First Solar (FSLR) faced negative sentiment on March 24, 2026. Jefferies analysts identified Tesla’s plans to acquire solar manufacturing equipment as a potential competitive threat.
Zacks Investment Research designated First Solar as its Bear of the Day. The firm assigned the stock a Zacks Rank #5 (Strong Sell).
Analysts cited a recent earnings miss and subsequent downward revisions in earnings estimates. This follows disappointing fourth-quarter results and 2026 guidance reported in late February.