| FSLR |
Report |
Adjusted EPS (diluted) |
BEAT |
pred ~$2.85 vs. cons $2.74 |
LOW |
| FSLR |
Report |
Net sales (revenue) |
IN-LINE |
pred ~$1.06B vs. cons $1.06B |
MEDIUM |
| FSLR |
Report |
Adjusted EBITDA |
BEAT |
pred ~$480M vs. cons ~$455M |
LOW |
| FSLR |
Guide |
FY2026 Adjusted EBITDA guide |
UNCHANGED |
guide reaffirm $2.6-2.8B (mid ~$2.7B) vs. cons ~$2.70B (FY2026) |
MEDIUM |
| FSLR |
Guide |
FY2026 Net sales guide |
UNCHANGED |
guide reaffirm $4.9-5.2B (mid ~$5.05B) vs. cons ~$5.15B (FY2026) |
MEDIUM |
| FSLR |
Guide |
Net bookings / contracted backlog |
LOWER |
pred backlog ~46-48 GW vs. 47.9 GW prior; weak net bookings vs. cons ~flat (as of Q2 2026) |
MEDIUM |
| FSLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
LOW |
| FSLR |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Washed-out positioning (stock -36% from June peak, 'worst chart', already-cut FY EPS from ~$22 to ~$17.5) plus a likely in-line/slight-beat quarter and reaffirmed FY guide should spark a modest relief pop on day 1. But the reaffirmation keeps an aggressive H2-loaded ramp intact (~$1.6-1.8B of the $2.6-2.8B EBITDA still due in H2), and the out-period math plus soft net bookings/OBBBA-FEOC demand overhang, Section 232 uncertainty and strong negative momentum pull estimates and price back down, fading most of the initial gain. |
LOW |