FSLR
First Solar, Inc.
September 24, 2026 · intraday
- Rarity
- 1.92
- Peak move
- −10.93%
- Float cap
- $19.5B
First Solar, Inc. is a U.S.-headquartered photovoltaic solar technology and manufacturing company. It manufactures thin film CdTe solar modules for global electricity generation, with facilities in the United States, Malaysia, Vietnam, and India. Its modules are marketed as a high-performance, responsibly produced alternative to conventional crystalline silicon solar modules.
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What we found
8 events · 0 from SEC or newswire · 1 timed with the move- Timed with the move
analyst_ratingBaird cut its price target on First Solar to $290 from $318 while maintaining an Outperform rating, in a report dated September 22, 2026.
- Key event
export_controlThe Commerce Department's Bureau of Industry and Security issued a Temporary Final Rule effective Sept 22 through Dec 3, 2026, restricting stockpiling of polysilicon and its derivatives ahead of Section 232 measures effective Dec 4, capping new importers and banning entries by importers exceeding historic volumes.
- Key event
patent_eventBYD America filed a declaratory judgment action against First Solar in the U.S. District Court for the Northern District of California (case 3:26-cv-10776), seeking a ruling that its N-type TOPCon modules do not infringe First Solar's US 9,130,074 patent and that the patent is invalid and unenforceable.
peer_disclosureHanwha Qcells and the Solar Energy Manufacturers For America Coalition, whose members include First Solar, applauded U.S. Commerce Department and Customs and Border Protection efforts to deter stockpiling of imported solar panels ahead of Section 232 measures.
analyst_ratingMorgan Stanley maintained a Buy/Overweight rating on First Solar with a $323 price target on September 23, 2026.
- Key event
operating_metricsUS cumulative solar module production passed 100 GW in Q2 2026, with Terawatt PV Research putting cumulative US PV manufacturing capex at about $21 billion, of which First Solar accounted for roughly one-quarter and about 39% of all modules ever made in the US.
analyst_ratingGLJ Research lowered its price target on First Solar to $250 from $314.43 while keeping a Buy rating, citing that at about 9x earnings the downside is largely priced in, in a note dated September 22, 2026.
analyst_ratingRoth Capital analyst Philip Shen called the Bureau of Industry and Security's Temporary Final Rule on polysilicon stockpiling positive for First Solar, T1 Energy and Toyo, keeping Buy ratings on all three.