FSLR · News · 20260807N

Guidance and Outlook

FIRST SOLAR, INC. · 2026-08-07 · Importance 46 · Surprise 42

First Solar reaffirmed its 2026 sales and volume guidance following the new U.S. tariffs on polysilicon-based products. The tariff action could provide upside to the company’s existing 2026 projections by widening the competitive edge of its cadmium-telluride technology. Third-party reporting also identified slowing bookings and a moderating backlog as risks to future revenue conversion.

Key facts

• HSBC upgraded First Solar from "hold" to "buy", contributing to a 4.3% share rise and citing Q2 earnings of $3.92 per share. source