First Solar Gains as Fresh Upgrade Fuels Bullish Sentiment

2026-10-13

Investivoq PriceTracker

First Solar (FSLR) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a fresh analyst upgrade that improved the market’s view of First Solar’s earnings power and long-term pricing outlook. The move also appears to be supported by broader positive sentiment around the company’s protected U.S. manufacturing position, recent patent enforcement actions, and confidence in its existing contracted backlog.

Details:

A major broker upgraded First Solar to Buy on October 12 and lifted its price target to $270 from $229, arguing that module pricing may remain stronger for longer and that regulation could keep demand supportive.

Other recent analyst actions were also constructive, including a Buy rating maintained with a $272 target on October 8 and another upgrade to Strong Buy earlier in October, reinforcing the idea that sentiment has been improving.

First Solar announced on October 1 that it filed a patent infringement lawsuit against JA Solar and American Panel Solutions, a step that may have strengthened the market’s view of its technology and competitive position.

In its second-quarter 2026 results, First Solar reaffirmed full-year guidance and said its contracted sales backlog stood at 45.1 gigawatts as of June 30, giving investors added visibility into future revenue.

Sources:

First Solar Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FSLR Insider Trading Activity

$FSLR insiders have traded $FSLR stock on the open market 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 have been sales.

Here’s a breakdown of recent trading of $FSLR stock by insiders over the last 6 months:

MARK R WIDMAR (Chief Executive Officer) has made 0 purchases and 39 sales selling 24,739 shares for an estimated $6,047,145.
CAROLINE STOCKDALE (Chief People and Comm. Officer) has made 0 purchases and 2 sales selling 10,890 shares for an estimated $2,985,571.
MICHAEL KORALEWSKI (Chief Supply Chain Officer) has made 0 purchases and 3 sales selling 7,215 shares for an estimated $1,596,930.
MARKUS GLOECKLER (Chief Technology Officer) has made 0 purchases and 6 sales selling 6,274 shares for an estimated $1,345,259.
KUNTAL KUMAR VERMA (Chief Manufacturing Officer) has made 0 purchases and 6 sales selling 5,305 shares for an estimated $1,218,676.
JASON E. DYMBORT (General Counsel and Secretary) has made 0 purchases and 2 sales selling 4,109 shares for an estimated $1,010,898.
PATRICK JAMES BUEHLER (Chief Product Officer) has made 0 purchases and 2 sales selling 3,235 shares for an estimated $956,673.
GEORGES ANTOUN (Chief Commercial Officer) sold 566 shares for an estimated $122,046
ALEXANDER R. BRADLEY (Chief Financial Officer) sold 498 shares for an estimated $107,383
SAMANTHA L. SLOAN (EVP, Corporate Affairs) has made 0 purchases and 2 sales selling 146 shares for an estimated $32,411.
NATHAN B. THEURER (VP - Global Controller and CAO) sold 13 shares for an estimated $2,803

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

$FSLR Hedge Fund Activity

We have seen 477 institutional investors add shares of $FSLR stock to their portfolio, and 446 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS added 4,114,639 shares (+inf%) to their portfolio in Q2 2026, for an estimated $970,890,218
D. E. SHAW & CO., INC. added 1,277,847 shares (+3072.9%) to their portfolio in Q2 2026, for an estimated $301,520,778
JPMORGAN CHASE & CO added 1,185,601 shares (+inf%) to their portfolio in Q2 2026, for an estimated $279,754,411
MILLENNIUM MANAGEMENT LLC removed 695,023 shares (-73.0%) from their portfolio in Q2 2026, for an estimated $163,997,627
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 662,660 shares (+inf%) to their portfolio in Q2 2026, for an estimated $156,361,253
SAMLYN CAPITAL, LLC added 534,548 shares (+104.6%) to their portfolio in Q2 2026, for an estimated $126,131,946
PACER ADVISORS, INC. added 447,493 shares (+inf%) to their portfolio in Q2 2026, for an estimated $105,590,448

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$FSLR Congressional Stock Trading

Members of Congress have traded $FSLR stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $FSLR stock by members of Congress over the last 6 months:

SENATOR JOHN BOOZMAN purchased up to $15,000 on 08/13.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

$FSLR Price Targets

Multiple analysts have issued price targets for $FSLR recently. We have seen 11 analysts offer price targets for $FSLR in the last 6 months, with a median target of $260.0.

Here are some recent targets:

Andrew Percoco from Morgan Stanley set a target price of $245.0 on 07/09/2026
Corinne Blanchard from Deutsche Bank set a target price of $272.0 on 07/07/2026
Michael Blum from Wells Fargo set a target price of $320.0 on 07/06/2026
An analyst from Bernstein set a target price of $217.0 on 06/17/2026
Maheep Mandloi from Mizuho set a target price of $300.0 on 06/15/2026
Jon Windham from UBS set a target price of $330.0 on 06/11/2026
Gordon L. Johnson from GLJ Research set a target price of $315.0 on 05/28/2026

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.