
First Solar (FSLR) Stock Forecast & Price Target
First Solar (FSLR) Analyst Ratings
Bulls say
First Solar has a robust research and development strategy that enhances its module efficiency while concurrently reducing costs, positioning the company favorably within the solar sector amid increasing power demand from data centers. The company reported fourth-quarter revenues of $1.5 billion, surpassing estimates due to higher module sales, while its significant backlog of 37.1 GW positions it for continued growth. Furthermore, First Solar's vertically integrated business model and competitive U.S. manufacturing footprint provide a strong foundation for long-term earnings visibility, supporting an optimistic outlook for growth amid favorable regulatory conditions and a solid demand environment.
Bears say
First Solar is facing a negative outlook primarily due to weaker-than-expected profitability and margins, as evidenced by its Q4 results and 2025 guidance, which fell short of consensus expectations. The company’s revenue guidance for 2025 aligns with lower profitability forecasts, indicating a significant decline in expected earnings per share (EPS) compared to prior estimates, further highlighting challenges in sustaining growth. Moreover, heightened competition, regulatory uncertainties, potential tariff risks, and a sluggish capacity ramp contribute to a precarious market position, raising concerns over maintaining adequate pricing and demand for its solar modules.
This aggregate rating is based on analysts' research of First Solar and is not a guaranteed prediction by Public.com or investment advice.
First Solar (FSLR) Analyst Forecast & Price Prediction
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