FSLR
First SolarCNasdaq / Semiconductors & Semiconductor Equipment
Last Price
At close
2026-07-18
Current thesis
Execution of capacity additions, stabilized or rising module ASPs, and efficient backlog conversion drive margin recovery and earnings growth, enabling a re-rate to the analyst high ($330) within 12–18 months.
Posture
Mixed
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-23 · AMC.
What can break
Module ASP collapse from oversupply
Momentum
18
Value
70
Sentiment
60
Setup hits (3d)
— · Net —
AI TargetsBase $280.75 · Bull $330.00 · Bear $150.00
Earnings
2026-07-23 · AMC
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-02-25 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net —
Target $259.79
Why
Momentum18 · Δ7d +6.3
Value70 · Δ7d +0.6
Sentiment60 · Δ7d +3.9
So what
Balanced signals. Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
18
26% active weight
Current posture
7d trendImproving
Δ7d
+6.3
Δ21d
-74.7
Value
70
39% active weight
Current posture
7d trendFlat
Δ7d
+0.6
Δ21d
+1.0
Sentiment
60
34% active weight
Current posture
7d trendImproving
Δ7d
+3.9
Δ21d
+11.7
Why this grade
Composite grade C. Momentum 17.7 / Value 70.0 / Sentiment 59.9
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$22.78B
Beta
1.60
Shares Out
107.45M
P/E (TTM)
20.9
P/S (TTM)
5.78
P/FCF (TTM)
47.50
Rev YoY
+23.6%
EPS YoY
+65.1%
Gross Margin
+41.7%
Op Margin
+29.8%
Net Debt
-$2.2B
Current Ratio
2.56
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

