First Solar, Inc. $FSLR Shares Acquired by Tredje AP fonden

Tredje AP fonden increased its position in shares of First Solar, Inc. (NASDAQ:FSLR) by 260.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 464,827 shares of the solar cell manufacturer’s stock after buying an additional 335,698 shares during the period. First Solar comprises about 0.8% of Tredje AP fonden’s portfolio, making the stock its 29th biggest position. Tredje AP fonden’s holdings in First Solar were worth $102,508,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FSLR. SFE Investment Counsel boosted its position in shares of First Solar by 9.1% in the 2nd quarter. SFE Investment Counsel now owns 69,810 shares of the solar cell manufacturer’s stock valued at $11,556,000 after purchasing an additional 5,852 shares during the period. Joule Financial LLC purchased a new stake in First Solar in the third quarter valued at approximately $950,000. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of First Solar by 22.0% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 77,155 shares of the solar cell manufacturer’s stock valued at $17,015,000 after acquiring an additional 13,904 shares during the period. Atlantic Union Bankshares Corp purchased a new position in shares of First Solar during the second quarter worth approximately $1,323,000. Finally, Belpointe Asset Management LLC purchased a new position in shares of First Solar during the third quarter worth approximately $1,193,000. Institutional investors and hedge funds own 92.08% of the company’s stock.

More First Solar News

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

• Positive Sentiment: Supreme Court struck down the administration’s proposed “reciprocal” tariffs, removing a major policy overhang that could have increased costs or disrupted supply chains for U.S. solar projects and module makers — a clear near-term positive for First Solar’s domestic project economics and project pipeline. First Solar surges after Supreme Court strikes down Trump’s ‘reciprocal’ tariffs
• Positive Sentiment: First Solar secured a $1.5B five-year senior unsecured revolving credit facility, improving liquidity and financial flexibility to fund plant ramp, working capital and project development. That reduces financing risk around expansion plans. First Solar Secures $1.5 Billion Revolving Credit Facility
• Positive Sentiment: Company expansion and tax-credit activity — including a new ~$1.1B Louisiana plant and a recent tax-credit sale — are cited as lifting the outlook, supporting revenue visibility as First Solar scales U.S. manufacturing. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Upcoming Q4 earnings are a near-term catalyst — results and guidance will be watched for margins, demand trends and any commentary on U.S. vs. Asia supply mix. Investors should expect volatility around the print. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Neutral Sentiment: Heightened retail/investor attention (Zacks/Yahoo coverage) is drawing flows and may amplify intraday moves, but it doesn’t change fundamentals by itself. First Solar, Inc. (FSLR) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Sector data: Array Technologies’ rebound highlights strong U.S. solar demand and backlog, which can be a tailwind for installers and module suppliers (indirect for FSLR). Array Technologies Legacy Operations Regain Momentum on Volume Surge?
• Negative Sentiment: Competition from low-cost Asian output remains a structural headwind mentioned in previews; margins and ASP pressure could reappear if global oversupply intensifies despite the tariff ruling. First Solar to Release Q4 Earnings: What’s in Store for the Stock?
• Negative Sentiment: Recent intraday weakness reported in coverage and odd/unclear short-interest reporting suggest potential for near-term volatility and noisy price action; monitor volume and updates. First Solar (FSLR) Suffers a Larger Drop Than the General Market: Key Insights

Analyst Ratings Changes

Several analysts recently commented on the stock. KeyCorp reiterated an “overweight” rating on shares of First Solar in a research report on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of First Solar in a report on Monday, December 29th. The Goldman Sachs Group reiterated a “buy” rating and set a $316.00 target price on shares of First Solar in a research note on Friday, October 31st. Wolfe Research boosted their price target on First Solar from $232.00 to $247.00 in a research report on Friday, October 31st. Finally, Susquehanna increased their price objective on First Solar from $285.00 to $292.00 and gave the stock a “positive” rating in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $275.61.

First Solar Trading Up 3.7%

NASDAQ FSLR opened at $241.88 on Friday. The company has a quick ratio of 1.55, a current ratio of 1.91 and a debt-to-equity ratio of 0.03. The stock has a market capitalization of $25.96 billion, a P/E ratio of 18.58, a P/E/G ratio of 0.30 and a beta of 1.60. First Solar, Inc. has a 52-week low of $116.56 and a 52-week high of $285.99. The firm has a 50-day moving average price of $246.03 and a 200 day moving average price of $234.81.

About First Solar

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.