First Solar Inc. ($FSLR) Stock Forecast: Down 5.7% Today

What is First Solar Inc.?

First Solar, Inc. ($FSLR) is a leading solar energy company that designs and manufactures solar panels and systems for commercial and residential applications. The company has a market capitalization of $27.38 billion and has been performing well in the renewable energy sector.

Why is First Solar Inc. going down?

FSLR stock is down 5.7% on Jun 18, 2026 13:51

• A significant investment in First Solar by Irenic Capital Management LP during the fourth quarter suggests confidence in the company's growth prospects and financial performance, reflecting positive earnings results.
• Conversely, CastleKnight Management LP and Castle Hook Partners LP reducing their stakes in First Solar, alongside insider selling, may have led to market concerns and downward pressure on the stock.
• Favorable comparisons between First Solar and Qualcomm in terms of revenue growth and valuation may have initially boosted investor sentiment, but were not sufficient to counteract the selling activity by institutional investors and insiders.
• While GuruFocus views First Solar as undervalued with strong investment potential, recent insider selling has raised concerns among investors, possibly contributing to the stock's decline.

FSLR Price Chart

FSLR Technical Analysis

FSLR News

Irenic Capital Management LP Invests $1.83 Million in First Solar, Inc. $FSLR

Irenic Capital Management LP has acquired a new position in First Solar, Inc. (NASDAQ:FSLR), purchasing 7,000 shares valued at approximately $1.83 million during the fourth quarter. This move is part of broader institutional investor activity, with several other large firms also adjusting their stakes in the solar cell manufacturer. First Solar's stock has shown strong performance with a market capitalization of $27.38 billion, and recent earnings surpassed analyst expectations.

https://www.marketbeat.com/instant-alerts/filing-irenic-capital-management-lp-invests-183-million-in-first-solar-inc-fslr-2026-06-18/

CastleKnight Management LP Sells 8,300 Shares of First Solar, Inc. $FSLR

CastleKnight Management LP reduced its stake in First Solar, Inc. by 20.1% during the fourth quarter, selling 8,300 shares and holding 33,000 shares valued at $8.62 million. Other institutional investors also adjusted their positions, while corporate insiders sold a significant number of shares totaling over $8 million in the last three months. The company beat analyst earnings estimates for the recent quarter and has a "Moderate Buy" consensus rating from analysts.

https://www.marketbeat.com/instant-alerts/filing-castleknight-management-lp-sells-8300-shares-of-first-solar-inc-fslr-2026-06-18/

Between First Solar and Qualcomm, Which Stock Looks Set to Break Out?

This article compares First Solar (FSLR) and Qualcomm (QCOM) stocks, suggesting FSLR as a better investment due to superior revenue growth, profitability, and a relatively lower valuation. It details financial metrics, historical market performance, and risk factors for both companies, recommending FSLR despite potential volatility.

https://www.trefis.com/stock/qcom/articles/603555/between-first-solar-and-qualcomm-which-stock-looks-set-to-break-out/2026-06-18

Castle Hook Partners LP Lowers Holdings in First Solar, Inc. $FSLR

Castle Hook Partners LP significantly reduced its stake in First Solar, Inc. by 34.6% in the fourth quarter, selling 235,044 shares and now holding 443,731 shares valued at over $115 million. Other institutional investors have also adjusted their positions in FSLR, which currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $249.78. Recent insider transactions include sales by Caroline Stockdale and Markus Gloeckler totaling over $8 million in the last 90 days.

https://www.marketbeat.com/instant-alerts/filing-castle-hook-partners-lp-lowers-holdings-in-first-solar-inc-fslr-2026-06-18/

A Look at First Solar Inc (FSLR) After 3.6% Decline -- GF Value $266.48 vs Price $254.80

First Solar Inc (FSLR) shares declined by 3.6% to $254.80. Despite the drop, GuruFocus assesses FSLR as undervalued with a GF Value™ of $266.48 and a strong GF Score™ of 91/100, indicating a potential investment opportunity. However, recent insider selling of $16.7 million warrants caution for potential investors.

https://www.gurufocus.com/news/8921579/a-look-at-first-solar-inc-fslr-after-36-decline-gf-value-26648-vs-price-25480

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First Solar Inc. Price History

12.05.2026 - FSLR Stock was up 6.1%

• FSLR stock surged by 8.8% following robust financial performance, including $5.2 billion in net sales and a 24% rise in module sales, driven by considerable U.S. government incentives.
• The company's competitive edge lies in its vertically integrated U.S. supply chain and plans to achieve 17.7 GW of annual production capacity by 2027 through the establishment of new American facilities.
• The upward movement was part of a broader sector-wide rally, indicating a shift of institutional capital towards the solar industry, supported by increased trading volume and the potential for sustained momentum warranting further observation.

17.05.2026 - FSLR Stock was down 5.1%

• First Solar (FSLR) faced a notable bearish movement in the market today, despite its previous strong performance. This included surpassing earnings expectations and a considerable rise in institutional interest.
• The downturn in FSLR's stock price could be linked to profit-taking by investors following a period of substantial stock growth, with a 19.2% increase over the past month.
• Market analysts potentially downgrading the company or adjusting price targets, despite its robust earnings and revenue growth, may have influenced the negative market sentiment observed today.
• The overall volatility in the renewable energy industry, highlighted by the earnings forecast for Fuelcell Energy Inc (FCEL) and market discussions around T1 Energy Inc's solar initiatives, likely played a role in the bearish movement of FSLR's stock price.

17.05.2026 - FSLR Stock was down 5.1%

• A notable investment firm, Summit Partners Public Asset Management LLC, has significantly increased its ownership in First Solar, Inc., hinting at growing institutional interest in the company. However, there have been adjustments in price targets and some downgrades by analysts, showcasing a mix of sentiments in the market.
• The stock rating for First Solar was lowered by Bernstein, citing worries about the company's heavy dependence on government tax incentives for profitability. Concerns over susceptibility to policy changes, specifically the phasing out of tax credits, have led to investor hesitancy.
• Despite recent positive financial performance in terms of earnings and revenue, there is an air of caution surrounding First Solar's future outlook. Insider selling activities and the possibility of policy changes pose risks that are being closely watched by investors.
• The conflicting recommendations from analysts and the company's reliance on policy-based tax credits likely played a part in the decline of First Solar's stock price today. The market is keeping a close eye on regulatory developments and the company's agility in navigating changing market conditions.

05.05.2026 - FSLR Stock was down 11.7%

• First Solar had a bearish trading day despite announcing robust quarterly results with an EPS of $3.22 and revenue of $1.04 billion, surpassing analyst forecasts. The unexpected downturn may be linked to:
• A notable decrease in stake by Intech Investment Management LLC, selling 5,680 shares of First Solar in Q4 and ending with 7,285 shares valued at $1.9 million. This substantial reduction in institutional ownership might have unsettled other investors, prompting a sell-off.
• Discussions comparing the performance of various clean energy ETFs, with a preference for the iShares Global Clean Energy ETF (ICLN) over the Invesco Solar ETF (TAN). These comparisons could have influenced investor sentiment towards broader clean energy investments rather than focusing solely on solar energy.
• The pending $2.5 billion acquisition of Leggett & Platt by Somnigroup International potentially causing industry uncertainty, leading investors to reassess their positions in solar energy firms like First Solar amid potential market changes.

10.05.2026 - FSLR Stock was down 5.8%

• A large investment company's reduction in its stake in First Solar may have signaled concerns among investors, contributing to the bearish market movement.
• The afternoon market reversal, combined with geopolitical uncertainty from recent events, likely added to the negative sentiment surrounding solar energy stocks like First Solar.
• Despite the stock's decline, the company's strong quarterly results and positive outlook, as well as its outperformance compared to competitors, suggest that the bearish movement may be a temporary market reaction rather than a reflection of the company's fundamentals.
• Analysts' renewed interest in First Solar and the company's strategic positioning in the US clean energy sector indicate long-term growth potential, despite the short-term market fluctuations.

10.05.2026 - FSLR Stock was down 5.0%

• Institutional selling of First Solar shares likely contributed to the bearish trend, indicating reduced confidence in the company's future performance.
• The comparison between clean energy ETFs and the focus on solar power in various funds may have influenced investor sentiment towards individual solar energy stocks like First Solar.
• Geopolitical events, escalating uncertainty, and concerns over industrial demand could have added to the negative market sentiment, impacting First Solar's stock price.
• Despite First Solar's strong quarterly results and positive outlook, external factors such as global economic pressures and CEO confidence issues in the industry may have overshadowed the company's performance, leading to the bearish movement in its stock price.

11.05.2026 - FSLR Stock was up 7.1%

• FSLR saw a rise in its stock price today following robust earnings results, including a 24% increase in module sales and a reaffirmation of its commitment to U.S. manufacturing.
• UBS raised the stock price target for FSLR to $330, reflecting positive market sentiment driven by expectations of favorable outcomes from an upcoming solar tariff decision.
• Recent news of TOYO securing significant U.S. solar supply contracts underscores the growth potential in the solar industry, particularly benefiting companies like FSLR that prioritize sourcing from sources other than China.
• Despite some institutional investors reducing their holdings in FSLR, the overall market sentiment remains optimistic, with the company outperforming the S&P 500 and maintaining a "Moderate Buy" consensus rating among analysts.

11.05.2026 - FSLR Stock was up 5.8%

• FSLR witnessed a significant bullish movement today due to various factors:
• An increase in FSLR's price target to $330 by UBS, attributing it to the positive effects of the expected Section 232 solar tariff decision on U.S. solar module prices and order flow.
• TOYO securing $185.6 million in U.S. solar supply agreements, which further enhanced market sentiment towards solar energy firms like FSLR.
• Despite CenterBook Partners LP reducing its stake in FSLR, Deutsche Bank AG raised its holding by 5.5% in the fourth quarter, indicating confidence in the company's future prospects.
• FSLR's robust quarterly performance, surpassing revenue and EPS expectations, has fueled its bullish momentum, despite some instances of insider selling in recent months.

18.05.2026 - FSLR Stock was down 5.7%

• A significant investment in First Solar by Irenic Capital Management LP during the fourth quarter suggests confidence in the company's growth prospects and financial performance, reflecting positive earnings results.
• Conversely, CastleKnight Management LP and Castle Hook Partners LP reducing their stakes in First Solar, alongside insider selling, may have led to market concerns and downward pressure on the stock.
• Favorable comparisons between First Solar and Qualcomm in terms of revenue growth and valuation may have initially boosted investor sentiment, but were not sufficient to counteract the selling activity by institutional investors and insiders.
• While GuruFocus views First Solar as undervalued with strong investment potential, recent insider selling has raised concerns among investors, possibly contributing to the stock's decline.

09.05.2026 - FSLR Stock was down 5.6%

• Despite a strong bearish movement in First Solar's stock today, the company reported strong quarterly earnings, beating analyst expectations.
• Capital Research Global Investors reduced its stake in First Solar by 7.4% in the fourth quarter, leading to some selling pressure on the stock.
• The market rebounded today, recovering from previous losses, with specific focus on key stocks like General Motors, Citigroup, and XPO.
• The news of Toyo Solar's significant expansion in its U.S. manufacturing facility might have created some competitive pressure on First Solar, impacting its stock price negatively.

09.05.2026 - FSLR Stock was down 11.3%

• First Solar (FSLR) experienced a bearish movement today, possibly influenced by:
• Capital Research Global Investors reducing their stake in the company by 7.4% in the fourth quarter, signaling a lack of confidence in the stock.
• Despite strong quarterly earnings beating analyst expectations, insider selling by the CEO and CFO to cover tax obligations may have raised concerns among investors.
• The overall market rebounding today could have shifted investor focus away from specific stocks like FSLR.
• The news of a competitor's significant expansion in the U.S. solar manufacturing sector might have created competition concerns for First Solar, impacting its stock performance negatively.

09.05.2026 - FSLR Stock was down 6.5%

• The bearish movement in First Solar's stock price today may be linked to institutional selling by Capital Research Global Investors, potentially impacting investor sentiment negatively.
• Notwithstanding the institutional selling, First Solar's strong quarterly earnings, which exceeded analyst expectations, could have provided some level of support to the stock.
• The announcement of Toyo Solar's substantial expansion in the U.S. solar manufacturing sector, potentially leading to the creation of 750 jobs, might have influenced market perception towards First Solar, redirecting attention to the growing competitor.
• In summary, the amalgamation of institutional selling, favorable earnings report, and competition from Toyo Solar's expansion could have played a role in the downward movement of First Solar's stock price today.