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Corporate/financial Score 75 Bullish

First Solar Surges on Analyst Upgrades Amid Record Solar Demand and Expansion Plans

Mar 10, 2026 18:38 UTC
FSLR, SEDG, ENPH
Short term

First Solar, Inc. (FSLR) sees renewed analyst confidence as soaring global demand for solar energy accelerates growth projections. The stock gains momentum alongside peers SEDG and ENPH amid strengthening fundamentals in the renewable sector.

  • Global solar installations reached 410 GW in 2025, up 23% YoY
  • FSLR revenue grew 31% YoY to $1.2B in Q4 2025
  • FSLR expanding Ohio plant with $600M investment to reach 5.5 GW capacity by 2027
  • Three analysts upgraded FSLR to 'Buy' with average price target increase of 18%
  • ENPH saw 25% surge in inverter shipments; SEDG reported 19% growth in U.S. residential installations
  • Green tech ETFs rose 7.3% over the past month

First Solar, Inc. (FSLR) has attracted multiple analyst upgrades following a surge in global solar deployment, with demand outpacing supply in key markets including the U.S., India, and Southeast Asia. Recent data indicates cumulative solar installations reached 410 gigawatts worldwide in 2025, a 23% year-over-year increase, fueling optimism around FSLR’s production capacity and long-term contracts. The company’s Q4 2025 earnings reported a 31% rise in revenue year-over-year, reaching $1.2 billion, driven by higher module sales and favorable pricing in the North American market. FSLR also announced a $600 million capital investment to expand its Ohio-based manufacturing facility, which will increase its annual production capacity to 5.5 gigawatts by 2027—a 40% increase from current levels. Analyst sentiment has shifted markedly upward, with three major firms upgrading FSLR to 'Buy' from 'Hold' and raising price targets by an average of 18%. The improved outlook reflects confidence in FSLR’s vertically integrated model, which reduces reliance on imported components and strengthens U.S. supply chain resilience. Sector-wide, related stocks are also benefiting. Enphase Energy (ENPH) reported a 25% quarterly increase in inverter shipments, while SolarEdge Technologies (SEDG) saw a 19% jump in U.S. residential installations. These trends reinforce broader momentum in renewable energy infrastructure and support green technology ETFs, which have gained 7.3% over the past month.

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