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First Solar Inc

NEW
NAS:FSLR (USA)   Ordinary Shares
$ 205.83 -1.5899 (-0.77%) 01:09 PM EST
12.69
P/B:
2.14
Market Cap:
$ 22.12B
Enterprise V:
$ 20.59B
Volume:
678.54K
Avg Vol (2M):
2.15M
Trade In:
Volume:
678.54K
Avg Vol (2M):
2.15M

FSLR Number of Guru Trades

To

FSLR Volume of Guru Trades

To

Gurus Latest Trades with NAS:FSLR

No Available Data

NAS:FSLR is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
John Rogers
2026-06-30
242,450
0.230
0.57%
Reduce -10.69%
Joel Greenblatt
2026-06-30
70,178
0.070
0.04%
Reduce -11.03%
George Soros
2026-06-30
3,925
0.000
0.01%
New holding
Ken Fisher
2026-06-30
2,477
0.000
0%
Reduce -88.92%
Jefferies Group
2026-06-30
77
0.000
0%
Reduce -98.24%
Total 5

First Solar Inc Insider Transactions

No Available Data

Guru Commentaries on NAS:FSLR

2026 Q3
2026.08 Guinness Sustainable Energy Fund Commentary EN
What the manager wrote

First Solar is positioned to benefit from sustained solar demand, as evidenced by Google's agreement to purchase the output of its solar-plus-storage project. This project, Steel River Energy Center, will have 2.5 GW of solar and 2.9 GWh of electricity storage when fully operational in 2029. The deal highlights First Solar's role in the growing clean energy sector, despite challenges such as the removal of tax credits by the Trump administration. The manager believes that First Solar's photovoltaic panels will continue to be in demand as the market for solar energy expands.

2026 Q1
What the manager wrote

We believe First Solar’s strong U.S.-based volume, pricing power and market position suggest a durable long-term growth outlook. Despite recent pressures from policy uncertainty and slow sales, we see potential for recovery as these issues are resolved. The company is well-positioned to benefit from the increasing demand for solar energy solutions, which aligns with broader trends in the energy sector. We initiated a position in First Solar, Inc. as we view it as undervalued and expect its fundamentals to improve over time.

News about NAS:FSLR

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