First Solar Q3 EPS Estimate Decreased by Seaport Res Ptn

Key Points

• Analysts at Seaport Res Ptn have lowered their Q3 2025 EPS estimates for First Solar from $5.16 to $4.49, reflecting concerns over the solar manufacturer's earnings performance.
• First Solar reported an EPS of $3.18 for the most recent quarter, exceeding estimates of $2.68 and showing an 8.6% year-over-year revenue increase to $1.10 billion.
• Insider trading activity has been noted with significant sales of shares by key executives, indicating a potential decrease in their stock positions.

First Solar, Inc. (NASDAQ:FSLR - Free Report) - Investment analysts at Seaport Res Ptn reduced their Q3 2025 earnings per share (EPS) estimates for shares of First Solar in a note issued to investors on Sunday, August 3rd. Seaport Res Ptn analyst T. Curran now expects that the solar cell manufacturer will earn $4.49 per share for the quarter, down from their prior forecast of $5.16. The consensus estimate for First Solar's current full-year earnings is $13.05 per share. Seaport Res Ptn also issued estimates for First Solar's Q4 2025 earnings at $5.83 EPS, FY2025 earnings at $15.45 EPS, Q1 2026 earnings at $4.36 EPS, Q2 2026 earnings at $5.60 EPS, Q3 2026 earnings at $6.66 EPS, Q4 2026 earnings at $7.23 EPS and FY2026 earnings at $23.85 EPS.

FSLR has been the topic of a number of other reports. Jefferies Financial Group set a $194.00 target price on shares of First Solar and gave the company a "buy" rating in a research note on Tuesday, July 15th. Mizuho upped their price target on First Solar from $275.00 to $278.00 and gave the company an "outperform" rating in a research note on Monday, July 14th. Barclays lowered their price objective on shares of First Solar from $236.00 to $204.00 and set an "overweight" rating for the company in a research report on Friday, April 11th. The Goldman Sachs Group upped their target price on First Solar from $204.00 to $255.00 and gave the stock a "buy" rating in a report on Monday, May 19th. Finally, Susquehanna lifted their price objective on shares of First Solar from $203.00 to $222.00 and gave the stock a "positive" rating in a research report on Friday, August 1st. One investment analyst has rated the stock with a sell rating, five have issued a hold rating, twenty-three have given a buy rating and two have assigned a strong buy rating to the company. According to data from MarketBeat.com, First Solar presently has a consensus rating of "Moderate Buy" and an average target price of $222.67.

First Solar Stock Down 0.5%

Shares of First Solar stock traded down $0.95 on Wednesday, hitting $184.65. 1,629,586 shares of the company traded hands, compared to its average volume of 2,623,156. The company has a market cap of $19.80 billion, a PE ratio of 15.80, a PEG ratio of 0.36 and a beta of 1.48. The company has a 50-day moving average price of $168.61 and a 200 day moving average price of $153.25. The company has a quick ratio of 1.41, a current ratio of 1.90 and a debt-to-equity ratio of 0.04. First Solar has a 12-month low of $116.56 and a 12-month high of $262.72.

First Solar (NASDAQ:FSLR - Get Free Report) last released its earnings results on Thursday, July 31st. The solar cell manufacturer reported $3.18 EPS for the quarter, beating the consensus estimate of $2.68 by $0.50. First Solar had a net margin of 28.95% and a return on equity of 15.57%. The business had revenue of $1.10 billion during the quarter, compared to analyst estimates of $1.03 billion. During the same period in the prior year, the business earned $3.25 earnings per share. The business's quarterly revenue was up 8.6% on a year-over-year basis.

Hedge Funds Weigh In On First Solar

Hedge funds have recently bought and sold shares of the company. Garde Capital Inc. purchased a new position in shares of First Solar in the first quarter worth about $25,000. Wealth Preservation Advisors LLC purchased a new stake in shares of First Solar in the 1st quarter worth about $25,000. TD Private Client Wealth LLC boosted its stake in First Solar by 126.9% during the second quarter. TD Private Client Wealth LLC now owns 152 shares of the solar cell manufacturer's stock worth $25,000 after acquiring an additional 85 shares in the last quarter. Harbor Investment Advisory LLC boosted its stake in First Solar by 138.9% in the 2nd quarter. Harbor Investment Advisory LLC now owns 172 shares of the solar cell manufacturer's stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Finally, Hantz Financial Services Inc. boosted its position in shares of First Solar by 69.4% during the second quarter. Hantz Financial Services Inc. now owns 183 shares of the solar cell manufacturer's stock valued at $30,000 after buying an additional 75 shares during the last quarter. 92.08% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CTO Markus Gloeckler sold 9,557 shares of the stock in a transaction on Wednesday, May 28th. The shares were sold at an average price of $155.05, for a total transaction of $1,481,812.85. Following the transaction, the chief technology officer directly owned 8,037 shares of the company's stock, valued at $1,246,136.85. This represents a 54.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Patrick James Buehler sold 1,868 shares of the business's stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $149.08, for a total value of $278,481.44. Following the sale, the insider owned 5,998 shares of the company's stock, valued at approximately $894,181.84. This represents a 23.75% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 15,976 shares of company stock valued at $2,515,172. Insiders own 0.48% of the company's stock.

First Solar Company Profile

First Solar, Inc, a solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile, and internationally. The company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules.