$FSLR (First Solar, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 7.4%)

Graded daily on value C, growth F, profitability B+, momentum D-, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $FSLR

@cjscalls (CJ) — 40 mentions · 5.6K followers
@allday_stocks (alldaystocks) — 37 mentions · 6.0K followers
@aistocksavvy (Hardik Shah) — 33 mentions · 43.3K followers

Recent headlines featuring $FSLR

2026-08-06: Trump weighs 15% polysilicon tariff, price floors in U.S. supply-chain push

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$FSLRFirst Solar, Inc. · Solar · $19.1B

$177.71

post-0.2%

Event thread

Key events, in time order

27 items

2026-11-05Analyst
William Blair upgrades to Outperform
D1 +0.6% · since -9.0%
2026-10-30Analyst
GLJ Research downgrades to Hold
D1 -1.4% · +5d +15.3%

25 earlier events

2026-10-30EarningsBear
FSLR Cuts 2026 Outlook, Launches $500M Buyback
Q3 EPS beat but revenue fell; management cut sales/shipment outlook on weak demand
D1 -1.4% · +5d +15.3%
2 waves of this story
- 2026-10-30 Q3 revenue missed but EPS and net income beat; lowers FY26 sales guidance and announces $500M buyback
- 2026-10-30 Q3 EPS beat but revenue fell; management cut sales/shipment outlook on weak demand
2026-10-308-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -1.4% · +5d +15.3%
2026-10-27 → 10-29Company
FSLR Inaugurates First Phase of South Carolina Plant, $330M Investment
Company announcement and multiple media reports confirm plant opening, targeting 3.4 GW capacity by 2027
D1 +4.6% · +5d +5.7%
2 waves of this story
- 2026-10-27 Company announcement confirms new capacity, but Q3 earnings loom with trade policy and utilization concerns
- 2026-10-29 Company announcement and multiple media reports confirm plant opening, targeting 3.4 GW capacity by 2027
2026-10-29Earnings
Earnings report
D1 +0.3% · +5d +10.7%
2026-10-27CapitalBull
Active Options Flow Ahead of FSLR Earnings, Bullish Calls Clustered
Multiple independent sources show large call flow and rising open interest, reflecting positioning ahead of results
D1 +4.6% · +5d +5.7%
2026-10-12 → 10-13AnalystBull
FSLR Gains on Truist Buy Rating
Truist initiates Buy with $270 target, market responds positively
D1 +1.1% · +5d -4.4%
2 waves of this story
- 2026-10-12 Analyst cites stronger long-term pricing/demand, regulatory moat, intl production upside
- 2026-10-13 Truist initiates Buy with $270 target, market responds positively
2026-10-12Analyst
Truist Securities upgrades to Buy
D1 +1.1% · +5d -4.4%
2026-10-01 → 10-02Company
FSLR Sues Corning Subsidiary and Chinese Rival for Patent Infringement
Lawsuit expands to new defendants, potentially impacting industry competition
D1 -1.7% · +5d +3.9%
2 waves of this story
- 2026-10-01 Company announcement confirms new litigation, expanding patent enforcement against competitors
- 2026-10-02 Lawsuit expands to new defendants, potentially impacting industry competition
2026-09-16 → 10-01Company
FSLR Resumes and Expands Patent Litigation Against Competitors
After withdrawing ITC complaint, company advances patent enforcement via new lawsuit
D1 -5.6% · +5d +0.5%
3 waves of this story
- 2026-09-16 Company recalibrates IP strategy, withdraws Section 337 complaint, focuses on federal court suits
- 2026-09-23 Company continues TOPCon patent enforcement in US courts against CSIQ, Jinko, Talesun, Trina
- 2026-10-01 After withdrawing ITC complaint, company advances patent enforcement via new lawsuit
2026-09-28AnalystBull
FSLR Receives Multiple Analyst Upgrades, Sentiment Turns Bullish
At least two independent media and X users confirm upgrades on 9/28, drawing attention after recent selloff
D1 -2.7% · +5d +1.8%
2026-09-28Analyst
Keybanc upgrades to Sector Weight
D1 -2.7% · +5d +1.8%
2026-09-26Company
FSLR shares drop 10.48% to $171.86 in single session
Zacks reports decline exceeding market; Reddit retail discusses buying opportunity
D1 -2.7% · +5d +1.8%
2026-09-01CapitalBull
FSLR Sees Large Bullish Call Buys and Rising Open Interest
Two independent sources show large call purchases and notable OI buildup
D1 -1.1% · +5d +1.7%
2026-08-27Analyst
BMO Capital upgrades to Outperform
D1 +2.0% · +5d -1.3%
2026-08-27AnalystBull
Multiple Analysts Reiterate Buy on FSLR
Multiple firms confirm Buy rating, PT $299; market watches 45X renewal risk
D1 +2.0% · +5d -1.3%
2026-07-13 → 08-24RegulationBear
First Solar Securities Class Action Continues; DJS Law Group Re-Notices Investors
DJS Law Group re-notices investors of ongoing securities class action; litigation continues
D1 -3.0% · +5d -7.1%
29 waves of this story
- 2026-07-13 At least four independent firms remind investors of securities law violations; deadline Aug 24, 2026.
- 2026-07-14 New reminders from multiple firms with deadline and specific allegations of tariff impact misrepresentations
- 2026-07-14 At least 6 law firms issued notices today; suit alleges tariff misrepresentations and underutilization; lead plaintiff deadline Aug 24
- 2026-07-16 Multiple law firms issued shareholder notices alleging tariff and production misrepresentations costing over $60 per share, with an Aug 24 deadline.
- 2026-07-16 Multiple law firms issue reminders for class action, deadline Aug 24, 2026, for investor losses.
- 2026-07-18 New reminders from Bronstein, Faruqi, Gross, Kaplan Fox; deadline Aug 24
- 2026-07-18 Faruqi & Faruqi and Rosen Law Firm issued separate reminders on July 17-18, with deadline Aug 24, 2026, covering purchasers between Feb 26, 2025 and Feb 24, 2026.
- 2026-07-20 Firms remind of Aug 24 deadline, alleging misrepresentations about Series 6 module underutilization and South Carolina onshoring challenges.
- 2026-07-21 Multiple law firms remind investors of class actions, alleging inadequate disclosure of tariff risks and utilization issues
- 2026-07-22 Firms remind Aug 24 deadline; losses over $60/share, class period Feb 2025-Feb 2026
- 2026-07-23 New announcements from Bronstein, SueWallSt, Pomerantz allege misleading trade environment statements.
- 2026-07-24 Multiple law firms issued reminders today; deadline is August 24, 2026, class period from Feb 26, 2025 to Feb 24, 2026.
- 2026-07-26 Faruqi & Faruqi and Rosen separately remind investors of Aug 24, 2026 deadline
- 2026-07-28 New emphasis on August 24, 2026 lead plaintiff deadline for investors who purchased securities between Feb 26, 2025 and Feb 24, 2026.
- 2026-07-28 Multiple firms remind of Aug 24 deadline for losses on securities bought Feb 26, 2025-Feb 24, 2026.
- 2026-07-30 Rosen, Kaplan Fox, Levi & Korsinsky issued reminders on Jul 29-30; deadline Aug 24; alleged tariff impact misrepresentations caused losses over $60/share.
- 2026-07-30 Law firm urges action; Amundi cut stake 7.5% in Q1
- 2026-08-01 Multiple law firms issue reminders for class action deadline on Aug 24, 2026, covering purchases between Feb 26, 2025 and Feb 2, 2026.
- 2026-08-01 Faruqi & Faruqi and Rosen Law Firm issued reminders on Aug 1 and Jul 31 respectively; deadline is Aug 24, 2026.
- 2026-08-03 New reminders from Bronstein, DJS, Rosen, and SBS law firms; class period Feb 26, 2025 to Feb 24, 2026
- 2026-08-03 August 24 lead plaintiff deadline; multiple firms issue reminders; alleged class period spans Feb 2025-Feb 2026
- 2026-08-04 New reminders from multiple firms about lead plaintiff deadline; claims focus on Series 6 underutilization and costly onshoring.
- 2026-08-06 New law firms remind investors of deadlines, alleging undisclosed international underutilization
- 2026-08-06 Multiple firms remind investors of deadlines, alleging securities violations with losses over $60 per share
- 2026-08-06 Pomerantz LLP announces class action against FSLR and officers, extending prior litigation wave.
- 2026-08-10 Multiple firms issue deadline reminders; allegations focus on misleading statements about trade environment
- 2026-08-13 DJS law firm joins reminder, approaching deadline raises legal risk
- 2026-08-21 Law firm re-issues reminder; claims under Exchange Act §§10(b) and 20(a)
- 2026-08-24 DJS Law Group re-notices investors of ongoing securities class action; litigation continues
2026-08-05 → 08-21Regulation
First Solar Applauds Section 232 Polysilicon Action, $5B+ US Investment
Reaffirms 2026 guidance but flags net tariff impact; policy risk persists
D1 -2.8% · +5d -4.2%
8 waves of this story
- 2026-08-05 Reuters reports planned minimum import price and tariffs on polysilicon, potentially benefiting FSLR's CdTe tech.
- 2026-08-06 Reports say at least 15% tariff on polysilicon considered, action possible Thursday
- 2026-08-07 Multiple sources confirm tariff details, but implementation may be delayed, impacting solar supply chain
- 2026-08-06 Company publicly supports tariffs and price floor, bolstering U.S. manufacturing protection
- 2026-08-10 Company officially supports policy, reinforcing supply-chain security narrative
- 2026-08-14 Company supports trade action; analysts see tariffs enhancing relative advantage
- 2026-08-17 Company publicly supports import restrictions and discloses over $5B US manufacturing and R&D investment, strengthening domestic advantage
- 2026-08-21 Reaffirms 2026 guidance but flags net tariff impact; policy risk persists
2026-08-11 → 08-18AnalystBull
Morgan Stanley Raises First Solar PT to $323, Keeps Overweight
Analyst David Arcaro raises PT, reflecting optimism on earnings outlook
D1 +0.7% · +5d -8.7%
5 waves of this story
- 2026-08-11 Cites utility-scale strength and Section 232 clarity, PT up from $205
- 2026-08-11 Baird cites strong utility-scale solar market, Section 232 clarity, and capital allocation clarity
- 2026-08-11 Baird cites utility-scale strength and tariff clarity, raising rating and PT
- 2026-08-14 Baird's upgrade and PT confirmed by multiple sources, boosting sentiment
- 2026-08-18 Analyst David Arcaro raises PT, reflecting optimism on earnings outlook
2026-08-06Regulation
Trump weighs 15% polysilicon tariff, price floors in U.S. supply-chain push
Reuters says the plan could hit solar and chip inputs while offering offsets for firms investing in U.S. wafer and cell output.
D1 +3.1% · +5d -8.4%
2026-07-31EarningsBull
First Solar Q2 Revenue Down 4% YoY, Gross Margin 57% Beat
Q2 net sales ~$1.06B, down 4% YoY; gross margin ~57%, up 12pp; earnings beat but revenue declined, FY outlook maintained.
D1 +2.4% · +5d +18.5%
2026-07-16 → 07-31Earnings
First Solar to Report Q2 2026 Results on July 30
Q2 EPS $3.92 beat; revenue $1.06B -4% YoY; GM 57%; NI $423M; Q3 guide issued
D1 -5.3% · +5d -2.8%
4 waves of this story
- 2026-07-16 Company announces Q2 results after market close on July 30, with conference call.
- 2026-07-19 No new facts today; reiterates scheduled earnings date
- 2026-07-28 Zacks notes $14.4B backlog and US manufacturing strength, while lower overseas output may weigh on margins.
- 2026-07-31 Q2 EPS $3.92 beat; revenue $1.06B -4% YoY; GM 57%; NI $423M; Q3 guide issued
2026-07-30Earnings
Earnings report
D1 +3.4% · +5d +18.5%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d +18.5%
2026-07-20 → 07-28CapitalBull
Multiple Institutions Boost First Solar Stakes in Q1
Castleark Management raised its stake by 2,480 shares to 5,380 total, an 85.5% increase in Q1 per 13F filing.
D1 -3.2% · +5d +0.3%
4 waves of this story
- 2026-07-20 BNY Mellon and Fifth Third disclose increased holdings, reflecting institutional position changes
- 2026-07-22 Andra AP fonden increases stake by 226.3%, continuing Q1 institutional accumulation trend
- 2026-07-23 Sweden's Andra AP fonden raised stake by 226.3%; CalPERS cut by 26.3%, both Q1 filings
- 2026-07-28 Castleark Management raised its stake by 2,480 shares to 5,380 total, an 85.5% increase in Q1 per 13F filing.
2026-07-23CapitalBear
CalPERS Cuts First Solar Stake by 26.3%
Institutional selling signal, compounded with class actions, impacts sentiment.
D1 -1.4% · +5d +0.0%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

27 items

2026-11-05Analyst
William Blair upgrades to Outperform
D1 +0.6% · since -9.0%
2026-10-30Analyst
GLJ Research downgrades to Hold
D1 -1.4% · +5d +15.3%
2026-10-30EarningsBear
FSLR Cuts 2026 Outlook, Launches $500M Buyback
Q3 EPS beat but revenue fell; management cut sales/shipment outlook on weak demand
D1 -1.4% · +5d +15.3%
2 waves of this story
- 2026-10-30 Q3 revenue missed but EPS and net income beat; lowers FY26 sales guidance and announces $500M buyback
- 2026-10-30 Q3 EPS beat but revenue fell; management cut sales/shipment outlook on weak demand
2026-10-308-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -1.4% · +5d +15.3%
2026-10-27 → 10-29Company
FSLR Inaugurates First Phase of South Carolina Plant, $330M Investment
Company announcement and multiple media reports confirm plant opening, targeting 3.4 GW capacity by 2027
D1 +4.6% · +5d +5.7%
2 waves of this story
- 2026-10-27 Company announcement confirms new capacity, but Q3 earnings loom with trade policy and utilization concerns
- 2026-10-29 Company announcement and multiple media reports confirm plant opening, targeting 3.4 GW capacity by 2027

22 earlier events

2026-10-29Earnings
Earnings report
D1 +0.3% · +5d +10.7%
2026-10-27CapitalBull
Active Options Flow Ahead of FSLR Earnings, Bullish Calls Clustered
Multiple independent sources show large call flow and rising open interest, reflecting positioning ahead of results
D1 +4.6% · +5d +5.7%
2026-10-12 → 10-13AnalystBull
FSLR Gains on Truist Buy Rating
Truist initiates Buy with $270 target, market responds positively
D1 +1.1% · +5d -4.4%
2 waves of this story
- 2026-10-12 Analyst cites stronger long-term pricing/demand, regulatory moat, intl production upside
- 2026-10-13 Truist initiates Buy with $270 target, market responds positively
2026-10-12Analyst
Truist Securities upgrades to Buy
D1 +1.1% · +5d -4.4%
2026-10-01 → 10-02Company
FSLR Sues Corning Subsidiary and Chinese Rival for Patent Infringement
Lawsuit expands to new defendants, potentially impacting industry competition
D1 -1.7% · +5d +3.9%
2 waves of this story
- 2026-10-01 Company announcement confirms new litigation, expanding patent enforcement against competitors
- 2026-10-02 Lawsuit expands to new defendants, potentially impacting industry competition
2026-09-16 → 10-01Company
FSLR Resumes and Expands Patent Litigation Against Competitors
After withdrawing ITC complaint, company advances patent enforcement via new lawsuit
D1 -5.6% · +5d +0.5%
3 waves of this story
- 2026-09-16 Company recalibrates IP strategy, withdraws Section 337 complaint, focuses on federal court suits
- 2026-09-23 Company continues TOPCon patent enforcement in US courts against CSIQ, Jinko, Talesun, Trina
- 2026-10-01 After withdrawing ITC complaint, company advances patent enforcement via new lawsuit
2026-09-28AnalystBull
FSLR Receives Multiple Analyst Upgrades, Sentiment Turns Bullish
At least two independent media and X users confirm upgrades on 9/28, drawing attention after recent selloff
D1 -2.7% · +5d +1.8%
2026-09-28Analyst
Keybanc upgrades to Sector Weight
D1 -2.7% · +5d +1.8%
2026-09-26Company
FSLR shares drop 10.48% to $171.86 in single session
Zacks reports decline exceeding market; Reddit retail discusses buying opportunity
D1 -2.7% · +5d +1.8%
2026-09-01CapitalBull
FSLR Sees Large Bullish Call Buys and Rising Open Interest
Two independent sources show large call purchases and notable OI buildup
D1 -1.1% · +5d +1.7%
2026-08-27Analyst
BMO Capital upgrades to Outperform
D1 +2.0% · +5d -1.3%
2026-08-27AnalystBull
Multiple Analysts Reiterate Buy on FSLR
Multiple firms confirm Buy rating, PT $299; market watches 45X renewal risk
D1 +2.0% · +5d -1.3%
2026-07-13 → 08-24RegulationBear
First Solar Securities Class Action Continues; DJS Law Group Re-Notices Investors
DJS Law Group re-notices investors of ongoing securities class action; litigation continues
D1 -3.0% · +5d -7.1%
29 waves of this story
- 2026-07-13 At least four independent firms remind investors of securities law violations; deadline Aug 24, 2026.
- 2026-07-14 New reminders from multiple firms with deadline and specific allegations of tariff impact misrepresentations
- 2026-07-14 At least 6 law firms issued notices today; suit alleges tariff misrepresentations and underutilization; lead plaintiff deadline Aug 24
- 2026-07-16 Multiple law firms issued shareholder notices alleging tariff and production misrepresentations costing over $60 per share, with an Aug 24 deadline.
- 2026-07-16 Multiple law firms issue reminders for class action, deadline Aug 24, 2026, for investor losses.
- 2026-07-18 New reminders from Bronstein, Faruqi, Gross, Kaplan Fox; deadline Aug 24
- 2026-07-18 Faruqi & Faruqi and Rosen Law Firm issued separate reminders on July 17-18, with deadline Aug 24, 2026, covering purchasers between Feb 26, 2025 and Feb 24, 2026.
- 2026-07-20 Firms remind of Aug 24 deadline, alleging misrepresentations about Series 6 module underutilization and South Carolina onshoring challenges.
- 2026-07-21 Multiple law firms remind investors of class actions, alleging inadequate disclosure of tariff risks and utilization issues
- 2026-07-22 Firms remind Aug 24 deadline; losses over $60/share, class period Feb 2025-Feb 2026
- 2026-07-23 New announcements from Bronstein, SueWallSt, Pomerantz allege misleading trade environment statements.
- 2026-07-24 Multiple law firms issued reminders today; deadline is August 24, 2026, class period from Feb 26, 2025 to Feb 24, 2026.
- 2026-07-26 Faruqi & Faruqi and Rosen separately remind investors of Aug 24, 2026 deadline
- 2026-07-28 New emphasis on August 24, 2026 lead plaintiff deadline for investors who purchased securities between Feb 26, 2025 and Feb 24, 2026.
- 2026-07-28 Multiple firms remind of Aug 24 deadline for losses on securities bought Feb 26, 2025-Feb 24, 2026.
- 2026-07-30 Rosen, Kaplan Fox, Levi & Korsinsky issued reminders on Jul 29-30; deadline Aug 24; alleged tariff impact misrepresentations caused losses over $60/share.
- 2026-07-30 Law firm urges action; Amundi cut stake 7.5% in Q1
- 2026-08-01 Multiple law firms issue reminders for class action deadline on Aug 24, 2026, covering purchases between Feb 26, 2025 and Feb 2, 2026.
- 2026-08-01 Faruqi & Faruqi and Rosen Law Firm issued reminders on Aug 1 and Jul 31 respectively; deadline is Aug 24, 2026.
- 2026-08-03 New reminders from Bronstein, DJS, Rosen, and SBS law firms; class period Feb 26, 2025 to Feb 24, 2026
- 2026-08-03 August 24 lead plaintiff deadline; multiple firms issue reminders; alleged class period spans Feb 2025-Feb 2026
- 2026-08-04 New reminders from multiple firms about lead plaintiff deadline; claims focus on Series 6 underutilization and costly onshoring.
- 2026-08-06 New law firms remind investors of deadlines, alleging undisclosed international underutilization
- 2026-08-06 Multiple firms remind investors of deadlines, alleging securities violations with losses over $60 per share
- 2026-08-06 Pomerantz LLP announces class action against FSLR and officers, extending prior litigation wave.
- 2026-08-10 Multiple firms issue deadline reminders; allegations focus on misleading statements about trade environment
- 2026-08-13 DJS law firm joins reminder, approaching deadline raises legal risk
- 2026-08-21 Law firm re-issues reminder; claims under Exchange Act §§10(b) and 20(a)
- 2026-08-24 DJS Law Group re-notices investors of ongoing securities class action; litigation continues
2026-08-05 → 08-21Regulation
First Solar Applauds Section 232 Polysilicon Action, $5B+ US Investment
Reaffirms 2026 guidance but flags net tariff impact; policy risk persists
D1 -2.8% · +5d -4.2%
8 waves of this story
- 2026-08-05 Reuters reports planned minimum import price and tariffs on polysilicon, potentially benefiting FSLR's CdTe tech.
- 2026-08-06 Reports say at least 15% tariff on polysilicon considered, action possible Thursday
- 2026-08-07 Multiple sources confirm tariff details, but implementation may be delayed, impacting solar supply chain
- 2026-08-06 Company publicly supports tariffs and price floor, bolstering U.S. manufacturing protection
- 2026-08-10 Company officially supports policy, reinforcing supply-chain security narrative
- 2026-08-14 Company supports trade action; analysts see tariffs enhancing relative advantage
- 2026-08-17 Company publicly supports import restrictions and discloses over $5B US manufacturing and R&D investment, strengthening domestic advantage
- 2026-08-21 Reaffirms 2026 guidance but flags net tariff impact; policy risk persists
2026-08-11 → 08-18AnalystBull
Morgan Stanley Raises First Solar PT to $323, Keeps Overweight
Analyst David Arcaro raises PT, reflecting optimism on earnings outlook
D1 +0.7% · +5d -8.7%
5 waves of this story
- 2026-08-11 Cites utility-scale strength and Section 232 clarity, PT up from $205
- 2026-08-11 Baird cites strong utility-scale solar market, Section 232 clarity, and capital allocation clarity
- 2026-08-11 Baird cites utility-scale strength and tariff clarity, raising rating and PT
- 2026-08-14 Baird's upgrade and PT confirmed by multiple sources, boosting sentiment
- 2026-08-18 Analyst David Arcaro raises PT, reflecting optimism on earnings outlook
2026-08-06Regulation
Trump weighs 15% polysilicon tariff, price floors in U.S. supply-chain push
Reuters says the plan could hit solar and chip inputs while offering offsets for firms investing in U.S. wafer and cell output.
D1 +3.1% · +5d -8.4%
2026-07-31EarningsBull
First Solar Q2 Revenue Down 4% YoY, Gross Margin 57% Beat
Q2 net sales ~$1.06B, down 4% YoY; gross margin ~57%, up 12pp; earnings beat but revenue declined, FY outlook maintained.
D1 +2.4% · +5d +18.5%
2026-07-16 → 07-31Earnings
First Solar to Report Q2 2026 Results on July 30
Q2 EPS $3.92 beat; revenue $1.06B -4% YoY; GM 57%; NI $423M; Q3 guide issued
D1 -5.3% · +5d -2.8%
4 waves of this story
- 2026-07-16 Company announces Q2 results after market close on July 30, with conference call.
- 2026-07-19 No new facts today; reiterates scheduled earnings date
- 2026-07-28 Zacks notes $14.4B backlog and US manufacturing strength, while lower overseas output may weigh on margins.
- 2026-07-31 Q2 EPS $3.92 beat; revenue $1.06B -4% YoY; GM 57%; NI $423M; Q3 guide issued
2026-07-30Earnings
Earnings report
D1 +3.4% · +5d +18.5%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d +18.5%
2026-07-20 → 07-28CapitalBull
Multiple Institutions Boost First Solar Stakes in Q1
Castleark Management raised its stake by 2,480 shares to 5,380 total, an 85.5% increase in Q1 per 13F filing.
D1 -3.2% · +5d +0.3%
4 waves of this story
- 2026-07-20 BNY Mellon and Fifth Third disclose increased holdings, reflecting institutional position changes
- 2026-07-22 Andra AP fonden increases stake by 226.3%, continuing Q1 institutional accumulation trend
- 2026-07-23 Sweden's Andra AP fonden raised stake by 226.3%; CalPERS cut by 26.3%, both Q1 filings
- 2026-07-28 Castleark Management raised its stake by 2,480 shares to 5,380 total, an 85.5% increase in Q1 per 13F filing.
2026-07-23CapitalBear
CalPERS Cuts First Solar Stake by 26.3%
Institutional selling signal, compounded with class actions, impacts sentiment.
D1 -1.4% · +5d +0.0%

$FSLR — what investors on X are saying · SpikePanel

$FSLR (First Solar, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 7.4%)

Most active credible voices on $FSLR

Recent headlines featuring $FSLR

$FSLR (First Solar, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 7.4%)

Most active credible voices on $FSLR

Recent headlines featuring $FSLR

William Blair upgrades to Outperform

GLJ Research downgrades to Hold

FSLR Cuts 2026 Outlook, Launches $500M Buyback

8-K: Item 2.02, Item 8.01, Item 9.01

FSLR Inaugurates First Phase of South Carolina Plant, $330M Investment

Earnings report

Active Options Flow Ahead of FSLR Earnings, Bullish Calls Clustered

FSLR Gains on Truist Buy Rating

Truist Securities upgrades to Buy

FSLR Sues Corning Subsidiary and Chinese Rival for Patent Infringement

FSLR Resumes and Expands Patent Litigation Against Competitors

FSLR Receives Multiple Analyst Upgrades, Sentiment Turns Bullish

Keybanc upgrades to Sector Weight

FSLR shares drop 10.48% to $171.86 in single session

FSLR Sees Large Bullish Call Buys and Rising Open Interest

BMO Capital upgrades to Outperform

Multiple Analysts Reiterate Buy on FSLR

First Solar Securities Class Action Continues; DJS Law Group Re-Notices Investors

First Solar Applauds Section 232 Polysilicon Action, $5B+ US Investment

Morgan Stanley Raises First Solar PT to $323, Keeps Overweight

Trump weighs 15% polysilicon tariff, price floors in U.S. supply-chain push

First Solar Q2 Revenue Down 4% YoY, Gross Margin 57% Beat

First Solar to Report Q2 2026 Results on July 30

Earnings report

8-K: Item 2.02, Item 9.01

Multiple Institutions Boost First Solar Stakes in Q1

CalPERS Cuts First Solar Stake by 26.3%

Bull vs bear

Discussion

William Blair upgrades to Outperform

GLJ Research downgrades to Hold

FSLR Cuts 2026 Outlook, Launches $500M Buyback

8-K: Item 2.02, Item 8.01, Item 9.01

FSLR Inaugurates First Phase of South Carolina Plant, $330M Investment

Earnings report

Active Options Flow Ahead of FSLR Earnings, Bullish Calls Clustered

FSLR Gains on Truist Buy Rating

Truist Securities upgrades to Buy

FSLR Sues Corning Subsidiary and Chinese Rival for Patent Infringement

FSLR Resumes and Expands Patent Litigation Against Competitors

FSLR Receives Multiple Analyst Upgrades, Sentiment Turns Bullish

Keybanc upgrades to Sector Weight

FSLR shares drop 10.48% to $171.86 in single session

FSLR Sees Large Bullish Call Buys and Rising Open Interest

BMO Capital upgrades to Outperform

Multiple Analysts Reiterate Buy on FSLR

First Solar Securities Class Action Continues; DJS Law Group Re-Notices Investors

First Solar Applauds Section 232 Polysilicon Action, $5B+ US Investment

Morgan Stanley Raises First Solar PT to $323, Keeps Overweight

Trump weighs 15% polysilicon tariff, price floors in U.S. supply-chain push

First Solar Q2 Revenue Down 4% YoY, Gross Margin 57% Beat

First Solar to Report Q2 2026 Results on July 30

Earnings report

8-K: Item 2.02, Item 9.01

Multiple Institutions Boost First Solar Stakes in Q1

CalPERS Cuts First Solar Stake by 26.3%