First Solar (FSLR) Boosts Price Target to $275, Maintains Buy Rating

UBS has increased its price target for First Solar (FSLR) to $275 and reiterated a Buy rating. The decision comes after the company's impressive Q2 performance, with adjusted EPS surpassing market expectations. First Solar is a leader in the solar energy sector, specializing in thin-film solar panels and systems. The company's financial health is underscored by strong revenue growth, profitability, and balance sheet strength. However, warning signs include potential financial manipulation and insider selling activity.

UBS has increased its price target for First Solar (FSLR) to $275, reiterating a Buy rating following the company's impressive Q2 performance. The decision comes after First Solar reported adjusted EPS of $3.18, surpassing market expectations. This robust performance was driven by strong demand for U.S.-manufactured modules, increased policy clarity, and a growing backlog of bookings [1].

First Solar is a leading player in the solar energy sector, specializing in thin-film solar panels and systems. The company's financial health is underscored by strong revenue growth, profitability, and a solid balance sheet. However, there are some warning signs to consider. Potential financial manipulation and insider selling activity could pose risks for investors [2].

First Solar's Q2 results also highlighted the company's focus on capacity expansion and technological advancements. The company's progress in domestic capacity expansion, with production commencing at the Louisiana site, is expected to boost U.S. capacity to over 14 gigawatts by 2026. Technological enhancements in CuRe modules and progress in perovskite development are expected to bring improved performance and energy output for future deployments [3].

Despite these positive developments, investors should be aware of potential policy and trade uncertainties. The recent reconciliation legislation maintained key provisions benefiting First Solar, including [3].

References:
[1] https://www.tipranks.com/news/the-fly/first-solar-price-target-raised-to-275-from-255-at-ubs-thefly
[2] https://www.marketbeat.com/instant-alerts/first-solar-nasdaqfslr-price-target-raised-to-20300-at-bmo-capital-markets-2025-08-01/
[3] https://www.ainvest.com/news/solar-q2-2025-earnings-call-unpacking-contradictions-pricing-strategy-tariffs-market-dynamics-2508/