First Solar (FSLR) Faces Interest Rate Pressure Despite Strong Margins and Backlog, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
First Solar Inc. (FSLR)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Seas Capital Sina Toussi | 377,984 | $66,207,677 | +196% | 0.76% |
| 2. | Hourglass Capital Kenneth A. Moffet | 9,665 | $1,692,921 | +13% | 0.35% |
| 3. | Bailard Inc Thomas Bailard | 5,680 | $995,045 | 0.02% | |
| 4. | Motley Fool Asset Management Bryan Hinmon | 1,669 | $292,342 | -13% | 0.01% |
| 5. | Lee Munder Capital Group Lee Munder | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $214.87 | 465 | $99,914.55 | 1,624 | 2023-03-07 | Filing | |
| $102.10 | 489 | $49,926.90 | 4,117 | 2022-08-05 | Filing | |
| $100.53 | 9,946 | $999,871.38 | 37,300 | 2022-08-05 | Filing | |
| $100.56 | 1,990 | $200,114.40 | 27,320 | 2022-08-01 | Filing | |
| $62.66 | 3,000 | $187,980.00 | 21,934 | 2018-02-28 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $174.00 | 800 | $139,200.00 | 5,042 | 2026-10-01 | Filing | |
| $200.00 | 800 | $160,000.00 | 5,842 | 2026-09-01 | Filing | |
| $222.95 | 127 | $28,314.65 | 2,018 | 2026-08-17 | Filing | |
| $249.38 | 3,700 | $922,706.00 | 5,624 | 2026-08-11 | Filing | |
| $248.00 | 829 | $205,592.00 | 6,642 | 2026-08-04 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 626,438 | $109,726,880 | 1.98% | |
| 2. | 321,002 | $56,226,723 | 0.09% | |
| 3. | 292,611 | $51,253,852 | 0.93% | |
| 4. | 190,390 | $33,348,711 | 0.03% | |
| 5. | 174,759 | $30,610,786 | 0.03% |
News See All
First Solar (FSLR) Has a Huge Backlog. Will New Orders Deliver the Cash?
Policy Protection and Backlog Are Not the Same as Cash First Solar, Inc. (NASDAQ:FSLR) has sizable contracted solar-module demand at a time when U.S.
10 Best Undervalued Stocks to Buy Now According to Reddit
Finding Value Requires Looking Beyond the Market Average The best undervalued stocks discussed on Reddit need more than an enthusiastic following: they need a credible gap between their market price and...
Guinness Sustainable Energy Fund Discusses First Solar, Inc. (FSLR) Amid Solar Industry Weakness
Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
10 Cheap Stocks That Will Go to the Moon According to Reddit
In this article, we will discuss 10 Cheap Stocks That Will Go to the Moon According to Reddit. Reddit’s hunt for cheap stocks often starts with an industry investors have written off.
First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who's Right?
First Solar, Inc. (NASDAQ:FSLR) is among the largest US-based solar panel makers. The company is known for a homegrown technology meant to differ from Chinese peers.
First Solar Stock Hits 52-Week Low. Buy the Dip or Bail?
First Solar (NASDAQ:FSLR) investors are facing a brutal session Thursday, with shares tumbling about 10% to a new 52-week low, extending their 2026...
Why First Solar Stock (FSLR) Is Plunging Today – September 24, 2026
Shares of U.S. solar manufacturer First Solar ($FSLR) are down 8% at the time of writing as elevated borrowing costs weigh heavily on solar stocks....
First Solar (FSLR) Gets Bullish Coverage Despite Recent Stock Weakness
On September 9, Piper Sandler initiated coverage of First Solar, Inc. (NASDAQ:FSLR), giving the stock an Overweight rating and setting the price target at $260.
First Solar (FSLR) Sold Off After the Tariffs. It’s the Solar Stock Built to Benefit From Them
Washington announced Section 232 solar tariffs on August 6, 2026, setting a $0.38-per-watt minimum import price on finished modules and a 15% tariff on certain polysilicon derivatives, effective December...
Hedge Fund Resource Center