The First Solar stock saw a significant increase on Friday, making it one of the big winners in the stock market. The price rise to $177.06 reflects high demand and could be interesting for private investors. Here are some background information and current developments that may influence the price increase:
Current Market Development
- Price Development: The First Solar stock has experienced significant fluctuations in recent months. In May 2025, the price ranged between €109.78 and €170.50, and in June 2025 between €140.40 and €144.06. The current price increase to $177.06 may indicate a recovery.
- Institutional Investors: Large investors like Tobam have significantly increased their positions in First Solar, while others, like Assenagon Asset Management, have reduced their stakes. These opposing strategies show that experts have differing opinions on the company’s future.
Financial Metrics and Market Conditions
- Revenue Growth: First Solar reported a revenue growth of 6.4% in Q1 2025 compared to the previous year, with a revenue of $844.57 million. The gross margin was increased to 41%.
- Earnings Development: Earnings per share were $1.95, which did not fully meet the market’s high expectations. This may have contributed to past price losses.
- Regulatory Support: First Solar benefits from higher prices and US regulations supporting the solar sector. These factors could favor the price increase.
Future Outlook
- Analyst Opinions: Despite recent setbacks, many analysts remain optimistic. UBS has recently raised its price target for First Solar.
- Investor Interest: Major investors like George Soros are betting on a recovery of the stock. This interest could further support the price increase.
Overall, the price increase of the First Solar stock demonstrates that the company remains interesting for investors, especially given the positive developments in the solar sector and the support from regulatory measures.