تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
First Solar, Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $19.1B |
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| Revenue (ttm) | 5.4B |
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| Net income (ttm) | 1.7B |
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| EPS (ttm) | $16.2 |
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| Shares out | 107.5M |
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| P/E (trailing) | 10.8x |
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| P/E (forward) | 8.3x |
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| Volume | 1,453,487 |
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| Beta | 1.79 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.92B | $2.62B | $3.32B | $4.21B | $5.22B | +15.6% |
| Gross profit | $730.0M | $69.9M | $1.30B | $1.86B | $2.12B | +30.6% |
| Operating income | $586.8M | $-27.2M | $857.3M | $1.39B | $1.60B | +28.4% |
| Net income | $468.7M | $-44.2M | $830.8M | $1.29B | $1.53B | +34.4% |
| EPS (diluted) | $4.38 | $-0.41 | $7.74 | $12.02 | $14.21 | +34.2% |
| EBITDA | $845.2M | $290.5M | $1.21B | $1.87B | $2.15B | +26.4% |
| R&D | $99.1M | $112.8M | $152.3M | $191.4M | $233.4M | +23.9% |
| SG&A | $170.3M | $164.7M | $197.6M | $188.3M | $203.8M | +4.6% |
Recent company headlines from major financial publishers.
In the Base scenario, First Solar delivers on its contracted backlog, converting 41 GW of domestic content orders at contracted ASPs. Operating margins remain resilient above 31.0% despite modest freight friction, driving EPS toward $23.16 by FY2027. Under these conditions, the shares compound toward $269.84, delivering an estimated return of 51.7% with a 55.0% probability weighting. Disconfirmation would occur if quarterly shipments fail to meet the 3.9 to 4.5 GW guidance range or if domestic backlog share declines materially from contracted levels.
In the Bull scenario, surging artificial intelligence data center electricity demand sparks an aggressive wave of direct utility procurement. Simultaneously, rigorous trade policy enforcement halts Southeast Asian crystalline module dumping, enabling First Solar to capture significant pricing premiums on domestic Series 7 production. Earnings exceed consensus expectations, driving the shares toward $333.85 for an implied return of 87.7% with a 20.0% probability. Disconfirmation would arise if developer bookings stall or if trade exemptions are granted to foreign crystalline manufacturers.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 9.9% | $278 | $285 | $293 | $303 | $314 |
| 10.4% | $267 | $274 | $281 | $289 | $298 |
| 10.9% | $258 | $264 | $270 | $277 | $285 |
| 11.4% | $250 | $255 | $260 | $266 | $273 |
| 11.9% | $242 | $246 | $251 | $256 | $262 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
