E. Ohman J or Asset Management AB Acquires 14,797 Shares of First Solar, Inc. $FSLR

E. Ohman J or Asset Management AB increased its holdings in First Solar, Inc. (NASDAQ:FSLR) by 10.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 151,973 shares of the solar cell manufacturer’s stock after buying an additional 14,797 shares during the period. First Solar accounts for 0.8% of E. Ohman J or Asset Management AB’s holdings, making the stock its 28th largest position. E. Ohman J or Asset Management AB’s holdings in First Solar were worth $35,860,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in FSLR. Geode Capital Management LLC increased its stake in First Solar by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 2,919,991 shares of the solar cell manufacturer’s stock worth $761,396,000 after acquiring an additional 24,206 shares during the period. Viking Global Investors LP raised its holdings in 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 acquiring an additional 854,919 shares in the last quarter. Amundi lifted its position in shares of First Solar by 9.4% during the 4th quarter. Amundi now owns 2,215,461 shares of the solar cell manufacturer’s stock valued at $578,791,000 after acquiring an additional 189,626 shares during the period. Norges Bank bought a new stake in shares of First Solar during the 4th quarter valued at $392,040,000. Finally, Schroder Investment Management Group grew its holdings in shares of First Solar by 7.6% during the 4th quarter. Schroder Investment Management Group now owns 1,427,105 shares of the solar cell manufacturer’s stock worth $372,803,000 after purchasing an additional 100,908 shares in the last quarter. 92.08% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Roth Capital restated a “buy” rating and issued a $300.00 price target on shares of First Solar in a research report on Friday, July 24th. Mizuho set a $237.00 price objective on shares of First Solar in a research report on Friday, July 31st. The Goldman Sachs Group increased their price objective on shares of First Solar from $300.00 to $310.00 in a research note on Friday, May 1st. Wells Fargo & Company raised their target price on shares of First Solar from $300.00 to $313.00 and gave the company an “overweight” rating in a report on Friday. Finally, TD Cowen restated a “buy” rating on shares of First Solar in a research report on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, First Solar has a consensus rating of “Moderate Buy” and a consensus price target of $254.89.

Insider Buying and Selling at First Solar

In other news, insider Caroline Stockdale sold 10,628 shares of the stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $275.60, for a total value of $2,929,076.80. Following the completion of the sale, the insider owned 23,792 shares of the company’s stock, valued at approximately $6,557,075.20. This represents a 30.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael Koralewski sold 7,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $221.51, for a total value of $1,550,570.00. Following the transaction, the insider owned 7,642 shares of the company’s stock, valued at $1,692,779.42. This trade represents a 47.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,579 shares of company stock worth $7,084,044 over the last 90 days. Company insiders own 0.39% of the company’s stock.

First Solar Price Performance

NASDAQ:FSLR opened at $239.33 on Tuesday. First Solar, Inc. has a one year low of $176.47 and a one year high of $320.95. The company has a market cap of $25.72 billion, a PE ratio of 14.76, a P/E/G ratio of 0.55 and a beta of 1.76. The firm’s 50 day simple moving average is $239.72 and its 200 day simple moving average is $225.11.

First Solar (NASDAQ:FSLR) last announced its quarterly earnings results on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.90 by $1.02. The firm had revenue of $1.06 billion during the quarter, compared to analysts’ expectations of $1.06 billion. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The company’s revenue was down 3.4% on a year-over-year basis. During the same period in the prior year, the company posted $3.18 EPS. Equities research analysts expect that First Solar, Inc. will post 17.75 EPS for the current year.

Key Headlines Impacting First Solar

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

• Positive Sentiment: Recent analyst actions were supportive: HSBC upgraded First Solar, while another analyst raised the price target to $313. The broader analyst consensus remains cautiously optimistic, with several targets above the current trading range. First Solar Upgraded at HSBC First Solar Price Target Raised to $313
• Positive Sentiment: First Solar reported higher second-quarter 2026 earnings, record quarterly and first-half sales volume, reaffirmed full-year guidance and maintained a 45.1-gigawatt backlog. New U.S. tariffs and minimum-price measures on imported polysilicon-related products could improve the competitive position of domestic manufacturers over time. First Solar’s Profit Engine Faces a New Policy Test in Washington
• Neutral Sentiment: The tariff framework appears strategically favorable, but analysts note that the impact may be staged rather than immediate. Investors are therefore reassessing the timing of stronger pricing power, customer purchasing and project starts. First Solar Slides as Tariff Euphoria Fades
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased FSLR shares between February 26, 2025, and February 24, 2026. The August 24 lead-plaintiff deadline increases litigation visibility, although the notices do not establish wrongdoing. Rosen Law Firm Securities Action Notice
• Negative Sentiment: Reported trading data showed extensive insider selling, with no insider purchases during the past six months. Institutional ownership data also showed more investors reducing positions than adding shares, reinforcing near-term selling pressure.

First Solar Company Profile

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.