First Solar, Inc. $FSLR Stock: Fulcrum Asset Management LLP Boosts Position

Posted by Geri Gentry on Nov 12th, 2026

Fulcrum Asset Management LLP raised its position in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) by 99.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 6,626 shares of the solar cell manufacturer’s stock after acquiring an additional 3,308 shares during the quarter. Fulcrum Asset Management LLP’s holdings in First Solar were worth $1,172,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of FSLR. BlackRock Inc. bought a new stake in First Solar in the 2nd quarter valued at about $3,310,298,000. ABS Investment Management LLC purchased a new position in shares of First Solar in the second quarter worth about $1,297,780,000. Hill City Capital LP bought a new stake in shares of First Solar in the second quarter valued at approximately $620,133,555. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of First Solar by 7.0% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,535,836 shares of the solar cell manufacturer’s stock valued at $362,396,000 after purchasing an additional 100,694 shares during the period. Finally, Dimensional Fund Advisors LP lifted its stake in shares of First Solar by 4.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,305,471 shares of the solar cell manufacturer’s stock valued at $257,441,000 after buying an additional 56,300 shares in the last quarter. 92.08% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Samantha 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 value 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 trade represents a 5.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Markus Gloeckler sold 800 shares of First Solar stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $174.00, for a total value of $139,200.00. Following the sale, the chief technology officer directly owned 5,042 shares of the company’s stock, valued at $877,308. This represents a 13.69% 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. Insiders sold 1,727 shares of company stock worth $327,515 in the last quarter. 0.39% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

FSLR has been the subject of several analyst reports. Roth Capital reaffirmed a “buy” rating and issued a $300.00 price objective on shares of First Solar in a report on Friday, July 24th. Barclays reduced their price objective on shares of First Solar from $259.00 to $230.00 and set an “overweight” rating for the company in a research note on Monday, November 2nd. Weiss Ratings cut shares of First Solar from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, October 23rd. TD Cowen upgraded First Solar to a “strong-buy” rating in a research report on Monday, October 5th. Finally, Robert W. Baird dropped their target price on First Solar from $290.00 to $266.00 and set an “outperform” rating on the stock in a research report on Monday, November 2nd. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, First Solar currently has an average rating of “Moderate Buy” and a consensus price target of $255.17.

Read Our Latest Report on First Solar

First Solar Price Performance

NASDAQ FSLR opened at $178.11 on Thursday. First Solar, Inc. has a 1 year low of $165.86 and a 1 year high of $320.95. The stock has a market capitalization of $19.14 billion, a PE ratio of 10.31, a P/E/G ratio of 0.49 and a beta of 1.73. The company’s 50 day simple moving average is $185.89 and its two-hundred day simple moving average is $214.08.

First Solar (NASDAQ:FSLR – Get Free Report) last announced its quarterly earnings results on Thursday, October 29th. The solar cell manufacturer reported $5.30 EPS for the quarter, beating the consensus estimate of $4.67 by $0.63. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.29 billion. First Solar had a net margin of 37.12% and a return on equity of 18.33%. The business’s quarterly revenue was down 22.8% compared to the same quarter last year. During the same period last year, the firm earned $4.24 EPS. On average, research analysts anticipate that First Solar, Inc. will post 17.70 EPS for the current year.

About First Solar

(Free Report)

First Solar, Inc. is a U.S.-based solar technology company that designs and manufactures photovoltaic modules for utility-scale solar power projects. Its products use thin-film cadmium telluride (CdTe) technology, an alternative to the crystalline-silicon cells commonly used in solar panels. Founded in 1999, the company also provides services related to its modules, including recycling designed to recover and reuse materials at the end of a product’s useful life. First Solar serves customers in markets across the Americas, Europe, and Asia-Pacific.