First Solar, Inc. vs Texas Instruments Incorporated — how do they compare? First Solar, Inc. trades at $225.66 (market cap $25.89B), while Texas Instruments Incorporated trades at $278.27 (market cap $256.84B). The key difference: Texas Instruments Incorporated is far larger — about 9.9× First Solar, Inc.'s market cap, and Texas Instruments Incorporated pays a 2.02% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | TXN | |
|---|---|---|
Market Cap | $25.89B | $256.84B |
Sector | Technology | Technology |
52-Week High | $318.30 | $332.35 |
52-Week Low | $180.05 | $153.33 |
Enterprise Value | $24.36B | $263.89B |
Dividend Yield | — | 2.02% |
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.
Texas Instruments (TXN) trades at $280.44, down 1.97% on the day, with a bullish technical signal from moving averages. Recent earnings show beats in Q1 and Q2 2026, with Q3 expected at $2.37 EPS. The company maintains strong profitability with a 31.11% net margin and a 34.97% ROE, though valuation ratios like a P/E of 42.74 appear elevated. Positive sentiment is driven by AI data center demand and a smooth CFO transition announced in June 2026.
Outlook is cautiously optimistic with a consensus price target of $334.75, implying 19% upside, supported by AI growth and operational leverage. Risks include high debt-to-asset ratio of 40.61% and competitive pressures in semiconductors. Investors should weigh strong cash flow and dividend yield against valuation concerns for long-term holdings.
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 →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →