First Solar (FSLR) Expected to Release Quarterly Earnings on Thursday

First Solar (NASDAQ:FSLR) is anticipated to announce its Q3 2026 results after the market closes on Thursday, October 29th. Analysts expect First Solar to announce earnings of $4.67 per share and revenue of $1.29 billion for the quarter. Investors may review the information on the company’s upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Thursday, October 29, 2026 at 4:30 PM ET.

First Solar (NASDAQ:FSLR) last announced its quarterly earnings results on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.90 by $1.02. The company had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.06 billion. During the same period in the previous year, the firm posted $3.18 EPS. The business’s quarterly revenue was down 3.4% compared to the same quarter last year. On average, analysts expect First Solar to post $17.63 EPS for the current fiscal year and $24.47 EPS for the next fiscal year.

First Solar Stock Performance

Shares of FSLR opened at $175.85 on Wednesday. First Solar has a 12 month low of $165.86 and a 12 month high of $320.95. The firm has a fifty day simple moving average of $191.29 and a 200 day simple moving average of $217.17.

First Solar News Roundup

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

• Positive Sentiment: Investors appear to be buying FSLR ahead of its scheduled October 29 third-quarter results. Strong solar demand and generally favorable analyst sentiment, including price targets well above the current trading level, are supporting expectations. First Solar jumps as lower Treasury yields and earnings anticipation appear to support solar names
• Positive Sentiment: Lower Treasury yields have improved the environment for rate-sensitive, capital-intensive clean-energy companies. First Solar’s stated expectation of approximately 25 gigawatts of global annual nameplate capacity in 2026 also reinforces its scale and growth narrative. First Solar market analysis
• Positive Sentiment: First Solar will inaugurate the first phase of its new Gaffney, South Carolina, production facility on October 28. The event, expected to include senior state and federal officials, highlights the company’s U.S. manufacturing expansion and could strengthen its position amid domestic-content and supply-chain priorities. First Solar to Inaugurate First Phase of South Carolina Production Facility
• Neutral Sentiment: Institutional positioning was mixed: 494 investors added FSLR shares in their latest reported quarter while 458 reduced positions, suggesting continued conviction but also disagreement over the outlook.
• Negative Sentiment: Trade-policy uncertainty and underutilized overseas facilities could weigh on third-quarter results and margins, creating downside risk if management issues cautious guidance. First Solar to Release Q3 Earnings: Here’s What to Expect
• Negative Sentiment: Reported insider activity was entirely selling over the past six months, including sales by Chief Executive Officer Mark Widmar. Separately, put-option volume was unusually elevated, indicating some traders are hedging against or positioning for a decline.

Insider Activity

In other news, CTO Markus Gloeckler sold 3,425 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $218.95, for a total transaction of $749,903.75. Following the transaction, the chief technology officer directly owned 7,471 shares in the company, valued at $1,635,775.45. The trade was a 31.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Samantha Sloan sold 127 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $222.95, for a total transaction of $28,314.65. Following the completion of the sale, the executive vice president directly owned 2,018 shares in the company, valued at approximately $449,913.10. The trade was a 5.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 16,681 shares of company stock worth $3,756,286. Insiders own 0.39% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Robert W. Baird decreased their price objective on First Solar from $318.00 to $290.00 and set an “outperform” rating for the company in a report on Tuesday, September 22nd. Susquehanna upped their target price on First Solar from $250.00 to $270.00 and gave the stock a “positive” rating in a report on Friday, July 10th. Guggenheim increased their price target on First Solar from $282.00 to $299.00 and gave the company a “buy” rating in a research report on Tuesday. Evercore restated a “positive” rating and issued a $218.00 price target on shares of First Solar in a research note on Monday, August 17th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $199.00 price target on shares of First Solar in a research report on Friday, October 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.30.

About First Solar

First Solar, Inc is a vertically integrated solar technology and manufacturing company that designs, manufactures and sells photovoltaic (PV) solar modules. Its modules use advanced thin-film semiconductor technology based on cadmium telluride (CdTe), rather than the crystalline-silicon technology used by most solar manufacturers. The company serves utility-scale solar developers, commercial and industrial customers, and other large-scale energy users.

Founded in 1999 and headquartered in Tempe, Arizona, First Solar operates research and development, manufacturing and recycling facilities in the United States and internationally.