FSLRFIRST SOLAR INC

CUSIP: 336433107

Guru Owners

$79.6M

Total Value Held

304,814

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Rogers	Ariel Investments	251565	$65.7M	0.71%	$261.23	Q4 2025
Ray Dalio	Bridgewater Associates	44947	$11.7M	0.04%	$261.23	Q4 2025
Polen Capital	Polen Capital Management	8302	$2.2M	0.01%	$261.23	Q4 2025

John Rogers

$65.7M

0.71%

Ray Dalio

$11.7M

0.04%

Polen Capital

$2.2M

0.01%

📊 Fundamentals

Market Cap$20.6B

P/E Ratio13.5x

Below market avg

Forward P/E7.9x

P/FCF21.4x

EPS (TTM)$14.21

Revenue (TTM)$5.2B

Profit Margin29.28%

Beta1.61

52-Week Range

$119.09

$285.99

Current: $191.88

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.5x trailing earnings → 7.9x forward · 29.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $79.6M

REDUCEDJohn Rogers$65.7M

NEWRay Dalio$11.7M

INCREASEDPolen Capital$2.2M

SOLDAndreas Halvorsen

Q3 '253 owners · $243.6M

INCREASEDAndreas Halvorsen$169.4M

INCREASEDJohn Rogers$71.8M

NEWPolen Capital$2.5M

Q2 '252 owners · $426.0M

INCREASEDAndreas Halvorsen$375.1M

NEWJohn Rogers$50.9M

SOLDRay Dalio

Q1 '252 owners · $178.8M

NEWAndreas Halvorsen$178.4M

REDUCEDRay Dalio$357K

Q4 '241 owners · $16.7M

INCREASEDRay Dalio$16.7M

SOLDJohn Armitage

Q3 '242 owners · $109.3M

REDUCEDJohn Armitage$86.8M

INCREASEDRay Dalio$22.4M

SOLDPhilippe Laffont

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

16%analyst est. 16.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

18.5%current: 18.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

FSLR: Held by 3 superinvestors · 7 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

BUYRo KhannaD

$1,001 - $15,0002025-04-23

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

SELLDave MinD

$1,001 - $15,0002025-03-19

SELLRo KhannaD

$1,001 - $15,0002025-03-12

SELLRob BresnahanR

$1,001 - $15,0002025-02-25

SELLRo KhannaD

$1,001 - $15,0002025-02-19