最新ニュース First Solar (NASDAQ:FSLR) 株価情報

FIRST SOLAR INC

First Solar

First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and India.

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今年の株式市場は、インフレーション圧力の緩和、企業の強い利益、およびAI（人工知能）技術の潜在的な利益に対する楽観的な期待を受けて、連邦準備制度が9月に金利を引き下げるとの期待が高まっています。

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水曜日、議会議員が中国の太陽光発電会社に対する調査を求めるという報道が出たことを受け、ファースト・ソーラー、イング、サンパワーコーポレーションなどの太陽光関連株が大幅に急伸しました。

中国の太陽光発電会社などに調査　米国議会

First Solar Inc

Truist Securities analyst Jordan Levy reiterates First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) with a Buy and lowers the price target from $285 to $245.

Price Target

Reiteration

Analyst Ratings

Truist Securities Reiterates Buy on First Solar, Lowers Price Target to $245

First Solar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NYSE">FSLR</a>) short percent of float has risen 8.57% since its last report. The company recently reported that it has 8.18 million shares sold short, which is 10.01% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.61 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>First Solar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743534915_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for First Solar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing First Solar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, First Solar's peer group average for short interest as a percentage of float is 5.32%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into First Solar's Recent Short Interest

This partnership enables the two companies to support the continued reshoring of domestic supply chains for the U.S. solar industry.

Contracts

SHLS

Shoals Technologies Reveals Continued Commitment To Investment In Domestic Manufacturing In Alabama With First Solar

Investors with a lot of money to spend have taken a bearish stance on First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with FSLR, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 53 uncommon options trades for First Solar.
This isn't normal.
The overall sentiment of these big-money traders is split between 30% bullish and 66%, bearish.
Out of all of the special options we uncovered, 39 are puts, for a total amount of $8,613,633, and 14 are calls, for a total amount of $1,258,967.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $95.0 to $290.0 for First Solar over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for First Solar's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of First Solar's whale trades within a strike price range from $95.0 to $290.0 in the last 30 days. 
<h3>First Solar Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742929308_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$32.0</td>
<td>$31.95</td>
<td>$32.0</td>
<td>$130.00</td>
<td>$3.2M</td>
<td>4.2K</td>
<td>2.0K</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$34.05</td>
<td>$32.0</td>
<td>$32.0</td>
<td>$130.00</td>
<td>$1.2M</td>
<td>4.2K</td>
<td>3.0K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$3.9</td>
<td>$3.55</td>
<td>$3.75</td>
<td>$170.00</td>
<td>$375.0K</td>
<td>460</td>
<td>1.0K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$1.19</td>
<td>$1.05</td>
<td>$1.16</td>
<td>$200.00</td>
<td>$336.3K</td>
<td>1.3K</td>
<td>7.1K</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$29.45</td>
<td>$28.1</td>
<td>$28.55</td>
<td>$125.00</td>
<td>$285.5K</td>
<td>160</td>
<td>100</td>
</tr>
</tbody>
</table>

<h3>About First Solar</h3>
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and India.
<h3>Current Position of First Solar</h3>
<ul>
<li>With a volume of 2,136,531, the price of FSLR is up 1.9% at $131.27. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 36 days.</li>
</ul>
<h3>What The Experts Say On First Solar</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $245.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Morgan Stanley persists with their Overweight rating on First Solar, maintaining a target price of $238. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Overweight rating on First Solar with a target price of $236. 
&#x2A; In a cautious move, an analyst from BMO Capital downgraded its rating to Outperform, setting a price target of $230. 
&#x2A; Maintaining their stance, an analyst from Citigroup continues to hold a Neutral rating for First Solar, targeting a price of $236. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on First Solar, which currently sits at a price target of $285. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for First Solar with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

A Closer Look at First Solar's Options Market Dynamics

The latest market downturn has left many investors questioning whether this is a temporary dip or the beginning of <a href="https://www.benzinga.com/markets">a prolonged bear market.</a>
Yet, an eye-opening indicator suggests that opportunities may be more abundant than feared—95% of S&amp;P 500 stocks currently hold a median analyst price target above their latest trading price, signaling significant upside potential across the board.
Notably, two Magnificent Seven stocks—Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)—rank among the top when comparing the gap between Wall Street&#8217;s median price target and current prices, a quite uncommon event for tech giants that traditionally trade at valuation premiums.
<h3 class="wp-block-heading">Is This A Market Bottom Or A Value Trap?</h3>
The S&amp;P 500 officially entered correction territory last week, leaving investors to wonder whether the worst is over or if further downside awaits.
Ed Yardeni, president of Yardeni Research, has been one of the more bullish voices on Wall Street. Last week, he raised his probability of a bearish scenario from 20% to 35%. That forecast includes the possibility of a recession or stagflation—a combination of stagnant growth and inflation.
Yardeni also acknowledged the possibility that a bear market may have begun on Feb. 20, the day after the S&amp;P 500 reached a record high. This shift in sentiment led him to lower his year-end 2025 S&amp;P 500 target from 7,000 to 6,400.
From a technical standpoint, only 41% of S&amp;P 500 stocks are trading above their 200-day moving average, signaling that most have fallen below a key trend support level, potentially confirming a bearish phase.
Yet, long-term market data provides a reason for optimism. 
Jeffrey Buchbinder, chief equity strategist at LPL Financial, points out that market corrections—defined as a decline of 10% or more—occur every 1.1 years on average, dating back to 1928. 
&#8220;Corrections also tend to produce attractive buying opportunities&#8221;
Since 1950, the S&amp;P 500 has experienced an average intra-year drawdown of a negative 13.7%, yet it has still managed to post an average annual gain of 9.5%, with 73% of those years ending in positive territory. 
Even in years when the index experienced an intra-year decline of 10% to 20%, the average annual return was still 8.4%, with 64% of those years finishing higher.
<h3 class="wp-block-heading">Which Stocks Have The Biggest Upside?</h3>
Based on current analyst price targets, several stocks stand out for their potential gains. 
Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) leads the list, with a median price target nearly 95% higher than its last price. First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) follows closely, with a projected upside of 93%.
Notably, Tesla and Nvidia, two of the most closely watched growth stocks, also rank high on the list. Analysts see Tesla's price target at $371.50, representing a 64.9% upside, while Nvidia's median price target sits at $175, implying a 51.6% gain from current levels.
Other stocks with significant upside potential include:
<ul>
<li>Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>) &#8211; 81.4% potential upside</li>
<li>Western Digital Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) &#8211; 80.4% potential upside</li>
<li>United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) &#8211; 80.2% potential upside</li>
<li>Delta Air Lines Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) &#8211; 72.0% potential upside</li>
</ul>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>#</th>
<th>Stock name</th>
<th>Last Price</th>
<th>Price Target &#8211; Median</th>
<th>Target vs. Last Price %</th>
</tr>
</thead>
<tbody>
<tr>
<td>1</td>
<td>Deckers Outdoor Corp.</td>
<td>115.30</td>
<td>225.00</td>
<td>95.14%</td>
</tr>
<tr>
<td>2</td>
<td>First Solar, Inc. </td>
<td>127.34</td>
<td>245.95</td>
<td>93.14%</td>
</tr>
<tr>
<td>3</td>
<td>Caesars Entertainment, Inc. </td>
<td>27.56</td>
<td>50.00</td>
<td>81.42%</td>
</tr>
<tr>
<td>4</td>
<td>Western Digital Corp.</td>
<td>44.34</td>
<td>80.00</td>
<td>80.42%</td>
</tr>
<tr>
<td>5</td>
<td>United Airlines Holdings, Inc. </td>
<td>71.34</td>
<td>128.60</td>
<td>80.26%</td>
</tr>
<tr>
<td>6</td>
<td>Delta Air Lines, Inc. </td>
<td>45.92</td>
<td>79.00</td>
<td>72.04%</td>
</tr>
<tr>
<td>7</td>
<td>Tesla, Inc. </td>
<td>225.31</td>
<td>371.50</td>
<td>64.88%</td>
</tr>
<tr>
<td>8</td>
<td>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>)</td>
<td>19.07</td>
<td>31.00</td>
<td>62.56%</td>
</tr>
<tr>
<td>9</td>
<td>Align Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGN#NASDAQ">ALGN</a>)</td>
<td>164.53</td>
<td>260.00</td>
<td>58.03%</td>
</tr>
<tr>
<td>10</td>
<td>Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)</td>
<td>210.85</td>
<td>331.50</td>
<td>57.22%</td>
</tr>
<tr>
<td>11</td>
<td>MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>)</td>
<td>31.86</td>
<td>50.00</td>
<td>56.94%</td>
</tr>
<tr>
<td>12</td>
<td>Carnival Corp. &amp; plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>)</td>
<td>20.12</td>
<td>31.00</td>
<td>54.08%</td>
</tr>
<tr>
<td>13</td>
<td>Nvidia Corp. </td>
<td>115.43</td>
<td>175.00</td>
<td>51.61%</td>
</tr>
<tr>
<td>14</td>
<td>KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>)</td>
<td>114.02</td>
<td>170.00</td>
<td>49.10%</td>
</tr>
<tr>
<td>15</td>
<td>Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>53.05</td>
<td>79.00</td>
<td>48.92%</td>
</tr>
<tr>
<td>16</td>
<td>Iron Mountain Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRM#NYSE">IRM</a>)</td>
<td>87.62</td>
<td>127.50</td>
<td>45.51%</td>
</tr>
<tr>
<td>17</td>
<td>Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>)</td>
<td>203.38</td>
<td>295.00</td>
<td>45.05%</td>
</tr>
<tr>
<td>18</td>
<td>Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>96.44</td>
<td>139.00</td>
<td>44.13%</td>
</tr>
<tr>
<td>19</td>
<td>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)</td>
<td>37.90</td>
<td>54.50</td>
<td>43.80%</td>
</tr>
<tr>
<td>20</td>
<td>Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>)</td>
<td>447.99</td>
<td>644.00</td>
<td>43.75%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Data: Koyfin</figcaption></figure>
Read now: 
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44379453/equity-exposure-plummets-cash-holdings-jump-as-investors-rethink-us-exceptionalism-bank-of-america-survey">Equity Exposure Plummets, Cash Holdings Jump As Investors Rethink &#8216;US Exceptionalism,&#8217; Bank Of America Survey</a></li>
</ul>
Photo: Shutterstock

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TSLA

Analysts See Upside For 95% Of S&P 500 Stocks: How Nvidia, Tesla Stack Up

Investors with a lot of money to spend have taken a bullish stance on First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with FSLR, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 12 uncommon options trades for First Solar.
This isn't normal.
The overall sentiment of these big-money traders is split between 50% bullish and 41%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $316,750, and 8 are calls, for a total amount of $503,720.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $70.0 and $200.0 for First Solar, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for First Solar options trades today is 851.88 with a total volume of 597.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for First Solar's big money trades within a strike price range of $70.0 to $200.0 over the last 30 days.
<h3>First Solar 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742310145_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$78.15</td>
<td>$76.25</td>
<td>$77.0</td>
<td>$200.00</td>
<td>$130.9K</td>
<td>5.1K</td>
<td align="right">17</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$24.55</td>
<td>$24.5</td>
<td>$24.55</td>
<td>$140.00</td>
<td>$130.1K</td>
<td>87</td>
<td align="right">100</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$54.95</td>
<td>$53.4</td>
<td>$53.93</td>
<td>$170.00</td>
<td>$107.8K</td>
<td>0</td>
<td align="right">20</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$26.25</td>
<td>$23.9</td>
<td>$24.7</td>
<td>$140.00</td>
<td>$93.8K</td>
<td>87</td>
<td align="right">9</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$64.6</td>
<td>$63.8</td>
<td>$63.8</td>
<td>$70.00</td>
<td>$63.8K</td>
<td>9</td>
<td align="right">10</td>
</tr>
</tbody>
</table>

<h3>About First Solar</h3>
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and India.
Following our analysis of the options activities associated with First Solar, we pivot to a closer look at the company's own performance.
<h3>Current Position of First Solar</h3>
<ul>
<li>With a volume of 1,000,788, the price of FSLR is down -5.05% at $126.31. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 43 days.</li>
</ul>
<h3>Expert Opinions on First Solar</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $246.8.
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&#x2A; An analyst from Morgan Stanley persists with their Overweight rating on First Solar, maintaining a target price of $238. 
&#x2A; In a cautious move, an analyst from BMO Capital downgraded its rating to Outperform, setting a price target of $230. 
&#x2A; An analyst from Piper Sandler persists with their Overweight rating on First Solar, maintaining a target price of $230. 
&#x2A; An analyst from Truist Securities has revised its rating downward to Buy, adjusting the price target to $285. 
&#x2A; An analyst from RBC Capital has decided to maintain their Outperform rating on First Solar, which currently sits at a price target of $251. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for First Solar with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

This Is What Whales Are Betting On First Solar

On Wednesday, JP Morgan analyst Mark Strouse shared his insights on the clean energy sector during <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">a recap of fourth-quarter earnings</a>.
The analyst writes that power demand remains strong, particularly in utility-scale projects, with growing backlogs across all companies in this subsector.
While utility-scale challenges like transformer availability and financing have mostly stabilized, project-specific issues are projected to persist in <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color" rel="noreferrer noopener">the near term, adds the analyst</a>.
Strouse says that the U.S. residential solar sector remains weak due to high interest rates, financing challenges, and lower growth projections from major installers.
The analyst expects clarity on potential changes to the Inflation Reduction Act to be a key near-term catalyst, with increasing Republican support in the House of Representatives.
Strouse writes that until policy clarity improves, he will continue to favor companies with strong U.S. manufacturing exposure, diversified markets, and long-term cash flow visibility.
This includes NEXTracker (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>), First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) and HASI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>), adds the analyst.
GEV: Strouse writes that while AI-related headlines may introduce short-term stock volatility, he notes the ongoing rise in gas power prices and customer demand for turbines will provide confidence in the company's future performance.
Additionally, the strong position of GEV's Electrification backlog supports the view that the company can achieve significant earnings growth over the next four years, regardless of hyperscaler capex plans.
GEV is a U.S. Equity Analyst Focus List pick. The analyst kept the price forecast at $436<a href="https://www.benzinga.com/quote/gev/analyst-ratings" target="_blank" rel="noreferrer noopener"> with an Overweight rating</a>.
FSLR: The analyst anticipates the company will see a strong rebound in bookings during FY25, increasing visibility into FY27 and beyond, potentially at higher pricing if new tariffs or FEOC regulations are introduced.
The analyst kept the price forecast at $268, <a target="_blank" href="https://www.benzinga.com/quote/fslr/analyst-ratings" rel="noreferrer noopener">with an Overweight rating</a>.
NXT: Strouse says that the company&#8217;s scale, margin resilience, strong balance sheet, and geographic diversification make it a safe bet for investors in the current market.
The analyst maintained the price forecast of $61 <a target="_blank" href="https://www.benzinga.com/quote/nxt/analyst-ratings" rel="noreferrer noopener">and an Overweight rating</a>.
HASI: The analyst says that his estimates remain largely unchanged and updated the price forecast from $39 to $42 to reflect a ~30bps decline in <a href="https://www.benzinga.com/quote/hasi/analyst-ratings" target="_blank" rel="noreferrer noopener">a risk-free rate since the last update</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/contracts/25/03/44274976/totalenergies-teams-up-with-rwe-for-largest-green-hydrogen-deal-in-germany-set-to-cut-co2-by-300k-tons" target="_blank" rel="noreferrer noopener">TotalEnergies Teams Up With RWE For Largest Green Hydrogen Deal In Germany, Set To Cut CO2 By 300K Tons</a></li>
</ul>
Photo via Shutterstock.

Hannon Armstrong Sustainable Infrastructure Capital

HASI

Clean Energy Stocks Face Policy Risks, But JP Morgan Sees Long-Term Upside In These Names

WIIM

ADTN

AEVA

AIXI

AKAM

ALAB

ALGM

ARQQ

AVPT

BASE

BNZI

CIEN

COHR

CRDO

CSAI

CXAI

DOCN

ERIC

FFIV

FLEX

FRSH

GDYN

GLOB

GWRE

ICHR

LAES

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

MLGO

MVIS

NVMI

NVTS

ONTO

PHUN

PSTG

QTWO

RCAT

RGTI

SDIG

SITM

SOBR

TRMB

TRSG

VUZI

WOLF

XTIA

ZENV

Shares of companies within the broader tech sector are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

Financial giants have made a conspicuous bearish move on First Solar. Our analysis of options history for First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) revealed 24 unusual trades.
Delving into the details, we found 25% of traders were bullish, while 62% showed bearish tendencies. Out of all the trades we spotted, 14 were puts, with a value of $1,110,387, and 10 were calls, valued at $799,694.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $70.0 and $310.0 for First Solar, spanning the last three months.
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of First Solar stands at 334.22, with a total volume reaching 4,739.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in First Solar, situated within the strike price corridor from $70.0 to $310.0, throughout the last 30 days.
<h3>First Solar Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741630540_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$1.54</td>
<td>$0.75</td>
<td>$1.35</td>
<td>$310.00</td>
<td>$364.5K</td>
<td align="right">66</td>
<td>2.7K</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$61.2</td>
<td>$58.8</td>
<td>$61.2</td>
<td>$190.00</td>
<td>$177.4K</td>
<td align="right">199</td>
<td>31</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$112.0</td>
<td>$110.55</td>
<td>$112.0</td>
<td>$240.00</td>
<td>$134.4K</td>
<td align="right">13</td>
<td>14</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$19.4</td>
<td>$19.2</td>
<td>$19.4</td>
<td>$140.00</td>
<td>$95.0K</td>
<td align="right">840</td>
<td>60</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$9.65</td>
<td>$9.15</td>
<td>$9.5</td>
<td>$110.00</td>
<td>$95.0K</td>
<td align="right">21</td>
<td>300</td>
</tr>
</tbody>
</table>

<h3>About First Solar</h3>
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and India.
<h3>Present Market Standing of First Solar</h3>
<ul>
<li>With a volume of 2,046,589, the price of FSLR is down -4.23% at $133.25. </li>
<li>RSI indicators hint that the underlying stock may be approaching oversold.</li>
<li>Next earnings are expected to be released in 51 days.</li>
</ul>
<h3>Professional Analyst Ratings for First Solar</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $261.2.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from UBS persists with their Buy rating on First Solar, maintaining a target price of $285. 
&#x2A; An analyst from BMO Capital has revised its rating downward to Outperform, adjusting the price target to $230. 
&#x2A; An analyst from RBC Capital has decided to maintain their Outperform rating on First Solar, which currently sits at a price target of $251. 
&#x2A; An analyst from Citigroup has decided to maintain their Neutral rating on First Solar, which currently sits at a price target of $236. 
&#x2A; An analyst from Guggenheim has decided to maintain their Buy rating on First Solar, which currently sits at a price target of $304. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest First Solar options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Financial markets have been volatile since President&nbsp;Donald Trump&#8216;s <a href="https://www.benzinga.com/news/24/11/41768178/donald-trump-defeats-kamala-harris-to-win-2024-election">election on Nov. 5, 2024</a>, and subsequent inauguration. Which companies have surged under the new administration and which have struggled?
Best Performers: Six companies in the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) have returned over 30% since Nov. 5, 2024, according to data <a href="https://pro.benzinga.com/dashboard">from Benzinga Pro.</a>
Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) leads the pack, rocketing up 59.91% from $51.13 to $81.76. The Denver, Colorado-based company&#8217;s annualized return is over 184%. The retail investor darling has capitalized on AI trends and CEO Alex Karp&#8217;s support for Elon Musk&#8217;s government efficiency efforts, which he defended as a push to eliminate <a href="https://www.benzinga.com/markets/equities/25/02/43806845/palantir-ceo-alex-karp-backs-elon-musks-government-efficiency-efforts-calls-him-most-important-builder">fraud, waste, and abuse.</a>
According to Benzinga Edge, the company has momentum on its side, scoring a very high 99 out of 100, though it lags on key valuation metrics, indicating the stock could be overvalued.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/pltr"><img loading="lazy" decoding="async" width="1024" height="232" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07132016/Screenshot-2025-03-07-at-1.20.11-PM-1024x232.png" alt="" class="wp-image-814893" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07132016/Screenshot-2025-03-07-at-1.20.11-PM-1024x232.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07132016/Screenshot-2025-03-07-at-1.20.11-PM-300x68.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07132016/Screenshot-2025-03-07-at-1.20.11-PM-768x174.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07132016/Screenshot-2025-03-07-at-1.20.11-PM.png 1340w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
<ul>
<li>Unlock the rest of the BZ Edge Rankings and <a href="https://www.benzinga.com/quote/TPR">see how&nbsp;Tapestry Inc. stacks up</a></li>
</ul>
Five other stocks have returned 30% or more since Trump&#8217;s election victory:
<ul>
<li>Tapestry Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPR#NYSE">TPR</a>), up 49.66% (148.56% annualized).</li>
<li>Warner Bros Discovery Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>), up 35.32% (105.68% annualized).</li>
<li>VeriSign, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), up 33.19% (99.30% annualized).</li>
<li>Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), up 33.32% (99.69% annualized).</li>
<li>Gilead Sciences Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), up 30.48% (91.19% annualized).</li>
</ul>
Worst Performers: Several other S&amp;P 500 companies have fared much worse since Trump prevailed in the November election.
Some poor performers have been impacted by Trump&#8217;s policies. First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), a manufacturer of solar panels, has seen its stock decline amid concerns about Trump&#8217;s support for fossil fuels. The Tempe, Arizona-based company&#8217;s shares have sunk 36.41% since Nov. 5, 2024.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/FSLR"><img loading="lazy" decoding="async" width="1024" height="230" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07133556/Screenshot-2025-03-07-at-1.35.52-PM-1024x230.png" alt="" class="wp-image-814924" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07133556/Screenshot-2025-03-07-at-1.35.52-PM-1024x230.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07133556/Screenshot-2025-03-07-at-1.35.52-PM-300x67.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07133556/Screenshot-2025-03-07-at-1.35.52-PM-768x173.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/07133556/Screenshot-2025-03-07-at-1.35.52-PM.png 1316w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Benzinga Edge indicates the company may be undervalued at depressed valuations but does not fare well with its momentum and growth prospects.
Four other stocks round of the worst performers in the S&amp;P 500 since Trump&#8217;s win:
<ul>
<li>Iron Mountain Inc&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRM#NYSE">IRM</a>) shares declined 34.47%.</li>
<li>ON Semiconductor Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) shares fell 35.71%.</li>
<li>FMC Corp&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) shares tumbled 35.32%.</li>
<li>Celanese Corp&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) shares sunk 39.6%.</li>
</ul>
Also Read:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/03/44194357/markets-breathe-sigh-of-relief-as-february-jobs-data-shows-economy-not-falling-off-a-cliff-economist-says">Markets Breathe &#8216;Sigh Of Relief&#8217; As February Jobs Data Shows Economy &#8216;Not Falling Off A Cliff,&#8217; Economist Says</a></li>
</ul>
Disclaimer: The author owns shares of Warner Bros. Discovery at the time of publication.
Image created using artificial intelligence via Midjourney.

Broad U.S. Equity ETFs

Politics

ETFs

GILD

PLTR

VRSN

Best And Worst Performing S&P 500 Stocks Since Trump's Election Win

CRUS

KOPN

LRCX

OLED

Shares of semiconductor companies are trading higher amid ongoing volatility, possibly related to tariff delays.

Financial giants have made a conspicuous bullish move on First Solar. Our analysis of options history for First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) revealed 10 unusual trades.
Delving into the details, we found 50% of traders were bullish, while 40% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $177,620, and 5 were calls, valued at $197,900.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $90.0 to $175.0 for First Solar over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in First Solar's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to First Solar's substantial trades, within a strike price spectrum from $90.0 to $175.0 over the preceding 30 days.
<h3>First Solar Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741281356_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$6.15</td>
<td>$5.4</td>
<td>$6.15</td>
<td>$165.00</td>
<td>$61.5K</td>
<td>1.0K</td>
<td align="right">100</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$41.35</td>
<td>$40.25</td>
<td>$40.6</td>
<td>$165.00</td>
<td>$40.6K</td>
<td>499</td>
<td align="right">10</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$6.45</td>
<td>$5.75</td>
<td>$6.03</td>
<td>$125.00</td>
<td>$39.1K</td>
<td>88</td>
<td align="right">0</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$37.3</td>
<td>$37.3</td>
<td>$37.3</td>
<td>$160.00</td>
<td>$37.3K</td>
<td>155</td>
<td align="right">10</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$13.9</td>
<td>$13.5</td>
<td>$13.5</td>
<td>$175.00</td>
<td>$36.4K</td>
<td>17</td>
<td align="right">55</td>
</tr>
</tbody>
</table>

<h3>About First Solar</h3>
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and India.
Having examined the options trading patterns of First Solar, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Where Is First Solar Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 702,541, with FSLR's price down by -0.49%, positioned at $130.26.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 55 days.</li>
</ul>
<h3>What The Experts Say On First Solar</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $266.2.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Truist Securities has revised its rating downward to Buy, adjusting the price target to $285. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for First Solar, targeting a price of $236. 
&#x2A; Consistent in their evaluation, an analyst from JP Morgan keeps a Overweight rating on First Solar with a target price of $268. 
&#x2A; Consistent in their evaluation, an analyst from Morgan Stanley keeps a Overweight rating on First Solar with a target price of $238. 
&#x2A; Maintaining their stance, an analyst from Guggenheim continues to hold a Buy rating for First Solar, targeting a price of $304. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest First Solar options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

First Solar Unusual Options Activity For March 06

CAMT

CEVA

COHU

ENPH

HIMX

INDI

SKYT

SYNA

WKEY

Shares of companies in the semiconductor industry are trading lower amid overall market uncertainty after President Trump confirmed Mar 4 tariffs.

Barclays analyst Christine Cho maintains First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) with a Overweight and lowers the price target from $273 to $236.

Barclays Maintains Overweight on First Solar, Lowers Price Target to $236

First Solar shares are trading lower after Guggenheim and Morgan Stanley cut their respective price targets on the stock.

Guggenheim analyst Joseph Osha maintains First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) with a Buy and lowers the price target from $335 to $304.

Guggenheim Maintains Buy on First Solar, Lowers Price Target to $304

Morgan Stanley analyst Andrew Percoco maintains First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) with a Overweight and lowers the price target from $297 to $238.

Morgan Stanley Maintains Overweight on First Solar, Lowers Price Target to $238

UBS analyst Jon Windham maintains First Solar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) with a Buy and lowers the price target from $360 to $285.

UBS Maintains Buy on First Solar, Lowers Price Target to $285

First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) reported mixed fourth-quarter results on Tuesday, but Truist Securities analyst Jordan Levy highlighted the company's topline guidance as the most important<a href="https://www.benzinga.com/news/earnings/25/02/43959732/first-solar-reports-mixed-q4-results-eps-miss-revenues-beat-fy-net-bookings-of-44-gigawatts"> factor in the report. </a>
Expert Ideas: First Solar issued fiscal 2025 net sales guidance of $5.3 billion to $5.8 billion, versus Truist's estimate of $5.55 billion. The guidance was particularly positive in light of prior concerns around project delays, Levy said.&nbsp;
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The company shipped 5.1 GW of panels in the quarter, which was in line with Truist's expectations, and reported a backlog of 68.5 GW through 2030. 
First Solar CEO Mark Widmar addressed both figures in the earnings press release.&nbsp;
"Even as we maintained a highly selective approach to bookings, we expanded manufacturing capacity by commissioning our Alabama facility and progressed construction of our new Louisiana facility, established the infrastructure we anticipate will accelerate innovation with a new R&amp;D center in Ohio, and produced and shipped a historic volume of modules," Widmar added.
The Truist analyst also highlighted two separate press releases from the company. The first announced that First Solar<a href="https://www.benzinga.com/pressreleases/25/02/b43956195/first-solar-initiates-legal-action-against-jinkosolar-for-infringement-of-topcon-technology-patent" target="_blank" rel="noopener"> has initiated</a> legal action against JinkoSolar for alleged infringement of its TOPCon technology patents. <a href="https://www.benzinga.com/pressreleases/25/02/b43956292/talon-pv-enters-topcon-patent-licensing-agreement-with-first-solar" target="_blank" rel="noopener">The other announced </a>a licensing deal with Talon PV, which will utilize First Solar's TOPCon technology at its U.S. manufacturing facility.
Levy maintained First Solar stock with a Buy rating, but lowered the price target from $300 to $285.&nbsp;
Other analysts updated coverage on First Solar following the print, including:&nbsp;
<ul>
<li>Citigroup analyst Vikram Bagri maintained First Solar shares with a Neutral and lowered the price target from $254 to $236.</li>
<li>RBC Capital analyst Christopher Dendrinos maintained an Outperform rating on the stock and lowered the price target from $280 to $251.</li>
<li>JP Morgan analyst Mark Strouse maintained an Overweight rating and lowered the price target from $282 to $268.</li>
<li>BMO Capital analyst Ameet Thakkar reiterated First Solar with an Outperform and lowered the price target from $260 to $230.</li>
</ul>
FLSR Price Action: According to <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, First Solar shares are up 8.4% at $159.95 at the time of publication Wednesday. 
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Image: Shutterstock

Earnings

Tech

First Solar's 2025 Net Sales Guidance Shines, Says Analyst

U.S. stocks were mixed, with the Dow Jones falling over 150 points on Wednesday.
Shares of Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) rose sharply during Tuesday's session after the company reported better-than-expected fourth-quarter <a href="https://in.benzinga.com/news/earnings/25/02/43958373/workday-shares-climb-after-q4-report-heres-why">financial results</a>.
Workday reported quarterly earnings of $1.92 per share which beat the analyst consensus estimate of $1.78. Quarterly revenue clocked in at $2.21 billion which beat the analyst consensus estimate of $2.18 billion and is an increase over revenue of $1.92 billion from the same period last year.
Workday shares jumped 6.3% to $271.06 on Wednesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Porch Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRCH#NASDAQ">PRCH</a>) shares jumped 63% to $6.18 following fourth-quarter results.</li>
<li>Gaotu Techedu Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOTU#NYSE">GOTU</a>) gained 32.1% to $3.3450 after the company reported better-than-expected quarterly financial results.</li>
<li>CommScope Holding Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COMM#NASDAQ">COMM</a>) jumped 22.8% to $6.01 after the company reported better-than-expected quarterly financial results.</li>
<li>ASP Isotopes Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASPI#NASDAQ">ASPI</a>) jumped 22.6% to $5.16 after the company announced the start of its commercial production of enriched Carbon-14 at its first aerodynamic separation process enrichment facility.</li>
<li>ACM Research, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACMR#NASDAQ">ACMR</a>) rose 20.2% to $27.57 after the company reported better-than-expected fourth-quarter financial results.</li>
<li>Madrigal Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDGL#NASDAQ">MDGL</a>) shares surged 19.7% to $370.61 after the company reported better-than-expected quarterly EPS and sales.</li>
<li>ZoomInfo Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZI#NASDAQ">ZI</a>) gained 19.7% to $11.40 after the company reported better-than-expected fourth-quarter financial results and issued first-quarter revenue guidance above estimates.</li>
<li>CEVA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEVA#NASDAQ">CEVA</a>) gained 19.5% to $38.82.</li>
<li>Lantheus Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNTH#NASDAQ">LNTH</a>) rose 18.4% to $94.76 after reporting quarterly adjusted EPS and sales above estimates.</li>
<li>Huron Consulting Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HURN#NASDAQ">HURN</a>) shares gained 18% to $147.96 after the company reported better-than-expected quarterly financial results. Also, multiple firms raised their respective price targets on the stock.</li>
<li>Axon Enterprise, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) rose 17.5% to $583.32 after the company reported better-than-expected fourth-quarter financial results and issued FY24 revenue guidance with its midpoint above estimates.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) gained 16.4% to $53.01 after the company filed its quarterly report.</li>
<li>XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) rose 14.6% to $21.92.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) shares gained 11.7% to $620.86 after the company reported better-than-expected second-quarter financial results.</li>
<li>NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) rose 11.3% to $114.04 after the companies announced a venture with TIC to develop rapid electricity generation capacity to support GenAI demand.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) gained 9.5% to $161.53 following quarterly results.</li>
<li>Anheuser-Busch InBev SA/NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>) rose 8.5% to $59.42 after the company reported better-than-expected quarterly earnings and revenues.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) shares gained 7.3% to $49.31.</li>
</ul>
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Intraday Update

ACMR

ASPI

AXON

COMM

GSX Techedu Inc. American Depositary Shares

GOTU

HOOD

HURN

INTU

LNTH

MDGL

PRCH

WDAY

XPEV

Workday, ACM Research, ZoomInfo Technologies, CEVA, Intuit And Other Big Stocks Moving Higher On Wednesday

Press Releases

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of First Solar, Inc. - FSLR

First Solar Supports Missouri S&T Efforts to Secure Critical Materials Supply Chains

First Solar, Inc. to Announce Fourth Quarter and Full Year 2024 Financial Results and 2025 Financial Guidance on February 25, 2025

First Solar Announces Final Sale Amount of 2024 Section 45X Advanced Manufacturing Production Tax Credits

First Solar Initiates Legal Action Against JinkoSolar for Infringement of TOPCon Technology Patents

Talon PV Enters TOPCon Patent Licensing Agreement with First Solar

First Solar, Inc. Announces Fourth Quarter and Full Year 2024 Financial Results and 2025 Guidance

First Solar Selects Everstream Analytics to Enhance Risk Mitigation and Multi-Tier Supply Chain Visibility

Shoals Technologies Group and First Solar Continue Partnership

First Solar, Inc. to Announce First Quarter 2025 Financial Results on April 29, 2025

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ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

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