Why did First Solar stock drop today?

Shares fell about 16% after the company guided 2026 net sales to $4.9–$5.2 billion versus roughly $5.6 billion expected and reported Q4 EPS of $4.84 versus $5.17. Policy and tariff uncertainty also weighed on demand expectations, prompting investors to reset growth and margin assumptions for 2026.

What is First Solar’s guidance for 2026?

Management guided net sales to a range of $4.9–$5.2 billion for 2026, below consensus near $5.6 billion. The company cited policy and tariff uncertainty as factors that could affect project timing and customer orders, leading the market to mark down growth expectations until there is clearer visibility.

How do tariffs affect First Solar and US solar stocks?

Tariff changes can alter module pricing and delivery timing. If import costs rise or rules shift, developers may delay orders or reprice projects, which affects revenue timing and margins. That uncertainty often broadens volatility across U.S. solar stocks today until policy outcomes become clearer.

Is First Solar stock attractive after the selloff?

It depends on your horizon. Fundamentals look solid with a 2.67 current ratio, low leverage, and ROE near 17%. Valuation sits around a 14.65 P/E. Street views are positive, but our system flags a Neutral rating. Consider scaling entries and watching policy headlines and order trends.

Global Market Insights

FSLR Stock Today: February 26 — Shares Sink on Weak 2026 Outlook, Tariff Risks

ByHuzaifa Zahoor February 26, 2026February 26, 2026

First Solar stock fell about 16% on February 26 after the company guided 2026 net sales to $4.9–$5.2 billion versus roughly $5.6 billion expected and missed Q4 EPS at $4.84 versus $5.17. Policy overhang and tariff uncertainty added pressure. We review what this means for U.S. investors tracking solar stocks today. For context, we also outline valuation, technical signals, and next catalysts for FSLR as the market resets growth expectations for 2026.