Advertisement
ENPH vs FSLR
Which Stock Would AI Choose? Enphase Energy (ENPH) vs. First Solar (FSLR) Stock Comparison
Key Takeaways
- First Solar (FSLR) has outperformed Enphase Energy (ENPH) year-to-date (YTD), with gains of approximately 26% compared to ENPH's 6%.
- FSLR trades at a lower price-to-earnings (P/E) ratio of around 13.6, versus ENPH's higher multiple, reflecting different valuation perspectives in the solar sector.
- ENPH shares have hovered near $35 in recent weeks, influenced by anticipated Q1 earnings declines, while FSLR has shown resilience around $190-$200.
- Over the past year, FSLR delivered returns of about 54%, starkly contrasting ENPH's decline of roughly 38%.
- Both stocks face solar industry headwinds like policy uncertainty, but FSLR benefits from utility-scale focus amid growing demand.
- Tickeron's AI tools highlight FSLR's relative momentum in current market conditions.
Introduction
Enphase Energy (ENPH) and First Solar (FSLR) represent key players in the solar energy sector, with ENPH specializing in microinverters and energy storage for residential systems, and FSLR leading in thin-film photovoltaic modules for utility-scale projects. This comparison is relevant for traders eyeing renewable energy trends and investors assessing sector rotation amid fluctuating demand and policy shifts. Recent market activity underscores contrasts in momentum and valuation, aiding decisions on relative performance and positioning in portfolios focused on clean energy growth.
ENPH Overview and Recent Performance
Enphase Energy (ENPH) designs and manufactures microinverter systems, batteries, and software for solar energy management, primarily targeting residential and commercial installations. In recent weeks, ENPH shares have traded around $35, reflecting downward pressure amid broader solar sector challenges and anticipation of Q1 2026 earnings on April 28, where analysts expect a year-over-year revenue decline of about 20.4%. Sentiment has been tempered by softening residential demand and competitive dynamics, contributing to a Zacks Rank #3 (Hold) rating. Despite occasional upticks, the stock has underperformed the S&P 500 in several sessions, with shares down over 17% since the prior earnings report. Key influences include inventory adjustments and macroeconomic sensitivity in the home solar market.
FSLR Overview and Recent Performance
First Solar (FSLR) is a leading producer of cadmium telluride thin-film solar modules, focusing on large-scale projects with emphasis on efficiency and sustainability. Recent market activity has seen FSLR shares fluctuate between $188 and $197, buoyed by resilience in utility-scale demand despite policy uncertainties. The stock recently gained 1.92%, outperforming in some sessions, with Q1 2026 earnings due April 30 expected to show earnings growth on higher revenues. Factors driving sentiment include strong backlog visibility, capacity expansions, and favorable positioning in U.S. manufacturing incentives, though shares dipped on prior weak guidance. FSLR maintains a robust balance sheet, contrasting sector peers.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI trading bots, selected from hundreds available that collectively trade thousands of tickers across diverse strategies. Out of 351 total AI Trading Bots, 25 elite performers earn a spot in this curated section based on suitability for prevailing market conditions, encompassing varied styles from short-term scalping to long-term trend following, with backtested win rates and returns tailored to different risk profiles. These bots leverage pattern recognition, momentum signals, and quantitative models to navigate volatility in sectors like solar energy. Traders can review performance metrics, traded assets—including renewable stocks—and deploy bots aligning with their timeframe and objectives. Visit the Trending AI Robots page to explore options suited to current trends.
Head-to-Head Comparison
ENPH and FSLR diverge in business models: ENPH's residential focus exposes it to consumer spending cycles and high competition in distributed solar, while FSLR's utility-scale emphasis benefits from government contracts and large project backlogs. Growth drivers differ, with FSLR advancing through U.S. production ramps amid tariffs on imports, versus ENPH's reliance on inverter shipments tied to home installations. Recent momentum favors FSLR, with superior YTD and one-year returns, though both face risks from interest rates, supply chain issues, and policy flux like Inflation Reduction Act (IRA) implementation. Sector exposure is similar in renewables, but FSLR's lower P/E suggests undervaluation relative to ENPH's premium for software integration. Market sentiment leans toward FSLR's stability, trading at higher absolute levels with positive cash flow, while ENPH contends with earnings volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors FSLR over ENPH, driven by stronger trend consistency, YTD outperformance, attractive valuation, and positioning ahead of expected earnings growth. FSLR's utility-scale catalysts and relative stability in recent market activity provide a probabilistic edge in the solar sector, though both remain sensitive to broader renewable trends.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ENPH is a StrongBuy and FSLR is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ENPH’s FA Score shows that 2 FA rating(s) are green whileFSLR’s FA Score has 2 green FA rating(s).
- ENPH’s FA Score: 2 green, 3 red.
- FSLR’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ENPH’s TA Score shows that 4 TA indicator(s) are bullish while FSLR’s TA Score has 5 bullish TA indicator(s).
- ENPH’s TA Score: 4 bullish, 6 bearish.
- FSLR’s TA Score: 5 bullish, 4 bearish.
Price Growth
ENPH (@Alternative Power Generation) experienced а -17.98% price change this week, while FSLR (@Alternative Power Generation) price change was -9.06% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -10.42%. For the same industry, the average monthly price growth was +3.51%, and the average quarterly price growth was +20.35%.
Reported Earning Dates
ENPH is expected to report earnings on Jul 28, 2026.
FSLR is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Alternative Power Generation (-10.42% weekly)The alternative power generation industry consists of companies that operate power facilities converting non-conventional forms of energy into electricity. These energy forms are alternatives to fossil fuels, and many of them are derived from natural resources. Alternative energy forms include solar, wind, hydro, and geothermal steam. A major purpose behind using alternative energy – also called ‘clean’ energy - is to address concerns related to the more conventional fossil fuels, such as the latter’s high carbon dioxide emissions which is often considered a factor in global warming. Alternative power generation has been gaining traction in recent years, and could grow further in the future. Large organizations like Google have invested substantially in wind and solar energy-powered electricity. Some of the prominent U.S. companies operating in the alternative power generation industry includes Ormat Technologies, Inc., TerraForm Power, Inc. and NextEra Energy Partners LP.
| ENPH | FSLR | ENPH / FSLR | |
| Capitalization | 9.01B | 30B | 30% |
| EBITDA | 229M | 2.31B | 10% |
| Gain YTD | 74.945 | 6.806 | 1,101% |
| P/E Ratio | 55.51 | 18.02 | 308% |
| Revenue | 1.4B | 5.42B | 26% |
| Total Cash | 931M | 2.43B | 38% |
| Total Debt | 581M | 587M | 99% |
ENPH | FSLR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 85 | 41 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 42 | |
SMR RATING 1..100 | 61 | 48 | |
PRICE GROWTH RATING 1..100 | 3 | 6 | |
P/E GROWTH RATING 1..100 | 21 | 28 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FSLR's Valuation (79) in the Electronic Components industry is in the same range as ENPH (93) in the Semiconductors industry. This means that FSLR’s stock grew similarly to ENPH’s over the last 12 months.
FSLR's Profit vs Risk Rating (42) in the Electronic Components industry is somewhat better than the same rating for ENPH (100) in the Semiconductors industry. This means that FSLR’s stock grew somewhat faster than ENPH’s over the last 12 months.
FSLR's SMR Rating (48) in the Electronic Components industry is in the same range as ENPH (61) in the Semiconductors industry. This means that FSLR’s stock grew similarly to ENPH’s over the last 12 months.
ENPH's Price Growth Rating (3) in the Semiconductors industry is in the same range as FSLR (6) in the Electronic Components industry. This means that ENPH’s stock grew similarly to FSLR’s over the last 12 months.
ENPH's P/E Growth Rating (21) in the Semiconductors industry is in the same range as FSLR (28) in the Electronic Components industry. This means that ENPH’s stock grew similarly to FSLR’s over the last 12 months.
| ENPH | FSLR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 84% | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 86% | 1 day ago 68% |
| Momentum ODDS (%) | 1 day ago 86% | 5 days ago 82% |
| MACD ODDS (%) | 1 day ago 90% | N/A |
| TrendWeek ODDS (%) | 1 day ago 88% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 80% | 1 day ago 82% |
| Advances ODDS (%) | 11 days ago 80% | 4 days ago 80% |
| Declines ODDS (%) | 1 day ago 90% | 1 day ago 78% |
| BollingerBands ODDS (%) | 1 day ago 82% | 1 day ago 67% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 81% |
Advertisement
ENPH and
Correlation & Price change
A.I.dvisor indicates that over the last year, ENPH has been closely correlated with SEDG. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if ENPH jumps, then SEDG could also see price increases.
| Ticker / NAME | Correlation To ENPH | 1D Price Change % | ||
|---|---|---|---|---|
| ENPH | 100% | -18.01% | ||
| SEDG - ENPH | 71% Closely correlated | -13.62% | ||
| RUN - ENPH | 57% Loosely correlated | -9.89% | ||
| FCEL - ENPH | 56% Loosely correlated | -19.11% | ||
| BE - ENPH | 52% Loosely correlated | -9.53% | ||
| FSLR - ENPH | 43% Loosely correlated | -11.41% | ||
More | ||||
FSLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, FSLR has been loosely correlated with RUN. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if FSLR jumps, then RUN could also see price increases.
| Ticker / NAME | Correlation To FSLR | 1D Price Change % | ||
|---|---|---|---|---|
| FSLR | 100% | -11.41% | ||
| RUN - FSLR | 56% Loosely correlated | -9.89% | ||
| BE - FSLR | 55% Loosely correlated | -9.53% | ||
| FCEL - FSLR | 52% Loosely correlated | -19.11% | ||
| SEDG - FSLR | 50% Loosely correlated | -13.62% | ||
| NXT - FSLR | 48% Loosely correlated | -12.47% | ||
More | ||||