First Solar Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
27.5%projected annual EPS growth
Analyst Coverage
30analysts covering
FY EPS (est.)
$17.46next fiscal year
Monitoring Framework
Key Performance Indicators
Contracted Sales Backlog (GW) Quarterly47.9Target: Maintain multi-year revenue visibility through 2030
Annual Nameplate Manufacturing Capacity (GW) Annually21.0Target: Expand domestic capacity with South Carolina finishing facility online in 2026
Section 45X Advanced Manufacturing Tax Credits ($ Billions) Annually2.1Target: $2.10B to $2.19B contribution to 2026 guidance
Watch Items
- U.S. Section 232 Tariff Decisions and Trade InvestigationsTrigger: Implementation of new tariffs on imported crystalline silicon (c-Si) or TOPCon solar productsAction: Adjust long-term average selling price (ASP) assumptions and evaluate incremental domestic order bookings
- Securities Class-Action Lawsuit Over 2025 DisclosuresTrigger: August 24, 2026 lead-plaintiff deadline and subsequent court rulingsAction: Assess potential legal liabilities, reserve requirements, and impact on investor sentiment
- Backlog Depletion and Contract CancellationsTrigger: Net bookings falling significantly below quarterly shipment rates (approx. 4-5 GW/quarter)Action: Re-evaluate medium-term demand visibility beyond 2028 and adjust production utilization targets
Research as of 2 Sep 2026