SecBot

SecBot
Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001274494

FSLR

FIRST SOLAR, INC.
$176.04 ▲ +2.28%
Prev close $172.11
Market cap$18.8B
ConsensusBuy
12-mo target$275.87 (+56.7%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (2) Clean & Renewable EnergySemiconductors
Snapshot
The big-picture read on FSLR right now — valuation, ownership and activity at a glance.
Market Cap
$18.8B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$24.8B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $10.3M sell
Insider Net $
-$10.3M
Social Sentiment
57° Neutral
SEC Reports
17
Press Releases
2
Congressional
4 trades
Price chart 30d -13.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: FSLR — 58.4% short (0.5M / 0.8M)
Short: 470,536 | Exempt: 178 | TRF Vol: 805,132 | Short Ratio: 58.4% | Off-exchange volume (dark poo
Sep 1, 2026 Insider
Gloeckler Markus sold 800 shares
Chief Technology Officer @ $200.00 ($160.0K)
Sep 1, 2026 Insider
Sloan Samantha L. acquired via exercise 469 shares
EVP, Corporate Affairs
Sep 1, 2026 Insider
Sloan Samantha L. surrendered for taxes 134 shares
EVP, Corporate Affairs @ $199.65 ($26.8K)
Aug 18, 2026 SEC
Two senior insiders at First Solar sold a combined $951K in open-market sales over a one-week window. General Counsel Ja
CLUSTER — Impact 4/10
Aug 13, 2026 SEC
Two senior insiders at First Solar—the General Counsel and Chief Technology Officer—sold a combined $1.13M in open-marke
CLUSTER — Impact 3/10
Aug 13, 2026 Congress
John Boozman buy
$1,001 - $15,000 — Senate
Aug 10, 2026 Press
A securities class action has been filed against First Solar (FSLR) alleging misleading statements about tariff exposure
Impact 6/10
Analyst ratings buy % -14.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 71% rate it Buy or better · 48 analysts
Strong Buy 7 15% Buy 27 56% Hold 11 23% Sell 1 2% Strong Sell 2 4%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 30, 2026Piper SandlerMAINTAINOverweight 54%
Sep 28, 2026KeybancUPGRADESector Weight 52%
Sep 22, 2026GLJ ResearchMAINTAINBuy 52%
Sep 9, 2026Piper SandlerINITIATEOverweight 54%
Aug 27, 2026BMO CapitalUPGRADEOutperform 53%
Aug 26, 2026Deutsche BankMAINTAINBuy 58%
Aug 26, 2026Argus ResearchREITERATEBuy 54%
Aug 18, 2026Morgan StanleyMAINTAINOverweight 55%
Aug 17, 2026Evercore ISI GroupMAINTAINIn-Line 59%
Aug 7, 2026Wells FargoMAINTAINOverweight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026727111271%
Aug 1, 2026626141265%
Jul 1, 2026624151263%
Jun 1, 2026624151164%
May 1, 2026623171160%
Apr 1, 2026723171161%
Mar 1, 2026724161163%
Feb 1, 2026928111076%
Price targets
Where 30 covering analysts think FSLR trades over the next 12 months.
$275.87 +56.7% upside Strong Buy
Current$176.04 Low$197.00 Median$274.50 High$402.00 30 analysts
$197.00$402.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
10 mentions 5 bullish 3 bearish 2 neutral
Recent posts
stocks Bearish 8d 8h ago
Renewables in times of energy crisis
▲ 1 · 💬 7· ⚡ 0.5
stockmarket Bullish 2mo ago
Solar Sector Seems Unfairly Oversold IMO.
▲ 1 · 💬 5· ⚡ 0.5
investing Bullish 4mo ago
Alternative Energy Opportunities?
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 5mo ago
FSLR - the cash math nobody seems to be doing
▲ 1 · 💬 0· ⚡ 0.5
wallstreetbets Bearish 6mo ago
Gimme ur best long/term renewables, regards
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 14 neutral · avg impact 3.4/10.Plus 2 press releases.
NEUTRALCLUSTER4/10
Two senior insiders at First Solar sold a combined $951K in open-market sales over a one-week window
Aug 18, 2026
NEUTRALCLUSTER3/10
Two senior insiders at First Solar—the General Counsel and Chief Technology Officer—sold a combined
Aug 13, 2026
NEUTRALCLUSTER2/10
Two C-suite insiders at First Solar (CTO and Chief Supply Chain Officer) sold a combined $941K in op
Aug 6, 2026
NEUTRALCLUSTER2/10
Three First Solar insiders, including the CEO and Chief People & Comm. Officer, sold a total of $3.1
Jun 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: FSLR — 58.4% short (0.5M / 0.8M)
Short: 470,536 | Exempt: 178 | TRF Vol: 805,132 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FSLR — 60.3% short (0.5M / 0.8M)
Short: 452,431 | Exempt: 48 | TRF Vol: 750,458 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: FSLR — 61.3% short (0.6M / 1.0M)
Short: 587,605 | Exempt: 99 | TRF Vol: 958,957 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: FSLR — 65.8% short (0.9M / 1.4M)
Short: 916,157 | Exempt: 50,446 | TRF Vol: 1,391,401 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: FSLR — 68.7% short (2.2M / 3.2M)
Short: 2,169,619 | Exempt: 40,066 | TRF Vol: 3,159,334 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.63$3.78–$5.479.1%-0.0%3↑ 15↓$1.3B22
Next Q$5.65$4.86–$6.4216.8%-0.2%6↑ 12↓$1.6B22
Current FY$17.47$16.02–$20.2722.9%-0.1%17↑ 7↓$5.0B31
Next FY$23.16$17.63–$30.4332.6%+0.4%11↑ 13↓$5.9B31
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$4.627—
7d ago$4.635-0.009
30d ago$4.628-0.001
60d ago$4.702-0.075
90d ago$5.165-0.538
Institutional ownership
Which big funds own FSLR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $24.8B total value (105,254,407 shares) as of 2026-Q2. Top holders: BlackRock,, SUSQUEHANNA, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.14,029,065$3.3B13.3%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,369,400$1.7B7.0%TRIM -44.9%
VANGUARD CAPITAL MANAGEMENT LLC6,836,941$1.6B6.5%—
VANGUARD PORTFOLIO MANAGEMENT LLC5,638,446$1.3B5.4%—
STATE STREET CORP5,576,026$1.3B5.3%—
JANE STREET GROUP, LLC5,484,100$1.3B5.2%DOUBLED +143.4%
SUSQUEHANNA INTERNATIONAL GROUP, LLP5,243,400$1.2B5.0%TRIM -44.9%
JANE STREET GROUP, LLC4,758,900$1.1B4.5%DOUBLED +143.4%
CITADEL ADVISORS LLC4,435,400$1.0B4.2%TRIM -73.6%
Capital World Investors4,114,639$970.9M3.9%NEW
Recent position changes
FundActionPrevCurrentChangeValue
Capital World InvestorsNEW—4,114,639—$970.9M
NORGES BANKNEW—1,598,543—$377.2M
D. E. Shaw & Co., Inc.DOUBLED59,1761,319,431+2129.7%$311.3M
JPMORGAN CHASE & COTRIM2,304,0391,185,601-48.5%$276.0M
GOLDMAN SACHS GROUP INCADD530,849709,626+33.7%$167.4M
ROYAL BANK OF CANADAADD212,567359,322+69.0%$84.8M
ASSETMARK, INCDOUBLED21,238333,310+1469.4%$78.6M
WELLS FARGO & COMPANY/MNDOUBLED91,584312,940+241.7%$73.8M
JACOBS LEVY EQUITY MANAGEMENT, INCADD150,871264,199+75.1%$62.3M
MILLENNIUM MANAGEMENT LLCTRIM951,813256,790-73.0%$60.6M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$10.3M — $0.00 bought, $10.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 1, 2026Gloeckler MarkusChief Technology OfficerSELL800$200.00$160.0K
Sep 1, 2026Sloan Samantha L.EVP, Corporate AffairsEXERCISE469——
Sep 1, 2026Sloan Samantha L.EVP, Corporate AffairsTAX W/H134$199.65$26.8K
Aug 17, 2026Sloan Samantha L.EVP, Corporate AffairsSELL127$222.95$28.3K
Aug 14, 2026Sloan Samantha L.EVP, Corporate AffairsEXERCISE437——
Aug 11, 2026Dymbort Jason E.General Counsel and SecretarySELL3,700$249.38$922.7K
Aug 4, 2026Ahearn Michael JDirectorGIFT44,584——
Aug 4, 2026Gloeckler MarkusChief Technology OfficerSELL829$248.00$205.6K
Aug 3, 2026Koralewski MichaelChief Supply Chain OfficerSELL3,500$218.02$763.1K
Aug 3, 2026Gloeckler MarkusChief Technology OfficerSELL800$222.00$177.6K
Congressional trades
FSLR trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 1 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 13, 2026John BoozmanRSENATEBUY$1,001 - $15,000First Solar IncSep 11, 2026(30d)
Aug 10, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000First Solar IncSep 7, 2026(29d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000First Solar IncMar 10, 2026(29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000First Solar IncFeb 16, 2026(39d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FSLR.
Shares short
10,522,255
Settlement Sep 15, 2026
Change vs prior
+11.6%
Semi-monthly cycle
Days to cover
5.3
At avg daily volume
Of shares outstanding
≈9.8%
Estimate — not % of float
All FSLR filing & press-release reports (19)