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 help readers understand differences and similarities without judgement. Educational content, not financial advice.

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...

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

TS

$26.07B

Market Cap

$23.65B

18.82%

Potential Profit

-2.83%

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

Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.

Repurchased 3.32 million shares for $64.2 million during the week of December 29, 2025 to January 2, 2026, pushing treasury holdings to 5.81% of issued capital.
Wall Street Zen upgraded Tenaris to 'buy' rating recently, countering mixed analyst views with a consensus hold and $42.72 average target.
Stock climbed 2.7% intraday on elevated volume, reflecting market approval of the company's capital return strategy and short-term upward momentum.

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

Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.

Repurchased 3.32 million shares for $64.2 million during the week of December 29, 2025 to January 2, 2026, pushing treasury holdings to 5.81% of issued capital.
Wall Street Zen upgraded Tenaris to 'buy' rating recently, countering mixed analyst views with a consensus hold and $42.72 average target.
Stock climbed 2.7% intraday on elevated volume, reflecting market approval of the company's capital return strategy and short-term upward momentum.

Sentiment:

🐃Bullish

Investment Analysis

First Solar

FSLR

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

TS

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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