Solar Prepares For Battle
Andy Zelenak
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Fri, May 24
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First Solar's CEO Discusses Q1 2012 Results - Earnings Call TranscriptThu, May 3, 2012 • 3 Comments
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First Solar's CEO Discusses Q4 2011 Results - Earnings Call TranscriptTue, Feb 28, 2012 • 7 Comments
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First Solar, Inc., 2012 Guidance/Update Call, Dec 14, 2011Wed, Dec 14, 2011 • 4 Comments
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First Solar's CEO Discusses Q3 2011 Results - Earnings Call TranscriptThu, Nov 3, 2011 • 6 Comments
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First Solar's CEO Discusses Q4 2010 Results - Earnings Call TranscriptThu, Feb 24, 2011
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First Solar CEO Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 28, 2010 • 1 Comment
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First Solar Q2 2010 Earnings Call TranscriptFri, Jul 30, 2010
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First Solar Q1 2010 Earnings Call TranscriptThu, Apr 29, 2010 • 1 Comment
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First Solar, Inc. Q4 2009 Earnings Call TranscriptThu, Feb 18, 2010 • 1 Comment
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First Solar, Inc. Q3 2009 Earnings Call TranscriptWed, Oct 28, 2009
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First Solar, Inc. Q2 2009 Earnings Call TranscriptThu, Jul 30, 2009
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First Solar, Inc. Q1 2009 Earnings Call TranscriptWed, Apr 29, 2009
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First Solar, Inc. F4Q08 (Qtr End 12/27/2008) Earnings Call TranscriptTue, Feb 24, 2009
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First Solar, Inc. Q3 2008 Earnings Conference Call TranscriptWed, Oct 29, 2008
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at MarketWatch.com (Wed, 5:37PM)
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at MarketWatch.com (Wed, 4:25PM)
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at MarketWatch.com (Wed, 2:31PM)
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at Fox Business (Tue, 10:25AM)
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at MarketWatch.com (Mon, 4:33PM)
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at CNBC.com (Mon, 1:08PM)
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at CNBC.com (May 16, 2013)
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at MarketWatch.com (May 13, 2013)
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at MarketWatch.com (May 7, 2013)
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at MarketWatch.com (May 7, 2013)
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at CNBC.com (May 7, 2013)
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at CNBC.com (May 7, 2013)
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at CNBC.com (May 7, 2013)
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at CNBC.com (May 7, 2013)
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at CNBC.com (May 6, 2013)
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at CNBC.com (May 6, 2013)
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at MarketWatch.com (May 6, 2013)
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at CNBC.com (May 6, 2013)
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Business Wire (May 6, 2013)
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at CNBC.com (May 6, 2013)
FSLR vs. ETF Alternatives
Company Description
We manufacture and sell solar modules with an advanced thin film semiconductor technology, and we design, construct and sell photovoltaic (PV) solar power systems.
In addressing a growing global demand for PV solar electricity, we target markets with varying approaches depending on the... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, February 27, 7:34 AM First Solar (FSLR) is now off 14% premarket following last night's earnings. "It appears that the company is more willing to be aggressive on pricing than we thought ... there's a possibility that H2 financial performance is weaker than the first," says BAML, downgrading the stock to Sell. 1 Comment [On the Move, Energy]
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Tuesday, February 26, 5:51 PM
After-hours top gainers, as of 5:15 p.m.: GWRE +9%. BGFV +8%. UVXY +5%. ZAGG +5%. TVIX +4%.
After-hours top losers: FSLR -10%. AH -10%. MERU -9%. QCOR -6%. SPWR -5%. 3 Comments [On the Move] - Tuesday, February 26, 4:20 PM More on First Solar: Q4 gross margin was 27.3%, -110 bps Q/Q and +640 bps Y/Y. GM expected to fall to 25%-27% in Q1. Company expects "the [solar] market will remain turbulent for some time to come." Opex -8% Q/Q and -80% Y/Y (-47% exc. goodwill write-down) to $121.5M (11% of revenue), major factor behind EPS improvement. Systems pipeline at 2.9GW vs. 3GW at end of Q3. Module cost/watt fell 11% in 2012, systems cost/watt 14%. Q4 capacity utilization of 84% vs. 83% in Q3. FSLR -7.5% AH. CC at 4:30PM ET (webcast). (PR) (slides) Comment! [Tech, Earnings]
- Tuesday, February 26, 4:08 PM First Solar (FSLR): Q4 EPS of $2.04 beats by $0.28. Revenue of $1.08B (+63% Y/Y) misses by $240M. Expects Q1 revenue of $650M-$750M and EPS of $0.70-$0.90, below consensus of $829M and $0.94. Shares -5.1% AH. (PR) Comment! [Tech, Earnings, On the Move, Breaking News]
- Tuesday, February 26, 12:10 AM Notable earnings after Tuesday’s close: AVGO, AWK, DGI, DWA, EIX, FSLR, GA, GPOR, GWRE, HRZN, JAZZ, MAKO, MIDD, NUVA, ORA, PCLN, QCOR, RENN, REXX, RRC, SPN, STEC, TIVO, VNO, VRSK, ZAGG Comment! [Earnings]
- Monday, February 25, 5:35 PM Notable earnings after Tuesday’s close: AVGO, AWK, DGI, DWA, EIX, FSLR, GA, GPOR, GWRE, HRZN, JAZZ, MAKO, MIDD, NUVA, ORA, PCLN, QCOR, RENN, REXX, RRC, SPN, STEC, TIVO, VNO, VRSK, ZAGG Comment! [Earnings]
- Friday, February 22, 3:14 PM While Pacific Crest cut its rating on First Solar (FSLR -1.7%), Deutsche Bank's Vishal Shah says FSLR in particular could benefit from apparent strong demand across a number of markets and what he sees as a better energy policy landscape. Shah cites a possible weening of solar from subsidies in 2014, and the same improvements in polysilicon pricing that boosted solar shares last week. Comment! [Energy, Tech, Quick Ideas, On the Move]
- Friday, February 22, 8:03 AM First Solar (FSLR) -2.1% premarket as Pacific Crest downgrades to Sell and Cowen is cautious ahead of earnings. The company finds itself in a Catch-22, says Cowen - without new business capacity will need to be shut, but any new bookings are likely to be low-margin. 2 Comments [Energy]
- Tuesday, February 19, 10:19 AM Solar stocks are ripping higher again (TAN +4.2%), as huge short positions and hopes of an industry turnaround make for a combustible mix. SunPower (SPWR +13.5%) is having another huge day (previous); First Solar (FSLR +6.8%), LDK Solar (LDK +5.9%), Yingli (YGE +4%), SolarCity (SCTY +5.1%), and ReneSola (SOL +7.2%) are also strongly outperforming. Comment! [Tech, On the Move]
- Friday, February 15, 11:04 AM For now, SunPower (SPWR +1.2%) is holding onto the gains produced by yesterday's epic rally; shares are up 53% on the week. Lazard is reiterating a Buy today, arguing SunPower and MEMC (WFR +0.6%) should benefit from plans to securitize solar panel leases. The firm also thinks large-scale solar projects, such as those First Solar (FSLR -0.1%) depends heavily on (SunPower and MEMC handle some as well), could qualify for REIT structures. 3 Comments [Tech]
- Thursday, February 14, 2:49 PM Even on a very good day for solar stocks (TAN +3.9%), the huge gains posted by SunPower (SPWR +23.3%) are eye-opening. No news has hit the wires to explain the move, but with 16.9% of the float shorted as of Jan. 31, short-covering could be playing a big role. Solar stocks had already rallied strongly on Monday and Tuesday thanks to growing optimism about an industry bottom. LDK +8.7%. DQ +12.6%. FSLR +7.6%. JASO +5.8%. ENPH +14.3%. WFR +5%. GTAT +5%. 3 Comments [Tech, On the Move]
- Thursday, February 14, 2:37 PM Tiger Global still owned nearly 10% of Groupon (GRPN - previous) at the end of Q4, the money manager discloses in its latest 13F. However, Tiger liquidated its sizable positions in LinkedIn (LNKD - 2M shares), Facebook (FB -11.8M shares), and Google (GOOG - 698K shares). A 1M-share position was established in First Solar (FSLR), a 525K-share position in Workday (WDAY), a 3.8M-share position in YY (YY +4.5% - spiking higher) , and a 1.5M-share position in Motorola Solutions (MSI). Comment! [Tech, On the Move]
- Tuesday, February 12, 11:37 AM Another day, another big rally for heavily-shorted solar stocks (TAN +3%). Hopes are growing the beleaguered industry might finally be bottoming: Credit Suisse's Satya Kumar is encouraged by flattening polysilicon and module pricing, and thinks U.S. and Chinese solar initiatives could drive growth. However, he adds "excess panel capacity in China needs to be permanently retired." LDK +9.3%. SCTY +8.3%. GTAT +5.1%. DQ +7.2%. SOL +7.9%. JKS +6.5%. FSLR +2.9%. (yesterday: I, II) 5 Comments [Tech, On the Move]
- Monday, February 11, 11:42 AM Solar stocks are having a good day (TAN +2.8%). One possible reason: a weekend FT report that observes bankers are close to securitizing solar panel leases into bonds. Functioning much like MBS', solar bonds would package panel leases and be supported by cash flows from related electricity purchase commitments. SPWR +9.8%. SOL +6.1%. YGE +6.5%. STP +5.5%. FSLR +5.5%. LDK +4.5%. JASO +4.5%. TSL +4.4%. (also) 4 Comments [Tech, On the Move]
- Friday, February 8, 10:46 AM Some solar stocks are off after SunPower (SPWR -6.9%) provided light top-line guidance to go with its Q4 beat. FSLR -2.4%. YGE -2%. STP -2%. TSL -1.9%. SunPower's EMEA sales fell 64% Y/Y in Q4, nearly offsetting solid growth in the Americas and Asia-Pac. However, gross margin rose 460 bps Q/Q to 18.6%. Continued margin improvement and an expected 10% drop in opex lead SunPower to predict on its earnings call it will see a "significant increase" in EPS this year. Comment! [Tech, On the Move, Earnings]
- Wednesday, February 6, 10:17 AM First Solar (FSLR +3.3%), SunPower (SPWR +3.4%), MEMC (WFR +2.7%), and Advanced Energy (AEIS +4.2%) open higher after Citi's Shahriar Pourreza (taking over from Timothy Arcuri, who left for Cowen) launches coverage with Buy ratings. While believing the solar panel market is becoming commoditized, Pourreza argues buying opportunities exist in companies with strong exposure to construction activity and growth markets. Trina (TSL) and Yingli (YGE) have been started at Hold, and Suntech (STP) at Sell. Comment! [Tech, On the Move]
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LATEST REPLIES
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Bouchart: Maybe those flares will burn up our huge debt burden. Just throw all those bonds into space and watch them get incinerated.
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whitehead1
FSLR went form 11 to 22 in short time. Can MCP go from 10 to 20? feels like bad news priced in. good speculation - View all 11 replies
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whitehead1: I sold it this morning at 10.20. Will wait till it goes between 6-7 and the I will look further
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OneLongTrade: Thanks Rialto. Good to talk about something other than stocks every now and then.
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Bill Maurer
The glory days are back. FSLR up 24% and GMCR up 30%. Hard to buy either at this point though. - View all 8 replies
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Bill Maurer: By a quick calculation, they are guiding net margins down like 2-3 full percentage points for Q4. I think it is a sign of things to come.
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Bill Maurer
GMCR, FSLR earnings coming out soon. I will cover both. Articles to be released this evening or tomorrow. - View all 6 replies
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DeepValueLover
Jim Cramer made his all-time worst, most embarrassing call on $FSLR in this video...http://bit.ly/N9CyI6 Target: $250 (!) - View all 2 replies
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Bill Maurer
Don't be surprised to see a large year over year revenue jump for FSLR. http://seekingalpha.com/a/f6j1 - View all 1 replies
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realornot: waiting to strike on short. too risky to go long for any sort of spikes.
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