| FSLR |
Report |
Adj. EBITDA (Q2 2026) |
MISS |
pred ~$460M vs. cons $477M |
MEDIUM |
| FSLR |
Report |
Total Shipments (Q2 2026) |
MISS |
pred ~3,750 MW vs. cons 3,791 MW |
MEDIUM |
| FSLR |
Report |
45X IRA Credits (Q2 2026) |
MISS |
pred ~$375M vs. cons $408M |
MEDIUM |
| FSLR |
Guide |
Volume Sold (Q3 2026) |
LOWER |
guide ~5.0 GW vs. cons ~5.4 GW |
MEDIUM |
| FSLR |
Guide |
Adj. EBITDA (Q3 2026) |
LOWER |
guide ~$550M vs. cons ~$620M |
MEDIUM |
| FSLR |
Guide |
Net Sales FY 2026 |
UNCHANGED |
guide $4.9B-$5.2B reaffirmed vs. cons $5.07B |
HIGH |
| FSLR |
Guide |
Adj. EBITDA FY 2026 |
UNCHANGED |
guide $2.6B-$2.8B reaffirmed vs. cons $2.64B |
HIGH |
| FSLR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
MEDIUM |
| FSLR |
Return |
5-day cumulative residual |
-7.0% (STABILIZE) |
STABILIZE — estimate cuts on Q3 guide drag stock lower over 3-4 days; Section 232 optionality provides a floor |
MEDIUM |