Welcome to our dedicated page for First Solar news (Ticker: FSLR), a resource for investors and traders seeking the latest updates and insights on First Solar stock.
First Solar, Inc. designs and manufactures photovoltaic solar modules using cadmium telluride thin-film technology for utility-scale power generation and other solar markets. Company news commonly covers module sales, quarterly financial results, guidance, manufacturing capacity, U.S. factory investment, and the role of its integrated production process outside crystalline silicon supply chains.
Recurring developments also include Series 7 module deployments in solar projects, research and development activity in California and Ohio, patent licensing for next-generation perovskite photovoltaic devices, and Section 45X advanced manufacturing production tax credits tied to U.S.-made module components.
First Solar (FSLR) is recalibrating its TOPCon intellectual property enforcement by withdrawing its Section 337 complaint and seeking termination of the related USITC investigation without prejudice.
The company will instead focus on pursuing existing and anticipated TOPCon patent lawsuits in US District Court. The shift follows the Trump Administration’s recent Section 232 national security action on polysilicon imports. First Solar’s TOPCon portfolio, acquired with TetraSun in 2013, includes issued patents across multiple regions with validities extending to 2030 and beyond, plus pending applications.
First Solar operates five US manufacturing facilities and is building a sixth, expects to invest over $5 billion in US manufacturing and R&D by end‑2026, and forecasts about 17 GW of US module capacity by 2027. A commissioned study estimates support for nearly 30,000 US jobs and $5.8 billion in 2025 GDP, rising to over 39,000 jobs and about $7.8 billion in 2027.
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First Solar (Nasdaq:FSLR) reported second quarter 2026 net sales of $1.06 billion, down 4% year-over-year, primarily due to lower revenue from customer contract terminations, partly offset by higher third‑party module volumes. Net income was $423 million, or $3.92 per diluted share, up from $3.18. Adjusted EBITDA reached $644 million versus $560 million a year earlier.
The company ended June 30, 2026 with a gross and net cash balance of $1.7 billion, down from $2.4 billion at year‑end 2025, and a contracted sales backlog of 45.1 GW. First Solar surpassed 100 GW of cumulative module sales globally and reaffirmed all elements of its 2026 guidance, including net sales of $4.9–$5.2 billion, Adjusted EBITDA of $2.6–$2.8 billion, and year‑end net cash of $1.7–$2.3 billion. Third quarter 2026 expectations include module sales of 3.9–4.5 GW and Adjusted EBITDA of $625–$775 million.
First Solar (Nasdaq: FSLR) released its 2026 Corporate Responsibility Report, emphasizing the value of domestically developed, sourced, manufactured, and recycled solar technology. According to First Solar, a commissioned study found it supported nearly 30,000 US jobs, $3.0 billion in labor income, and an estimated $5.8 billion contribution to US GDP in 2025, with projections of over 39,000 jobs and $4.0 billion in labor income by 2027.
The company exited 2025 with almost 13 GW of US nameplate capacity and expects to reach approximately 17 GW by 2027, backed by more than $5 billion in US manufacturing and R&D investment since 2019. First Solar reports an average material recovery rate of over 95% at its in-house PV recycling facilities and highlights its thin film technology’s lower energy, water, and chemical intensity compared to conventional crystalline silicon production.
Panamint Capital has begun construction on Big Rooter Power, a $1.7 billion, 1.2 GWdc solar PV project at its Twin Oaks power station in Robertson County, Texas, described as the largest solar project at an existing coal mining site in North America.
The first phase, Big Rooter West (491 MWdc), is under construction and targeted for commercial operation in August 2028. The second phase, Big Rooter East (658 MWdc), is expected to start construction in December 2026 and begin operations in August 2029. Panamint expects the projects to create over 800 construction jobs and contribute more than $66 million to the local economy over Big Rooter West’s lifetime.
SOLV Energy (NASDAQ: MWH) will provide EPC services; First Solar (NASDAQ: FSLR) will supply about 2 million modules; and Nextpower (NASDAQ: NXT) will furnish NX Horizon tracker systems and software. The project will use over 34,000 tons of domestically manufactured steel and is backed by a long-term power purchase agreement with a large U.S. company, according to Panamint Capital.
First Solar (NASDAQ: FSLR) will release its financial results for the second quarter ended June 30, 2026, after the market closes on Thursday, July 30, 2026. A conference call and live webcast are scheduled for 4:30 PM ET, with access via investor.firstsolar.com. A replay will be available in the Investors section of the company’s website through Saturday, August 29, 2026.
First Solar (Nasdaq: FSLR) reported Q1 2026 results and reaffirmed 2026 guidance on April 30, 2026. Net sales were $1.04 billion (up 24% YoY); net income was $347 million or $3.22 diluted EPS (up 65% YoY). Adjusted EBITDA was $520 million. Gross cash was $2.4 billion and net cash $2.0 billion. Contracted backlog stood at 47.9 GW as of March 31, 2026. 2026 guidance ranges (unchanged) include volume sold 17.0–18.2 GW, net sales $4.9B–$5.2B, adjusted EBITDA $2.6B–$2.8B, and capex $0.8B–$1.0B.
First Solar (NASDAQ: FSLR) will report first quarter 2026 financial results for the period ended March 31, 2026, after market close on Thursday, April 30, 2026.
The company will host a conference call at 4:30 PM ET, with a live webcast at investor.firstsolar.com and a replay available through Saturday, May 30, 2026.
Geronimo Power announced commercial operations at the Dodson Creek Solar Project in Highland County, Ohio on April 3, 2026. Dodson Creek will deliver 117 MW within the PJM market and is expected to generate an estimated $49 million in direct economic benefit for the local community.
Geronimo says its total Ohio operating portfolio now equals 675 MW, representing over $240 million in projected economic benefit; construction peaked at 125 workers. The project uses First Solar Series 7 modules (Nasdaq: FSLR). Dodson Creek is expected to produce about $21 million in tax revenue over 20 years and Geronimo pledged $585,000 to local charities.
Verde Clean Fuels (NASDAQ: VGAS) appointed George Burdette, its CFO since October 2024, as Chief Executive Officer while he will continue as CFO. The company engaged Roth Capital Partners to evaluate strategic alternatives, including potential merger or sale, as part of restructuring and cost-reduction efforts.
The board noted no binding agreements or timetable; the company may pursue partnerships, asset sales, licensing, or capital raises and said there is no assurance any transaction will occur.