First Solar Stock Price, News & Analysis

First Solar (Nasdaq: FSLR) inaugurated a new $1.1 billion fully vertically integrated manufacturing facility in Iberia Parish, Louisiana, spanning 2.4 million sq ft and producing Series 7 modules.

Production began in July 2025; the site currently employs >700 people and is expected to reach 826 employees by year-end. The plant adds 3.5 GW of annual nameplate capacity, raising U.S. capacity to 14 GW in 2026 and an expected 17.7 GW in 2027. The facility is AI-enabled for automated defect detection and uses American materials. A commissioned economic analysis forecasts a 4.4% GDP uplift for Iberia Parish in the first full year at capacity, with average manufacturing compensation of $90,000.

The company expects to directly employ >5,500 people in the U.S. by end-2026 and to support >30,000 jobs by 2027, after investing approximately $4.5 billion in U.S. manufacturing and R&D since 2019.

First Solar (Nasdaq: FSLR) will build a new final‑assembly facility in Gaffney, South Carolina, spending approximately $330 million to add 3.7 GW of annual nameplate capacity and begin commercial operations in the second half of 2026. The plant is forecast to create >600 jobs with an average manufacturing salary of $74,000, and expands First Solar’s announced US capital investment to about $4.5 billion.

The site is intended to onshore final processes for Series 6 Plus modules, support compliance with anticipated FEOC guidance, and help the company reach 17.7 GW of domestic capacity in 2027. First Solar expects to directly employ >5,500 people in the US by end of 2026 and to support >30,000 jobs nationwide by 2027, representing an estimated $3 billion in labor income.

First Solar (Nasdaq: FSLR) reported Q3 2025 results and updated 2025 guidance. Q3 net sales were $1.6 billion with record volume sold of 5.3 GW. Net income per diluted share was $4.24 (Q2 2025: $3.18). Gross cash was $2.0 billion and net cash (cash less debt) was $1.5 billion at Sept 30, 2025. The company reported 2.7 GW gross bookings since the last call at an average selling price of $0.309/W (excluding adjusters) and a contracted backlog of 53.7 GW valued at $16.4 billion.

The company updated 2025 guidance ranges for net sales, gross margin, operating expenses, operating income, EPS, net cash, capex, and volume sold; guidance reflects production ramp, start-up costs, and Section 45X tax-credit assumptions.

First Solar (NASDAQ: FSLR) will report third quarter 2025 financial results for the period ended September 30, 2025, after market close on Thursday, October 30, 2025. A conference call is scheduled for 4:30 PM ET the same day with a live webcast at investor.firstsolar.com. A replay of the webcast will be available on the company’s Investors section through Saturday, November 29, 2025, and the webcast will be posted approximately two hours after the call.

First Solar (NASDAQ:FSLR) reported strong Q2 2025 financial results, with net sales of $1.1 billion, up $0.3 billion from Q1, and earnings per diluted share of $3.18 (vs. $1.95 in Q1). The company sold $312 million of Section 45X tax credits for $296 million in cash proceeds.

The company raised its 2025 guidance, now projecting net sales of $4.9B to $5.7B (up from $4.5B-$5.5B) and EPS of $13.50 to $16.50 (up from $12.50-$17.50). First Solar secured 2.1 GW in new bookings in July 2025, with total expected sales backlog reaching 64.0 GW through 2030. The company's net cash position improved to $0.6 billion from $0.4 billion in Q1.

First Solar (NASDAQ: FSLR) has scheduled its second quarter 2025 financial results announcement for Thursday, July 31, 2025, after market close. The company will host a conference call at 4:30 PM ET the same day to discuss the results.

Investors can access the live webcast through the investor relations section of First Solar's website. A replay of the webcast will be available until August 30, 2025, approximately two hours after the call concludes.

First Solar (NASDAQ: FSLR) has entered into an exclusive, multi-year quantum dot (QD) supply agreement with UbiQD, a quantum dot nanotechnology leader. The partnership aims to incorporate QD technology into First Solar's thin film bifacial photovoltaic solar panels to enhance performance.

The agreement could see UbiQD's production scale to over 100 metric tons per year. The collaboration builds on their 2023 joint development partnership and comes as U.S. power generation demand grows from data centers, AI, and manufacturing. UbiQD's quantum dot technology can more than double the bifacial quantum efficiency of light conversion for specific wavelengths in solar panels.

This follows UbiQD's recent $20M Series B fundraise in April 2025, which will support building one of the world's highest volume QD manufacturing facilities in New Mexico.

First Solar has announced its Q1 2025 financial results, reporting net sales of $0.8 billion and net income of $1.95 per diluted share. The company's performance shows a decrease from Q4 2024, primarily due to seasonal reduction in module sales volume.

Key financial metrics include:

• Gross cash balance: $0.9 billion
• Net cash balance: $0.4 billion
• YTD net bookings: 0.7 GW
• Expected sales backlog: 66.3 GW

In response to new tariffs implemented in April 2025, First Solar has revised its 2025 guidance downward. Notable changes include:

• Net sales forecast reduced to $4.5B-$5.5B from $5.3B-$5.8B
• Earnings per share guidance lowered to $12.50-$17.50 from $17.00-$20.00
• Volume sold adjusted to 15.5GW-19.3GW from 18.0GW-20.0GW

First Solar (NASDAQ: FSLR) has scheduled its first quarter 2025 financial results announcement for Tuesday, April 29, 2025, after market close. The company will discuss its financial performance for the period ending March 31, 2025, during a conference call at 4:30 PM ET.

Interested parties can access the live webcast through the investor relations section of First Solar's website. A replay of the webcast will remain available until May 29, 2025, accessible through the company's investors section approximately two hours after the call.