First SolarTechnipFMC
실시간 리포트 · 2026년 9월 11일 업데이트

First Solar vs TechnipFMC

미국 박막 태양광 제조업체 및 프로젝트 개발업체 vs 해저 기술 역량을 갖춘 글로벌 석유 및 가스 엔지니어링 기업. 9월 2026에 내 포트폴리오에 더 잘 맞는 종목은 무엇일까요? 아래에서 쉽게 설명합니다.

First Solar manufactures thin-film solar panels in the United States and benefits directly from domestic clean-energy incentives while TechnipFMC engineers subsea oil and gas equipment for deepwater p...

주가 변동 요인

First Solar

First Solar is drawing fresh analyst support as solar policy and institutional buying keep the stock in focus.

  • Piper Sandler initiated coverage with an Overweight view, reinforcing the idea that Wall Street still sees room for First Solar’s U.S. manufacturing and utility-scale solar franchise to re-rate.
  • New and renewed institutional interest — including fresh stakes and holdings changes — has kept FSLR on investors’ radar, suggesting professional money is still rotating into the name despite recent volatility.
  • The stock has been swinging with the broader solar trade, as tariff and supply-chain policy headlines continue to shape expectations for domestic module makers like First Solar.
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투자 분석

First Solar

장점

  • 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.

고려 사항

  • 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

장점

  • 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.

고려 사항

  • 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.

First Solar(FSLR) 다음 실적 발표일

The next earnings date for FSLR is expected to be October 29, 2026, based on the company’s typical reporting pattern. This release should cover Q3 2026 results, with the announcement likely coming after the market close. If the date shifts, it will usually remain in late October given First Solar’s historical schedule.

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