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First Solar’s Weak 2026 Revenue Guidance Sparks 15% Stock Plunge

First Solar’s Weak 2026 Revenue Guidance Sparks 15% Stock Plunge

Author:

Global Cryptocurrency

Published:

2026-02-25 16:37:02

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BTCCSquare news:

First Solar (FSLR) shares tumbled approximately 15% following disappointing 2026 revenue guidance of $4.9B–$5.2B, significantly below analyst expectations of $6.16B. The solar panel manufacturer's Q4 earnings of $4.84 per share missed estimates by 30 cents, despite a revenue beat at $1.68B versus $1.57B projected.

Record fiscal 2025 net sales of $5.2B, up from $4.2B the previous year, offered little consolation. The company anticipates $125M–$135M in tariff impacts for 2026, citing permitting delays and policy uncertainty from the TRUMP administration. A new South Carolina production line, slated for Q4 2026, aims to optimize logistics.

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