The Week

First Solar (FSLR) fell 4.58% this week to close at $204.46, while the S&P 500 gained 0.49%, leaving the stock about 5.07 percentage points behind the benchmark. The week was choppy and tilted lower. After opening at $212.82 on Monday, the stock slid through Tuesday and Wednesday, closing at $206.82 and $205.93. It rebounded to $210.10 on Thursday, then pulled back again on Friday, touching a weekly low of $202.10 before settling at $204.46. The weekly range was 5.22%, and average daily volume of about 1.51m shares ran roughly 20% below the 60-day daily median, pointing to a relatively quiet tape.

Key Events

The news this week centred on litigation and sector policy. On Monday, a law firm announced a securities-law lawsuit against First Solar. Wednesday brought two related items: Jim Cramer made long-term remarks about the stock, and Argus Research initiated coverage with a buy rating. The same day, a report drew a parallel between Trump’s solar tariffs and an Intel-style government deal, naming First Solar as one of two stocks to watch. On Friday, a note said First Solar outperformed peers on a strong trading day. Overall, company-specific news leaned on the lawsuit and the rating, with industry policy talk as the backdrop.

Analyst Ratings

As of 27 August 2026, among 36 institutions covering First Solar, 16 rate it buy, 9 rate it over, 8 rate it hold, 1 rates it under, 1 rates it sell, and 1 has no opinion. That adds up to 25 institutions giving buy or over ratings and 2 giving under or sell ratings. The consensus rating is buy, with a consensus target of $275.30, about 34.65% above the latest price. Target prices range from $150.00 to $402.00, showing wide disagreement. Within the semiconductor maker industry, First Solar ranks 10th out of 77 names by rating.

The Week Ahead

Next week brings a dense macro calendar. Monday features the Dallas Fed manufacturing activity index, with a prior reading of 1.3. Tuesday has the S&P Global manufacturing PMI final, the ISM manufacturing PMI (consensus 55.2), and JOLTS job openings (consensus 7.3). Wednesday brings ADP private payrolls (consensus 47), factory orders (consensus 0.6), and EIA weekly crude inventories. These releases will add fresh signals on manufacturing sentiment and the labour market. First Solar itself has no scheduled earnings in the coming week.

In Short

First Solar lagged the market this week, chopping lower within a $202 to $213 range, while the ratings picture stayed constructive: most brokers rate it buy or over, the consensus is buy, and the consensus target sits more than 30% above spot. The latest day’s money flows were mixed, with large-lot money a small net buyer and medium and small lots net sellers. The next test is whether macro data confirm manufacturing strength, and whether the lawsuit narrative adds further pressure to sentiment.

This article is generated by LongbridgeAI from market data, for information only and not investment advice.