First Solar vs TechnipFMC

This page compares First Solar and TechnipFMC, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

FTI

$26.07B

Market Cap

$22.10B

18.82%

Potential Profit

-13.52%

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 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.

Considerations

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

FTI

Pros

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.

Considerations

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.

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