First Solar gains as investors appear to revisit domestic-manufacturing tailwinds

First Solar (FSLR) is up 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied less to a new company-specific headline and more to investors revisiting policy advantages for U.S. solar manufacturers. This could be because First Solar remains one of the clearest potential beneficiaries of the recent U.S. trade action on polysilicon and related solar imports, while its latest results also showed a large backlog and unchanged full-year guidance.

Details:

On August 6, 2026, the U.S. announced new Section 232 measures on polysilicon and derivative products, including tariffs and price-floor mechanisms that can raise the competitive burden on imported crystalline-silicon solar products.

First Solar publicly supported that action and highlighted that its thin-film technology does not rely on Chinese crystalline-silicon supply chains, which may strengthen the market view that the company is relatively well positioned.

In its July 30, 2026 earnings materials filed with the SEC, First Solar reported second-quarter net sales of $1.06 billion, earnings per share of $3.92, and a contracted sales backlog of 45.1 gigawatts through 2030.

The same filing reaffirmed 2026 guidance, which may have helped support a rebound after a volatile stretch for solar stocks, even though no major fresh company announcement was visible for September 8.

Sources:

First Solar Investor Relations, SEC, White House, S&P Global

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FSLR Insider Trading Activity

$FSLR insiders have traded $FSLR stock on the open market 85 times in the past 6 months. Of those trades, 0 have been purchases and 85 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 40 sales selling 26,676 shares for an estimated $6,436,094.
CAROLINE STOCKDALE (Chief People and Comm. Officer) has made 0 purchases and 3 sales selling 11,225 shares for an estimated $3,052,839.
ALEXANDER R. BRADLEY (Chief Financial Officer) has made 0 purchases and 7 sales selling 15,194 shares for an estimated $3,046,583.
JASON E. DYMBORT (General Counsel and Secretary) has made 0 purchases and 4 sales selling 13,489 shares for an estimated $2,883,756.
MICHAEL KORALEWSKI (Chief Supply Chain Officer) has made 0 purchases and 4 sales selling 7,479 shares for an estimated $1,649,941.
KUNTAL KUMAR VERMA (Chief Manufacturing Officer) has made 0 purchases and 9 sales selling 6,285 shares for an estimated $1,413,151.
MARKUS GLOECKLER (Chief Technology Officer) has made 0 purchases and 6 sales selling 5,842 shares for an estimated $1,279,953.
PATRICK JAMES BUEHLER (Chief Product Officer) has made 0 purchases and 3 sales selling 3,415 shares for an estimated $992,817.
GEORGES ANTOUN (Chief Commercial Officer) has made 0 purchases and 2 sales selling 811 shares for an estimated $171,242.
NATHAN B. THEURER (VP - Global Controller and CAO) has made 0 purchases and 4 sales selling 468 shares for an estimated $92,392.
SAMANTHA L. SLOAN (EVP, Corporate Affairs) has made 0 purchases and 3 sales selling 266 shares for an estimated $56,507.

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.

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$FSLR Hedge Fund Activity

We have seen 490 institutional investors add shares of $FSLR stock to their portfolio, and 610 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS added 4,114,639 shares (+inf%) to their portfolio in Q2 2026, for an estimated $970,890,218
D. E. SHAW & CO., INC. added 1,277,847 shares (+3072.9%) to their portfolio in Q2 2026, for an estimated $301,520,778
JPMORGAN CHASE & CO added 1,185,601 shares (+inf%) to their portfolio in Q2 2026, for an estimated $279,754,411
MILLENNIUM MANAGEMENT LLC removed 695,023 shares (-73.0%) from their portfolio in Q2 2026, for an estimated $163,997,627
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 662,660 shares (+inf%) to their portfolio in Q2 2026, for an estimated $156,361,253
SAMLYN CAPITAL, LLC added 534,548 shares (+104.6%) to their portfolio in Q2 2026, for an estimated $126,131,946
PACER ADVISORS, INC. added 447,493 shares (+inf%) to their portfolio in Q2 2026, for an estimated $105,590,448

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 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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.

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.

$FSLR Price Targets

Multiple analysts have issued price targets for $FSLR recently. We have seen 14 analysts offer price targets for $FSLR in the last 6 months, with a median target of $255.0.

Here are some recent targets:

Andrew Percoco from Morgan Stanley set a target price of $245.0 on 07/09/2026
Corinne Blanchard from Deutsche Bank set a target price of $272.0 on 07/07/2026
Michael Blum from Wells Fargo set a target price of $320.0 on 07/06/2026
An analyst from Bernstein set a target price of $217.0 on 06/17/2026
Maheep Mandloi from Mizuho set a target price of $300.0 on 06/15/2026
Jon Windham from UBS set a target price of $330.0 on 06/11/2026
Gordon L. Johnson from GLJ Research set a target price of $315.0 on 05/28/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.