Edmond DE Rothschild Holding S.A. Makes New $769,000 Investment in First Solar, Inc. $FSLR

Edmond DE Rothschild Holding S.A. acquired a new position in shares of First Solar, Inc. (NASDAQ:FSLR) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,260 shares of the solar cell manufacturer’s stock, valued at approximately $769,000.

A number of other large investors have also made changes to their positions in the stock. BlackRock Inc. acquired a new stake in First Solar during the second quarter worth about $3,310,298,000. Norges Bank bought a new stake in shares of First Solar in the 4th quarter worth approximately $392,040,000. Deutsche Bank AG bought a new stake in shares of First Solar in the 2nd quarter worth approximately $212,626,000. Viking Global Investors LP grew its holdings in shares of First Solar by 60.6% during the 2nd quarter. Viking Global Investors LP now owns 2,266,050 shares of the solar cell manufacturer’s stock worth $375,122,000 after purchasing an additional 854,919 shares in the last quarter. Finally, Polar Capital Holdings Plc acquired a new stake in shares of First Solar during the 4th quarter worth approximately $200,109,000. Institutional investors and hedge funds own 92.08% of the company’s stock.

Insider Activity

In other news, EVP Samantha L. Sloan sold 127 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $222.95, for a total transaction of $28,314.65. Following the sale, the executive vice president owned 2,018 shares in the company, valued at approximately $449,913.10. This represents a 5.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Markus Gloeckler sold 829 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $248.00, for a total value of $205,592.00. Following the sale, the chief technology officer owned 6,642 shares in the company, valued at $1,647,216. The trade was a 11.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 25,709 shares of company stock worth $6,386,163. 0.39% of the stock is currently owned by insiders.

Key Headlines Impacting First Solar

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: First Solar could benefit from a wave of solar-industry bankruptcies if weaker competitors exit the market, potentially reducing competition and supporting demand for its domestically produced thin-film modules. First Solar stands to gain as bankruptcy wave hits solar sector
• Positive Sentiment: Some market commentary argues that First Solar may be undervalued, while a 15% tariff on imported polysilicon could support domestic pricing and cash flow. These factors offer potential offsets to the company’s legal and policy risks. First Solar Stock Could Be 30% Undervalued As Tariff News Lifts Sentiment
• Neutral Sentiment: First Solar executive Samantha Sloan sold 127 shares for approximately $28,315 to cover tax withholding on vested equity awards. The small, tax-related transaction is unlikely to represent a meaningful change in management’s view of the business.
• Negative Sentiment: Several law firms are promoting a securities class action against First Solar and certain officers. The lawsuit alleges investors were misled about Series 6 module production underutilization, the costs and challenges of moving operations to South Carolina, and related tariff and production risks during the February 26, 2025–February 24, 2026 class period. The allegations have not been proven, but potential damages, legal costs and reputational harm are weighing on sentiment. Investors have until August 24, 2026, to seek lead-plaintiff status. Pomerantz Announces First Solar Class Action

First Solar Stock Down 3.8%

NASDAQ:FSLR opened at $214.06 on Friday. The firm has a market cap of $23.00 billion, a PE ratio of 13.20, a price-to-earnings-growth ratio of 0.49 and a beta of 1.75. First Solar, Inc. has a 12 month low of $182.99 and a 12 month high of $320.95. The company’s 50-day moving average price is $229.93 and its two-hundred day moving average price is $224.33.

First Solar (NASDAQ:FSLR) last posted its quarterly earnings data on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share for the quarter, topping the consensus estimate of $2.90 by $1.02. First Solar had a net margin of 32.47% and a return on equity of 18.02%. The company had revenue of $1.06 billion during the quarter, compared to analyst estimates of $1.06 billion. During the same quarter last year, the business posted $3.18 earnings per share. The company’s revenue was down 3.4% on a year-over-year basis. On average, research analysts expect that First Solar, Inc. will post 17.72 EPS for the current fiscal year.

Analysts Set New Price Targets

FSLR has been the subject of a number of recent research reports. Roth Capital restated a “buy” rating and issued a $300.00 target price on shares of First Solar in a research note on Friday, July 24th. UBS Group boosted their price target on shares of First Solar from $290.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, June 11th. Deutsche Bank Aktiengesellschaft upgraded shares of First Solar from a “hold” rating to a “buy” rating and increased their price objective for the company from $245.00 to $272.00 in a research note on Monday, July 6th. TD Cowen reaffirmed a “buy” rating on shares of First Solar in a report on Monday, July 20th. Finally, Zacks Research upgraded shares of First Solar from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, First Solar presently has an average rating of “Moderate Buy” and a consensus target price of $264.44.

First Solar Profile

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin?film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility?scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.