First Solar (FSLR) reported second-quarter 2026 net sales of $1.06 billion, down 4% from the year-earlier quarter. Net income rose to $423 million, or $3.92 per diluted share, from $342 million, or $3.18 per diluted share, in the second quarter of 2025.
The company reaffirmed its 2026 guidance and reported a gross and net cash balance of $1.7 billion as of June 30, 2026. Contracted sales backlog totaled 45.1 GW at quarter end.
- Second-quarter net sales were $1.06 billion, compared with $1.10 billion a year earlier.
- Net income was $423 million, up from $342 million in the second quarter of 2025.
- Diluted EPS was $3.92, compared with $3.18 a year earlier.
- Adjusted EBITDA was $644 million, compared with $560 million in the prior-year quarter.
- First Solar reaffirmed 2026 net sales guidance of $4.9 billion to $5.2 billion.
- The company expects third-quarter module sales of 3.9 GW to 4.5 GW and adjusted EBITDA of $625 million to $775 million.
$FSLR Insider Trading Activity
$FSLR insiders have traded $FSLR stock on the open market 135 times in the past 6 months. Of those trades, 0 have been purchases and 135 have been sales.
Here’s a breakdown of recent trading of $FSLR stock by insiders over the last 6 months:
- MARK R WIDMAR (Chief Executive Officer) has made 0 purchases and 45 sales selling 39,951 shares for an estimated $9,006,224.
- ALEXANDER R. BRADLEY (Chief Financial Officer) has made 0 purchases and 12 sales selling 20,144 shares for an estimated $4,006,656.
- CAROLINE STOCKDALE (Chief People and Comm. Officer) has made 0 purchases and 8 sales selling 13,916 shares for an estimated $3,574,289.
- JASON E. DYMBORT (General Counsel and Secretary) has made 0 purchases and 8 sales selling 14,367 shares for an estimated $2,850,749.
- KUNTAL KUMAR VERMA (Chief Manufacturing Officer) has made 0 purchases and 15 sales selling 11,825 shares for an estimated $2,491,626.
- MARKUS GLOECKLER (Chief Technology Officer) has made 0 purchases and 8 sales selling 9,178 shares for an estimated $1,804,644.
- PATRICK JAMES BUEHLER (Chief Product Officer) has made 0 purchases and 8 sales selling 5,473 shares for an estimated $1,392,158.
- GEORGES ANTOUN (Chief Commercial Officer) has made 0 purchases and 7 sales selling 3,560 shares for an estimated $703,529.
- MICHAEL KORALEWSKI (Chief Supply Chain Officer) has made 0 purchases and 7 sales selling 2,565 shares for an estimated $503,870.
- NATHAN B. THEURER (VP - Global Controller and CAO) has made 0 purchases and 10 sales selling 766 shares for an estimated $149,999.
- SAMANTHA L. SLOAN (EVP, Corporate Affairs) has made 0 purchases and 7 sales selling 553 shares for an estimated $107,620.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FSLR Hedge Fund Activity
We have seen 424 institutional investors add shares of $FSLR stock to their portfolio, and 527 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 4,726,367 shares (-72.3%) from their portfolio in Q1 2026, for an estimated $917,576,889
- BLACKROCK, INC. added 1,209,336 shares (+9.6%) to their portfolio in Q1 2026, for an estimated $234,780,491
- MORGAN STANLEY removed 838,945 shares (-33.3%) from their portfolio in Q1 2026, for an estimated $162,872,782
- MILLENNIUM MANAGEMENT LLC added 770,253 shares (+424.2%) to their portfolio in Q1 2026, for an estimated $149,536,917
- WELLINGTON MANAGEMENT GROUP LLP removed 754,003 shares (-67.0%) from their portfolio in Q1 2026, for an estimated $146,382,142
- POLAR CAPITAL HOLDINGS PLC removed 651,628 shares (-85.1%) from their portfolio in Q1 2026, for an estimated $126,507,059
- PRICE T ROWE ASSOCIATES INC /MD/ removed 647,459 shares (-80.0%) from their portfolio in Q1 2026, for an estimated $125,697,690
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FSLR Congressional Stock Trading
Members of Congress have traded $FSLR stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $FSLR stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 02/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
