First Solar, Inc. vs Lamb Weston Holdings Inc — how do they compare? First Solar, Inc. trades at $212.87 (market cap $24.05B), while Lamb Weston Holdings Inc trades at $47.19 (market cap $6.29B). The key difference: First Solar, Inc. is far larger — about 3.8× Lamb Weston Holdings Inc's market cap, and Lamb Weston Holdings Inc pays a 3.34% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | LW | |
|---|---|---|
Market Cap | $24.05B | $6.29B |
Sector | Technology | Consumer Staples |
52-Week High | $318.30 | $66.57 |
52-Week Low | $166.82 | $38.48 |
Enterprise Value | $22.21B | $10.25B |
Dividend Yield | — | 3.34% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $213.15, down 3.37% amid bearish technical signals and class action lawsuit headlines. The stock shows strong fundamentals with a P/E of 14.46, net income margin of 30.73%, and robust cash flow growth, though recent earnings misses and legal overhangs weigh on sentiment. Revenue climbed to $5.22B in 2025, with projected growth to $5.4B in 2026, supported by expanding operating cash flows.
The outlook balances solid profitability and analyst bullishness (60% buy ratings, $275.17 target) against near-term legal risks and technical weakness. Upside hinges on lawsuit resolution and execution of growth forecasts, while downside risks include prolonged litigation and competitive pressures in solar tech.
Lamb Weston (LW) trades at $46.74, up 0.52% today, near the analyst consensus price target of $49.33. The stock shows a neutral technical stance with support at $45 and resistance at $47. Recent quarters have consistently beaten EPS estimates, with Q2 2026 results expected soon. Revenue remains stable at $6.45B in 2025, though net income declined to $357M. The company's 'Focus to Win' strategy is gaining traction, supported by cost savings and volume growth in North America.
Outlook is cautiously optimistic with potential upside to price targets, but risks include margin pressure, a pending class action lawsuit, and high debt levels. Analyst sentiment is mixed with 35% buy ratings. Earnings on July 24, 2026, will be critical for confirming the turnaround narrative.
Trailing returns across standard periods
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 →Lamb Weston is the world's second-largest producer of branded and private-label frozen potato products, such as French fries, sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. The company also has a small appetizer business that produces onion rings, mozzarella sticks, and cheese curds. Including joint ventures, 63% of fiscal 2022 revenue was U.S.-based, with the remainder stemming from Europe, Canada, Japan, China, Korea, Mexico, and several other countries. Lamb Weston's customer mix is estimated 58% quick-serve restaurants, 19% full-service restaurants, 8% other food services (hotels, commercial cafeterias, arenas, schools), and 16% retail. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
Read more on LW →