4,456 Shares in First Solar, Inc. $FSLR Purchased by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich purchased a new stake in shares of First Solar, Inc. (NASDAQ:FSLR) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,456 shares of the solar cell manufacturer’s stock, valued at approximately $983,000.

Several other large investors have also recently added to or reduced their stakes in FSLR. Norges Bank acquired a new position in shares of First Solar in the second quarter valued at $212,621,000. Viking Global Investors LP raised its stake in shares of First Solar by 60.6% in the 2nd quarter. Viking Global Investors LP now owns 2,266,050 shares of the solar cell manufacturer’s stock valued at $375,122,000 after buying an additional 854,919 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of First Solar by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 13,721,979 shares of the solar cell manufacturer’s stock worth $3,026,108,000 after acquiring an additional 464,130 shares during the period. Atreides Management LP acquired a new stake in shares of First Solar during the 2nd quarter valued at about $65,134,000. Finally, Clean Energy Transition LLP increased its stake in First Solar by 48.2% in the third quarter. Clean Energy Transition LLP now owns 1,117,228 shares of the solar cell manufacturer’s stock valued at $246,382,000 after acquiring an additional 363,274 shares during the period. Institutional investors and hedge funds own 92.08% of the company’s stock.

Key Stories Impacting First Solar

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: U.S. manufacturing expansion: First Solar commissioned a new factory in Louisiana and plans additional capacity in South Carolina, improving domestic supply?chain positioning and medium/long?term revenue visibility. First Solar Expands US Manufacturing Footprint
• Neutral Sentiment: Options and retail/trending activity are elevated, which can amplify intraday swings but do not change the company’s fundamentals. Behind the Scenes of First Solar’s Latest Options Trends
• Negative Sentiment: 2026 guidance disappointed analysts, triggering multiple downgrades and the primary near?term selling pressure as investors reprice earnings/margins. 2026 Guidance Disappoints, Triggers Downgrades
• Negative Sentiment: Analyst price?target cuts (examples: Evercore to $212, Morgan Stanley to $230, Barclays to $228, Argus to $250) reduce headline upside and analyst support. Analyst Price Target Moves
• Negative Sentiment: Insider selling disclosed on March 4 — CTO Markus Gloeckler sold ~3,640 shares (~$717k) and CAO Nathan Theurer sold 92 shares — which some investors view as a negative signal even if routine. CTO Insider Sale SEC Filing
• Negative Sentiment: Pomerantz LLP announced an investor investigation into First Solar, introducing legal/financial risk that could increase near?term cautiousness. Pomerantz Investigates First Solar
• Negative Sentiment: High?profile negative commentary (e.g., Jim Cramer calling the recent quarter “one awful quarter”) can amplify short?term selling momentum among retail traders. Jim Cramer on First Solar

First Solar Stock Performance

FSLR stock opened at $189.21 on Friday. The company has a 50 day moving average price of $234.09 and a 200 day moving average price of $236.21. First Solar, Inc. has a fifty-two week low of $116.56 and a fifty-two week high of $285.99. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.67 and a quick ratio of 2.35. The stock has a market capitalization of $20.30 billion, a PE ratio of 13.32, a price-to-earnings-growth ratio of 0.30 and a beta of 1.65.

First Solar (NASDAQ:FSLR) last released its earnings results on Tuesday, February 24th. The solar cell manufacturer reported $4.84 EPS for the quarter, missing the consensus estimate of $5.22 by ($0.38). First Solar had a net margin of 29.28% and a return on equity of 17.32%. The firm had revenue of $1.68 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same period last year, the business posted $3.65 earnings per share. The firm’s quarterly revenue was up 11.1% on a year-over-year basis. Analysts forecast that First Solar, Inc. will post 13.05 EPS for the current year.

Insider Transactions at First Solar

In other First Solar news, CEO Mark R. Widmar sold 7,738 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $195.93, for a total transaction of $1,516,106.34. Following the completion of the sale, the chief executive officer directly owned 91,787 shares of the company’s stock, valued at approximately $17,983,826.91. The trade was a 7.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Georges Antoun sold 1,958 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $194.95, for a total transaction of $381,712.10. Following the transaction, the insider owned 17,705 shares in the company, valued at approximately $3,451,589.75. The trade was a 9.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 31,975 shares of company stock valued at $6,267,492. 0.48% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts have commented on FSLR shares. Daiwa Securities Group raised their price target on shares of First Solar from $215.00 to $284.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. The Goldman Sachs Group lowered their price objective on First Solar from $316.00 to $300.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Wolfe Research downgraded First Solar from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 26th. Needham & Company LLC boosted their price target on First Solar from $286.00 to $303.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Finally, Evercore lowered their price target on First Solar from $241.00 to $212.00 in a research report on Thursday. Twenty analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $249.65.

About First Solar

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin?film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility?scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.