First Solar, Inc. (FSLR) earnings on July 30, 2026
More First Solar, Inc. earnings
Prior outlook: Optimistic Outcome: Accurate
The stock recovered from early losses to close 2.44% higher, reaching an intraday high of 5.4%. The price bounce followed a recent strong drop.
FSLR price around the earnings
211.03
Change: +2.4%
2026-07-31, 20:00 UTC
Start of the measured window
End of the measured window
202.42
207.20
211.99
216.77
206.01
July 30, 2026
July 31, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Accurate
- Thesis published
- Results released
Deeply after a strong recent drop from significant sell-off, analysts maintain buy ratings, pointing to an optimistic scenario into earnings.
Context analyzed before publication
- Trend
- Significant sell-off created deeply after a strong recent drop conditions, analysts maintain buy ratings, pointing to an optimistic scenario into earnings.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.11
- Analysts covering the stock
- 28
- Average price target
- 256.36
- Lowest price target
- 150
- Highest price target
- 330
- Upside to price target
- 24.9%
- Quarterly earnings growth
- 65.4%
- Revenue growth
- 23.6%
- Forward EPS
- 23.43
- Trailing EPS
- 15.48
- Analyst moves in the last 60 days
- 10
- Strong buy: 9
- Buy: 13
- Hold: 12
- Sell: 1
- Strong sell: 1
- Strong buy
- 9
- Buy
- 13
- Hold
- 12
- Sell
- 1
- Strong sell
- 1
- July 24, 2026 · Roth Capital: Reiterates rating (Buy → Buy)
- July 14, 2026 · Barclays: Maintains rating (Overweight → Overweight)
- July 14, 2026 · Truist Securities: Initiates coverage (Buy → Hold)
- July 10, 2026 · Susquehanna: Maintains rating (Positive → Positive)
- July 9, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
- July 7, 2026 · Deutsche Bank: Upgrades rating (Hold → Buy)
- July 6, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
- June 17, 2026 · Bernstein: Initiates coverage (Underperform)
- June 15, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
- June 11, 2026 · UBS: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (7)
- Roth Capital Reiterates Buy on First Solar, Maintains $300 Price Target (opens in a new tab) — Benzinga
- Barclays Maintains Overweight on First Solar, Raises Price Target to $279 (opens in a new tab) — Benzinga
- Truist Securities Initiates Coverage On First Solar with Hold Rating, Announces Price Target of $249 (opens in a new tab) — Benzinga
- Susquehanna Maintains Positive on First Solar, Raises Price Target to $270 (opens in a new tab) — Benzinga
- Morgan Stanley Maintains Overweight on First Solar, Raises Price Target to $245 (opens in a new tab) — Benzinga
- Here’s How Much You Would Have Made Owning First Solar Stock In The Last 10 Years (opens in a new tab) — Benzinga
- This Meta Platforms Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 199.23
- Average true range (ATR)
- 4.2%
- Distance to 52-week high
- -35.5%
- 14-day change (14d)
- -11.0%
- 30-day change (30d)
- -14.4%
- 30-day relative strength
- -12.9%
- SPY change (30d)
- -1.5%
- Nearest support
- 197.23
- Distance to nearest support
- 1%
- Nearest resistance
- 199.27
- Distance to nearest resistance
- 0%
- Volume accumulation ratio (14d / 46d)
- 0.81
- Major: 197.23 (1% away, 0.24 ATR, 44 touches)
- Minor: 195.84 (1.7% away, 0.4 ATR, 2 touches)
- Major: 194.41 (2.4% away, 0.57 ATR, 40 touches)
- Minor: 199.27 (0% away, 0 ATR, 8 touches)
- Major: 200.92 (0.9% away, 0.2 ATR, 36 touches)
- Minor: 202.29 (1.5% away, 0.36 ATR, 5 touches)
Trends
Evidence
- Average earnings surprise
- +4.7%
- April 30, 2026: actual EPS 3.22 vs estimate 2.96 (surprise +8.9%)
- February 24, 2026: actual EPS 4.84 vs estimate 5.24 (surprise -7.6%)
- October 30, 2025: actual EPS 4.24 vs estimate 4.29 (surprise -1.1%)
- July 31, 2025: actual EPS 3.18 vs estimate 2.68 (surprise +18.8%)
Expected move
- Implied move
- +9.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 4.8%
- 75th percentile move
- 8.3%
- 90th percentile move
- 13.3%
- Up / down moves
- 14 / 6
- Average up move
- +5.3%
- Average down move
- -6.6%
Monitoring and close
What First Solar, Inc. reported
- Status
- Finished
| Actual EPS | 3.92 |
|---|---|
| EPS estimate | 2.86 |
| EPS surprise | +37.1% |
| Revenue | $1,056 million |
| Revenue estimate | $1,062 million |
| Revenue surprise | -0.6% |
First Solar beat Q2 earnings estimates but slightly missed revenue. The company reaffirmed its full-year guidance, leaving investors optimistic about its outlook.
Sources (11)
- First Solar Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- First Solar Shares Climb After Mixed Q2 Report — Details (opens in a new tab) — Benzinga
- First Solar (FSLR) Beats Q2 Earnings Estimates (opens in a new tab) — Zacks
- First Solar (NASDAQ:FSLR) Surges After-Hours as Q2 Earnings Beat Offsets Revenue Miss (opens in a new tab) — ChartMill
- First Solar (NASDAQ:FSLR) Misses Q2 CY2026 Revenue Estimates (opens in a new tab) — StockStory
- First Solar Sales Fall on Contract Cancellations (opens in a new tab) — The Wall Street Journal
- First Solar Affirms FY2026 Sales Guidance of $4.900B-$5.200B vs $5.118B Est (opens in a new tab) — Benzinga
- First Solar reported EPS of $3.92, beating the $2.86 estimate, but revenue of $1.056B missed the $1.062B estimate. — Benzinga
- First Solar Q2 EPS $3.92 Beats $2.86 Estimate, Sales $1.056B Miss $1.062B Estimate (opens in a new tab) — Benzinga
- First Solar, Inc. Announces Second Quarter 2026 Financial Results and Reaffirms Guidance (opens in a new tab) — Yahoo
- First Solar, Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
Pre-market second reading after the results
- Verdict
- Mixed results
Heading into the open, results beat expectations on earnings but not on revenue, and the price is indicating +2.7% pre-market, a move below the stock's usual reaction (about 5%). The figures confirm the optimistic scenario. In the 1,391 similar cases in our market history, the close held that direction 72% of the time.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- +2.4%
- Max favorable move (MFE)
- 5.4%
- Max adverse move (MAE)
- 0.3%