First SolarTenaris

First Solar vs Tenaris

This page compares First Solar, Inc. and Tenaris S.A., outlining their business models, financial performance, and market context in clear, accessible terms. The content is neutral and designed to hel...

Why It's Moving

First Solar

First Solar Reports Record Q3 Sales, Boosting Confidence Amid Industry Challenges

  • Q3 net sales surged to $1.6 billion driven by record 5.3 GW of solar module shipments, marking a $0.5 billion increase from the prior quarter and signaling strong demand.
  • The commissioning of First Solar's fifth U.S. manufacturing facility enhances its capacity and liquidity, supporting growth while providing pricing and delivery stability amid sector uncertainties.
  • Contracted sales backlog reached 53.7 GW valued at $16.4 billion, reflecting solid future revenue visibility and an average selling price of 30.9 cents per watt for recent bookings.
  • CEO Mark Widmar highlighted the company's disciplined balance of growth, profitability, and liquidity, positioning First Solar to effectively navigate evolving market dynamics.
Sentiment:
🐃Bullish
Tenaris

Tenaris Shares Reflect Stable Margins Amid Softening Sales and Accelerated Buyback Program

  • Q3 2025 revenue slightly above expectations at $3 billion and earnings per share beating estimates by $0.10, indicating operational strength despite softer demand.
  • Sales impacted by declining shipments in Brazil and Europe, contributing to a 7% overall drop in net sales compared to prior year.
  • Initiation of a $600 million second tranche of the $1.2 billion share buyback program signals confidence and aims to support shareholder value amid market softness.
Sentiment:
⚖️Neutral

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Investment Analysis

First Solar

Pros

  • Strong Q3 2025 financial performance with significant increases in net sales, income, and cash balances, surpassing analyst expectations.
  • Leader in U.S. utility-scale solar market with innovative cadmium telluride thin-film photovoltaic technology and expanding manufacturing capacity.
  • Positive analyst sentiment with multiple firms issuing 'Strong Buy' ratings and price targets generally above current share price, reflecting growth expectations.

Considerations

  • Stock price forecasts indicate potential near-term downside of around 6-11% despite current strong performance, suggesting valuation concerns.
  • High beta of 1.59 indicates stock price volatility relative to market, which may increase investment risk amid market fluctuations.
  • No dividend payments, which may deter income-focused investors and reflect reinvestment needs in capital-intensive growth initiatives.
Tenaris

Pros

  • Completion and continuation of significant share buyback program indicating confidence from management in company valuation and capital allocation.
  • Strategic acquisitions and consolidation moves in the steel pipe segment enhance market position and operational scale.
  • Maintains a solid analyst buy rating supported by stable earnings and global infrastructure demand linked to energy and industrial sectors.

Considerations

  • Exposure to steel commodity prices and cyclical demand risks in energy and construction sectors increases earnings volatility.
  • Recent earnings and guidance details are less prominently positive compared to peers, reflecting potential execution or market challenges.
  • Currency fluctuations and geopolitical factors impacting global operations may weigh on margins and growth in emerging markets.

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