FSLR First Solar Inc

$FSLR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.30 up 25.00% YoY • Reported revenue of $1.23B down -22.82% YoY • First Solar expects 2026 capital expenditures of $600M to $800M, including its sixth U.S. facility, investments in various R&D initiatives, and upgrades to machinery and equipment.

$FSLR patent case against $TOYO. Feb 24, 2026, $FSLR filed a Section 337 complaint at the ITC alleging that $TOYO, among many others, infringed its TOPCon cell patent. $FSLR sought an exclusion order, which blocks products at the border. ITC opened the investigation Mar 30. Sept 15, $FSLR announced it would withdraw the complaint, saying Section 232 tariffs changed the picture and it would pursue its patents in federal court against $CSIQ, $JKS, Trina and $TE instead. $TOYO is NOT a defendant in any. Sept 30, the ITC judge issued Order No. 47 closing the investigation without prejudice. Oct 7, $TOYO and the other respondents petitioned for closure with prejudice. The judge had already declined, writing that ITC precedent does not allow it when a complainant withdraws. Oct 14, $FSLR opposed the petition and ITC staff attorneys backed the judge. Oct 29, the Commission extended its deadline to review the order to Nov 23. Per its latest filing, $TOYO is a defendant in no patent case.

$FSLR Great profits by $FSLR. Like the company. But it's a reality that $CSIQ will be coming for their fair share of those profits too. 13GWs in backlog already (prices prior to sec232). 10GWs/yr manufacturing capacity in Dallas. $FSLR investors should take a deep look into it...

$FSLR first time I am seeing buyback program! I am here for quite a while, didn't see that before. Interesting! And look at that fancy margin there.

$FSLR big mixed bag here. I remember the last time solar companies went through a rate hike cycle... it was ugly. On the other hand, the policital headwinds in the U.S. could ease after the mid-terms.

$FSLR Good Stock with bounce due soon. My guess is by Mid November this will be back on the way up!! See you at 280

$FSLR lol this was the end of day momentum I was looking for yesterday, so if it ended at day high see if momentum carries to next few days before ER. Instead another lackluster day and stuck at mid $170 still 🤦‍♂️

$FSLR All of these upgrades below and yet nothing but dive bombing. Oct-12-26 Upgrade Truist Hold → Buy $270 Sep-28-26 Upgrade KeyBanc Capital Markets Underweight → Sector Weight Sep-09-26 Initiated Piper Sandler Overweight $260 Aug-27-26 Upgrade BMO Capital Markets Market Perform → Outperform $263 Aug-11-26 Upgrade Robert W. Baird Neutral → Outperform $318

$FSLR Basically back to end of Friday with that $10 rally gone. What is interesting is now the other solar plays $ENPH $SEDG $RUN going green though not by much, but also 10 year yield came down a bit closer to 5%, which could've moved this above $185 and through $190 without yesterday's reversal.

$FSLR Looks like the $170 bottom support is established. Thank goodness. I can only double down so many times.

$FSLR fade into close or end at high of the day? I may turn bullish if this ends at day high today for days leading up to earnings.

$FSLR Boy if we get looser financial conditions, maybe some democrat gov't, and some incentives for solar, what a spot right now. Probably dead until earnings. Cant imagine not having a pop after ER

$FSLR I think there is a good chance democrats gonna win midterms and elections in 2y. So good chances 45X will get positive changes

https://www.cnbc.com/2026/10/12/stocks-making-the-biggest-moves-premarket-crm-fslr-biib.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension $FSLR $TAN First Solar – Shares gained 2.4% after Truist upgraded the solar name to buy from hold. The bank is confident in the growth and strong demand in the solar market over the coming years, as well as First Solar’s pricing power in the industry

$FSLR they deal in commercial not residential. If you’re going to be bearish at least understand the company

$FSLR I was gunna say, is this not already priced in? Like the drop it took leading up to earnings was nuts

$FSLR this is way undervalued. This will start going up big after a decent earning report. Very bullish.

$FSLR very much hated stock.. analyst targets are in the 250s... 14B backlog. increasing manufacturing with plant buildout. 1.6B in Cash.. very little debt. Yes, high rates will cause some slowdown in new orders.. When and not if.. When the Iran and Ukraine war ends, the energy prices will come crashing down, brining in down inflation and rates.. Bullish here at 175.

$FSLR my guess is $TSLA announces an update to their solar program and First Solar gets smashed down to $145. Only logical outcome given the price action

$FSLR $90/share in tangible book value. The risk is almost purged completely out of this stock. Next big selloff Im betting the ranch.