On February 26, 2026, Deutsche Bank analyst Corinne Blanchard assigned First Solar, Inc. (FSLR) a “Hold” rating, while establishing a price target of $300 per share, marking a notable upside from its current trading price of $210.12. This sentiment shift implies cautious optimism surrounding the company amidst a backdrop of fluctuating stock performance, and it raises critical considerations for both current stakeholders and prospective investors in the renewable energy sector.
Recent Price Action
Over the past week, FSLR has experienced slight volatility, with shares trading down by approximately 0.42%, a decline of $0.9025 amid a daily volume that reached 1.5 million shares against an average volume of 2.2 million. The stock’s 52-week range—between a low of $80.26 and a high of $236.65—underscores a significant upward trajectory over the past year. Despite its recent dips, First Solar maintains a robust market capitalization of $22.45 billion and a relatively high beta of 1.626, indicative of its heightened sensitivity to market movements.
Investor sentiment appears to be mixed as the stock grapples with its recent performance. Traders are closely watching the stock’s ups and downs, perhaps signaling a wait-and-see approach particularly in light of its broader industry dynamics and overall economic conditions.
Short- and Long-Term Performance
Within the last month, First Solar’s performance has shown a slight decline of 4.69%, a contrast to a more stable quarterly uptick of 4.43% and an impressive yearly growth rate of 26.83%. The volatility over the past month has been notable at 4.39%, echoing the broader market’s fluctuating sentiments regarding energy stocks as they navigate global supply chain concerns and shifting regulatory landscapes. Moreover, an average trading volume over three months of approximately 2.3 million shares suggests active investor engagement, which is crucial for analytical assessments going forward.
Earnings Analysis
In its most recent earnings report dated October 30, 2025, First Solar reported an earnings per share (EPS) of $4.24, just shy of the estimated $4.32. This performance represented a negative surprise of approximately 1.85%, potentially raising concerns among investors about the company’s revenue predictability. However, it’s important to view this alongside a solid prior performance of $3.18 in July, which surpassed estimates by a notable 19.55%. This juxtaposition paints a complex picture of First Solar’s earnings quality—growth potential remains, but predictive accuracy appears to be tightening.
Analyst / Consensus View
The general consensus on First Solar currently leans positive, reflected in 12 total ratings: 8 Buy, 4 Hold, and no Sell recommendations. The average price target set by analysts stands at $289.33, with a high of $330 and a low of $258. Such projections underscore a varied analyst landscape, indicating confidence in First Solar’s capabilities, yet also recognizing inherent risks that the company faces in a competitive and ever-evolving market.
Stock Grading or Fundamental View
The Stocks Telegraph grading score for First Solar, Inc. is 51, which reflects a solid, albeit cautious, investment profile. This score is drawn from various categories that appraise the company’s financial robustness and its positioning within the rapidly growing renewable energy sector. Such metrics suggest that while First Solar has strong fundamentals, innovation, and sector leadership, it is not without challenges.
Conclusion
First Solar, Inc. presently presents a compelling opportunity for investors with a medium to longer-term horizon, particularly those who are bullish on renewable energy’s growth potential. The company’s strong historical performance, coupled with its encouraging analyst outlook, aligns well with investors who seek a mix of stability and growth. However, the risks associated with recent earnings misses and broader market volatility warrant careful consideration. As the energy landscape evolves, First Solar remains a stock to watch closely for those keen on capitalizing on the clean energy transition.