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First Solar, Inc. (FSLR) 2026 Guidance Disappoints Wall Street Firms, Triggers Downgrades
First Solar, Inc.‘s (FSLR) 2026 guidance has disappointed Wall Street firms, leading to downgrades from analysts like Deutsche Bank and Jefferies. The solar company’s projected 2026 revenue of $4.9–$5.2 billion fell short of analysts’ estimates by 17%, despite reporting strong fourth-quarter and full-year 2025 results. This has led some analysts to reassess the stock’s potential, despite its leading position in the US photovoltaic solar industry.