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Insiders At First Solar Sold US$79m In Stock, Alluding To Potential Weakness

Insiders At First Solar Sold US$79m In Stock, Alluding To Potential Weakness

第一太陽能的內部人士出售了7900萬美元的股票,暗示潛在的薄弱性。
Simply Wall St ·  10/06 09:24

Many First Solar, Inc. (NASDAQ:FSLR) insiders ditched their stock over the past year, which may be of interest to the company's shareholders. When analyzing insider transactions, it is usually more valuable to know whether insiders are buying versus knowing if they are selling, as the latter sends an ambiguous message. However, if numerous insiders are selling, shareholders should investigate more.

在過去一年裏,許多第一太陽能公司(納斯達克股票代碼:FSLR)的內部人士拋售了他們的股票,這可能對公司的股東們很有興趣。在分析內部交易時,了解內部人士是在買入還是在賣出通常更有價值,因爲後者傳遞出模棱兩可的信息。然而,如果許多內部人員在拋售,股東們應該進行更多調查。

While we would never suggest that investors should base their decisions solely on what the directors of a company have been doing, we would consider it foolish to ignore insider transactions altogether.

雖然我們永遠不會建議投資者僅基於公司董事已經做出的決策而做出決策,但同時我們認爲完全忽略內部交易是愚蠢的。

First Solar Insider Transactions Over The Last Year

最近一年內的第一太陽能內部交易

In the last twelve months, the biggest single purchase by an insider was when insider Farhad Ebrahimi bought US$74m worth of shares at a price of US$175 per share. Although we like to see insider buying, we note that this large purchase was at significantly below the recent price of US$231. While it does suggest insiders consider the stock undervalued at lower prices, this transaction doesn't tell us much about what they think of current prices.

在過去十二個月,內部人員Farhad Ebrahimi以每股175美元的價格買入價值7400萬美元的股份是最大的單筆購買。雖然我們喜歡看到內部人員購買,但我們注意到這筆大手交易遠低於最近的231美元的價格。雖然這確實表明內部人員認爲股價低於價值,但這筆交易並未告訴我們太多關於他們對當前價格的看法。

In total, First Solar insiders sold more than they bought over the last year. The sellers received a price of around US$193, on average. It's not too encouraging to see that insiders have sold at below the current price. Since insiders sell for many reasons, we wouldn't put too much weight on it. The chart below shows insider transactions (by companies and individuals) over the last year. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!

總體來說,第一太陽能公司的內部人員在過去一年賣出的股票比買入的股票多。賣方平均以約193美元的價格出售。看到內部人員以低於當前股價的價格出售並不是太令人鼓舞。由於內部人員出售股票有多種原因,我們不會過分看重這一點。下面的圖表顯示了最近一年內內部交易(通過公司和個人)。如果點擊圖表,可以看到所有的個人交易,包括股價、個人和日期!

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NasdaqGS:FSLR Insider Trading Volume October 6th 2024
納斯達克股票交易所:FSLR 內部交易成交量2024年10月6日

If you like to buy stocks that insiders are buying, rather than selling, then you might just love this free list of companies. (Hint: Most of them are flying under the radar).

如果你喜歡購買內部人員正在購買而不是銷售的股票,那麼你可能會喜歡這份免費的公司列表。(提示:它們中的大部分都被忽視了。)

Insiders At First Solar Have Sold Stock Recently

第一太陽能的內部人士最近出售了股票

Over the last three months, we've seen significant insider selling at First Solar. In total, insider Farhad Ebrahimi sold US$58m worth of shares in that time, and we didn't record any purchases whatsoever. In light of this it's hard to argue that all the insiders think that the shares are a bargain.

在過去的三個月裏,我們看到第一太陽能有重大的內部人士出售行爲。總體上,內部人士 Farhad Ebrahimi 在這段時間內出售了價值5800萬美元的股票,而我們並沒有記錄到任何購買行爲。因此很難說所有的內部人士都認爲這些股票是便宜貨。

Does First Solar Boast High Insider Ownership?

第一太陽能是否擁有高度內部人士持股?

Looking at the total insider shareholdings in a company can help to inform your view of whether they are well aligned with common shareholders. Usually, the higher the insider ownership, the more likely it is that insiders will be incentivised to build the company for the long term. First Solar insiders own about US$1.3b worth of shares (which is 5.3% of the company). This kind of significant ownership by insiders does generally increase the chance that the company is run in the interest of all shareholders.

查看公司的全部內部股份持有情況有助於了解他們是否與普通股東保持良好的一致性。通常,內部持股比例越高,內部人士就越有動力長期發展公司。第一太陽能內部股東擁有約13億美元的股份(佔公司總股本的5.3%)。內部人士持有這種大量股份通常提高了公司爲所有股東利益而運行的機會。

What Might The Insider Transactions At First Solar Tell Us?

第一太陽能的內部交易可能會告訴我們什麼?

An insider sold stock recently, but they haven't been buying. Zooming out, the longer term picture doesn't give us much comfort. But since First Solar is profitable and growing, we're not too worried by this. While insiders do own a lot of shares in the company (which is good), our analysis of their transactions doesn't make us feel confident about the company. While it's good to be aware of what's going on with the insider's ownership and transactions, we make sure to also consider what risks are facing a stock before making any investment decision. Every company has risks, and we've spotted 2 warning signs for First Solar (of which 1 doesn't sit too well with us!) you should know about.

最近有內部人士出售股票,但他們並沒有買入。總體來看,長期情況並不讓我們感到安心。但由於第一太陽能盈利且增長,我們對此並不太擔心。雖然內部人士在公司擁有很多股份(這是好事),但我們對他們的交易分析並沒有讓我們對該公司感到有信心。在了解內部人士持股和交易情況很重要的同時,我們還要確保在做出任何投資決策之前考慮股票面臨的風險。每家公司都有風險,我們已經發現第一太陽能存在2個警示信號(其中1個讓我們感覺不太好!)你應該知道。

Of course First Solar may not be the best stock to buy. So you may wish to see this free collection of high quality companies.

當然,第一太陽能可能不是最好的股票可供購買。因此,您可能希望查看這些優質公司的免費集合。

For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.

對於本文而言,內部人是指向相關監管機構報告其交易的個人。我們目前僅考慮公開市場交易和直接利益的私人處置,但不包括衍生交易或間接利益。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

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