Underperforming without a clear catalyst yet
- FSLR −1.25% on the last session vs SPY −0.25%: −1.0 pts of stock-specific move.
- Aftermath, big drop (Oct 14): After its 69 big drops in the past 5 years, FSLR was higher a day later 38 times out of 69; half the outcomes fell between -1.4% and +1.7%. History, not a forecast.
- 3 analyst actions in the past 10 days (2 positive, 1 negative); latest: Morgan Stanley maintained Overweight, raised target $323 → $326.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Markus Gloeckler | CTO | Sell | 10b5-1 plan | 800 | $174.00 | $139.2K | Oct 2 |
| Sep 1, 2026 | Markus Gloeckler | CTO | Sell | 10b5-1 plan | 800 | $200.00 | $160K | Sep 2 |
| Sep 1, 2026 | Samantha L. Sloan | EVP | Tax | tax withholding | 134 | $199.65 | $26.8K | Sep 3 |
| Aug 17, 2026 | Samantha L. Sloan | EVP | Sell | unplanned | 127 | $222.95 | $28.3K | Aug 18 |
| Aug 11, 2026 | Jason E. Dymbort | General Counsel | Sell | 10b5-1 plan | 3,700 | $249.38 | $922.7K | Aug 12 |
| Aug 4, 2026 | Markus Gloeckler | CTO | Sell | 10b5-1 plan | 4,254 | $224.61 | $955.5K | Aug 5 |
| Aug 3, 2026 | Michael Koralewski | Chief Supply Chain Offic | Sell | 10b5-1 plan | 7,000 | $221.51 | $1.6M | Aug 5 |
| Jun 30, 2026 | Anita M. George | Director | Tax | tax withholding | 67 | $235.96 | $15.8K | Jul 1 |
| Jun 2, 2026 | Patrick James Buehler | Chief Product Officer | Sell | 10b5-1 plan | 3,000 | $302.00 | $906K | Jun 3 |
| May 28, 2026 | Caroline Stockdale | Chief People and Comm. O | Sell | 10b5-1 plan | 10,628 | $275.60 | $2.9M | Jun 1 |
| May 26, 2026 | Mark R Widmar | CEO | Sell | 10b5-1 plan | 7,172 | $264.89 | $1.9M | May 27 |
| May 21, 2026 | Mark R Widmar | CEO | Sell | 10b5-1 plan | 4,815 | $247.43 | $1.2M | May 22 |
| May 21, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | 10b5-1 plan | 582 | $250.00 | $145.5K | May 22 |
| May 13, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | 10b5-1 plan | 3,671 | $231.42 | $849.6K | May 13 |
| May 13, 2026 | Mark R Widmar | CEO | Sell | 10b5-1 plan | 11,226 | $234.00 | $2.6M | May 13 |
| May 6, 2026 | Jason E. Dymbort | General Counsel | Sell | 10b5-1 plan | 228 | $218.16 | $49.7K | May 8 |
| May 6, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | 10b5-1 plan | 31 | $218.16 | $6.8K | May 8 |
| May 6, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | unplanned | 270 | $218.16 | $58.9K | May 8 |
| May 5, 2026 | Mark R Widmar | CEO | Sell | unplanned | 1,526 | $215.63 | $329.1K | May 5 |
| May 5, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | unplanned | 479 | $215.63 | $103.3K | May 5 |
| May 5, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | unplanned | 13 | $215.63 | $2.8K | May 5 |
| May 5, 2026 | Caroline Stockdale | Chief People and Comm. O | Sell | unplanned | 262 | $215.63 | $56.5K | May 5 |
| May 5, 2026 | Samantha L. Sloan | EVP | Sell | unplanned | 19 | $215.63 | $4.1K | May 5 |
| May 5, 2026 | Markus Gloeckler | CTO | Sell | unplanned | 420 | $215.63 | $90.6K | May 5 |
| May 5, 2026 | Jason E. Dymbort | General Counsel | Sell | unplanned | 409 | $215.63 | $88.2K | May 5 |
| May 5, 2026 | Patrick James Buehler | Chief Product Officer | Sell | unplanned | 235 | $215.63 | $50.7K | May 5 |
| May 5, 2026 | Michael Koralewski | Chief Supply Chain Offic | Sell | unplanned | 215 | $215.63 | $46.4K | May 5 |
| May 5, 2026 | Alexander R. Bradley | CFO | Sell | unplanned | 498 | $215.63 | $107.4K | May 5 |
| May 5, 2026 | Georges Antoun | Chief Commercial Officer | Sell | unplanned | 566 | $215.63 | $122K | May 5 |
| Apr 15, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | 10b5-1 plan | 573 | $210.00 | $120.3K | Apr 16 |
| Mar 17, 2026 | Alexander R. Bradley | CFO | Sell | 10b5-1 plan | 14,696 | $200.00 | $2.9M | Mar 17 |
| Mar 17, 2026 | Jason E. Dymbort | General Counsel | Sell | 10b5-1 plan | 9,380 | $199.67 | $1.9M | Mar 17 |
| Mar 17, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | 10b5-1 plan | 131 | $199.87 | $26.2K | Mar 17 |
| Mar 17, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | 10b5-1 plan | 572 | $200.40 | $114.6K | Mar 17 |
| Mar 16, 2026 | Georges Antoun | Chief Commercial Officer | Sell | unplanned | 245 | $200.80 | $49.2K | Mar 17 |
| Mar 16, 2026 | Patrick James Buehler | Chief Product Officer | Sell | unplanned | 180 | $200.80 | $36.1K | Mar 17 |
| Mar 16, 2026 | Markus Gloeckler | CTO | Sell | unplanned | 368 | $200.80 | $73.9K | Mar 17 |
| Mar 16, 2026 | Michael Koralewski | Chief Supply Chain Offic | Sell | unplanned | 264 | $200.80 | $53K | Mar 17 |
| Mar 16, 2026 | Samantha L. Sloan | EVP | Sell | unplanned | 120 | $200.80 | $24.1K | Mar 17 |
| Mar 16, 2026 | Caroline Stockdale | Chief People and Comm. O | Sell | unplanned | 335 | $200.80 | $67.3K | Mar 17 |
| Mar 16, 2026 | Mark R Widmar | CEO | Sell | unplanned | 1,937 | $200.80 | $388.9K | Mar 17 |
| Mar 10, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | 10b5-1 plan | 324 | $195.70 | $63.4K | Mar 11 |
| Mar 10, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | 10b5-1 plan | 408 | $195.70 | $79.8K | Mar 11 |
| Mar 9, 2026 | Mark R Widmar | CEO | Sell | unplanned | 5,537 | $190.36 | $1.1M | Mar 10 |
| Mar 9, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | unplanned | 1,386 | $190.36 | $263.8K | Mar 10 |
| Mar 9, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | unplanned | 157 | $190.36 | $29.9K | Mar 10 |
| Mar 9, 2026 | Caroline Stockdale | Chief People and Comm. O | Sell | unplanned | 1,041 | $190.36 | $198.2K | Mar 10 |
| Mar 9, 2026 | Samantha L. Sloan | EVP | Sell | unplanned | 303 | $190.36 | $57.7K | Mar 10 |
| Mar 9, 2026 | Michael Koralewski | Chief Supply Chain Offic | Sell | unplanned | 756 | $190.36 | $143.9K | Mar 10 |
| Mar 9, 2026 | Markus Gloeckler | CTO | Sell | unplanned | 1,325 | $190.36 | $252.2K | Mar 10 |
| Mar 9, 2026 | Jason E. Dymbort | General Counsel | Sell | unplanned | 1,305 | $190.36 | $248.4K | Mar 10 |
| Mar 9, 2026 | Patrick James Buehler | Chief Product Officer | Sell | unplanned | 697 | $190.36 | $132.7K | Mar 10 |
| Mar 9, 2026 | Alexander R. Bradley | CFO | Sell | unplanned | 1,756 | $190.36 | $334.3K | Mar 10 |
| Mar 9, 2026 | Georges Antoun | Chief Commercial Officer | Sell | unplanned | 791 | $190.36 | $150.6K | Mar 10 |
| Mar 4, 2026 | Markus Gloeckler | CTO | Sell | 10b5-1 plan | 3,640 | $196.95 | $716.9K | Mar 5 |
| Mar 4, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | 10b5-1 plan | 728 | $196.95 | $143.4K | Mar 5 |
| Mar 4, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | 10b5-1 plan | 92 | $196.95 | $18.1K | Mar 5 |
| Mar 3, 2026 | Georges Antoun | Chief Commercial Officer | Sell | unplanned | 1,958 | $194.95 | $381.7K | Mar 3 |
| Mar 3, 2026 | Caroline Stockdale | Chief People and Comm. O | Sell | unplanned | 1,650 | $195.93 | $323.3K | Mar 3 |
| Mar 3, 2026 | Mark R Widmar | CEO | Sell | unplanned | 7,738 | $195.93 | $1.5M | Mar 3 |
| Mar 3, 2026 | Jason E. Dymbort | General Counsel | Sell | unplanned | 3,273 | $195.93 | $641.3K | Mar 3 |
| Mar 3, 2026 | Kuntal Kumar Verma | Chief Manufacturing Offi | Sell | unplanned | 3,426 | $195.93 | $671.3K | Mar 3 |
| Mar 3, 2026 | Nathan B. Theurer | VP - Global Controller a | Sell | unplanned | 49 | $195.93 | $9.6K | Mar 3 |
| Mar 3, 2026 | Markus Gloeckler | CTO | Sell | unplanned | 3,425 | $195.93 | $671.1K | Mar 3 |
| Mar 3, 2026 | Michael Koralewski | Chief Supply Chain Offic | Sell | unplanned | 1,330 | $195.93 | $260.6K | Mar 3 |
| Mar 3, 2026 | Samantha L. Sloan | EVP | Sell | unplanned | 111 | $195.93 | $21.7K | Mar 3 |
| Mar 3, 2026 | Patrick James Buehler | Chief Product Officer | Sell | unplanned | 1,361 | $195.93 | $266.7K | Mar 3 |
| Mar 3, 2026 | Alexander R. Bradley | CFO | Sell | unplanned | 3,194 | $195.93 | $625.8K | Mar 3 |
| Jan 15, 2026 | Samantha L. Sloan | EVP | Tax | tax withholding | 79 | $243.64 | $19.2K | Jan 20 |
| Dec 31, 2025 | Anita M. George | Director | Tax | tax withholding | 52 | $261.23 | $13.6K | Jan 5 |
| Nov 7, 2025 | Paul H Stebbins | Director | Sell | unplanned | 7,000 | $262.40 | $1.8M | Nov 10 |
| Nov 6, 2025 | Michael T Sweeney | Director | Sell | unplanned | 4,500 | $271.11 | $1.2M | Nov 10 |
| Nov 4, 2025 | Georges Antoun | Chief Commercial Officer | Sell | 10b5-1 plan | 37,412 | $265.01 | $9.9M | Nov 6 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 13, 2026 | John Boozman | Senate | Buy | $1K–$15K | Sep 11 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Jan 9, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Soros Fund Management (George Soros) | 3,925 | $926.1K | 0.02% | new | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q4 2025 | 767,996 | $169.4M | Feb 17 | |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Sold out | 13F, Q4 2025 | 53,768 | $11.9M | Feb 13 | |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q3 2025 | 1,498,054 | $330.4M | 0.4% | Nov 14 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Trimmed | 13F, Q3 2025 | 112,295 | $24.8M | 0.3% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves