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 financially strong, but the market is already pricing in a noticeably more optimistic scenario than what current valuation multiples and revenue trends suggest. The company trades at a low P/E and P/B relative to the industry, as well as a lower P/FCF, which usually supports the valuation and points to a solid fundamental cushion. At the same time, its P/S is above the industry median, so on a revenue basis the stock does not look cheap, especially considering that revenue growth has been uneven year to year and there have been pullbacks after strong quarters. Profitability is very strong: net, operating, and gross margins are high, and ROE, ROA, and ROI are significantly above industry benchmarks, confirming a high-quality operating model. It is also positive that margins and returns on capital have generally improved over the years, meaning the business quality is not deteriorating. The balance sheet also looks stable: leverage is almost nonexistent, current and quick ratios are comfortable, and equity is growing. A large cash position and moderate long-term debt reduce financial risk and support resilience in a cyclical industry. The weaker point is gross margin, which is below the industry median, although the absolute level remains acceptable. There are no dividends, so investors do not receive additional return in the form of cash yield, and the entire bet rests on business re-rating. Overall, the fundamentals are more good than weak, but not flawless enough to justify aggressive upside from current levels. For an investor, this means fair value should be somewhat more cautious than the current near-term benchmark, since part of the company’s strengths is already reflected in the price. At the same time, the strong balance sheet and high profitability do not allow for a deep negative revaluation.

First Solar, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, значительно упал. Медведи в растерянности.

Strong index, significantly down. The bears are confused.

Слабый индекс, значительно вырос. Рынок на стороне быков.

Weak index, significantly up. The market is on the bulls' side.

Слабый индекс, значительно упал. Рынок не поддерживает медведей.

Weak index, significantly down. The market does not support the bears.

Средний индекс, значительно упал. Отток средств из лонгов увеличился и находится на высоком уровне.

Medium index, significantly down. The outflow of funds from longs has increased and is at a high level.

Средний индекс, значительно вырос. Приток средств в шорты резко увеличился и находится на высоком уровне.

Medium index, significantly up. The inflow of funds into shorts has increased sharply and is at a high level.

Strong profitability and near-zero debt support FSLR’s valuation, but a high P/S and uneven revenue call for a moderately more cautious target.

Fintel reports that on September 28, 2026, Keybanc upgraded their outlook for First Solar (NASDAQGS:FSLR) (BMV:FSLR) from Underweight to Sector Weight.
First Solar, Inc., based in the United States, is a prominent player in the renewable energy sector, specifically focused on manufacturing solar power systems and providing comprehensive photovoltaic (PV) solutions. As a global leader in the PV industry, the company is renowned for pioneering thin-film technology, with its advanced Series 6 and Series 7 modules designed for high efficiency and low environmental impact. Key projects include large-scale solar installations worldwide, with significant presence in both established and emerging markets. First Solar is committed to innovative solar energy solutions aimed at reducing the cost of solar electricity and enhancing sustainability, positioning itself strongly within the renewable energy landscape.
Prior to this rating action, the stock closed at $177.71 on September 25, 2026. This latest close represents a one-week price change of -9.31% from a baseline close of $195.96 on September 18, 2026, and a one-month price change of -14.08% from a baseline close of $206.82 on August 25, 2026.
Separately, the current consensus target mean for the stock was $276.35 as of September 15, 2026, with a median target of $274.44. This mean target implies a change of +55.51% from the stock's valuation. The prior consensus target mean was $277.12 on August 28, 2026, representing a consensus target revision percent of -0.28%.
First Solar last reported earnings on July 30, 2026. The company posted an actual EPS of 3.92, compared to the EPS estimate of 2.8925, which represents an EPS surprise of +35.52%. Actual revenue for the quarter was $1,056,193,000.00, compared to the estimated revenue of $1,081,572,422.00.
For the current recommendation period of September 1, 2026, the aggregate recommendation total was 48, consisting of 7 strong buy, 27 buy, 11 hold, 1 sell, and 2 strong sell ratings. This breakdown represents 70.8% positive, 22.9% hold, and 6.3% negative recommendations. In the prior period of August 1, 2026, the total was 49, with 6 strong buy, 26 buy, 14 hold, 1 sell, and 2 strong sell ratings, representing 65.3% positive, 28.6% hold, and 6.1% negative recommendations.
Other recent analyst activities include GLJ Research maintaining its Buy rating on September 22, 2026. Additionally, Piper Sandler initiated coverage on the stock with an Overweight rating on September 9, 2026.
Recent analyst actions
Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date
Analyst
Prior
Latest recommendation
Action
September 28, 2026
Keybanc
Underweight
Sector Weight
upgrade
September 22, 2026
GLJ Research
Buy
Buy
maintained
September 9, 2026
Piper Sandler
Overweight
initiated coverage
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.

Keybanc Upgrades First Solar to Sector Weight from Underweight

In trading on Thursday, the ARK Genomic Revolution ETF is outperforming other ETFs, up about 2.6% on the day. Components of that ETF showing particular strength include shares of Caredx, up about 13.5% and shares of Twist Bioscience, up about 10.6% on the day.
And underperforming other ETFs today is the Invesco Solar ETF (TAN), down about 3.2% in Thursday afternoon trading. Among components of that ETF with the weakest showing on Thursday were shares of First Solar, lower by about 8%, and shares of Sunrun, lower by about 5.3% on the day.

Thursday's ETF Movers: ARKG, TAN

In trading on Thursday, semiconductors shares were relative laggards, down on the day by about 2.9%. Helping drag down the group were shares of Trio-tech International, off about 29.4% and shares of First Solar off about 7.7% on the day.
Also lagging the market Thursday are precious metals shares, down on the day by about 2.8% as a group, led down by Kinross Gold, trading lower by about 11.4% and New Found Gold, trading lower by about 5.6%.

Thursday Sector Laggards: Semiconductors, Precious Metals

Key Points
Gloeckler sold 800 shares in a transaction valued at approximately $160,000.
The transaction size was equivalent to 12% of the stake held directly by the insider prior to the filing.
The disposal was conducted through direct ownership and executed under a pre-arranged Rule 10b5-1 trading plan.
Markus Gloeckler, Chief Technology Officer, sold 800 shares of First Solar (NASDAQ:FSLR) on Sept. 1, 2026, according to a recent SEC Form 4 filing.
Transaction summary
Transaction value
$160,000
Shares sold (directly held)
800
Post-transaction shares (directly held)
5,842
Post-transaction value
$1.1 million
Transaction value based on SEC Form 4 weighted average sale price ($200); post-transaction value based on Sept. 1, 2026, market close ($199.65).
Key questions
Was this a discretionary market transaction?
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on May 4, 2026, which allows corporate insiders to set up a predetermined schedule for selling company stock to manage their equity positions.
What is the scale of the insider's remaining direct equity holdings?
Following the transaction, Gloeckler retains direct ownership of 5,842 shares of common stock, representing an equity position valued at $1.1 million as of the Sept. 1, 2026, market close.
How does this sale align with the current market valuation?
The shares were sold at $200 per share, while the company maintained a total market capitalization of $21.5 billion as of the Sept. 1, 2026, market close.
What does this trade indicate about the insider's total beneficial interest?
The insider holds a direct interest in 5,842 shares of common stock, representing an insider ownership stake of 0.005% as of the most recent reporting.
Company Overview
Share Price (as of market close 2026-09-01)
$199.65
Market Capitalization
$21.5 billion
Revenue (TTM)
$5.4 billion
Net Income (TTM)
$1.7 billion
Company Snapshot
First Solar manufactures and sells cadmium telluride photovoltaic modules that convert solar radiation into electricity, generating revenue primarily by selling these advanced solar energy solutions to system developers, operators, and utility companies across global markets.
The company operates a vertically integrated business model that encompasses engineering, manufacturing, and distribution of solar modules, enabling direct control over product quality and cost efficiency while serving utility-scale and distributed solar energy projects.
First Solar serves a diverse customer base, including independent power producers, utility companies, system developers, and operators across established and emerging markets, including the United States, Japan, France, Canada, India, and Australia.
First Solar is a global leader in photovoltaic solar energy solutions with a market capitalization of $21.5 billion and TTM revenues of $5.4 billion, positioning the company as a significant participant in the renewable energy sector. The company leverages proprietary cadmium telluride technology and manufacturing expertise to differentiate its products in the competitive solar market, while maintaining a geographically diversified customer base across multiple continents. With 7,900 employees and operations spanning key solar markets worldwide, First Solar is well-positioned to capture growth opportunities in the expanding global transition to renewable energy infrastructure.
What this transaction means for investors
On Sept. 1, Gloeckler sold 800 shares in a transaction valued at approximately $160,000. Based on the details in the filing, this sale appears to be just a routine transaction. The main reason is that the insider established a trading plan all the way back in May 2026. That means this didn't involve panic selling or a knee-jerk reaction to troubling news inside the company. Rather, this was just a way for Gloeckler to cash in some of his shares and doesn't suggest that, from the transaction alone, there is anything to worry about. In addition, even after selling the 800 shares, Gloeckler still holds 5,842 shares, showing continued alignment with the company.
Over the past 12 months, the First Solar stock price has struggled, declining 7.7% as of this writing. For what's potentially next for the stock price, analysts appear generally bullish. Of the 39 who cover the stock, the median one-year price target for First Solar is $280, according to CNN. At the current price of $193.46, that represents a potential gain of 44.7%. The highest price target, $402, would represent a bullish gain of 107.7% return, while the lowest price target, $150, would represent a potential loss of 22.4%.
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First Solar CTO Markus Gloeckler Sells 800 Shares for $160,000

First Solar (FSLR) closed at $191.07 in the latest trading session, marking a -5.57% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.45%. Elsewhere, the Dow saw a downswing of 1.21%, while the tech-heavy Nasdaq depreciated by 0.01%.
Heading into today, shares of the largest U.S. solar company had lost 8.03% over the past month, lagging the Oils-Energy sector's gain of 3.72% and the S&P 500's loss of 2.43%.
The investment community will be paying close attention to the earnings performance of First Solar in its upcoming release. It is anticipated that the company will report an EPS of $4.59, marking a 8.25% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $1.31 billion, reflecting a 18.1% fall from the equivalent quarter last year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.78 per share and a revenue of $5.06 billion, indicating changes of +25.12% and -3%, respectively, from the former year.
It is also important to note the 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. 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, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.16% higher within the past month. First Solar is currently a Zacks Rank #3 (Hold).
Digging into valuation, First Solar currently has a Forward P/E ratio of 11.38. This indicates no noticeable deviation in contrast to its industry's Forward P/E of 11.38.
One should further note that FSLR currently holds a PEG ratio of 0.54. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Solar industry had an average PEG ratio of 0.64.
The Solar industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 232, positioning it in the bottom 6% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
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First Solar (FSLR) Declines More Than Market: Some Information for Investors

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Global Payments Inc (Symbol: GPN) has taken over the #373 spot from First Solar Inc (Symbol: FSLR), according to The Online Investor.
Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter company is worth twice as much — that of course is a completely meaningless comparison without knowing how many shares of each company exist. But comparing market capitalization (factoring in those share counts) creates a true "apples-to-apples" comparison of the value of two stocks. In the case of Global Payments Inc (Symbol: GPN), the market cap is now $23.43 billion, versus First Solar Inc (Symbol: FSLR) at $22.26 billion.
Below is a chart of Global Payments Inc versus First Solar Inc plotting their respective size rank within the S&P 500 over time (GPN plotted in blue; FSLR plotted in green):
Below is a three month price history chart comparing the stock performance of GPN vs. FSLR:
Another reason market capitalization is important is where it places a company in terms of its size tier in relation to peers — much like the way a mid-size sedan is typically compared to other mid-size sedans (and not SUV's). This can have a direct impact on which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only be interested in those companies sized $10 billion or larger. Another illustrative example is the S&P MidCap index which essentially takes the S&P 500 index and "tosses out" the biggest 100 companies so as to focus solely on the 400 smaller "up-and-comers" (which in the right environment can outperform their larger rivals). So a company's market cap, especially in relation to other companies, carries great importance, and for this reason we at The Online Investor find value to putting together these rankings daily.
Examine the full GPN market cap history vs. the full FSLR market cap history.
At the closing bell, GPN is up about 0.2%, while FSLR is up about 0.9% on the day Friday.
Further GPN Research:

Global Payments Takes Over #373 Spot From First Solar

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Global Clean Energy ETF (Symbol: ICLN) where we have detected an approximate $181.5 million dollar outflow -- that's a 7.9% decrease week over week (from 125,600,000 to 115,700,000). Among the largest underlying components of ICLN, in trading today First Solar Inc (Symbol: FSLR) is down about 1.6%, Bloom Energy Corp (Symbol: BE) is off about 0.1%, and Nextpower Inc (Symbol: NXT) is lower by about 2.4%. For a complete list of holdings, visit the ICLN Holdings page » The chart below shows the one year price performance of ICLN, versus its 200 day moving average:
Looking at the chart above, ICLN's low point in its 52 week range is $14.49 per share, with $23.78 as the 52 week high point — that compares with a last trade of $18.18. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further ICLN Research:

Notable ETF Outflow Detected - ICLN, FSLR, BE, NXT

In the latest trading session, First Solar (FSLR) closed at $204.45, marking a -1.43% move from the previous day. This change lagged the S&P 500's daily loss of 0.38%. Elsewhere, the Dow saw a downswing of 0.51%, while the tech-heavy Nasdaq depreciated by 0.29%.
The stock of largest U.S. solar company has fallen by 15.04% in the past month, lagging the Oils-Energy sector's gain of 5.1% and the S&P 500's gain of 2.08%.
The investment community will be closely monitoring the performance of First Solar in its forthcoming earnings report. The company's upcoming EPS is projected at $4.56, signifying a 7.55% increase compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $1.32 billion, showing a 17.36% drop compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.77 per share and a revenue of $5.08 billion, indicating changes of +25.05% and -2.74%, respectively, from the former year.
Investors might also notice recent changes to analyst estimates for First Solar. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.09% increase. First Solar presently features a Zacks Rank of #3 (Hold).
In terms of valuation, First Solar is currently trading at a Forward P/E ratio of 11.68. This valuation marks no noticeable deviation compared to its industry average Forward P/E of 11.68.
It is also worth noting that FSLR currently has a PEG ratio of 0.55. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. Solar stocks are, on average, holding a PEG ratio of 0.64 based on yesterday's closing prices.
The Solar industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 231, finds itself in the bottom 7% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within 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.
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Here's Why First Solar (FSLR) Fell More Than Broader Market

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Solar ETF (Symbol: TAN) where we have detected an approximate $156.0 million dollar outflow -- that's a 12.6% decrease week over week (from 25,930,000 to 22,650,000). Among the largest underlying components of TAN, in trading today First Solar Inc (Symbol: FSLR) is down about 0.3%, Nextpower Inc (Symbol: NXT) is down about 0.6%, and Enphase Energy Inc. (Symbol: ENPH) is lower by about 2.1%. For a complete list of holdings, visit the TAN Holdings page » The chart below shows the one year price performance of TAN, versus its 200 day moving average:
Looking at the chart above, TAN's low point in its 52 week range is $39.75 per share, with $75.60 as the 52 week high point — that compares with a last trade of $47.03. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further TAN Research:

Notable ETF Outflow Detected - TAN, FSLR, NXT, ENPH

Canadian Solar, Inc. CSIQ reported a second-quarter 2026 loss of $1.40 per share, wider than the Zacks Consensus Estimate of a loss of $1.01. The loss also widened compared with the year-ago quarter’s loss of eight cents.
CSIQ’s Revenues
Canadian Solar reported revenues of $1.21 billion, which beat the Zacks Consensus Estimate of $1.17 billion by 3.6%. The top line, however, declined 28.7% from the year-ago quarter’s figure of $1.69 billion.
Canadian Solar’s manufacturing business generated $1.09 billion in revenues during the second quarter. Solar module revenues were $589.4 million, while battery energy storage solutions contributed $425.9 million. Solar system kits generated $35.7 million, while EPC and other revenues were $43.0 million.
Recurrent Energy generated revenues of $113.9 million. Solar power and battery energy storage asset sales contributed $61.1 million, while power services generated $20.1 million. Revenues from electricity and battery energy storage operations totaled $32.7 million.
Canadian Solar Inc. Price, Consensus and EPS Surprise
Operational Update of CSIQ
Solar module shipments recognized as revenues totaled 3.1 gigawatts (GW), down 25% year over year. The company delivered 3.1 GW of solar modules during the quarter, with nearly half shipped to its North American home base.
Battery energy storage shipments recognized as revenues totaled 3.7 gigawatt-hours (GWh), up 73% year over year and 82% sequentially. Of the total, 471 megawatt-hours were shipped to internal projects under execution, with associated revenues expected to be recognized in subsequent quarters.
CSIQ's Margin and Expense Performance
Canadian Solar’s gross profit was $168 million compared with $505 million in the second quarter of 2025. Gross margin was 13.9%, down from 29.8% in the year-ago quarter. The decline primarily reflected the absence of IRA tariff refund benefits recognized in the prior quarter and the absence of realized profit from sales-type leasing of a U.S. project recorded in the prior-year period.
Total operating expenses were $240 million, down from $378 million in the second quarter of 2025. The decrease mainly reflected lower impairment charges related to certain solar and storage assets and reduced manufacturing assets. Operating expenses represented 19.8% of revenues compared with 22.3% a year ago.
Canadian Solar's Pipeline and Backlog
As of June 30, 2026, e-STORAGE’s contracted backlog, including contracted long-term service agreements, stood at $3.5 billion. The signed orders represent binding customer commitments and provide visibility over a multi-year period.
Recurrent Energy had a global solar project development pipeline of approximately 22 GW and a battery energy storage project development pipeline of 84 GWh. The solar pipeline included 1.7 GW under construction, 2.2 GW of backlog and 17.7 GW of early-stage projects.
CSIQ's Financial Update
As of June 30, 2026, Canadian Solar’s cash and cash equivalents totaled $1.46 billion compared with $1.37 billion as of Dec. 31, 2025.
Long-term borrowings as of June 30, 2026, were $3.29 billion, down from $3.62 billion as of Dec. 31, 2025.
CSIQ’s Guidance
For the third quarter of 2026, Canadian Solar expects revenues in the range of $1.30-$1.50 billion. The Zacks Consensus Estimate for third-quarter sales is pegged at $1.65 billion, higher than the company’s guided range.
The company expects the gross margin to be between 13.5% and 15.5%.
CSIQ’s Zacks Rank
Canadian Solar currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Recent Solar Release
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.
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.
First Solar, Inc. FSLR reported second-quarter 2026 earnings of $3.92 per share, which beat the Zacks Consensus Estimate of $2.74 by 43.1%. The bottom line increased 23.3% from $3.18 in the year-ago quarter.
Net sales of $1.06 billion missed the consensus estimate of $1.061 billion by 0.4% and declined 3.7% year over year.
SolarEdge Technologies, Inc. SEDG reported second-quarter 2026 adjusted earnings of six cents per share, which beat the Zacks Consensus Estimate of four cents by 50%.
Revenues increased 19.6% year over year to $346.2 million and surpassed the consensus estimate of $343 million by 1.3%.
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First Solar, Inc.

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