What smart money is saying about First Solar
1 fund in our archive has pitched First Solar — most recently Ariel Global Fund in June 2025.
First Solar, Inc. provides photovoltaic (PV) solar energy solutions in the United State, Japan, France, Canada, India, Australia, and internationally. The company designs, manufactures, and sells cadmium telluride solar modules that converts sunlight into electricity. It serves developers and operators of systems, utilities, independent power producers, commercial and industrial companies, and other system owners. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar, Inc. was founded in 1999 and is headquartered in Tempe, Arizona.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in First Solar, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions
- August 2026
“The deal also benefits two fund holdings, LG Chem, whose subsidiary is supplying the battery cells, and First Solar, which supplies the photovoltaic panels.”
First Solar - July 2026
“Within the Fund, the strongest performers were Owens Corning, Amphenol Corporation, Hubbell Inc, Iberdrola SA and Trane Technologies while the weakest performers were Enphase Energy Inc, China Longyuan Power Group Corp Ltd, LG Chem Ltd, Ameresco Inc and First Solar Inc.”
First Solar “Within the Fund, the strongest performers were Enphase Energy Inc, First Solar Inc, Infineon Technologies AG, Versigent and Canadian Solar Inc while the weakest performers were AECOM, NextEra Energy Inc, LG Chem Ltd, Trane Technologies and Vestas Wind Systems A/S.”
First Solar- June 2026
“Among the fund’s top performers were solar equipment manufacturers First Solar and Canadian Solar, reflecting growing interest in solar power as an alternative to volatile fossil fuels amid the energy supply shock.”
First Solar
Fund coverage · 1 thesis
- Ariel Global FundJune 2025
First Solar, Inc. is poised to benefit from increasing AI power demands and supportive energy policies, with its sales booked through 2026 and expected contract wins accelerating as developers aim to secure subsidy-qualifying modules before deadlines.
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