First SolarTechnipFMC

First Solar vs TechnipFMC

US thin film solar maker and project developer vs Global oil and gas engineering company with subsea expertise. Which is the better buy for your portfolio in June 2026? Plain-English answer below.

First Solar manufactures thin-film solar panels in the United States and benefits directly from domestic clean-energy incentives while TechnipFMC engineers subsea oil and gas equipment for deepwater p...

Why It’s Moving

First Solar

First Solar Stocks Surge as Analysts Revise 2026 Outlook on Policy-Supported Growth and Strong Revenue Projections

  • • Revenue projections of $7.0 billion and earnings of $3.2 billion by 2028 have been highlighted by analysts, indicating strong demand for clean energy solutions backed by policy support.
  • • A consensus rating of 'Buy' among 24 to 33 analysts reflects confidence that the stock will outperform the broader market over the next twelve months, with median price targets implying significant growth potential.
  • • The next earnings report scheduled for July 30, 2026, is expected to be a key catalyst as investors await confirmation of the company's ability to meet its ambitious forward guidance.
Sentiment:
🐃Bullish

Investment Analysis

Pros

  • First Solar is a leading provider of cadmium telluride (CdTe) solar modules with a strong market position in photovoltaic solar energy solutions.
  • The company has a significant market capitalization around $29 billion and maintains a reasonable P/E ratio near 21, reflecting profitability.
  • First Solar operates internationally with presence in key markets such as the United States, France, India, and Chile, supporting diversified revenue streams.

Considerations

  • First Solar’s stock price exhibits volatility as seen by recent intraday fluctuations, which may imply exposure to market or sector-specific risks.
  • The solar industry’s reliance on regulatory incentives and evolving energy policies can present uncertainty impacting First Solar’s long-term demand.
  • Technological changes and competition from alternative renewable technologies could pressure First Solar’s margins and market share.

Pros

  • TechnipFMC reported record Q2 2025 results with strong revenue and net income growth driven by robust demand for subsea technological solutions.
  • The company has a solid balance sheet with low debt-to-equity ratio and healthy liquidity ratios, supporting financial stability and shareholder returns.
  • TechnipFMC secured significant new contracts including a major iEPCI™ agreement and expects more than $10 billion of subsea orders in 2025 and 2026.

Considerations

  • TechnipFMC shares have experienced price volatility and forecasted slight declines in near-term stock price according to some analysts.
  • The company’s performance is heavily exposed to cyclical and commodity risks inherent in the oil and gas sector, sensitive to global energy demand.
  • Execution risks remain in delivering large offshore projects on schedule despite innovations, which could affect profitability and investor confidence.

First Solar (FSLR) Next Earnings Date

First Solar’s next earnings release is expected on July 30, 2026, with some sources allowing for July 31, 2026 if the timing shifts slightly. The report will cover Q2 2026. As of now, the company has not officially confirmed the date, so this remains an estimate based on its historical reporting pattern.

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FSLR
FSLR$238.24
vs
FTI
FTI$65.07
Buy FSLR