---
title: "FSLR First Solar"
canonical: "https://supercyclehq.com/stock/first-solar"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "FSLR"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# First Solar (FSLR)

First Solar is the largest American solar module manufacturer.

## AI Exposure Score

**30/100, Growing.** First Solar makes thin film modules for utility-scale solar plants, and hyperscaler power procurement for data centers supports its multi-year sold-out backlog. AI is one demand driver among utility, policy, and grid factors, so the thesis rests on broad solar deployment rather than the buildout alone.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $182.05 |
| Change 1d | +4.39% |
| Change 7d | +8.27% |
| Change 30d | +4.26% |
| Change 1y | -31.49% |
| 52-week high | $318.25 |
| 52-week low | $168.15 |
| Market cap | $19.6B |
| P/E | 10.53 |
| EPS | $17.29 |
| Next earnings | 2026-10-29 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Tempe, AZ |
| CEO | Mark R. Widmar |
| Employees | 7,900 |
| Website | https://www.firstsolar.com |
| Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy) |

## What the company does

First Solar is the largest American solar module manufacturer. It makes thin film panels for utility-scale power plants and earns revenue selling them to project developers, utilities, and independent power producers, typically under multi-year supply agreements that are booked years in advance.

Its Series 6 and Series 7 modules use CadTel thin film technology rather than crystalline silicon, and they are produced in large US factories. That domestic manufacturing base makes First Solar a preferred supplier for American projects, including the solar farms technology companies contract to bring new generation online for their data centers.

Founded in 1999 and headquartered in Tempe, Arizona, First Solar employs about 7,900 people and trades on the NASDAQ under the ticker FSLR. Its modules are deployed in utility-scale projects across the Americas, Europe, and India.

## Role in the AI buildout

First Solar sits in the Power & Energy layer of the AI buildout. Data centers need large amounts of new electricity, and hyperscalers increasingly sign power purchase agreements with utility-scale solar projects to meet that demand with clean energy. First Solar supplies the modules those projects are built from, with US-made panels that fit domestic content requirements. It does not sell to AI companies directly, but their power procurement flows through to its order book.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $926,143 | 0.01% | new | 2026-06-30 |

## FAQ

### What does First Solar do?

First Solar manufactures thin film solar modules for utility-scale power plants. It sells panels to developers, utilities, and independent power producers under multi-year agreements, and it is the largest solar module maker based in the United States.

### How is First Solar exposed to AI?

Supercycle rates First Solar Growing with an AI Exposure Score of 30 out of 100. Hyperscalers contract utility-scale solar to power data centers, which supports First Solar's backlog, but utility and policy demand still drive most of the business.

### What are First Solar's main products?

Its main products are the Series 6 and Series 7 solar modules, built on CadTel thin film technology. Both are aimed at utility-scale solar projects rather than rooftop installations, and they are manufactured in high-volume factories in the US and abroad.

### Is FSLR a pure play AI stock?

No. First Solar is rated Growing on Supercycle, not Pure Play. AI-linked power demand is a helpful tailwind for utility-scale solar, but First Solar's results depend mainly on overall solar deployment, energy policy, and utility procurement cycles.

### Who leads First Solar and where is it based?

Mark R. Widmar serves as chief executive officer. First Solar is headquartered in Tempe, Arizona, was founded in 1999, and employs about 7,900 people across its manufacturing and development operations.

---

Source: https://supercyclehq.com/stock/first-solar. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.