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Manufactures thin-film solar modules that supply renewable power infrastructure for energy-intensive AI data centers.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
energy
|
| Category |
1.40 Renewable Energy Equipment
|
| Sentiment |
58.0% |
| USD Mkt Cap | 22.46B |
| USD Revenue | 5.38B |
| USD Net Income | 1.75B |
| P/E | 12.89 |
| fwd P/E | 9.02 |
| PEG | 0.38 |
| Price 3M | -23.1% |
| Price 6M | +6.2% |
| Price 1Y | +3.2% |
| Price 2Y | -9.0% |
| USD Share Price | 208.22 |
Price & Size
| Price |
209.03 USD |
| Market Cap |
22.46B USD |
| Shares Outstanding |
107.47M |
| Shares Float |
101.66M |
| 52w Low |
182.99 USD |
| 52w High |
320.95 USD |
| Avg Volume |
2.14M |
Valuation
| P/E (trailing) |
12.9x |
| P/E (forward) |
9.0x |
| P/B |
2.18x |
| Enterprise Value |
20.93B USD |
| Book Value / Share |
96.03 USD |
| PEG Ratio |
0.38x |
| P/S |
4.18x |
| EV / Revenue |
3.89x |
| EV / EBITDA |
8.77x |
Income
| Revenue |
5.38B USD |
| Revenue / Share |
50.10 USD |
| EBITDA |
2.39B USD |
| Net Income |
1.75B USD |
| EPS (trailing) |
16.22 USD |
| EPS (forward) |
23.17 USD |
Margins & Profitability
| Gross Margin |
44.0% |
| Operating Margin |
42.6% |
| Profit Margin |
32.5% |
| EBITDA Margin |
44.4% |
| Return on Equity |
18.5% |
| Return on Assets |
8.6% |
Growth
| Revenue Growth |
-3.7% |
| Earnings Growth |
23.3% |
Cash & Debt
| Total Cash |
1.73B USD |
| Total Debt |
194.01M USD |
| Free Cash Flow |
1.60B USD |
| Operating Cash Flow |
2.16B USD |
| Debt / Equity |
0.02x |
| Current Ratio |
2.52x |
| Quick Ratio |
1.70x |
Analyst Consensus
| Target (Mean) |
274.81 USD |
| Target (Median) |
270.00 USD |
| Target (High) |
402.00 USD |
| Target (Low) |
150.00 USD |
| Recommendation |
buy |
| # Analysts |
31 |
Identifiers
| ISIN | US3364331070 |
| CUSIP | 336433107 |
| FIGI | BBG000B9X8C0 |
| SEDOL | B1H5YQ2 |
Sentiment 58.0%
as of Sep 11, 2026
Positive drivers
Rising demand for utility-scale solar from AI data center operators seeking carbon-free power solutions has driven new contract announcements. Domestic manufacturing expansions supported by policy incentives have improved supply chain resilience and order visibility. Recent quarterly results showed margin expansion from higher module ASPs and volume growth.
Neutral / mixed
Broader market volatility in clean energy equities has kept trading ranges wide without clear directional bias. Mixed signals from global supply chain normalization and ongoing project permitting timelines. Valuation multiples remain in line with historical sector averages amid steady but not accelerating installations.
Negative drivers
Intense price competition from Chinese thin-film and crystalline producers continues to pressure realized pricing. Potential tariff escalations and trade policy uncertainty introduce downside risks to export channels. Rising interest rates have elevated project financing costs, slowing some utility procurement decisions.
Bottom line
Sentiment for FSLR is mildly positive, anchored by AI-driven power demand and U.S. manufacturing tailwinds, yet offset by competitive and macroeconomic headwinds.