Compare First Solar, Inc. (FSLR) vs Sunrun Inc (RUN) Price & Performance

First Solar (FSLR) trades at $180.13, up 0.18% on the day, amid a bearish technical signal but strong fundamentals. The stock shows robust profitability with a 32.47% net income margin and trades at a P/E of 11.03, below industry averages. Recent earnings beat expectations in Q1 and Q2 2026, though Q4 2025 missed. Analyst consensus is a Moderate Buy with a $267.59 price target, signaling significant upside potential despite recent sector-wide pressures and high put option activity noted in early October 2026.

The outlook for FSLR is mixed: strong earnings growth and attractive valuation support long-term upside, but near-term risks include solar sector volatility, rising borrowing costs, and patent litigation. Investors face a divergence between bullish fundamentals and bearish technicals, with the stock trading 33% below analyst targets. Key catalysts are Q3 2026 earnings and resolution of legal challenges, while headwinds include interest rate sensitivity and competitive pressures.

Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with resistance at $8, while fundamentals reveal mixed results: strong valuation metrics (P/E 5.16, P/S 0.59) contrast with negative operating cash flow and high debt levels. Recent positive developments include a record 580 MW grid dispatch with Tesla and expanded partnerships for distributed computing solutions.

Despite attractive valuations and analyst optimism (62% buy rating, $16.56 target), RUN faces significant headwinds from high borrowing costs impacting solar financing, weak underlying business trends, and persistent cash burn. The stock presents a high-risk opportunity with substantial upside potential if execution improves, but requires careful monitoring of cash flow stabilization and subscriber growth metrics.