First Solar vs Cheniere Energy Partners

First Solar, Inc. and Cheniere Energy Partners LP are compared on this page to illuminate differences in business models, financial performance, and market context. The aim is to present clear, accessible information about each company and how their strategies shape their roles in their sectors. This neutral overview helps readers understand the factors that influence each company. Educational content, not financial advice.

First Solar, Inc. and Cheniere Energy Partners LP are compared on this page to illuminate differences in business models, financial performance, and market context. The aim is to present clear, access...

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

CQP

$26.07B

Market Cap

$27.43B

18.82%

Potential Profit

-1.82%

Buy

Analyst Rating

Sell

Why It's Moving

First Solar surges as AI data center boom and UBS target hike spotlight its clean energy edge.

UBS analysts boosted their price target to $285, highlighting First Solar's positioning to power AI data centers with secure, U.S.-made panels.
New Louisiana facility ramps toward full capacity by mid-2026, set to supercharge production volumes amid a backlog stretching into the late 2020s.
Tariffs on Chinese-linked rivals enhance pricing power, while rumors swirl of direct deals with hyperscalers prioritizing supply chain security.

Sentiment:

🐃Bullish

CQP Dips Amid Muted LNG Momentum as Sector Awaits Fresh Catalysts

Stock crossed below its 20-day simple moving average, triggering sell signals in a mixed technical picture with 1 buy and 5 sell indicators.
No upcoming distributions declared as of January 21, underscoring predictable cash flows from Sabine Pass LNG but lacking immediate yield boosts.
Overall moving average trend holds neutral with balanced positive and negative signals, as forecasts point to modest long-term growth despite near-term -13.8% projection.

Sentiment:

⚖️Neutral

First Solar surges as AI data center boom and UBS target hike spotlight its clean energy edge.

UBS analysts boosted their price target to $285, highlighting First Solar's positioning to power AI data centers with secure, U.S.-made panels.
New Louisiana facility ramps toward full capacity by mid-2026, set to supercharge production volumes amid a backlog stretching into the late 2020s.
Tariffs on Chinese-linked rivals enhance pricing power, while rumors swirl of direct deals with hyperscalers prioritizing supply chain security.

Sentiment:

🐃Bullish

CQP Dips Amid Muted LNG Momentum as Sector Awaits Fresh Catalysts

Stock crossed below its 20-day simple moving average, triggering sell signals in a mixed technical picture with 1 buy and 5 sell indicators.
No upcoming distributions declared as of January 21, underscoring predictable cash flows from Sabine Pass LNG but lacking immediate yield boosts.
Overall moving average trend holds neutral with balanced positive and negative signals, as forecasts point to modest long-term growth despite near-term -13.8% projection.

Sentiment:

⚖️Neutral

Investment Analysis

First Solar

FSLR

Pros

First Solar has a strong return on equity (ROE) of approximately 15.57%, significantly higher than its historical average, showing improved profitability.
The company operates globally with diversified markets including the USA, Japan, France, Canada, India, and Australia, supporting growth opportunities.
First Solar specialises in cadmium telluride solar modules, a technology with competitive advantages in cost and environmental impact compared to silicon-based modules.

Considerations

The solar industry is highly competitive and subject to technological advances which could impact First Solar’s market share and margins.
Profitability has historically been volatile, with previous ROE swings indicating potential execution and operational risks.
The company is exposed to regulatory and policy changes in multiple countries which can affect solar incentives and project economics.

Cheniere Energy Partners

CQP

Pros

Cheniere Energy Partners reported strong third-quarter 2025 financials with $2.4 billion revenue and $506 million net income, demonstrating solid operational performance.
The company maintains a stable and attractive dividend yield around 6.04%, supported by robust adjusted EBITDA and cash flows.
Recent completion of CCL Stage 3 Project boosts LNG production capacity, enhancing revenue potential and market position.

Considerations

Cheniere Partners has reported a highly negative trailing twelve-month ROE, indicating recent profitability challenges or accounting anomalies.
Revenue decreased by nearly 10% in 2024 compared to the previous year, signaling potential demand or pricing pressures in the LNG market.
The company is exposed to regulatory risks, including awaiting approvals for expansions, which may delay growth and increase uncertainty.

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