First Solar, Inc. vs Seagate Technology Holdings PLC — how do they compare? First Solar, Inc. trades at $226.95 (market cap $25.89B), while Seagate Technology Holdings PLC trades at $876 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 7.2× First Solar, Inc.'s market cap, and Seagate Technology Holdings PLC pays a 0.36% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | STX | |
|---|---|---|
Market Cap | $25.89B | $185.97B |
Sector | Technology | Technology |
52-Week High | $318.30 | $1.09K |
52-Week Low | $180.05 | $154.43 |
Enterprise Value | $24.36B | $188.12B |
Dividend Yield | — | 0.36% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $228.27, down 4.62% on the day, amid mixed signals. The stock shows a bullish technical trend with strong moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, the company reported robust revenue growth to $5.22B in 2025, with a net income margin of 29.27%, while recent earnings beat expectations in Q1 and Q2 2026. However, multiple class-action lawsuits filed in August 2026 create near-term legal overhang.
The outlook remains positive given analyst consensus favoring a buy rating with a $282.07 price target, implying significant upside. Key risks include legal proceedings and competitive pressures in the solar sector. Earnings growth and operational cash flow strength support long-term value, but investors should weigh legal uncertainties against fundamental strengths.
STX is trading at $875.42, up 9.33% over 24 hours, with a neutral technical signal and bearish moving averages. The stock shows strong fundamentals with revenue of $9.10B in 2025 and net income of $1.47B, supported by AI-driven storage demand and recent earnings beats. Analysts are largely bullish, with a consensus price target of $1,130 and 55% buy ratings, though high valuation ratios like a P/E of 59.03 and P/B of 85.82 indicate premium pricing.
The outlook for STX is positive due to robust AI-related growth and expanding margins, but risks include elevated debt levels, competitive pressures, and a class action lawsuit. Investors should weigh the strong profit trajectory against valuation concerns and market volatility for balanced decision-making.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →