FSLR
First SolarANasdaq / Semiconductors & Semiconductor Equipment
Last Price
At close
2026-06-02
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
Constructive
Lead driver
Momentum
What changed
10 setup hits (3d) with net bullish as of 2026-06-02.
What can break
Module ASP collapse from oversupply
Momentum
83
Value
64
Sentiment
44
Setup hits (3d)
10 · Net Bullish
AI TargetsBase $280.75 · Bull $330.00 · Bear $150.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-02-25 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Bullish
Target $255.65
Why
Momentum83 · Δ7d +42.7
Value64 · Δ7d -1.6
Sentiment44 · Δ7d -13.0
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
83
34% active weight
Current posture
7d trendImproving
Δ7d
+42.7
Δ21d
+79.8
Value
64
32% active weight
Current posture
7d trendSoftening
Δ7d
-1.6
Δ21d
-2.4
Sentiment
44
33% active weight
Current posture
7d trendSoftening
Δ7d
-13.0
Δ21d
-18.8
Why this grade
Composite grade A. Momentum 82.9 / Value 64.0 / Sentiment 44.3
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$32.56B
Beta
1.60
Shares Out
107.31M
P/E (TTM)
20.9
P/S (TTM)
5.78
P/FCF (TTM)
47.50
Rev YoY
+79.7%
EPS YoY
+45.7%
Gross Margin
+40.0%
Op Margin
+29.8%
Net Debt
-$1.15B
Current Ratio
1.91
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology