First Solar, Inc. vs STMicroelectronics NV — how do they compare? First Solar, Inc. trades at $225.35 (market cap $25.89B), while STMicroelectronics NV trades at $55.31 (market cap $49.21B). The key difference: STMicroelectronics NV is the larger of the two by market cap, and STMicroelectronics NV pays a 0.65% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | STM | |
|---|---|---|
Market Cap | $25.89B | $49.21B |
Sector | Technology | Financials |
52-Week High | $318.30 | $79.91 |
52-Week Low | $180.05 | $21.20 |
Enterprise Value | $24.36B | $47.21B |
Dividend Yield | — | 0.65% |
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.
STM's stock trades at $55.09, up 1.36% on the day, with a neutral technical signal and bearish moving average trend. The company reported Q2 2026 EPS of $0.31, beating expectations, but faces profitability challenges with a net margin of 3.56%. Recent news highlights strong AI data center growth potential, targeting over $2 billion in revenues by 2027. Cash flow improved in 2025 with net cash flow of $555 million.
The outlook is mixed; analyst consensus is bullish with a $74.63 price target, but high P/E of 107.92 indicates premium valuation. Key opportunities include AI and auto demand, while risks involve margin pressure and competitive threats. Execution on growth targets is critical for upside.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →