First Solar, Inc. vs Jabil Inc — how do they compare? First Solar, Inc. trades at $226.33 (market cap $25.89B), while Jabil Inc trades at $369.41 (market cap $37.37B). The key difference: Jabil Inc is the larger of the two by market cap, and Jabil Inc pays a 0.09% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | JBL | |
|---|---|---|
Market Cap | $25.89B | $37.37B |
Sector | Technology | Technology |
52-Week High | $318.30 | $385.50 |
52-Week Low | $180.05 | $192.49 |
Enterprise Value | $24.36B | $39.90B |
Dividend Yield | — | 0.09% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $227.36, down 5.0% on the day, as the stock faces headwinds from multiple class action lawsuits alleging securities fraud during the February 2025-2026 period. Despite the legal overhang, the company maintains strong fundamentals with revenue growing from $2.6B in 2022 to $5.2B in 2025 and net income reaching $1.53B. Technical indicators show a bullish moving average signal but neutral oscillators, with key support at $230 and resistance at $245. Recent analyst upgrades provide optimism, with Baird raising its price target to $318 on August 11, 2026.
The investment outlook remains cautiously optimistic given FSLR's robust profitability metrics (32.5% net margin, 18.5% ROE) and analyst consensus price target of $282 representing 24% upside potential. However, significant legal risks from ongoing securities litigation and potential regulatory headwinds from solar trade policies create near-term uncertainty. Long-term growth prospects in renewable energy remain intact, but investors should weigh legal resolution timelines against fundamental strength.
Jabil (JBL) trades at $366.10, up 8.75% in 24 hours, reflecting strong momentum driven by AI infrastructure demand. The stock shows bullish technical signals with a consensus price target of $448.29, indicating 22% upside. Recent earnings beats and projected AI revenue growth to over $20 billion by fiscal 2027 (UBS, August 11, 2026) support optimism, though high P/E of 44.63 and thin net margins near 2.6% warrant caution.
Outlook is positive with AI-driven expansion, but risks include valuation sensitivity and competitive pressures. Investment appeal hinges on execution of growth forecasts, while volatility may arise from macroeconomic shifts or supply chain disruptions.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →