First Solar, Inc. vs Noble Corporation plc — how do they compare? First Solar, Inc. trades at $212.06 (market cap $24.05B), while Noble Corporation plc trades at $40.5 (market cap $6.47B). The key difference: First Solar, Inc. is far larger — about 3.7× Noble Corporation plc's market cap, and Noble Corporation plc pays a 4.93% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | NE | |
|---|---|---|
Market Cap | $24.05B | $6.47B |
Sector | Technology | Technology |
52-Week High | $318.30 | $54.37 |
52-Week Low | $166.82 | $25.70 |
Enterprise Value | $22.21B | $7.73B |
Dividend Yield | — | 4.93% |
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.
Noble Corporation (NE) trades at $40.49, down 2.86% on the day, with a mixed technical picture showing bullish moving averages but neutral oscillators. The company reported Q1 2026 EPS of $0.26, beating expectations, and secured new drilling contracts in Brunei and the UK. Financials show stable revenue around $3.3 billion and improving net margins, with a P/E of 28.38 and EV/EBITDA of 7.3 indicating moderate valuation.
Outlook is cautiously positive with a consensus price target of $49.75, though recent earnings misses and competitive pressures pose risks. The stock offers potential upside from contract wins and operational efficiency, but investors should weigh volatility in energy services demand and execution risks against the 31% analyst buy rating.
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 →Noble Corporation plc is a leading offshore drilling contractor for the oil and gas industry. The company owns and operates a high-specification fleet of mobile offshore drilling units, including drillships and semi-submersibles, that are used for exploration and production activities in deepwater and harsh environments worldwide. Noble focuses on providing safe, efficient, and reliable drilling services to major and independent oil and gas companies globally.
Read more on NE →