First Solar vs Ecopetrol

This page compares First Solar, Inc. and Ecopetrol SA, outlining business models, financial performance, and market context in a neutral, accessible way. It presents comparisons to help readers understand similarities and differences without recommendation or endorsement. Educational content, not financial advice.

This page compares First Solar, Inc. and Ecopetrol SA, outlining business models, financial performance, and market context in a neutral, accessible way. It presents comparisons to help readers unders...

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

EC

$25.98B

Market Cap

$25.99B

12.18%

Potential Profit

-15.50%

Buy

Analyst Rating

Hold

Why It's Moving

First Solar surges as AI data center boom fuels thin-film solar dominance.

UBS hiked its price target to $285, spotlighting First Solar's edge as an AI energy winner driving growth capital rotation.
Q3 2025 sales doubled year-over-year to $1.6B, with 2026 revenue eyed above $6.3B and gross margins topping 45% thanks to IRA subsidies.
Rumors swirl of multi-year supply deals with tech giants like Amazon and Microsoft, locking in demand amid new Louisiana and India factory ramps.

Sentiment:

🐃Bullish

First Solar surges as AI data center boom fuels thin-film solar dominance.

UBS hiked its price target to $285, spotlighting First Solar's edge as an AI energy winner driving growth capital rotation.
Q3 2025 sales doubled year-over-year to $1.6B, with 2026 revenue eyed above $6.3B and gross margins topping 45% thanks to IRA subsidies.
Rumors swirl of multi-year supply deals with tech giants like Amazon and Microsoft, locking in demand amid new Louisiana and India factory ramps.

Sentiment:

🐃Bullish

Investment Analysis

First Solar

FSLR

Pros

First Solar demonstrated strong Q3 2025 financial results with significant increases in net sales, income, and cash balances.
The company holds a leading position in the U.S. utility-scale solar market supported by a record solar module backlog of 53.7 GW valued at $16.4 billion.
First Solar has improved financial efficiency, achieving positive free cash flow conversion of over 40% and a return on invested capital of 14%.

Considerations

Analyst price targets for First Solar show a potential near-term downside with forecasts averaging an 8-11% decline from current prices.
The solar industry faces structural margin pressures and regulatory preferences that could constrain near-term profitability growth.
Despite strong growth, high volatility and a beta of around 1.5 indicate notable stock price fluctuations and market sensitivity.

Ecopetrol

EC

Pros

Ecopetrol benefits from being the largest oil and gas producer in Colombia with a strong domestic market presence.
The company has significant reserves and production capacity, supporting steady revenue generation and cash flow.
Recent strategic initiatives focus on increasing operational efficiency and expanding in cleaner energy sectors to enhance long-term sustainability.

Considerations

Ecopetrol's earnings and share price are highly sensitive to volatile global oil prices and geopolitical risks.
The company faces ongoing regulatory and environmental challenges, particularly related to Colombia’s shifting energy policies and climate targets.
Capital expenditures remain large and cyclical, exposing the company to execution risks and potential cash flow variability.

Related Market Insights

Enphase Energy Stock: Could Solar Risks Affect Returns?

Explore Enphase Energy stock & the solar sector's risks & opportunities. Understand supply chain issues, regulatory changes & innovation driving clean energy investment returns with Nemo.