First Solar vs Coterra Energy

This page compares First Solar, Inc. and Coterra Energy Inc., examining their business models, financial performance, and market context to help readers understand how these companies operate within the energy sector. The information is presented in a neutral, accessible way, focusing on publicly observable factors and industry dynamics for comparison rather than guidance. Educational content, not financial advice.

This page compares First Solar, Inc. and Coterra Energy Inc., examining their business models, financial performance, and market context to help readers understand how these companies operate within t...

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

CTRA

$26.07B

Market Cap

$20.85B

18.82%

Potential Profit

17.01%

Buy

Analyst Rating

Buy

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

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

Investment Analysis

First Solar

FSLR

Pros

First Solar benefits significantly from U.S. Inflation Reduction Act incentives and global renewable energy commitments driving demand growth.
The company’s advanced thin-film photovoltaic technology and U.S.-based manufacturing help stabilize margins and maintain competitive advantage.
Robust contract backlog and expanded manufacturing capacity position First Solar for sustained revenue growth amid positive policy support.

Considerations

First Solar’s stock volatility remains elevated, reflecting market sensitivity to supply chain and trade policy uncertainty.
Despite recent price gains, some analyst forecasts show potential downside risk within the next 12 months indicating valuation concerns.
Profit margin recovery is subject to risks from tariffs and evolving trade barriers that could increase costs and pressure earnings.

Coterra Energy

CTRA

Pros

Coterra Energy benefits from strong commodity prices which support cash flow generation and capital investment.
The company has a solid balance sheet with manageable leverage, enabling resilience amid commodity price fluctuations.
Coterra’s diversified asset base across key U.S. shale plays provides production growth opportunities and operational flexibility.

Considerations

Coterra Energy is exposed to the cyclicality and volatility of oil and gas markets, which can impact revenue stability.
Regulatory and environmental policies targeting fossil fuels pose potential headwinds to long-term operational growth.
Execution risks remain associated with integrating recent acquisitions and achieving anticipated cost synergies efficiently.

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