc. has a 52-week low of $116.56 and a 52-week high of $285.99. The stock has a market cap of $20.69 billion, a price-to-earnings ratio of 13.57, a PEG ratio of 0.34 and a beta of 1.65. The firm’s 50-day moving average is $221.71 and its 200-day moving average is $236.25. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.35 and a current ratio of 2.67.
First Solar (NASDAQ:FSLR – Get Free Report) last posted its quarterly earnings results 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). The business had revenue of $1.68 billion for the quarter, compared to the consensus estimate of $1.59 billion. First Solar had a return on equity of 17.32% and a net margin of 29.28%.The company’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.65 EPS. Sell-side analysts predict that First Solar, Inc. will post 13.05 EPS for the current year.
First Solar Company 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.
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