First Solar, Inc. vs Palantir Technologies Inc — how do they compare? First Solar, Inc. trades at $225.25 (market cap $25.89B), while Palantir Technologies Inc trades at $172.39 (market cap $420.39B). The key difference: Palantir Technologies Inc is far larger — about 16.2× First Solar, Inc.'s market cap, and Palantir Technologies Inc is trading nearer its 52-week high, First Solar, Inc. nearer its low. Which is the better fit depends on your goals.
| FSLR | PLTR | |
|---|---|---|
Market Cap | $25.89B | $420.39B |
Sector | Technology | Technology |
52-Week High | $318.30 | $207.18 |
52-Week Low | $180.05 | $107.27 |
Enterprise Value | $24.36B | $411.19B |
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.
PLTR trades at $170.50, down 2.68% today but maintains strong momentum with bullish moving averages and recent earnings beats. The company demonstrates exceptional financial performance with 84.8% gross margins and 49% net income margin, though valuation metrics remain elevated with P/E of 149.52. Recent news highlights conflicting institutional views with Cathie Wood selling while analysts maintain buy ratings.
Outlook remains positive with accelerating revenue growth and strong profitability, but high valuations and insider selling present risks. The consensus price target of $213.44 suggests 25% upside potential, though competition and market volatility could pressure the stock near-term.
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 →Palantir Technologies provides organizations with solutions to manage large disparate data sets in an attempt to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries. The Denver company had 125 customers as of its initial public offering and roughly splits its revenue between commercial and government customers.
Read more on PLTR →