First Solar is trading 4.4% up now at $215.00 after posting a major Q2 earnings beat with EPS of $3.92 versus a $2.86 consensus.

  • The company reaffirmed its 2026 guidance despite revenue slipping 4% and slightly missing analyst forecasts.
  • Management highlighted strong module demand and a 45.1 GW contracted backlog through 2030, supporting long-term growth.
  • Shares are also benefiting from generally firmer equity markets following the earnings announcement.