First Solar, Inc., a solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile, and internationally. The company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules. It designs, manufactures, and sells cadmium telluride solar modules that converts sunlight into electricity. The company's residual business operations include project development activities, operations and maintenance services, and the sale of PV solar power systems to third-party customers. It serves developers and operators of systems, utilities, independent power producers, commercial and industrial companies, and other system owners. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar, Inc. was founded in 1999 and is headquartered in Tempe, Arizona.

First Solar looks like a rare case of strong profitability with a very moderate debt burden, but the market is already paying a noticeable revenue premium for it. A P/E ratio of 14.99 is significantly below the industry median, which supports the idea of undervaluation on earnings; however, a P/S ratio of 4.61 is 61.8% above the industry benchmark and limits the re-rating potential. P/B of 2.35 and P/FCF of 14.95 also look rather moderate, while the low debt/equity ratio of 0.02 and the high quick/current ratio confirm a very comfortable balance sheet. At the same time, ROE of 18.02%, ROA of 12.58%, and ROI of 17.49% are above the median and continue to improve over the years, which indicates efficient use of capital. Net profit margin of 30.74% and operating margin of 31.76% remain exceptionally strong and are also rising, supporting the view of the business as highly efficient. Gross margin of 41.74% looks weaker; it is below the industry median and has declined slightly versus previous periods, so part of the quality premium may already be exhausted. Revenue, EBITDA, operating profit, and net income have generally increased compared with earlier periods, while cash on hand and equity have grown noticeably, reducing financial risk. Long-term debt remains low and is even declining, so the company’s balance sheet looks resilient and does not require a significant downward risk adjustment. The absence of dividends makes the story less attractive for income investors, but for a growth/value approach this is not critical. Overall, the fundamentals support the current high valuation more than they justify an aggressive target increase, because strong profitability is already partly reflected in the price. For an investor, this means the stock has solid downside protection thanks to its balance sheet and margins, but upside potential should be assessed cautiously due to the elevated revenue multiple and moderately weak gross margin.

First Solar, Inc.

Средний индекс, значительно упал. Быки в растерянности.

Medium index, significantly down. The bulls are confused.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Сильный индекс, без изменений. Рынок на стороне медведей.

Strong index, flat. The market is on the bears' side.

Средний индекс, незначительно вырос. Отток средств из лонгов на высоком уровне.

Medium index, slightly up. Outflow of funds from longs at a high level.

Средний индекс, незначительно упал. Приток средств в шорты на высоком уровне.

Medium index, slightly down. Inflow of funds into shorts at a high level.

Strong profitability, low debt, and a solid balance sheet support FSLR’s valuation, but a high P/S and gross margin weaker than the industry limit upside.

Enphase Energy, Inc. ENPH reported second-quarter 2026 adjusted earnings of 46 cents per share, which came in line with the Zacks Consensus Estimate. However, the bottom line declined 33.3% from 69 cents in the prior-year quarter.
Including one-time adjustments, the company posted GAAP earnings of 27 cents per share, down from 28 cents recorded in the year-ago quarter.
ENPH’s Revenues
Enphase Energy’s second-quarter revenues of $291.9 million missed the Zacks Consensus Estimate of $295 million by 1%. The top line also decreased 19.6% from the prior-year quarter’s reported figure of $363.2 million.
The year-over-year plunge was mainly due to weaker sales in the United States.
Enphase Energy, Inc. Price, Consensus and EPS Surprise
Enphase Energy’s Operational Update
The company’s adjusted gross margin decreased 180 basis points year over year to 46.8%.
Adjusted operating expenses rose 2.6% year over year to $79.8 million.
The adjusted operating income totaled $56.7 million, down 42.5% from the year-ago quarter.
Enphase Energy’s Shipments Gain Momentum
ENPH’s shipments amounted to approximately 1.59 million microinverters and 113.8 megawatt-hours (MWh) of Enphase IQ Batteries.
More than 25,000 installers worldwide were certified to install IQ Batteries at quarter-end, up from more than 24,000 in the preceding quarter.
Financial Details of ENPH
Enphase Energy had $529.3 million in cash and cash equivalents as of June 30, 2026 compared with $474.3 million as of Dec. 31, 2025.
The net cash flow from operating activities was $143.2 million during the first six months of 2026 compared with $75 million in the prior-year period.
Q3 2026 Guidance by Enphase Energy
For the third quarter of 2026, ENPH expects revenues in the range of $290-$320 million. The Zacks Consensus Estimate for third-quarter revenues is pegged at $315.9 million, which is at the higher end of the company’s guided range.
Enphase Energy expects to ship IQ batteries in the range of 130-150 MWh in the third quarter.
Adjusted operating expenses are expected between $76 million and $80 million. This excludes approximately $44 million estimated for stock-based compensation expenses, acquisition-related costs and amortization, as well as restructuring and asset impairment charges.
The adjusted gross margin is anticipated in the range of 44-47%, excluding stock-based compensation expenses and acquisition-related amortization.
ENPH’s Zacks Rank
Enphase Energy currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Solar Releases
First Solar, Inc. FSLR is scheduled to report second-quarter 2026 results on July 30, after market close. The Zacks Consensus Estimate for FSLR’s earnings is pegged at $2.74 per share, which suggests a year-over-year decline of 13.8%.
The consensus estimate for sales stands at $1.06 billion, which indicates a fall of 3.3%.
SolarEdge Technologies SEDG is slated to report second-quarter 2026 results on Aug. 5, before market open. The Zacks Consensus Estimate for SEDG’s earnings is pegged at 4 cents per share, which calls for a year-over-year surge of 104.9%.
The consensus estimate for sales is pegged at $341.7 million, which indicates an improvement of 18%.
Sunrun Inc. RUN is slated to report second-quarter 2026 results on Aug. 5, after market close. The Zacks Consensus Estimate for RUN’s earnings is pegged at 8 cents per share, which suggests a year-over-year decline of 92.5%.
The consensus estimate for sales is pegged at $722.9 million, which calls for a jump of 27%.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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Enphase Energy Q2 Earnings Match Estimates, Revenues Decline Y/Y

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in First Solar Inc (Symbol: FSLR), where a total volume of 10,698 contracts has been traded thus far today, a contract volume which is representative of approximately 1.1 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 60.2% of FSLR's average daily trading volume over the past month, of 1.8 million shares. Especially high volume was seen for the $340 strike call option expiring June 17, 2027, with 1,979 contracts trading so far today, representing approximately 197,900 underlying shares of FSLR. Below is a chart showing FSLR's trailing twelve month trading history, with the $340 strike highlighted in orange:
Uber Technologies Inc (Symbol: UBER) saw options trading volume of 108,986 contracts, representing approximately 10.9 million underlying shares or approximately 56.8% of UBER's average daily trading volume over the past month, of 19.2 million shares. Particularly high volume was seen for the $55 strike put option expiring August 28, 2026, with 13,047 contracts trading so far today, representing approximately 1.3 million underlying shares of UBER. Below is a chart showing UBER's trailing twelve month trading history, with the $55 strike highlighted in orange:
And GE Vernova Inc (Symbol: GEV) saw options trading volume of 15,944 contracts, representing approximately 1.6 million underlying shares or approximately 54.5% of GEV's average daily trading volume over the past month, of 2.9 million shares. Particularly high volume was seen for the $765 strike put option expiring September 04, 2026, with 1,065 contracts trading so far today, representing approximately 106,500 underlying shares of GEV. Below is a chart showing GEV's trailing twelve month trading history, with the $765 strike highlighted in orange:
For the various different available expirations for FSLR options, UBER options, or GEV options, visit StockOptionsChannel.com.
Further FSLR Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Monday Option Activity: FSLR, UBER, GEV

First Solar (FSLR) closed at $205.92 in the latest trading session, marking a -1.41% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 1.21%. Elsewhere, the Dow lost 0.97%, while the tech-heavy Nasdaq lost 2.15%.
Shares of the largest U.S. solar company witnessed a loss of 15.9% over the previous month, trailing the performance of the Oils-Energy sector with its gain of 5.23%, and the S&P 500's gain of 0.42%.
The investment community will be closely monitoring the performance of First Solar in its forthcoming earnings report. The company is scheduled to release its earnings on July 30, 2026. It is anticipated that the company will report an EPS of $2.74, marking a 13.84% fall compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $1.06 billion, showing a 3.31% drop compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.54 per share and a revenue of $5.1 billion, indicating changes of +23.43% and -2.21%, respectively, from the former year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for First Solar. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.39% lower. First Solar currently has a Zacks Rank of #3 (Hold).
Investors should also note First Solar's current valuation metrics, including its Forward P/E ratio of 11.91. Its industry sports an average Forward P/E of 18.87, so one might conclude that First Solar is trading at a discount comparatively.
Investors should also note that FSLR has a PEG ratio of 0.46 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. By the end of yesterday's trading, the Solar industry had an average PEG ratio of 0.89.
The Solar industry is part of the Oils-Energy sector. With its current Zacks Industry Rank of 52, this industry ranks in the top 22% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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Here's Why First Solar (FSLR) Fell More Than Broader Market

T1 Energy TE and First Solar FSLR provide investors with exposure to the growing U.S. solar industry. T1 Energy is an emerging clean energy manufacturer that is in the early stages of building its solar business, while First Solar is the largest and most established solar manufacturer in the United States. Both companies stand to benefit as governments continue to promote domestic clean energy production and supply-chain localization.
The comparison is particularly relevant today because both companies are positioned to benefit from the same long-term industry tailwinds. The U.S. government's emphasis on strengthening domestic solar manufacturing, reducing dependence on imported panels, and expanding renewable energy capacity has created a favorable environment for American solar manufacturers. Companies that can successfully scale domestic production while maintaining competitive costs are likely to benefit from increasing demand over the coming years.
Let us compare the stocks' fundamentals to determine which one is a better investment option at present.
Factors Acting in Favor of TE Stock
T1 Energy already operates one of the world's largest and most advanced solar module manufacturing facilities while building a 2.1 gigawatt (GW) solar cell plant that will significantly expand its domestic production capacity. Management has indicated that customer demand for the combined output of these facilities already exceeds planned production for 2027 and 2028, suggesting strong market demand, high expected utilization, and improved revenue visibility. Beyond solar manufacturing, the company is expanding into battery energy storage systems (BESS) and energy infrastructure solutions for high-growth markets, such as hyperscale data centers. This diversification broadens its revenue opportunities and positions it to capitalize on multiple long-term energy transition trends.
In June 2026, T1 Energy entered into a definitive agreement to acquire KORE Power, Inc., an established engineering-focused BESS and software solutions provider supporting industrial hyperscaler development. Through this acquisition, the company is expected to gain an established engineering platform with decades of experience in designing, deploying and operating utility-scale battery storage systems, along with deep relationships with utilities, government agencies, developers and industrial customers.
Factors Acting in Favor of FSLR Stock
First Solar has been investing heftily in the production ramp-up of its modules to expand its manufacturing capacity. The company manufactured 4.3 GW in the first quarter of 2026 and sold 3.8 GW of solar modules. With a strong global footprint, First Solar enjoys a solid presence in the United States, India, Malaysia and Vietnam. The company’s new 3.7 GW capacity module finishing line in the United States is expected to commence operations in the fourth quarter of 2026. These vigorous manufacturing capacity expansions will help boost its revenues.
The growth prospects of FSLR remain solid in the United States, thanks to favorable solar demand growth in the nation. The company commenced operations at its fourth and fifth manufacturing facilities in the United States and completed the expansion of its manufacturing footprint at its existing facilities in Ohio. FSLR has added 1.9 GW of gross booking since the previousearnings calland its total booking backlog is 47.9 GW extending through 2030, which indicates a strong demand for its products.
How Do Zacks Estimates Compare for TE & FSLR?
The Zacks Consensus Estimate for T1 Energy’s 2026 earnings per share (EPS) indicates growth of 85.28% year over year.
The Zacks Consensus Estimate for First Solar’s 2026 EPS implies growth of 23.43%.
Valuation for TE & FSLR
T1 Energy’s shares trade at a forward 12-month price/sales (P/S F12M) of 1.56X compared with First Solar’s P/S F12M of 3.91X.
Image Source: Zacks Investment Research
TE & FSLR Stock’s Liquidity
Current ratio for TE and FSLR is 1.26 and 2.56, respectively. A ratio of more than one suggests a healthy liquidity position, in which the business can meet its immediate financial obligations without selling long-term assets.
TE & FSLR Stock’s Price Performance
In the past three months, shares of T1 Energy and First Solar have risen 18.3% and 10.1%, respectively, compared with the industry’s 4.7% growth.
Image Source: Zacks Investment Research
TE & FSLR: Which Is a Better Choice Now?
Expanding manufacturing capacity, strong customer demand, and diversification into battery storage and energy infrastructure position T1 Energy for sustained long-term growth. Ongoing manufacturing expansion, a strong order backlog, and favorable solar demand trends position First Solar for continued revenue growth.
Our choice at the moment is T1 Energy, given its better earnings growth, price performance, and more attractive valuation than First Solar. Both TE and FSLR carry a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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T1 Energy vs. First Solar: Which Solar Stock Has More Upside?

T1 Energy Inc TE is positioning itself to benefit from one of the most significant structural trends shaping the energy sector — the rapid growth of artificial intelligence. As hyperscale AI data centers require enormous amounts of electricity to power advanced computing infrastructure, utilities are expected to add substantial new generation capacity over the coming years.
Training and operating advanced AI models require massive computing power, and hyperscale data centers are expanding rapidly to support this demand. T1 Energy expects U.S. electricity consumption to grow at its fastest pace in decades, with AI infrastructure emerging as one of the largest new sources of demand. Because utility-scale solar can be deployed relatively quickly and remains one of the lowest-cost sources of new electricity generation, it is expected to play an increasingly important role in meeting these growing energy needs.
T1 Energy is preparing for this opportunity by expanding its U.S. manufacturing platform. The company's 5 gigawatt (GW) G1_Dallas facility is already producing solar modules, while construction of its G2_Austin solar cell manufacturing facility remains on schedule. The first 2.1 GW phase is expected to begin production during the fourth quarter of 2026, supplying domestically manufactured solar cells to G1_Dallas and creating a vertically integrated U.S. manufacturing platform.
Vertical integration also strengthens T1 Energy's competitive position by reducing reliance on imported components, improving quality control and increasing supply-chain resilience. As utilities and developers increasingly prioritize domestically manufactured products for large-scale renewable energy projects, the company's integrated manufacturing strategy could become an important competitive advantage.
Solar Companies Benefiting From AI-Driven Electricity Demand
Along with TE, some other solar companies are also expected to benefit from the rapid expansion of AI infrastructure.
First Solar FSLR continues expanding its U.S. manufacturing footprint to meet growing demand for utility-scale solar projects. As electricity consumption rises from AI data centers and broader electrification trends, FSLR is well positioned to supply large-scale solar modules to developers and utilities.
Nextpower NXT is benefiting from the rapid deployment of utility-scale solar projects through its intelligent solar tracking systems. NXT’s technology helps maximize energy generation and improve project economics, positioning the company to benefit from the same long-term industry trends.
TE’s Earnings Estimates
The Zacks Consensus Estimate for 2026 and 2027 earnings per share (EPS) indicates an increase of 85.28% and 75.86%, respectively, year over year.
Image Source: Zacks Investment Research
TE Stock Trading at a Discount
T1 Energy is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 1.73X compared with the industry average of 2.17X.
Image Source: Zacks Investment Research
TE Stock Price Performance
In the past three months, the company’s shares have risen 32.2% compared with the industry’s 7% growth.
Image Source: Zacks Investment Research
TE’s Zacks Rank
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can the AI Data Center Boom Become a Major Growth Driver for T1 Energy?

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores?
The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value Score
For value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth Score
Growth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum Score
Momentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM Score
If you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank
A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: First Solar (FSLR)
Headquartered in Tempe, AZ, First Solar, Inc. is the world’s largest thin-film PV solar module manufacturer and the largest PV solar module manufacturer in the Western Hemisphere. The company is a leading global provider of comprehensive photovoltaic (PV) solar energy solutions and specializes in designing, manufacturing, and selling solar electric power modules using a proprietary thin-film semiconductor technology. The company sells its products to project developers, system integrators and renewable energy project operators primarily in Europe and Germany in particular. First Solar also engages in designing and deploying commercial solar projects for utilities. The company also develops and sells PV solar power systems that primarily use the modules it manufactures. Additionally, it provides operations and maintenance (“O&M”) services to system owners.
FSLR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. FSLR has a Growth Style Score of A, forecasting year-over-year earnings growth of 23.9% for the current fiscal year.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.09 to $17.61 per share. FSLR boasts an average earnings surprise of +5.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FSLR should be on investors' short list.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Why First Solar (FSLR) is a Top Growth Stock for the Long-Term

First Solar (FSLR) ended the recent trading session at $224.30, demonstrating a -1.5% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.28%. Elsewhere, the Dow saw a downswing of 1.09%, while the tech-heavy Nasdaq appreciated by 0.2%.
The stock of largest U.S. solar company has fallen by 13.15% in the past month, lagging the Oils-Energy sector's loss of 4.3% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of First Solar in its upcoming earnings disclosure. The company is predicted to post an EPS of $2.85, indicating a 10.38% decline compared to the equivalent quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.06 billion, down 3.31% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $17.61 per share and revenue of $5.1 billion, which would represent changes of +23.93% and -2.21%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for First Solar. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. First Solar currently has a Zacks Rank of #3 (Hold).
Investors should also note First Solar's current valuation metrics, including its Forward P/E ratio of 12.93. For comparison, its industry has an average Forward P/E of 20.25, which means First Solar is trading at a discount to the group.
It's also important to note that FSLR currently trades at a PEG ratio of 0.5. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Solar was holding an average PEG ratio of 0.93 at yesterday's closing price.
The Solar industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 88, positioning it in the top 36% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in CloudFlare Inc (Symbol: NET), where a total of 27,592 contracts have traded so far, representing approximately 2.8 million underlying shares. That amounts to about 80.7% of NET's average daily trading volume over the past month of 3.4 million shares. Particularly high volume was seen for the $270 strike call option expiring July 17, 2026, with 2,424 contracts trading so far today, representing approximately 242,400 underlying shares of NET. Below is a chart showing NET's trailing twelve month trading history, with the $270 strike highlighted in orange:
Fluor Corp. (Symbol: FLR) options are showing a volume of 21,727 contracts thus far today. That number of contracts represents approximately 2.2 million underlying shares, working out to a sizeable 78.2% of FLR's average daily trading volume over the past month, of 2.8 million shares. Especially high volume was seen for the $55 strike call option expiring August 21, 2026, with 10,336 contracts trading so far today, representing approximately 1.0 million underlying shares of FLR. Below is a chart showing FLR's trailing twelve month trading history, with the $55 strike highlighted in orange:
And First Solar Inc (Symbol: FSLR) saw options trading volume of 15,825 contracts, representing approximately 1.6 million underlying shares or approximately 73% of FSLR's average daily trading volume over the past month, of 2.2 million shares. Especially high volume was seen for the $230 strike put option expiring July 10, 2026, with 3,125 contracts trading so far today, representing approximately 312,500 underlying shares of FSLR. Below is a chart showing FSLR's trailing twelve month trading history, with the $230 strike highlighted in orange:
For the various different available expirations for NET options, FLR options, or FSLR options, visit StockOptionsChannel.com.
Further NET Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: NET, FLR, FSLR

Investors interested in Solar stocks are likely familiar with First Solar (FSLR) and Shoals Technologies Group (SHLS). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Right now, First Solar is sporting a Zacks Rank of #2 (Buy), while Shoals Technologies Group has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that FSLR has an improving earnings outlook. However, value investors will care about much more than just this.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
FSLR currently has a forward P/E ratio of 12.75, while SHLS has a forward P/E of 24.88. We also note that FSLR has a PEG ratio of 0.50. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. SHLS currently has a PEG ratio of 1.04.
Another notable valuation metric for FSLR is its P/B ratio of 2.44. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, SHLS has a P/B of 2.77.
These are just a few of the metrics contributing to FSLR's Value grade of B and SHLS's Value grade of D.
FSLR has seen stronger estimate revision activity and sports more attractive valuation metrics than SHLS, so it seems like value investors will conclude that FSLR is the superior option right now.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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FSLR or SHLS: Which Is the Better Value Stock Right Now?

In the latest trading session, First Solar (FSLR) closed at $223.97, marking a -3.49% move from the previous day. Elsewhere, the Dow saw an upswing of 1.14%, while the tech-heavy Nasdaq depreciated by 0.8%.
Shares of the largest U.S. solar company witnessed a loss of 27.08% over the previous month, trailing the performance of the Oils-Energy sector with its loss of 7.07%, and the S&P 500's loss of 1.43%.
The investment community will be closely monitoring the performance of First Solar in its forthcoming earnings report. The company is expected to report EPS of $2.85, down 10.38% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $1.06 billion, down 3.31% from the prior-year quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.61 per share and a revenue of $5.1 billion, indicating changes of +23.93% and -2.21%, respectively, from the former year.
Investors should also note any recent changes to analyst estimates for First Solar. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. At present, First Solar boasts a Zacks Rank of #3 (Hold).
Looking at its valuation, First Solar is holding a Forward P/E ratio of 13.18. For comparison, its industry has an average Forward P/E of 22.06, which means First Solar is trading at a discount to the group.
It is also worth noting that FSLR currently has a PEG ratio of 0.51. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Solar industry stood at 0.97 at the close of the market yesterday.
The Solar industry is part of the Oils-Energy sector. This industry currently has a Zacks Industry Rank of 88, which puts it in the top 36% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
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