NASDAQ:JFBR 5 December 2025

March 20, 2026, 10:38 AM EDT. First Solar (FSLR), the largest U.S. solar firm, has surged 36.7% over the past month, far outpacing the S&P 500's 3.4% rise and the solar industry's 19.1% gain. Despite this momentum, recent analyst revisions show a slight retreat, with Q1 earnings estimates down 1.3% to $2.91 per share, though still reflecting a robust 57.3% year-over-year increase. Fiscal year projections remain optimistic, forecasting a 75.1% rise in earnings to $13.55 and a 55.8% jump next year to $21.12, though these too saw minor downward revisions. First Solar holds a Zacks Rank #3 (Hold), indicating cautious investor sentiment despite strong fundamentals. Earnings estimate changes are key drivers for near-term stock moves, highlighting the tight balance between growth optimism and cautious outlook in solar energy equities.