The solar-energy company posted a higher profit in fourth quarter, but issued revenue guidance for this year that missed analyst expectations. ...

First Solar Q4'25 Earnings and 2026 Guidance Call February 24, 2026 | Safe Harbor Statement Cautionary Note Regarding Forward Looking Statements This presentation contains forward-looking statements which are made pursuant to safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation, other than statements of historical fact, are forward-looking statements. These forward-looking statements include, but are not limited to, statements concerning: demand ...

Here's a look at the details from the report   FSLR stock is moving. Watch the price action here.The Details: First Solar reported quarterly earnings of $4.84 per share, which missed the consensus estimate of $5.14.Quarterly sales of $1.68 billion, which beat the Street estimate of $1.56 billion and was up from $1.51 billion in the same period last year. First Solar said the increase was driven by an increase in the volume of modules sold in the fourth quarter.Net sales for the full year 2025 were $5.2 bill ...

(Mark one) Commission file number: 001-33156 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K First Solar, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Delaware 20-4623678 4300 E Camelback Road, Suite 220 Phoenix, Arizona 85018 (Address of principal executive of ices, including zip code) (602) 414-9300 (Registrant's telephone number, including area code) Securit ...

News Release Net sales for the fourth quarter were $1.7 billion, an increase of $0.1 billion from the prior quarter. The increase was primarily driven by an increase in the volume of modules sold in the fourth quarter. Net sales for the full year 2025 were $5.2 billion compared to $4.2 billion in the prior year, driven by a 24% increase in third‑party module volume. The Company reported fourth quarter net income per diluted share of $4.84 and full year net income per diluted share of $14.21. First Solar, In ...

The average price target for First Solar, Inc. (NASDAQ:FSLR) has increased from $264.24 to $294.5, reflecting analysts' growing confidence.First Solar boasts a net income margin of 27.7% and a compound annual growth rate (CAGR) of 44.2% over the past five years in EPS growth.The company has a substantial contracted backlog valued at $16.4 billion, extending through 2030, highlighting its strong market position.First Solar, Inc. (NASDAQ:FSLR) is a leading company in the photovoltaic solar energy sector, know ...

Group 1 - First Solar, Inc. is set to release its fourth-quarter earnings results on February 24, with expected earnings of $5.17 per share, an increase from $3.65 per share in the same period last year [1] - The consensus estimate for First Solar's quarterly revenue is $1.57 billion, compared to $1.51 billion a year earlier [1] - In the third quarter, First Solar reported sales of $1.6 billion, exceeding the consensus of $1.56 billion, while the EPS of $4.24 fell short of the consensus estimate of $4.30 [2] Group 2 - First Solar shares experienced a slight gain of 0.1%, closing at $242.15 on Monday [2] - Analysts have been providing ratings on First Solar, which can be accessed on the Analyst Stock Ratings page [2]

Needham将第一太阳能的目标价从286美元上调至303美元，维持"买入"评级。(格隆汇) ...

Core Insights - The U.S. power grid is experiencing a significant transformation, with solar energy leading the way, as developers are expected to add 86 gigawatts of new utility-scale generating capacity by 2026, with only 7% coming from natural gas [1][2] - First Solar's stock has more than doubled since last April, while Enphase's stock has increased by 78% since November, indicating strong market performance for solar-related companies [1][4] Industry Trends - Utility-scale solar will represent 51% of the new capacity additions, with batteries contributing 28% and wind 14%, highlighting the growing dominance of solar in the energy mix [2] - The shift towards solar and battery projects is driven by the need for speed and cost-effectiveness, as traditional energy sources like gas turbines and nuclear plants face delays [3][4] Demand Drivers - The rising electricity demand, fueled by the expansion of data centers and AI infrastructure, is pushing utilities to adopt renewables more rapidly than traditional energy sources [4][5] - The phaseout of federal tax credits has prompted a rush among developers to initiate projects, aiming to secure incentives before they expire, thus accelerating the deployment of renewable energy [5][6] Market Outlook - The increasing dominance of renewables in new capacity additions, coupled with rising electricity demand, suggests a structural tailwind for solar and energy storage stocks in the coming years [6]

Core Insights - First Solar, Inc. (FSLR) operates a photovoltaic (PV) module recycling program as part of its sustainability-focused business model, providing global end-of-life recycling services for its thin-film cadmium telluride modules [1][3] Recycling Program - The company has established recycling facilities at its manufacturing sites in the United States, India, Malaysia, Vietnam, and Germany, having recycled approximately 400,000 metric tons of PV modules since launching the industry's first global recycling program in 2005 [2][8] - First Solar's recycling process is designed to recover semiconductor materials, glass, and metals at high recovery rates, aiming to reduce raw material dependence and manage environmental risks [3][8] Market Position and Strategy - As global solar installations expand, end-of-life management is increasingly important, positioning recycling as a long-term support function within the solar value chain, which helps strengthen customer ties and meet regulatory requirements [4] - The company's recycling investments and sustainability policies enhance PV lifecycle management and align with circular economy initiatives in key solar markets [5] Industry Comparisons - Other solar companies, such as Canadian Solar Inc. and JinkoSolar Holding Co. Ltd., are also advancing sustainability initiatives, including module recycling programs, to align with evolving regulatory standards [6] Financial Performance - The Zacks Consensus Estimate for FSLR's earnings per share indicates a year-over-year increase of 58.82% for 2026, with a long-term earnings growth rate of 33.5% [7] - FSLR is currently trading at a forward 12-month price-to-earnings ratio of 10.05X, which is below the industry average of 18.51X, indicating a potential investment opportunity [10] Stock Performance - Over the past year, FSLR shares have risen by 58.2%, outperforming the industry's growth of 49.3% [12]