First Solar, INC

Market Movers (8-K)

NASDAQ
First Solar reported a 4% year-over-year decrease in net sales to $1.06 billion for Q2 2026, but net income per diluted share surged 23% to $3.92, with Adjusted EBITDA reaching $644 million.
NASDAQ
First Solar announced strong financial results for the fourth quarter and full year 2025, with net sales of $5.2 billion and diluted EPS of $14.21 for the year, alongside optimistic 2026 guidance.
Better than expected
NASDAQ
First Solar, Inc. has entered into a new five-year senior unsecured revolving credit facility of $1.5 billion, replacing its existing secured agreement.
Capital raise
NASDAQ
First Solar announced robust third-quarter 2025 financial results with record sales and increased net cash, while updating its full-year guidance.
Better than expected
NASDAQ
First Solar, Inc. entered into agreements to sell up to $775 million in advanced manufacturing production tax credits, securing immediate cash flow.
Capital raise
NASDAQ
First Solar, Inc. announced robust second-quarter 2025 financial results, including increased net sales and net income, while raising its full-year 2025 guidance for net sales, gross margin, operating income, and net cash balance.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
First Solar, Inc. announced its financial results for the second quarter of 2026, showcasing significant improvements in gross profit and net income, driven by increased module sales and favorable tariff refund impacts.
Better than expected
NASDAQ
First Solar reports significant increases in net sales and net income for Q3 and 9M 2025, driven by higher module volumes and strategic tax credit sales, despite declining gross margins and evolving trade policies.
Better than expected
Capital raise
NASDAQ
First Solar reports increased net sales driven by higher module volumes and contract terminations, but faces margin compression from rising logistics and production costs, alongside significant uncertainty from new U.S. tax credit legislation and ongoing trade policy shifts.
Worse than expected
Capital raise
NASDAQ
First Solar's Q1 2025 net sales increased by 6% year-over-year, but gross profit margin declined due to higher costs and changing trade policies.
Worse than expected
NASDAQ
First Solar's Q3 2024 results show a significant increase in net sales and gross profit, driven by higher module sales and contract termination payments, despite some manufacturing challenges.
Better than expected
NASDAQ
First Solar's Q2 2024 results show a significant increase in net sales and gross profit, driven by higher module sales volume, increased average selling prices, and advanced manufacturing production credits.
Better than expected

Annual Reports (10-K)

NASDAQ
First Solar's 2025 annual report highlights significant revenue growth and strategic manufacturing expansion, despite a complex global trade and regulatory environment.
Capital raise
Delay expected
NASDAQ
First Solar's 2024 10-K filing reveals a 27% increase in net sales, driven by higher module volumes and strategic contract terminations, amidst evolving global market dynamics and manufacturing expansions.
Worse than expected
NASDAQ
First Solar grants fully vested shares under its 2020 Omnibus Incentive Compensation Plan, outlining terms for participants.

Insider Trading (Form 4)

NASDAQ
Michael J. Ahearn, a Director at First Solar, Inc., received a grant of 313 shares of common stock as quarterly equity compensation.
NASDAQ
First Solar Director Anita M. George reported transactions involving common stock, including grants and tax withholdings.
NASDAQ
First Solar, Inc. reports that Director Lisa A. Kro received a grant of 223 shares of common stock as quarterly equity compensation.
NASDAQ
First Solar, Inc. reports that Director Curtis A. Morgan received 223 shares of common stock as quarterly equity compensation.
NASDAQ
William J. Post, a Director at First Solar, Inc., received a grant of 223 shares of common stock as quarterly equity compensation.
NASDAQ
Paul H. Stebbins, a Director at First Solar, Inc., acquired 223 shares of common stock through equity compensation.

Proxy Statements (Def-14A)

NASDAQ
First Solar, Inc. has issued its 2026 proxy statement detailing the agenda for its upcoming virtual annual meeting of stockholders scheduled for May 13, 2026.
NASDAQ
First Solar, Inc. has filed a definitive proxy statement with the SEC regarding its upcoming shareholder meeting.
NASDAQ
First Solar announces its 2025 annual meeting of stockholders will be held virtually on May 14, 2025, to vote on director elections, auditor ratification, executive compensation, and a shareholder proposal.
NASDAQ
First Solar, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
First Solar's 2024 annual meeting will be held virtually on May 8, 2024, to vote on director elections, auditor ratification, executive compensation, and bylaw amendments.

Schedule 13D - Activist Investments

NASDAQ
Farhad Fred Ebrahimi and Mary Wilkie Ebrahimi have significantly reduced their beneficial ownership in First Solar, Inc. to 4.95% through open market sales, triggering an amended Schedule 13D filing.
Worse than expected

Schedule 13G - Passive Investments

NASDAQ
Capital Ventures International and affiliated entities report beneficial ownership of 5.3% of First Solar's common stock, totaling 5,719,887 shares.
NASDAQ
FMR LLC, through its affiliates, has reported a beneficial ownership of 1.7% of First Solar Inc.'s common stock as of March 31, 2026.
NASDAQ
Vanguard Capital Management has filed a Schedule 13G reporting a 7.3% beneficial ownership stake in First Solar Inc.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 5.32% in First Solar Inc., holding over 5.7 million shares.
NASDAQ
The Vanguard Group, Inc. has filed an amendment to its Schedule 13G, reporting 0% beneficial ownership in First Solar Inc. following an internal realignment.
NASDAQ
FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 6.1% in First Solar Inc.'s common stock as of December 31, 2025.