Stock AnalizFirst Solar (FSLR) earnings for the quarter ended September 2026: EPS beats estimates
First Solar reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $5.30 against the analysts’ average forecast of $4.64, a beat of 14.3%.
Revenue for the quarter was $1.23 billion, down 22.8% from $1.59 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 1.1% on the first trading day after the report.
The last four quarters
First Solar has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $5.30 | $4.64 | +14.3% | −23% | −1.1% |
| Jun 2026 | $3.92 | $2.88 | +36.1% | −4% | +5.9% |
| Mar 2026 | $3.22 | $2.97 | +8.3% | +24% | +11.1% |
| Dec 2025 | $4.84 | $5.17 | −6.3% | +11% | −13.2% |
What comes next
Analysts expect EPS of $5.25 for the next quarter on average and $17.59 for the fiscal year ending December 31, 2026.
The average analyst price target is $252.57, 47% above the current price of $171.39.
Valuation and score
First Solar scores 3.4 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 9.9, and its intrinsic value under moderate assumptions is about 35% above the current market value. Full First Solar analysis with 10 years of financials
Frequently asked questions
What was First Solar’s EPS for the quarter ended September 2026?
$5.30 adjusted per share, against an analyst consensus of $4.64.
How much revenue did First Solar report?
$1.23 billion, down 22.8% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.