NASDAQInformation TechnologySolarSnapshot 2026-07-31
Reading FSLR? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Keep operating expenses within $610M to $635M: metric not reported.
View ThesisRevenue growth is accelerating — up about 24% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskFirst Solar's growth depends on maintaining its revenue guidance amid recent challenges. The company beat earnings expectations with a 43% surprise, but revenue fell 4% year over year. It trades at 13× P/E, which is below the 49× peer median. This suggests the price reflects less growth than expected. The primary risk is the need to keep operating expenses within $610M to $635M, which has not been reported. Peer multiples imply a price about 51% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. FSLR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 36 analysts currently covering FSLR (as of Jul 2026).
Based on 12 Wall Street analysts offering 12-month price targets for FSLR in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Advances: Maintain 2026 revenue guidance
Earnings call confirms revenue growth trajectory.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $211.03
The last 12 months of price, then the range of analyst 12-month targets from today’s $211.03.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Maintain 2026 revenue guidance
Missed revenue estimates impact growth outlook.
Threatens: Maintain 2026 revenue guidance
Contract cancellations directly affect revenue guidance.
Litigation could impact operational costs and revenue guidance.
Lawsuits could impact revenue guidance and operational stability.
Higher price target supports revenue growth expectations.
Lawsuits could impact revenue and operational stability.
New lawsuits could impact investor confidence and revenue guidance.
