First Solar (FSLR) shares fell 27.8% over the past twelve months while the S&P 500 returned 17.4%, even though the company earned more in its latest four reported quarters than in the four before. As of end-June, it had 45.1 GW of panels under contract worth $13.6 billion, about 2.5 times the $5.38 billion of revenue over the past twelve months, with roughly 41 GW carrying domestic content requirements. New U.S. orders came in at about $0.36 per watt, versus about $0.20 per watt for Indian bookings in the first half of 2026, and the stock trades at 10.6 times earnings compared with 22.9 for the S&P 500. The article flags risks including a roughly 4% sales decline in fiscal Q2 2026, which reflected a prior-year base that included revenue from terminated customer contracts, rising commodity costs, and about $30 million per quarter in costs from underused factories. Backlog and new U.S. bookings are the metrics to watch in the next report, expected around October 29, 2026.
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