Performance Wealth Partners LLC Makes New Investment in First Solar, Inc. $FSLR

Performance Wealth Partners LLC acquired a new position in First Solar, Inc. (NASDAQ:FSLR) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 12,853 shares of the solar cell manufacturer’s stock, valued at approximately $3,033,000.

A number of other large investors also recently made changes to their positions in FSLR. Woodline Partners LP lifted its position in shares of First Solar by 40.7% during 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 grew its holdings in shares of First Solar by 50.9% in the second quarter. EverSource Wealth Advisors LLC now owns 516 shares of the solar cell manufacturer’s stock valued at $85,000 after acquiring an additional 174 shares in the last quarter. Brown Advisory Inc. grew its holdings in shares of First Solar by 84.3% in the second quarter. Brown Advisory Inc. now owns 4,529 shares of the solar cell manufacturer’s stock valued at $750,000 after acquiring an additional 2,072 shares in the last quarter. Cerity Partners LLC purchased a new stake in shares of First Solar during the second quarter valued at approximately $494,000. Finally, AXA S.A. increased its position in shares of First Solar by 6.3% during the second quarter. AXA S.A. now owns 18,862 shares of the solar cell manufacturer’s stock valued at $3,122,000 after acquiring an additional 1,115 shares during the last quarter. 92.08% of the stock is owned by institutional investors.

Key Stories Impacting First Solar

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

• Positive Sentiment: First Solar’s latest results remain a fundamental support: the company reported quarterly earnings of $3.92 per share versus the $2.90 analyst consensus, reaffirmed its 2026 outlook and cited a contracted sales backlog of 45.1 gigawatts through 2030. Revenue was approximately $1.06 billion. First Solar Slides as Investors Weigh Tariff Uncertainty and Recent Policy Risks
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter: 488 investors added FSLR shares, while 610 reduced their holdings. Several large funds, including Capital World Investors, D. E. Shaw and JPMorgan, reported sizable additions, partly offset by reductions from other managers.
• Negative Sentiment: Multiple law firms publicized an existing securities class-action lawsuit and the August 24 lead-plaintiff deadline. The suit reportedly concerns alleged misrepresentations about tariffs, guidance and production-facility utilization; the allegations have not been proven, but the repeated notices increase reputational and litigation overhang. FSLR Class Action Notice
• Negative Sentiment: Investors remain concerned about U.S. solar trade policy. A new 15% duty on polysilicon derivatives and a minimum import-price framework could benefit domestic manufacturers over time, but may also disrupt demand, pricing and customer purchasing decisions. First Solar’s own 2026 outlook continues to include a net tariff-related impact. Tariff Uncertainty and Recent Policy Risks
• Negative Sentiment: Put-option volume rose about 77% above its typical level, signaling increased demand for downside protection or bearish speculation. In addition, reported insider activity showed sales but no open-market purchases over the past six months, another factor that may weigh on confidence.

First Solar Stock Performance

Shares of NASDAQ FSLR opened at $217.85 on Tuesday. The stock has a fifty day moving average of $232.45 and a 200-day moving average of $224.63. First Solar, Inc. has a fifty-two week low of $182.99 and a fifty-two week high of $320.95. The stock has a market cap of $23.41 billion, a PE ratio of 13.43, a price-to-earnings-growth ratio of 0.49 and a beta of 1.76.

First Solar (NASDAQ:FSLR) last released its quarterly earnings results on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share for the quarter, topping the consensus estimate of $2.90 by $1.02. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The firm had revenue of $1.06 billion for the quarter, compared to analysts’ expectations of $1.06 billion. During the same quarter in the prior year, the firm posted $3.18 earnings per share. The business’s quarterly revenue was down 3.4% on a year-over-year basis. On average, sell-side analysts predict that First Solar, Inc. will post 17.75 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Mark R. Widmar sold 4,815 shares of First Solar stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $247.43, for a total transaction of $1,191,375.45. Following the completion of the sale, the chief executive officer directly owned 89,033 shares of the company’s stock, valued at approximately $22,029,435.19. The trade was a 5.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael Koralewski sold 7,000 shares of First Solar stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $221.51, for a total value of $1,550,570.00. Following the sale, the insider directly owned 7,642 shares of the company’s stock, valued at approximately $1,692,779.42. This trade represents a 47.81% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 30,979 shares of company stock worth $7,694,724. 0.39% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have weighed in on FSLR. Weiss Ratings raised First Solar from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, June 25th. Argus raised their target price on First Solar from $250.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Citigroup lifted their target price on First Solar from $294.00 to $297.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. The Goldman Sachs Group increased their price target on shares of First Solar from $300.00 to $310.00 in a research report on Friday, May 1st. Finally, Jefferies Financial Group set a $196.00 price objective on shares of First Solar in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, First Solar currently has a consensus rating of “Moderate Buy” and an average price target of $261.75.

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.