First Solar, Inc. vs Trade Desk Inc — how do they compare? First Solar, Inc. trades at $213.55 (market cap $24.05B), while Trade Desk Inc trades at $19.22 (market cap $9.11B). The key difference: First Solar, Inc. is far larger — about 2.6× Trade Desk Inc's market cap, and First Solar, Inc. is trading nearer its 52-week high, Trade Desk Inc nearer its low. Which is the better fit depends on your goals.
| FSLR | TTD | |
|---|---|---|
Market Cap | $24.05B | $9.11B |
Sector | Technology | Technology |
52-Week High | $318.30 | $89.76 |
52-Week Low | $166.82 | $17.33 |
Enterprise Value | $22.21B | $8.12B |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $213.15, down 3.37% amid bearish technical signals and class action lawsuit headlines. The stock shows strong fundamentals with a P/E of 14.46, net income margin of 30.73%, and robust cash flow growth, though recent earnings misses and legal overhangs weigh on sentiment. Revenue climbed to $5.22B in 2025, with projected growth to $5.4B in 2026, supported by expanding operating cash flows.
The outlook balances solid profitability and analyst bullishness (60% buy ratings, $275.17 target) against near-term legal risks and technical weakness. Upside hinges on lawsuit resolution and execution of growth forecasts, while downside risks include prolonged litigation and competitive pressures in solar tech.
TTD trades at $19.12, up 0.95% on the day, with a neutral technical signal and bearish moving averages. The company reported $2.9B revenue in 2025 with a net income margin of 15.3%, though Q1 2026 EPS missed expectations. Recent news includes executive appointments and expansion in Japan, while sentiment is mixed amid slowing growth concerns.
Outlook: TTD offers value at 22x P/E with strong profitability, but faces competitive pressure and growth deceleration. Analyst consensus is mixed with a $25.23 price target. Key risks include market share loss to larger rivals and execution on new initiatives.
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →