Information Technology·Semiconductors·$20.8B
First Solar Inc (FSLR) is a leading provider of solar energy solutions, focusing on the design and manufacturing of solar panels and systems. As the world increasingly shifts towards renewable energy, First Solar plays a crucial role in the transition to sustainable power, making it a significant player in the Information Technology sector, particularly within the semiconductor industry.
EPS
Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profits.
Revenue
Revenue figures provide insight into the company's sales performance and market demand for its solar products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
38%
Avg EPS Surprise
-1.10%
Avg Stock Reaction
-2.20%
In Q4 2025, First Solar reported an EPS of $4.84, which was below the analyst estimate of $5.21, resulting in a negative surprise of 7.19%. The stock reacted modestly, gaining 0.44% the following day.
Management Promises & Guidance
Analysts are cautiously optimistic about First Solar's upcoming earnings, expecting an EPS of $2.83 and revenue of $1.0 billion. However, the company has a history of mixed earnings surprises, which adds uncertainty.
Bull Case
If First Solar can exceed the EPS and revenue estimates, it may signal strong demand for its solar products and effective cost management, potentially boosting investor confidence.
Bear Case
Conversely, if the company misses expectations again, it could raise concerns about its operational efficiency and market competitiveness, leading to a negative reaction in the stock price.
EPS
$2.83Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing its costs and generating profits.
Revenue
$1.0BRevenue figures provide insight into the company's sales performance and market demand for its solar products.
The print will turn on these two things.
Q1
Will First Solar's EPS exceed the consensus estimate of $2.83?
A beat on EPS could indicate stronger-than-expected profitability and operational efficiency, which would be a positive signal for investors.
Q2
What is the revenue outlook for the upcoming quarter compared to the $1.0 billion consensus?
Revenue performance is critical for assessing market demand and the company's growth trajectory, impacting investor sentiment.
Why consensus could be wrong
The Street may be underestimating the potential for First Solar to capitalize on increased demand for renewable energy solutions, which could lead to stronger-than-expected revenue growth.
Supporting Evidence
The company has a history of surprising on the upside, as seen in Q2 2025 with a 12.09% EPS beat.
The recent push towards sustainability and renewable energy could drive higher sales than anticipated.
Key Risk
If the company reports revenue significantly above $1.0 billion, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it follows a series of mixed results, and investors are keenly watching for signs of recovery or continued weakness.
Bull Confirmed If
Exceeding $2.83 in EPS and achieving revenue above $1.0 billion would confirm a strong operational performance.
Bear Confirmed If
Missing the EPS estimate of $2.83 and reporting revenue below $1.0 billion would raise concerns about the company's market position.
Implied Move
±4.2%
There is currently no options market data available, which limits insights into investor sentiment leading up to the earnings report.
Cross-company pattern from 12 similar setups.
Prior-quarter miss setup in Information Technology
n=12Fade rate: 0 of 8 (0%)
This setup has occurred 12 times across Information Technology in the last 2 years. 8 of 8 (100%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 6.9%, with a raw directional average of -0.4% (modestly negative historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If First Solar beats expectations, history suggests a potential average stock move of +2.49%, confirming a positive outlook and boosting investor confidence.
In-Line / Cautious
If results are in line with expectations, the stock may see a muted reaction as investors await further clarity on future guidance.
Miss
Should the company miss expectations, history suggests an average decline of -2.32%, which could heighten concerns about its operational challenges.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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VERIZON COMMUNICATIO
Apr 27, 2026