Twin Capital Management Inc. Acquires New Stake in First Solar, Inc. $FSLR

Twin Capital Management Inc. acquired a new stake in First Solar, Inc. (NASDAQ:FSLR) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,310 shares of the solar cell manufacturer’s stock, valued at approximately $850,000.

Other large investors also recently bought and sold shares of the company. Aventura Private Wealth LLC acquired a new position in shares of First Solar during the fourth quarter worth about $25,000. Commonwealth Retirement Investments LLC acquired a new stake in First Solar in the fourth quarter valued at about $26,000. Reflection Asset Management purchased a new stake in First Solar in the 4th quarter valued at approximately $26,000. Strategic Wealth Investment Group LLC acquired a new position in First Solar during the 2nd quarter worth approximately $26,000. Finally, Larson Financial Group LLC increased its position in First Solar by 117.0% during the 4th quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock worth $27,000 after purchasing an additional 55 shares during the period. Hedge funds and other institutional investors own 92.08% of the company’s stock.

Insiders Place Their Bets

In other First Solar news, insider Kuntal Kumar Verma sold 582 shares of First Solar stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $250.00, for a total value of $145,500.00. Following the completion of the sale, the insider owned 4,967 shares in the company, valued at $1,241,750. The trade was a 10.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Jason E. Dymbort sold 409 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $215.63, for a total transaction of $88,192.67. Following the transaction, the general counsel directly owned 10,409 shares of the company’s stock, valued at approximately $2,244,492.67. This represents a 3.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 31,893 shares of company stock valued at $7,893,775. 0.39% of the stock is currently owned by company insiders.

Key Headlines Impacting First Solar

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

• Positive Sentiment: Recent analyst and valuation commentary still points to upside potential, with some estimates implying the stock may be trading below intrinsic value and price targets remaining well above current levels. First Solar (FSLR) Stock Sees Modest Fair Value Lift As Analysts Weigh Tariffs And Tax Credits
• Positive Sentiment: First Solar confirmed it will release second-quarter results on July 30, giving investors a near-term catalyst for updates on demand, margins, and guidance. First Solar, Inc. to Announce Second Quarter 2026 Financial Results on July 30, 2026
• Neutral Sentiment: Some market commentary says the pullback could simply reflect profit-taking after recent strength and renewed attention on the stock’s longer-term valuation. Is First Solar (FSLR) Reasonable After Tariff Hopes And A 31% Gap?
• Negative Sentiment: Multiple class action lawsuits were filed against First Solar, increasing legal risk and keeping pressure on sentiment around tariff and production disclosures. Pomerantz Law Firm Announces the Filing of a Class Action Against First Solar, Inc. and Certain Officers – FSLR
• Negative Sentiment: Investor notices and legal reminders suggest the securities case is still fresh, with a lead plaintiff deadline of August 24 and allegations tied to tariff-related harm. SueWallSt Reminds First Solar, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 24, 2026 – FSLR
• Negative Sentiment: Quiver’s market read says traders are weighing the legal overhang and awaiting results, with insider selling and mixed institutional positioning adding to caution. First Solar Slides as Traders Weigh Legal Overhang and Await Late-July Results

Wall Street Analyst Weigh In

Several research firms have recently commented on FSLR. Barclays raised their price target on First Solar from $213.00 to $279.00 and gave the company an “overweight” rating in a report on Tuesday. Citigroup cut their price objective on First Solar from $300.00 to $243.00 and set a “buy” rating for the company in a research report on Tuesday, April 21st. Weiss Ratings raised First Solar from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, June 25th. Sanford C. Bernstein restated an “underperform” rating on shares of First Solar in a research report on Friday, June 26th. Finally, HSBC upped their price target on shares of First Solar from $211.00 to $231.00 and gave the stock a “hold” rating in a research note on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, First Solar currently has a consensus rating of “Moderate Buy” and an average price target of $256.41.

First Solar Stock Down 5.3%

First Solar stock opened at $211.93 on Friday. First Solar, Inc. has a fifty-two week low of $167.60 and a fifty-two week high of $320.95. The firm has a market capitalization of $22.77 billion, a price-to-earnings ratio of 13.69, a price-to-earnings-growth ratio of 0.50 and a beta of 1.73. The stock’s fifty day moving average is $251.39 and its two-hundred day moving average is $229.14. The company has a debt-to-equity ratio of 0.02, a quick ratio of 2.15 and a current ratio of 2.56.

First Solar (NASDAQ:FSLR) last announced its earnings results on Thursday, April 30th. The solar cell manufacturer reported $3.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $0.35. First Solar had a net margin of 30.73% and a return on equity of 18.01%. The company had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $1.03 billion. During the same quarter in the previous year, the business posted $1.95 earnings per share. The firm’s quarterly revenue was up 23.6% compared to the same quarter last year. Analysts predict that First Solar, Inc. will post 17.54 EPS for the current fiscal year.

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.