First Solar.
American company dedicated to the production of photovoltaic modules
- Reports this week
- 5
- Active events
- 4
- Connections
- 176
What's happening
Active this week
-
Sunrun's stock performance is diverging from the broader market and its industry peers.Some support1 report
-
First Solar, HSBC, and Nasdaq are involved in a new development: the company listed on the stock exchange and received rating upgrades and downgrades.Some support2 reports1 development inside
-
Multiple financial firms, including Jefferies, Truist, Mizuho, and HSBC, issued rating upgrades and price targets for First Solar stock.Some support1 report
-
Trump's administration would redirect EPA funds and criticism of clean energy hinders project development.Well supported35 reports5 developments inside
Earlier this month
-
Multiple news outlets reported on market movements and analyst estimates for First Solar stock on October 12, 2026.Some support1 report
-
Bank of America upgraded ratings for First Solar and Biogen to buy from hold or underperform.Some support2 reports
-
First Solar operates facilities in Louisiana, Ohio, and Alabama as tariffs constrain the market share of Chinese solar modules.Well supported4 reports1 development inside
-
Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.Some support3 reports
-
Trump's pledge to unleash oil and gas benefits US stocks, involving Matrix Service Company.Some support4 reports
One to three months ago
-
First Solar withdrew a patent complaint at the International Trade Commission (ITC).Some support2 reports
-
Trump announced tariffs creating uncertainty for solar panel importers like First Solar.Well supported12 reports
-
Ohio-based company offers solar glass trials while Arizona-based Solarcycle operates as a PV recycling firm.Some support1 report
-
FCC ruling impacts inverter sales and market access, coinciding with UBS upgrading SolarEdge and First Solar operating in the solar sector.Some support3 reports
-
First Solar, a leader in thin-film solar panel technology, is benefiting from favorable industry trends and policy momentum, including upgrades from Guggenheim amid Trump-era tariffs.Well supported3 reports1 development inside
-
First Solar has established production lines in several international locations, including Malaysia and Vietnam.Some support4 reports3 developments inside
-
First Solar is advancing capacity and securing new bookings in South Carolina.Some support2 reports
-
First Solar and SunPower are two companies that operate in the solar energy market.Some support1 report1 development inside
-
ExxonMobil, ConocoPhillips, First Solar, and Enphase Energy are all key companies in the solar industry and major holdings in energy sector ETFs.Some support2 reports
-
Cell facility operations begin in Jeffersonville, Indiana, involving Canadian Solar and First Solar, while module assembly continues in Mesquite.Some support2 reports
-
First Solar stock traded on the Nasdaq stock exchange on July 2, 2026.Some support5 reports
-
A major solar project is underway in Mississippi County, Arkansas, involving Google and First Solar, aiming to be the largest in the U.S. utilizing domestic materials.Some support1 report
Gone quiet
No new reports in 90+ days-
Market volatility on July 20, 2026, includes price target cuts for solar companies due to residential market issues, energy price spikes from missile attacks, and a subsequent solar sector rally.Some support1 report
-
Tursun Ablekim's research findings, which involve NREL and First Solar, are being summarized and discussed by CleanTechnica.Some support1 report
-
First Solar and Adani Enterprises, two companies in the solar industry, were recently under review regarding industry matters and sought extensions for Indian solar inputs.Some support1 report
-
First Solar, a Phoenix-based company, is developing advanced thin-film PV technology in Ohio R&D labs.Some support1 report
-
Market activity on July 7, 2026 includes Deutsche Bank upgrading First Solar stock, the acquisition of Crinetics by Vertex Pharmaceuticals, and market selloffs affecting chip stocks and Korea.Some support2 reports
-
Wells Fargo has an overweight rating on First Solar and predicts gains based on policy changes.Some support2 reports
-
Cramer favored First Solar over Enphase on July 3, 2026, while discussing Enphase Energy's stock performance.Some support1 report
-
Norges Bank, Amundi, and Geode Capital Management increased their stakes in First Solar on July 3, 2026.Some support4 reports
-
Nextracker, First Solar, TESLA, and Applied Materials are involved in the growth of India's renewable energy market, focusing on decentralized energy solutions.Speculative1 report1 development inside
-
First Solar, headquartered in Ohio, reduced production at its Malaysian and Vietnamese facilities due to challenges from Trump's tariffs.Some support5 reports
-
Companies like Nextracker, First Solar, and Enphase Energy are providing PV modules and home energy solutions across various international markets, including the US and Chile.Well supported14 reports
-
First Solar manufactures PV modules in Malaysia and has been involved in a lawsuit filed in the Eastern District of New York.Well supported5 reports
-
Legislation provided new tax credits and incentives for solar and wind energy projects.Well supported16 reports1 development inside
-
First Solar faces a class action lawsuit regarding securities law violations related to its manufacturing facilities in Malaysia.Some support10 reports
-
A fund tracks a narrow solar index that includes First Solar and Enphase Energy.Some support1 report
-
Elon Musk is targeting solar energy solutions for AI data centers, benefiting from AI tailwinds.Some support2 reports
-
First Solar provides PV solar energy solutions in the US, Enphase Energy designs home energy solutions in the US, and T1 Energy was formerly known as FREYR Battery.Some support1 report
-
Companies like Climeworks, Tesla, Vestas, CFS, and First Solar are driving market growth in clean energy, renewable energy, and carbon capture.Some support1 report1 development inside
-
First Solar and Freyr Battery are expanding their operations into Chile alongside other international markets.Some support1 report
-
Two clean energy funds, the Invesco Solar ETF and the iShares Global Clean Energy ETF, offer different exposure strategies and hold companies like First Solar in their portfolios.Some support4 reports
-
First Solar, Aes, and Nextera are affected by the tax credit repeal, which caused a stock price decline.Speculative2 reports
-
RBC Capital raised its price target for First Solar after Trump's tax and spending bill proved favorable to the industry.Speculative2 reports
-
Corporate headwinds hit due to policy shifts: US trade restrictions weighed on Samsung's profits, while First Solar and financial firm Circle also felt the impact of Trump's policy actions.Speculative1 report
-
Market concerns are weighing on solar stocks (First Solar, Sunrun) ahead of a key interest rate announcement by the FED, amidst the competitive landscape of OpenAI and Microsoft.Speculative1 report1 development inside
-
First Solar and Sunrun, two solar energy companies, are facing policy shifts while TipRanks releases KPI data regarding their investment outlook.Speculative1 report
-
Europe's solar market is advancing with lightweight innovations, with companies like First Solar, Tesla, Ameren, and Enel Américas listed among energy transition stocks.Speculative1 report
-
Investment banks questioned First Solar about margin strategy, bookings momentum, and volume guidance amid tariff impacts.Speculative1 report
-
Congress and the House are debating or passing legislation that could cut or end federal tax incentives for solar energy companies.Speculative3 reports
-
First Solar relies on a Senate-backed tax credit, while Monster Beverage and Microsoft were also cited as diverse growth stocks.Speculative1 report
-
Royal Bank of Canada raised its price target on First Solar on July 1, 2025.Speculative1 report
-
First Solar's stock performance on July 2, 2025, showed it lagged the broader market loss but outperformed the Oils-Energy sector.Speculative1 report
-
AMD, First Solar, and Marvell Technology are major players in the AI chip market and are discussed in the context of market performance.Speculative1 report
-
First Solar acquired Evolar AB to scale high-efficiency thin-film PV technology, focusing on perovskite development.Speculative1 report
-
Trump's remarks and policy decisions, including the rejection of solar projects, prompted a sector-wide sell-off while AMD and others traded near all-time highs.Some support3 reports2 developments inside
-
First Solar and UbiQD announced an exclusive agreement to enhance solar panel efficiency, while the market reported lower returns.Some support2 reports1 development inside
-
First Solar and UbiQD signed a quantum dot supply agreement.Speculative1 report
-
First Solar stock outperformed the S&P 500 daily gain and climbed more than the Oils-Energy sector on July 26, 2025.Some support3 reports
-
Analyst actions on July 14, 2025, included naming Bloom Energy, First Solar, and Sunrun as top picks under new policy, while Nextracker received a rating downgrade.Some support1 report
-
First Solar is expanding into the Indian market, aiming to boost Italy's energy transition. The expansion involves partnerships with Solargik and CuRe technology, while APA Group is noted among energy transition stocks.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching First Solar
Events traced to First Solar, step by step, newest firstAround First Solar this week
News at the entities that move First Solar most-
Donald Trump StructuralTrump allegedly ignored Graham's sanctions bill, slowed Starlink connections, and lifted sanctions to help Putin.Moves First Solar
-
Senate StructuralMarise James and Joseph sponsored a bill, and a Senate committee advanced bills concerning EMS regulation.Moves First Solar
-
Republicans StructuralMike Lindell campaigned for state governorship while tariffs and the Iran war drove up prices.Moves First Solar
-
Congress StructuralBJP accuses Congress of threatening anarchy following political war sparked by Albanian unrest.Moves First Solar
-
Sunrun OperationalGoldman Sachs, Sunrun, and Tesla are forming a VPP partnership targeting AI data centers, with operational bases in Data Center Alley.Moves First Solar
-
Invesco StructuralAn ETF involving Invesco is listed on the Nasdaq exchange and requires filing with the SEC.Moves First Solar
Connections
The 40 strongest of 176, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
iShares Structural
iShares ETF holds First Solar stock.
-
Donald Trump Structural
First Solar's operations and market performance are highly dependent on the regulatory actions, tariffs, and political policies enacted by Donald Trump.
-
Sunrun Operational
First Solar and Sunrun actively compete in the solar energy sector and are subject to shared market and policy risks.
-
Senate Structural
The Senate's legislative actions and tax credit policies structurally determine First Solar's financial viability.
-
Invesco Structural
Invesco's solar ETF tracks a narrow solar index and holds First Solar as a major position.
-
Nextracker Operational
The companies actively compete in the solar energy market and are exposed to shared market pressures, including tax credit changes and inflation.
-
Louisiana Structural
First Solar operates facilities within the borders of Louisiana state.
-
Norges Bank Transactional
Norges Bank has repeatedly purchased new stakes and positions in First Solar shares.
Show all 40 connections
-
SEC Structural
First Solar is subject to formal regulatory oversight and mandatory financial disclosure requirements by the SEC.
-
Vietnam Structural
First Solar maintains manufacturing and production facilities in Vietnam, linking its operations to the country's economic environment.
-
Amundi Transactional
Amundi increased its financial holdings and stake in First Solar.
-
China Operational
First Solar actively competes with China in the solar panel market, challenging its dominance despite China's significant market share.
-
SolarEdge Operational
The companies are direct competitors in the solar industry, operating in similar markets and sharing exposure to regulatory and market risks.
-
Enphase Energy Operational
The companies are direct competitors operating within the highly competitive solar energy market.
-
Elon Musk Operational
First Solar is being targeted by Elon Musk's projects to supply solar energy technology for AI data centers and SpaceX.
-
HSBC Operational
HSBC actively influences First Solar's market perception through financial rating upgrades and downgrades.
-
5N Plus Inc. Structural
5N Plus Inc. supplies CdTe and CdSe materials to First Solar under a formal supply agreement.
-
UbiQD (United States) Transactional
UbiQD supplies quantum dot technology to First Solar under an exclusive agreement enhancing solar panel efficiency.
-
Malaysia Structural
First Solar operates and maintains manufacturing and production facilities within Malaysia as part of its global operational footprint.
-
S&P Structural
First Solar is formally included as a constituent company within the S&P index structure.
-
Republicans Structural
Republicans influence the solar industry through policy changes, such as the phase-out of tax credits.
-
Europe Shared context
First Solar operates and sells products primarily within the European market.
-
Congress Structural
First Solar's operations are structurally dependent on Congress's policies, including Production Tax Credits and solar farm permitting.
-
Swiss National Bank Transactional
The Swiss National Bank increased its holdings in First Solar stock.
-
New York Transactional
A company is currently involved in a lawsuit filed in the Eastern District of New York.
-
Truist Financial Transactional
Truist Financial issued and upgraded its investment rating on First Solar shares.
-
Geode Capital Management Transactional
Geode Capital Management executed buying and selling activity in First Solar.
-
TAN Structural
First Solar holds a 11.7% equity stake in TAN.
-
Goldman Sachs Operational
Goldman Sachs analysts actively track and question First Solar regarding market strategy, margins, and bookings.
-
David J. Schwartz Transactional
David J. Schwartz is involved in a legal action representing investors against First Solar.
-
Google Operational
Google's demand as a hyperscaler drives the market for First Solar's solar panel supply.
-
ARGUS Operational
The two companies are cited for raising price targets, indicating active market competition between them.
-
MarketBeat Mentioned together
MarketBeat consistently tracks, reports on, and highlights First Solar's stock performance and status.
-
Tursun Ablekim Structural
Tursun Ablekim has a historical employment relationship with First Solar.
-
Wells Fargo Mentioned together
Wells Fargo provides financial ratings, price targets, and forecasts regarding First Solar's stock performance.
-
Cameco Operational
Both Cameco and First Solar are leaders in the energy transition market and actively compete for market share.
-
Baird Mentioned together
Baird provides stock ratings and earnings estimates for First Solar.
-
Mizuho Securities Mentioned together
Mizuho Securities provides financial analysis and sets price targets for First Solar stock.
-
Jefferies Financial Group Mentioned together
Jefferies Financial Group provided stock analysis and target pricing for First Solar.
-
Freyr Battery Operational
First Solar and Freyr Battery actively compete within the solar energy market.
History
Events by the month they beganOctober 2026
4 events- Sunrun's stock performance is diverging from the broader market and its industry peers.
- Multiple financial firms, including Jefferies, Truist, Mizuho, and HSBC, issued rating upgrades and price targets for First Solar stock.
- Multiple news outlets reported on market movements and analyst estimates for First Solar stock on October 12, 2026.
- Bank of America upgraded ratings for First Solar and Biogen to buy from hold or underperform.
September 2026
2 eventsAugust 2026
3 events- Ohio-based company offers solar glass trials while Arizona-based Solarcycle operates as a PV recycling firm.
- FCC ruling impacts inverter sales and market access, coinciding with UBS upgrading SolarEdge and First Solar operating in the solar sector.
- First Solar is advancing capacity and securing new bookings in South Carolina.
Show 2 earlier months
July 2026
12 events- ExxonMobil, ConocoPhillips, First Solar, and Enphase Energy are all key companies in the solar industry and major holdings in energy sector ETFs.
- Cell facility operations begin in Jeffersonville, Indiana, involving Canadian Solar and First Solar, while module assembly continues in Mesquite.
- First Solar stock traded on the Nasdaq stock exchange on July 2, 2026.
- A major solar project is underway in Mississippi County, Arkansas, involving Google and First Solar, aiming to be the largest in the U.S. utilizing domestic materials.
- Market volatility on July 20, 2026, includes price target cuts for solar companies due to residential market issues, energy price spikes from missile attacks, and a subsequent solar sector rally.
- Tursun Ablekim's research findings, which involve NREL and First Solar, are being summarized and discussed by CleanTechnica.
- First Solar and Adani Enterprises, two companies in the solar industry, were recently under review regarding industry matters and sought extensions for Indian solar inputs.
- First Solar, a Phoenix-based company, is developing advanced thin-film PV technology in Ohio R&D labs.
- Market activity on July 7, 2026 includes Deutsche Bank upgrading First Solar stock, the acquisition of Crinetics by Vertex Pharmaceuticals, and market selloffs affecting chip stocks and Korea.
- Wells Fargo has an overweight rating on First Solar and predicts gains based on policy changes.
- Cramer favored First Solar over Enphase on July 3, 2026, while discussing Enphase Energy's stock performance.
- Norges Bank, Amundi, and Geode Capital Management increased their stakes in First Solar on July 3, 2026.
June 2026
39 events- Trump's administration would redirect EPA funds and criticism of clean energy hinders project development.
- First Solar operates facilities in Louisiana, Ohio, and Alabama as tariffs constrain the market share of Chinese solar modules.
- Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.
- Trump's pledge to unleash oil and gas benefits US stocks, involving Matrix Service Company.
- Trump announced tariffs creating uncertainty for solar panel importers like First Solar.
- First Solar, a leader in thin-film solar panel technology, is benefiting from favorable industry trends and policy momentum, including upgrades from Guggenheim amid Trump-era tariffs.
- First Solar has established production lines in several international locations, including Malaysia and Vietnam.
- First Solar and SunPower are two companies that operate in the solar energy market.
- Nextracker, First Solar, TESLA, and Applied Materials are involved in the growth of India's renewable energy market, focusing on decentralized energy solutions.
- First Solar, headquartered in Ohio, reduced production at its Malaysian and Vietnamese facilities due to challenges from Trump's tariffs.
- Companies like Nextracker, First Solar, and Enphase Energy are providing PV modules and home energy solutions across various international markets, including the US and Chile.
- First Solar manufactures PV modules in Malaysia and has been involved in a lawsuit filed in the Eastern District of New York.
- Legislation provided new tax credits and incentives for solar and wind energy projects.
- First Solar faces a class action lawsuit regarding securities law violations related to its manufacturing facilities in Malaysia.
- A fund tracks a narrow solar index that includes First Solar and Enphase Energy.
- Elon Musk is targeting solar energy solutions for AI data centers, benefiting from AI tailwinds.
- First Solar provides PV solar energy solutions in the US, Enphase Energy designs home energy solutions in the US, and T1 Energy was formerly known as FREYR Battery.
- Companies like Climeworks, Tesla, Vestas, CFS, and First Solar are driving market growth in clean energy, renewable energy, and carbon capture.
- First Solar and Freyr Battery are expanding their operations into Chile alongside other international markets.
- Two clean energy funds, the Invesco Solar ETF and the iShares Global Clean Energy ETF, offer different exposure strategies and hold companies like First Solar in their portfolios.
- First Solar, Aes, and Nextera are affected by the tax credit repeal, which caused a stock price decline.
- RBC Capital raised its price target for First Solar after Trump's tax and spending bill proved favorable to the industry.
- Corporate headwinds hit due to policy shifts: US trade restrictions weighed on Samsung's profits, while First Solar and financial firm Circle also felt the impact of Trump's policy actions.
- Market concerns are weighing on solar stocks (First Solar, Sunrun) ahead of a key interest rate announcement by the FED, amidst the competitive landscape of OpenAI and Microsoft.
- First Solar and Sunrun, two solar energy companies, are facing policy shifts while TipRanks releases KPI data regarding their investment outlook.
- Europe's solar market is advancing with lightweight innovations, with companies like First Solar, Tesla, Ameren, and Enel Américas listed among energy transition stocks.
- Investment banks questioned First Solar about margin strategy, bookings momentum, and volume guidance amid tariff impacts.
- Congress and the House are debating or passing legislation that could cut or end federal tax incentives for solar energy companies.
- First Solar relies on a Senate-backed tax credit, while Monster Beverage and Microsoft were also cited as diverse growth stocks.
- Royal Bank of Canada raised its price target on First Solar on July 1, 2025.
- First Solar's stock performance on July 2, 2025, showed it lagged the broader market loss but outperformed the Oils-Energy sector.
- AMD, First Solar, and Marvell Technology are major players in the AI chip market and are discussed in the context of market performance.
- First Solar acquired Evolar AB to scale high-efficiency thin-film PV technology, focusing on perovskite development.
- Trump's remarks and policy decisions, including the rejection of solar projects, prompted a sector-wide sell-off while AMD and others traded near all-time highs.
- First Solar and UbiQD announced an exclusive agreement to enhance solar panel efficiency, while the market reported lower returns.
- First Solar and UbiQD signed a quantum dot supply agreement.
- First Solar stock outperformed the S&P 500 daily gain and climbed more than the Oils-Energy sector on July 26, 2025.
- Analyst actions on July 14, 2025, included naming Bloom Energy, First Solar, and Sunrun as top picks under new policy, while Nextracker received a rating downgrade.
- First Solar is expanding into the Indian market, aiming to boost Italy's energy transition. The expansion involves partnerships with Solargik and CuRe technology, while APA Group is noted among energy transition stocks.