Allianz SE Acquires Shares of 3,964 First Solar, Inc. $FSLR

Allianz SE bought a new position in shares of First Solar, Inc. (NASDAQ:FSLR) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 3,964 shares of the solar cell manufacturer’s stock, valued at approximately $874,000.

Other large investors also recently modified their holdings of the company. Strategic Wealth Investment Group LLC acquired a new stake in First Solar in the 2nd quarter valued at $26,000. Hantz Financial Services Inc. raised its holdings in First Solar by 69.4% during the second quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Total Investment Management Inc. acquired a new position in shares of First Solar during the second quarter valued at about $36,000. NBT Bank N A NY grew its holdings in shares of First Solar by 550.0% during the third quarter. NBT Bank N A NY now owns 221 shares of the solar cell manufacturer’s stock valued at $49,000 after buying an additional 187 shares during the last quarter. Finally, Mather Group LLC. bought a new stake in shares of First Solar during the third quarter worth about $52,000. 92.08% of the stock is currently owned by institutional investors.

First Solar News Summary

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: U.S. tariffs on Indian solar manufacturers reduce potential low-cost competition for U.S. demand, which could benefit domestic suppliers like First Solar. India Tariff Article
• Positive Sentiment: Some analysts and commentators view the post-earnings pullback as a buying opportunity — a “buy the weakness” thesis highlighting long-term project backlog and subsidy support (45X tax credits) for near-term profitability. Seeking Alpha Buy Thesis
• Positive Sentiment: Coverage noting First Solar’s role in clean-energy gains on the Nasdaq could support positive sentiment among sector-focused investors. Kalkine Media
• Neutral Sentiment: Wells Fargo trimmed its price target (to $255) but kept an overweight stance — a mixed signal that reduces upside expectations while retaining conviction. Wells Fargo/PT Cut
• Neutral Sentiment: Goldman Sachs and JPMorgan also lowered price targets (Goldman to $300, JPM to $256) but maintained buy/overweight ratings, signaling confidence in medium-term fundamentals despite near-term revisions. Goldman/JPM PT Changes
• Neutral Sentiment: Market-wide weakness in the S&P 500 and tech dragged sentiment this week, amplifying pressure on cyclical/clean-energy names including FSLR. S&P 500 Weekly
• Neutral Sentiment: Short-interest data reported is effectively negligible/ambiguous (zero shares reported), so short squeezes are unlikely to be a driver at present.
• Negative Sentiment: Management issued weak sales/guidance for 2026 and disappointing Q1 guidance, which triggered a sharp share decline as investors reassess revenue and backlog trajectory. Weak Guidance
• Negative Sentiment: First Solar reported Q4 EPS below consensus despite revenue beat; margin reliance on tax credits (45X) and tapering backlog raise longer-term risk concerns. Earnings Risks
• Negative Sentiment: Wolfe Research downgraded FSLR from “strong-buy” to “hold,” and other outlets note gap-down trading and steep short-term losses — analyst skepticism is pressuring sentiment. Wolfe Research Downgrade
• Negative Sentiment: Pomerantz law firm opened an investor investigation, introducing potential legal/financial risk and adding to short-term uncertainty. Investor Investigation

Analysts Set New Price Targets

A number of brokerages have commented on FSLR. Guggenheim boosted their price objective on First Solar from $289.00 to $312.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Mizuho dropped their price target on shares of First Solar from $326.00 to $271.00 and set an “outperform” rating on the stock in a research report on Wednesday. Royal Bank Of Canada reduced their price objective on shares of First Solar from $258.00 to $236.00 and set an “outperform” rating for the company in a research report on Wednesday. Weiss Ratings restated a “hold (c+)” rating on shares of First Solar in a research note on Monday, December 29th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $205.00 price target on shares of First Solar in a research report on Thursday. Twenty equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $257.91.

First Solar Trading Down 1.4%

Shares of FSLR stock opened at $197.20 on Friday. The company has a 50 day moving average of $241.94 and a 200-day moving average of $236.34. The company has a quick ratio of 1.55, a current ratio of 2.67 and a debt-to-equity ratio of 0.03. First Solar, Inc. has a 12-month low of $116.56 and a 12-month high of $285.99. The firm has a market cap of $21.16 billion, a P/E ratio of 13.88, a PEG ratio of 0.27 and a beta of 1.60.

First Solar (NASDAQ:FSLR) last posted its quarterly earnings data on Tuesday, February 24th. The solar cell manufacturer reported $4.84 EPS for the quarter, missing the consensus estimate of $5.22 by ($0.38). First Solar had a net margin of 29.28% and a return on equity of 17.32%. The firm had revenue of $1.68 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter in the previous year, the company posted $3.65 EPS. First Solar’s revenue for the quarter was up 11.1% on a year-over-year basis. Sell-side analysts anticipate that First Solar, Inc. will post 13.05 earnings per share for the current year.

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.