Edmond DE Rothschild Holding S.A. acquired a new position in First Solar, Inc. (NASDAQ:FSLR – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 3,260 shares of the solar cell manufacturer’s stock, valued at approximately $769,000.
Several other large investors have also recently bought and sold shares of FSLR. Reflection Asset Management acquired a new stake in shares of First Solar in the 4th quarter valued at $26,000. Commonwealth Retirement Investments LLC acquired a new position in shares of First Solar during the fourth quarter valued at $26,000. Larson Financial Group LLC lifted its stake in shares of First Solar by 117.0% during the fourth quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock valued at $27,000 after acquiring an additional 55 shares during the period. Elyxium Wealth LLC bought a new position in First Solar in the fourth quarter valued at about $30,000. Finally, MV Capital Management Inc. acquired a new stake in First Solar in the fourth quarter worth about $30,000. Institutional investors and hedge funds own 92.08% of the company’s stock.
Key First Solar News
Here are the key news stories impacting First Solar this week:
- Positive Sentiment: First Solar could benefit from a wave of solar-industry bankruptcies if weaker competitors exit the market, potentially reducing competition and supporting demand for its domestically produced thin-film modules. First Solar stands to gain as bankruptcy wave hits solar sector
- Positive Sentiment: Some market commentary argues that First Solar may be undervalued, while a 15% tariff on imported polysilicon could support domestic pricing and cash flow. These factors offer potential offsets to the company’s legal and policy risks. First Solar Stock Could Be 30% Undervalued As Tariff News Lifts Sentiment
- Neutral Sentiment: First Solar executive Samantha Sloan sold 127 shares for approximately $28,315 to cover tax withholding on vested equity awards. The small, tax-related transaction is unlikely to represent a meaningful change in management’s view of the business.
- Negative Sentiment: Several law firms are promoting a securities class action against First Solar and certain officers. The lawsuit alleges investors were misled about Series 6 module production underutilization, the costs and challenges of moving operations to South Carolina, and related tariff and production risks during the February 26, 2025–February 24, 2026 class period. The allegations have not been proven, but potential damages, legal costs and reputational harm are weighing on sentiment. Investors have until August 24, 2026, to seek lead-plaintiff status. Pomerantz Announces First Solar Class Action
First Solar Stock Down 3.8%
First Solar (NASDAQ:FSLR – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The solar cell manufacturer reported $3.92 EPS for the quarter, topping the consensus estimate of $2.90 by $1.02. The business had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.06 billion. First Solar had a return on equity of 18.02% and a net margin of 32.47%.The firm’s revenue was down 3.4% compared to the same quarter last year. During the same quarter last year, the business posted $3.18 EPS. Research analysts expect that First Solar, Inc. will post 17.72 earnings per share for the current year.
Insider Buying and Selling
In related news, CTO Markus Gloeckler sold 829 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $248.00, for a total value of $205,592.00. Following the completion of the transaction, the chief technology officer directly owned 6,642 shares in the company, valued at approximately $1,647,216. The trade was a 11.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Samantha L. Sloan sold 127 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $222.95, for a total value of $28,314.65. Following the completion of the transaction, the executive vice president owned 2,018 shares of the company’s stock, valued at $449,913.10. This represents a 5.92% 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. Over the last ninety days, insiders sold 25,709 shares of company stock valued at $6,386,163. 0.39% of the stock is owned by company insiders.
Analysts Set New Price Targets
Several analysts have weighed in on the company. Oppenheimer reissued a “market perform” rating on shares of First Solar in a report on Friday, July 31st. Freedom Capital raised shares of First Solar from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 5th. Susquehanna lifted their price target on shares of First Solar from $250.00 to $270.00 and gave the stock a “positive” rating in a research report on Friday, July 10th. Argus boosted their price target on shares of First Solar from $250.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, May 13th. Finally, The Goldman Sachs Group increased their price objective on shares of First Solar from $300.00 to $310.00 in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, First Solar currently has a consensus rating of “Moderate Buy” and a consensus price target of $264.44.
Check Out Our Latest Report on FSLR
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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