FSLR Earnings

FSLR reported its earnings on 2026-02-24, showcasing a revenue of 1.68B against an estimate of 1.57B, resulting in a 7.2% surprise. The EPS was 4.84, surpassing the expected 5.22 by -7.28%. The stock experienced a -13.61% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following FSLR's earnings announcement on 2026-02-24, the stock price moved by -13.61% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, FSLR's stock price tends to shift by an average of 2.43% in the 10 days leading up to earnings and 5.19% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate FSLR's annual revenue to reach 1.26B, while the EPS is projected at 4.63. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between FSLR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FSLR's stock price typically moves by 2.43% in the 10 days before its earnings and 5.19% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 4.63 and revenue of 1.26B.

The earnings call summary shows a mix of positive and negative elements. While the company has strong operating income and a robust cash position, there are concerns about reduced revenue guidance, underutilization of facilities, and lack of EPS guidance for 2026. The Q&A reveals management's evasive responses to some questions, particularly around the lack of EPS guidance and the Oxford PV program. These factors, along with strong pricing environment and strategic shifts, suggest a neutral sentiment, with no clear catalyst for significant stock price movement.