FSLR
FIRST SOLAR, INC.Evidence as of 2026-09-02Overview · FIRST SOLAR, INC.
First Solar, Inc. provides photovoltaic (PV) solar energy solutions in the United State, Japan, France, Canada, India, Australia, and internationally. The company designs, manufactures, and sells cadmium telluride solar modules that converts sunlight into electricity. It serves developers and operators of systems, utilities, independent power producers, commercial and industrial companies, and other system owners. Th…
Management team
- Mr. Kuntal Kumar Verma · Chief Manufacturing OfficerFind on LinkedIn
- Mr. Georges J. Antoun · Chief Commercial OfficerFind on LinkedIn
- Mr. Markus Gloeckler · Chief Technology OfficerFind on LinkedIn
- Mr. Alexander R. Bradley · Chief Financial OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is mixed (+0.4 of a possible +2; confidence high). Revenues declined year-over-year from $ 1,097,170,000 in fiscal Q2 2025 (fiscal quarter ended 2025-07-25) to $ 1,056,193,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-24), with sequential revenues rising from $ 1,044,240,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-24) to $ 1,056,193,000 in fiscal Q2 2026.
Profitability showed sequential improvement: gross profit rose from $ 486,131,000 in fiscal Q1 2026 to $ 605,004,000 in fiscal Q2 2026, operating income increased from $ 345,303,000 to $ 450,386,000 over the same two quarters, and net income climbed from $ 346,619,000 in fiscal Q1 2026 to $ 422,569,000 in fiscal Q2 2026 with diluted EPS moving from $ 3.22 to $ 3.92.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues were $1,044,240,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $1,056,193,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), versus $1,097,170,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) and $1,594,856,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo).
XBRL companyfacts · 0001274494-26-000109Gross profit rose from $486,131,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $605,004,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo); comparable prior periods were $499,850,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) and $610,745,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo).
XBRL companyfacts · 0001274494-26-000170Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, FIRST SOLAR, INC. (FSLR) was a holding in the ETF with symbol IVV.
ETF constituents · market dataThe reported weight of FSLR in that ETF was 0.04 percent of the fund as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
An article explains First Solar manufactures thin-film solar modules and provides utility-scale solar power solutions.
News · kalkinemedia.com · 2026-09-02Multiple pieces from the same outlet highlight that First Solar is back in the spotlight amid crude oil-driven energy volatility and shifting domestic clean-power incentive rules that relate to expanding its domestic production capacity.
News · kalkinemedia.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing twelve-month P/E is 13.91 based on EPS of 14.56 and the price of 202.6 as of 2026-09-02.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value is 20,523,100,049 and trailing twelve-month EV/EBITDA is 11.02, while EBITDA (TTM) is 1,861,844,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported items jointly support a favorable read: sequential improvement in gross profit, operating income, net income and diluted EPS across Q1 to Q2 2026 indicates operating leverage in the most recent quarters. Balance-sheet changes show a meaningful reduction in long-term noncurrent debt to zero and higher shareholders' equity between 2026-03-31 and 2026-06-30, while net-cash (cash less debt) is positive. Valuation multiples on trailing earnings (TTM P/E ~13.9 and EV/EBITDA ~11.0) sit at levels that, given the reported profitability, can be viewed as relatively modest. Street consensus as of 2026-09-02 is heavily weighted toward buy ratings, reinforcing that many sell-side analysts view the company favorably. These items together form a coherent bull narrative grounded in recent profitability improvement, balance-sheet repair, and earnings-based valuation.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.36
18 surviving claims rest on 9 distinct sources; the heaviest analyst carries 33% of them, and 97% of what the desk raised survived the debate.
The evidence base is moderately broad (nine distinct sources) and most surviving claims endured the internal review, which supports reasonable confidence in the read. However, one analyst contributes about one third of the surviving claims and the desk’s very high survival rate suggests limited internal counter-evidence — both factors mean this read carries some analyst-dependence and could be brittle if that contributor’s inputs change or new filings arrive.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.8 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on FSLR Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.