First SolarTechnipFMC

First Solar vs TechnipFMC

This page compares First Solar and TechnipFMC, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Why It's Moving

First Solar

First Solar surges on policy tailwinds and fresh manufacturing push amid solar sector volatility.

  • Stock gained 4% to $272.73 on Thursday, December 11, reflecting investor bets on supportive Treasury guidance for solar incentives amid fluctuating sector sentiment.
  • New Louisiana plant inauguration highlights First Solar's manufacturing ramp-up, enhancing domestic production capacity in a thin-film solar leader.
  • Analysts maintain 'Strong Buy' consensus with price targets around $268, citing robust backlog and policy-driven growth potential despite recent solar stock swings.
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

Enphase Energy Stock: Could Solar Risks Affect Returns?

Enphase Energy Stock: Could Solar Risks Affect Returns?

Nigeria's unreliable grid is driving a search for alternative power, creating a significant opportunity in the renewable energy space. This collection offers exposure to US and EU-listed companies at the forefront of solar technology, energy storage, and clean power infrastructure.

Published: September 10, 2025

Explore Basket
Reliance's Green Gigafactories

Reliance's Green Gigafactories

Discover companies set to benefit from Reliance Industries' massive $18 billion investment in solar and green hydrogen manufacturing. This carefully selected group includes suppliers, equipment makers, and contractors positioned to capitalize on India's renewable energy transformation.

Published: July 2, 2025

Explore Basket
India's U.S. Solar Expansion

India's U.S. Solar Expansion

Indian solar manufacturers are winning big contracts in America, creating exciting investment opportunities. This collection features carefully selected companies across both countries, from panel makers to project developers, all set to benefit from this cross-border solar boom.

Published: July 1, 2025

Explore Basket
Post-IRA Energy Shift

Post-IRA Energy Shift

A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.

Published: June 30, 2025

Explore Basket
Space-Based Solar Power

Space-Based Solar Power

Discover companies pioneering the capture of solar energy from orbit. These carefully selected stocks represent leaders in orbital solar farm technology and wireless energy transmission, working toward a future of continuous clean power beamed directly to Earth.

Published: June 17, 2025

Explore Basket
Future of Energy

Future of Energy

This collection showcases the innovative companies leading the worldwide transition to renewable energy. These carefully selected stocks represent the best opportunities in solar, wind, hydrogen, and battery technology, as identified by our professional analysts.

Published: June 17, 2025

Explore Basket
Trump Tariffs: Will They Work?

Trump Tariffs: Will They Work?

Could these stocks be long-term winners from President Trump's trade war? Our analysts have carefully selected companies that might benefit if Trump's tariff strategy delivers the manufacturing revival he's promising.

Published: May 11, 2025

Explore Basket
Green Energy

Green Energy

Invest in leading companies transforming how we power our world. These carefully selected stocks represent innovators in solar, wind, EVs, and sustainable infrastructure, all working toward a cleaner future.

Published: May 10, 2025

Explore Basket

Investment Analysis

First Solar

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.
TechnipFMC

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.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

First SolarTexas Pacific Land

First Solar vs Texas Pacific Land

First Solar vs Texas Pacific Land

First SolarTenaris

First Solar vs Tenaris

First Solar vs Tenaris

First SolarHalliburton

First Solar vs Halliburton

First Solar vs Halliburton

Frequently asked questions