First Solar vs Devon Energy

This page compares First Solar, Inc. and Devon Energy Corporation across business models, financial performance, and market context. The analysis remains neutral and accessible, outlining how each company operates, generates value, and fits within energy markets today. Educational content, not financial advice.

This page compares First Solar, Inc. and Devon Energy Corporation across business models, financial performance, and market context. The analysis remains neutral and accessible, outlining how each com...

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

DVN

$26.07B

Market Cap

$24.23B

18.82%

Potential Profit

13.89%

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

UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains

UBS raised its price target to $46 from $40, pointing to $1 billion in debt reduction by mid-2026 as a major catalyst for shareholder value.
Devon plans to cut 2026 capital requirements by $100 million versus 2025 levels, with production optimization already lifting output by 20,000 barrels of oil equivalent per day.
Retail sentiment shifted to neutral from bearish, fueled by drilling tech advances and industry consolidation driving down U.S. costs.

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

UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains

UBS raised its price target to $46 from $40, pointing to $1 billion in debt reduction by mid-2026 as a major catalyst for shareholder value.
Devon plans to cut 2026 capital requirements by $100 million versus 2025 levels, with production optimization already lifting output by 20,000 barrels of oil equivalent per day.
Retail sentiment shifted to neutral from bearish, fueled by drilling tech advances and industry consolidation driving down U.S. costs.

Sentiment:

🐃Bullish

Investment Analysis

First Solar

FSLR

Pros

First Solar is a leading global producer of thin-film solar modules with a strong presence in the US, Europe, and India, benefiting from rising demand for renewable energy.
Recent quarters show a solid balance sheet with over $1.7 billion in stockholder equity, signalling financial resilience amid industry expansion.
The company’s proprietary cadmium telluride technology offers a differentiated, cost-effective product in a market otherwise dominated by crystalline silicon solutions.

Considerations

First Solar’s growth is subject to fluctuations in government solar incentives and trade policies, particularly in the US and key export markets.
Intense competition from lower-cost Chinese manufacturers and rapid technological change could pressure pricing and market share.
Large-scale manufacturing operations require significant capital investment and face execution risk in ramping production to meet rising demand.

Devon Energy

DVN

Pros

Devon Energy has a diversified portfolio across multiple high-quality US basins, providing operational flexibility and reducing single-basin risk.
The company maintains a strong free cash flow profile, supported by disciplined capital spending and a focus on shareholder returns via dividends and buybacks.
Recent execution has improved capital efficiency, driving higher margins even in a volatile commodity price environment.

Considerations

Devon’s earnings and cash flow remain highly sensitive to oil and gas price swings, exposing investors to commodity market volatility.
Near-term analyst sentiment is bearish, with recent forecasts pointing to potential share price declines amid broader energy sector headwinds.
Environmental regulations and the global transition to lower-carbon energy sources present longer-term demand risks for traditional oil and gas producers.

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