First Solar, Inc. vs NextEra Energy, Inc. — how do they compare? First Solar, Inc. trades at $231.53 (market cap $25.89B), while NextEra Energy, Inc. trades at $85.96 (market cap $178.85B). The key difference: NextEra Energy, Inc. is far larger — about 6.9× First Solar, Inc.'s market cap, and NextEra Energy, Inc. pays a 2.91% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | NEE | |
|---|---|---|
Market Cap | $25.89B | $178.85B |
Sector | Technology | Utilities |
52-Week High | $318.30 | $97.88 |
52-Week Low | $180.05 | $69.77 |
Enterprise Value | $24.36B | $286.18B |
Dividend Yield | — | 2.91% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $239.33, down 4.29% today, with a bullish technical signal from moving averages and a consensus analyst price target of $282.07. The company reported strong revenue growth to $5.22B in 2025, with a net income margin of 32.47%, though it missed Q4 2025 EPS estimates. Recent news highlights multiple class-action lawsuits filed against the company, creating investor uncertainty alongside positive analyst upgrades.
The outlook remains positive due to robust profitability and upward earnings revisions, but risks include legal challenges and potential volatility from overbought technical conditions. Investors should weigh solid fundamentals against near-term sentiment pressures.
NextEra Energy (NEE) trades at $84.70, showing minimal daily movement. The stock exhibits a bearish technical signal despite recent earnings beats in Q1 and Q2 2026. Financially, the company maintains strong profitability with a 32.4% net income margin and benefits from growing electricity demand driven by AI data center expansion, as highlighted in recent partnerships like the $100 billion Kentucky data center project with Brookfield (The Motley Fool, 2026-07-29).
Outlook remains positive due to robust dividend payments and strategic positioning in AI power infrastructure, though risks include high capital expenditures and rising debt levels. Analyst consensus is bullish with a $100.40 price target, suggesting significant upside potential from current levels.
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 →NextEra Energy's regulated utility, Florida Power & Light, distributes power to more than 5 million customers in Florida. FP&L contributes more than 60% of the group's operating earnings. The renewable energy segment generates and sells power throughout the United States and Canada. Consolidated generation capacity totals more than 50 gigawatts and includes natural gas, nuclear, wind, and solar assets.
Read more on NEE →