B+
Bull case
25%
Probability
Target price
$330.00
+6.1% vs current
FSLR
First SolarANasdaq / Semiconductors & Semiconductor Equipment
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment AIMost likely
B
Base case
55%
Probability
Target price
$280.75
-9.7% vs current
B-
Bear case
20%
Probability
Target price
$150.00
-51.8% vs current
AI sentiment snapshot
Latest data as of 2026-02-25
Recent news sentiment (30D)
+16.7
Positive
Company
+17.2
Positive
Macro
+20.7
Positive
Pulse
-62.0
Negative
Sentiment proxy
+34.4
Score
AI commentary
Cautiously constructive: median analyst target ~280–285 (> anchor) but wide dispersion (150–330) signals ASP and execution uncertainty. Near-term drivers: earnings/guidance; medium-term drivers: policy clarity and project delivery.
RankAlpha Sentiment AI - 2026-02-25
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-26catalystFY2025 results & near-term guidanceHigh impact
Quarterly results and updated FY2026 guidance will clarify demand, module ASPs and margin trajectory amid analyst revisions; consensus targets show upside vs. current price [#SERP-1][#SERP-5].
2026-06-30eventLarge-scale project deliveries / capacity rampHigh impact
Delivery milestones for utility-scale projects and capacity ramp updates could materially shift revenue visibility and backlog conversion; timing and execution risk remain (assumed window end) [#SERP-4].
2027-02-25catalystPolicy & incentives clarity (U.S./global)High impact
Longer-term changes in tax credits, tariffs, or procurement programs (e.g., ITC implementation, procurement pipelines) will affect demand for First Solar's CdTe technology and project economics; material effects likely >12 months out.
Recommendation
N/A
No formal recommendation provided.
As of 2026-02-25 • Updated nightlySource: Internal modelMethodology