First Solar, Inc.FSLRNASDAQ
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Analyst Sentiment

Analysts lean bullish — 93% recommend buying.

Consensus Rating
Buy
28 analysts·High coverage
93%
Rating Distribution
Strong Buy
00%
Buy
2693%
Hold
14%
Sell
14%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 23% higher.

Bear Case
$150.00
-33%
Consensus
$277.70
+23%
Bull Case
$330.00
+46%
Price Range28 analysts
Low
Consensus
High
$150.00
$330.00
Current Target
Current Price
$225.52
Upside to Target
$52.18

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Earnings Surprises

Beat rate:58%(7/12 quarters)
Avg surprise:+7.4%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 29, 2026BMO Capital
BMO downgrades First Solar on overhang from Tesla solar plans
Target:$263.00
+5.4%from $249.41
Jan 20, 2026RBC Capital
First Solar price target raised to $258 from $244 at RBC Capital
Target:$258.00
+6.8%from $241.61
Jan 8, 2026Guggenheim
First Solar price target raised to $312 from $289 at Guggenheim
Target:$312.00
+29.2%from $241.50
Jan 7, 2026Deutsche Bank
First Solar price target raised to $300 from $255 at Deutsche Bank
Target:$300.00
+24.2%from $241.54
Nov 4, 2025GLJ Research
First Solar price target raised to $314.43 from $214.06 at GLJ Research
Target:$314.43
+18.3%from $265.70
Nov 3, 2025Barclays
First Solar price target raised to $279 from $216 at Barclays
Target:$279.00
+4.5%from $266.94
Nov 3, 2025UBS
First Solar price target raised to $330 from $275 at UBS
Target:$330.00
+23.6%from $266.94
Oct 31, 2025Morgan Stanley
First Solar price target raised to $275 from $253 at Morgan Stanley
Target:$275.00
+10.4%from $249.13
Oct 31, 2025KeyBanc
First Solar price target raised to $150 from $100 at KeyBanc
Target:$150.00
-41.1%from $254.64
Oct 31, 2025Roth Capital
First Solar price target raised to $300 from $270 at Roth Capital
Target:$300.00
+17.8%from $254.64
Oct 31, 2025Jefferies
First Solar (FSLR) PT Raised to $269 at Jefferies
Target:$269.00
+8.0%from $249.13
Oct 31, 2025BMO Capital
First Solar (FSLR) PT Raised to $273 at BMO Capital
Target:$273.00
+16.9%from $233.58
Oct 31, 2025Goldman Sachs
Goldman Sachs Reiterates Buy Rating on First Solar (FSLR)
Target:$316.00
+35.3%from $233.58
Oct 22, 2025Needham
First Solar initiated with a Buy at Needham
Target:$286.00
+28.2%from $223.07
Oct 16, 2025Morgan Stanley
First Solar price target raised to $253 from $215 at Morgan Stanley
Target:$253.00
+3.5%from $244.40
Oct 13, 2025Susquehanna
First Solar price target raised to $273 from $222 at Susquehanna
Target:$273.00
+20.8%from $225.91
Oct 6, 2025Evercore ISI
First Solar initiated with an In Line at Evercore ISI
Target:$240.00
+4.5%from $229.57
Oct 2, 2025Jefferies
First Solar price target raised to $260 from $212 at Jefferies
Target:$260.00
+15.6%from $224.82
Aug 22, 2025Guggenheim
First Solar price target raised to $287 from $202 at Guggenheim
Target:$287.00
+41.9%from $202.28
Aug 5, 2025UBS
First Solar price target raised to $275 from $255 at UBS
Target:$275.00
+47.2%from $186.84
Jul 15, 2025Jefferies
First Solar price target raised to $194 from $192 at Jefferies
Target:$194.00
+12.8%from $171.93
May 14, 2025UBS
First Solar price target raised to $255 from $235 at UBS, says remains top pick
Target:$255.00
+63.2%from $156.21
May 1, 2025GLJ Research
GLJ Research Upgrades First Solar (FSLR) to Buy on Assumption 45x Credits Remain Intact
Target:$172.37
+36.2%from $126.57
Apr 23, 2025Morgan Stanley
First Solar price target lowered to $223 from $238 at Morgan Stanley
Target:$223.00
+70.1%from $131.10
Apr 21, 2025Piper Sandler
First Solar price target lowered to $205 from $230 at Piper Sandler
Target:$205.00
+67.4%from $122.45