First Solar, Inc. vs Hewlett Packard Enterprise Co — how do they compare? First Solar, Inc. trades at $226.81 (market cap $25.89B), while Hewlett Packard Enterprise Co trades at $58.38 (market cap $72.01B). The key difference: Hewlett Packard Enterprise Co is far larger — about 2.8× First Solar, Inc.'s market cap, and Hewlett Packard Enterprise Co pays a 1.05% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | HPE | |
|---|---|---|
Market Cap | $25.89B | $72.01B |
Sector | Technology | Technology |
52-Week High | $318.30 | $56.14 |
52-Week Low | $180.05 | $20.01 |
Enterprise Value | $24.36B | $87.96B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $228.27, down 4.62% on the day, amid mixed signals. The stock shows a bullish technical trend with strong moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, the company reported robust revenue growth to $5.22B in 2025, with a net income margin of 29.27%, while recent earnings beat expectations in Q1 and Q2 2026. However, multiple class-action lawsuits filed in August 2026 create near-term legal overhang.
The outlook remains positive given analyst consensus favoring a buy rating with a $282.07 price target, implying significant upside. Key risks include legal proceedings and competitive pressures in the solar sector. Earnings growth and operational cash flow strength support long-term value, but investors should weigh legal uncertainties against fundamental strengths.
HPE stock trades at $57.72, up 5.58% in the last session, supported by a bullish technical outlook and strong earnings beats. Recent momentum is fueled by Morgan Stanley's upgrade citing AI infrastructure demand, with the stock near its 52-week high. Revenue growth accelerated to $34.3B in 2025, though net income margins compressed sharply to 0.16%. The consensus price target of $69.81 implies 21% upside, with analysts divided between Buy (46%) and Hold (51%) ratings.
Outlook: HPE benefits from AI server tailwinds and institutional accumulation, but high P/E (50.8) and volatile cash flows pose valuation risks. Key catalysts include Q2 2026 earnings (expected EPS $0.925) and execution in competitive AI hardware markets. Risks include debt growth (29.5% debt-to-assets) and margin pressure from rising investments.
Trailing returns across standard periods
Latest headlines on both assets
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and a new factory under construction in India.
Read more on FSLR →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →