First Solar, Inc. vs SAP SE — how do they compare? First Solar, Inc. trades at $177.82 (market cap $19.22B), while SAP SE trades at $214.78 (market cap $238.67B). The key difference: SAP SE is far larger — about 12.4× First Solar, Inc.'s market cap, and SAP SE pays a 1.38% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold First Solar, Inc. for 76 Days and SAP SE for 118 Days on average.
| FSLR | SAP | |
|---|---|---|
Market Cap | $19.22B | $238.67B |
Volume | 2,067,793 | 2,252,662 |
Sector | Energy | Technology |
52-Week High | $318.30 | $280.46 |
52-Week Low | $172.11 | $146.38 |
Typical Hold Time | 76 Days | 118 Days |
Enterprise Value | $17.69B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $178.85, down 0.71% on the day, with a bearish technical signal and key support at $175. Fundamentally, the company shows strong profitability with a 32.47% net income margin and robust revenue growth, though it recently missed Q4 2025 EPS estimates. Recent news includes a patent lawsuit filing and elevated put option activity, reflecting mixed sentiment amid sector-wide pressures from high borrowing costs.
The outlook balances solid fundamentals against near-term headwinds. Analyst consensus is bullish with a $267.59 price target, but risks include solar industry volatility, interest rate sensitivity, and competitive challenges. Earnings growth and execution on guidance are critical for stock performance.
SAP trades at $212.4, up 1.08% today, with a bullish technical signal and strong fundamentals. Revenue grew to $36.8B in 2025, with net income of $7.16B and a 20.41% margin. Recent earnings show mixed results, beating in Q4 2025 and Q1 2026 but missing in Q2 2026. Analyst consensus is a Buy with a $253.40 price target. Cloud revenue growth and AI initiatives are key drivers, though competition and margin pressures pose risks.
The outlook is positive, supported by robust cash flow and a €10B buyback program. Upside potential exists if AI and cloud strategies deliver, but execution risks and market volatility could hinder gains. Investors should weigh strong profitability against sector headwinds and valuation multiples above industry averages.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →