First Solar, Inc. vs MasTec Inc — how do they compare? First Solar, Inc. trades at $213.97 (market cap $24.05B), while MasTec Inc trades at $339.44 (market cap $28.27B). The key difference: MasTec Inc is the larger of the two by market cap, and MasTec Inc is trading nearer its 52-week high, First Solar, Inc. nearer its low. Which is the better fit depends on your goals.
| FSLR | MTZ | |
|---|---|---|
Market Cap | $24.05B | $28.27B |
Sector | Technology | Technology |
52-Week High | $318.30 | $437.51 |
52-Week Low | $166.82 | $172.51 |
Enterprise Value | $22.21B | $31.01B |
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.
MasTec (MTZ) trades at $343.18, down 6% in the last session, amid a bearish technical signal. The stock shows strong fundamentals with Q1 2026 earnings beating estimates by 40.6% and a record $20.3 billion backlog. Recent news highlights a $1.65 billion acquisition of The Superior Group to expand AI data center infrastructure capabilities, driving investor optimism despite near-term price weakness.
Outlook remains positive with 88.9% analyst buy ratings and a $481.77 consensus target implying 40% upside. Key risks include execution of large acquisitions and integration challenges, while growth is supported by infrastructure spending trends in power, data centers, and clean energy.
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 →MasTec, Inc. is a leading infrastructure construction company operating mainly in North America. The company's services cover a diverse range of end-markets, including communications (building fiber and wireless infrastructure), oil & gas, electric power (transmission, distribution, and clean energy), and industrial projects. MTZ provides critical engineering, procurement, and construction (EPC) services that support the expansion and maintenance of essential infrastructure across the continent.
Read more on MTZ →