First Solar, Inc. vs Howmet Aerospace Inc — how do they compare? First Solar, Inc. trades at $227.47 (market cap $25.89B), while Howmet Aerospace Inc trades at $282.7 (market cap $112.20B). The key difference: Howmet Aerospace Inc is far larger — about 4.3× First Solar, Inc.'s market cap, and Howmet Aerospace Inc pays a 0.2% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | HWM | |
|---|---|---|
Market Cap | $25.89B | $112.20B |
Sector | Technology | Industrials |
52-Week High | $318.30 | $291.28 |
52-Week Low | $180.05 | $171.00 |
Enterprise Value | $24.36B | $116.30B |
Dividend Yield | — | 0.2% |
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.
Howmet Aerospace (HWM) trades at $281.63, down 0.73% on the day, with strong technical support at $279 and resistance at $285. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $1.33 exceeding expectations by 7.3%, driven by robust aerospace and defense demand. Analyst consensus remains strongly bullish with 84% buy ratings and a $334.63 price target, representing 19% upside potential.
Outlook remains positive with raised 2026 guidance and strong cash flow generation, though elevated valuation multiples (P/E 60.63) and significant capital expenditures present risks. The stock offers growth exposure to aerospace recovery but faces execution risks amid capacity expansion plans and supply chain challenges.
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 →Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →