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FCEL vs FSLR
Which Stock Would AI Choose? FuelCell Energy (FCEL) vs. First Solar (FSLR) Stock Comparison
Key Takeaways
- FCEL has exhibited strong momentum in recent weeks, surging over 80% in April driven by technology advancements for AI data centers.
- FSLR maintains a more stable profile with positive earnings per share (EPS, a measure of profitability) of $14.22, though recent guidance has tempered sentiment.
- FCEL year-to-date (YTD, from January 1) return stands at 46%, outpacing FSLR's 24%, reflecting higher volatility.
- Market capitalization differs sharply: FCEL at approximately $566 million versus FSLR at $21 billion, highlighting scale contrasts.
- Both operate in renewables, with FCEL focused on fuel cells and hydrogen, while FSLR leads in thin-film photovoltaic (PV, solar panel) modules.
- Recent sentiment favors FCEL on expansion news, but FSLR offers profitability amid sector headwinds.
Introduction
This stock comparison pits FCEL, a fuel cell innovator targeting hydrogen and clean power generation, against FSLR, a dominant player in thin-film solar manufacturing. Both companies operate within the burgeoning renewable energy sector, appealing to traders seeking momentum plays and investors focused on sustainable growth. Amid rising demand for clean technologies—fueled by data center power needs and policy incentives like the Inflation Reduction Act—this analysis highlights relative performance, business models, and market positioning. Traders monitoring clean energy rotations or sector diversification will find these insights valuable for assessing trade-offs in risk and reward.
FCEL Overview and Recent Performance
FuelCell Energy (FCEL) designs, manufactures, and services fuel cell power plants that generate electricity through electrochemical processes, producing hydrogen as a byproduct for industrial and utility applications. In recent market activity, FCEL shares have surged over 21% in a single session and 80% monthly, propelled by advancements in technology tailored for AI data centers. Key drivers include manufacturing capacity expansions and a growing business development pipeline, enhancing its appeal in the clean hydrogen economy. Investor sentiment has shifted positively due to these catalysts, though the stock's beta of 1.40 signals elevated volatility relative to the market, with ongoing losses (EPS of -$6.49) underscoring execution risks.
FSLR Overview and Recent Performance
First Solar (FSLR) is a leading manufacturer of thin-film photovoltaic solar modules, emphasizing utility-scale projects with low-carbon production. Recent weeks have seen mixed performance for FSLR, with shares experiencing downward pressure from softer guidance and a Zacks Strong Sell rating ahead of earnings. Despite this, the company benefits from U.S. manufacturing expansions and robust revenue growth, reporting $1.68 billion in Q4 FY2025 sales. Sentiment reflects caution over EPS revisions, yet its price-to-earnings (P/E, valuation relative to earnings) ratio of 13.89 and beta of 1.61 highlight relative stability and profitability compared to peers.
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Head-to-Head Comparison
FCEL and FSLR both tap renewable energy tailwinds but diverge in models: FCEL's fuel cells enable on-site power and hydrogen production, ideal for baseload needs like data centers, while FSLR supplies modules for large-scale solar farms. Growth drivers contrast FCEL's emerging hydrogen catalysts against FSLR's established PV demand and domestic expansions. Recent momentum favors FCEL, but FSLR exhibits superior stability with positive EPS versus FCEL's losses. Risks include FCEL's execution hurdles and small-cap volatility against FSLR's policy sensitivity. Sector exposure overlaps in clean power, yet sentiment leans bullish for FCEL short-term and cautious for FSLR.
Tickeron AI Verdict
Tickeron’s AI would currently lean toward FSLR for its scale, profitability, and consistent revenue amid sector volatility, positioning it better for sustained trends. While FCEL offers higher upside potential from recent catalysts like AI power tech, its losses and volatility introduce greater uncertainty. This probabilistic edge favors FSLR for balanced relative performance.
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 disclaimer. 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 FCEL is a Hold and FSLR is a Hold.
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).
FCEL’s FA Score shows that 0 FA rating(s) are green whileFSLR’s FA Score has 0 green FA rating(s).
- FCEL’s FA Score: 0 green, 5 red.
- FSLR’s FA Score: 0 green, 5 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.
FCEL’s TA Score shows that 5 TA indicator(s) are bullish while FSLR’s TA Score has 6 bullish TA indicator(s).
- FCEL’s TA Score: 5 bullish, 4 bearish.
- FSLR’s TA Score: 6 bullish, 4 bearish.
Price Growth
FCEL (@Electrical Products) experienced а +75.65% price change this week, while FSLR (@Alternative Power Generation) price change was +7.95% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was -0.72%. For the same industry, the average monthly price growth was +8.02%, and the average quarterly price growth was +14.63%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +3.42%. For the same industry, the average monthly price growth was +10.56%, and the average quarterly price growth was +6.86%.
Reported Earning Dates
FSLR is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Electrical Products (-0.72% weekly)The industry produces a diverse range of electricity-powered equipment, appliances and components, catering to both households and industries. The products include power, distribution and specialty transformers; electric motors, generators and motor-generator sets; switchgear and switchboard apparatus; light bulbs, tubes, fittings and electric signs etc. Consumer income, construction spending, and industrial production are major drivers of demand for this industry’s products. Large companies tend to have economies of scale in production, marketing, and distribution, while smaller companies can potentially carve out their own market through niche or specialty offerings. The US electrical products manufacturing industry includes about 5,700 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $125 billion. (according to a study published in First Research). Emerson Electric Co., Hubbell Incorporated and Eaton Corporation plc are major electrical products makers in the U.S.
@Alternative Power Generation (+3.42% 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.
| FCEL | FSLR | FCEL / FSLR | |
| Capitalization | 1.14B | 24.9B | 5% |
| EBITDA | -133.4M | 2.31B | -6% |
| Gain YTD | 195.075 | -11.335 | -1,721% |
| P/E Ratio | N/A | 14.96 | - |
| Revenue | 170M | 5.42B | 3% |
| Total Cash | 312M | 2.43B | 13% |
| Total Debt | 163M | 587M | 28% |
FCEL | FSLR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 10 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 52 Fair valued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 54 | |
SMR RATING 1..100 | 96 | 48 | |
PRICE GROWTH RATING 1..100 | 34 | 46 | |
P/E GROWTH RATING 1..100 | 100 | 61 | |
SEASONALITY SCORE 1..100 | 90 | 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.
FCEL's Valuation (52) in the Industrial Machinery industry is somewhat better than the same rating for FSLR (91) in the Electronic Components industry. This means that FCEL’s stock grew somewhat faster than FSLR’s over the last 12 months.
FSLR's Profit vs Risk Rating (54) in the Electronic Components industry is somewhat better than the same rating for FCEL (100) in the Industrial Machinery industry. This means that FSLR’s stock grew somewhat faster than FCEL’s over the last 12 months.
FSLR's SMR Rating (48) in the Electronic Components industry is somewhat better than the same rating for FCEL (96) in the Industrial Machinery industry. This means that FSLR’s stock grew somewhat faster than FCEL’s over the last 12 months.
FCEL's Price Growth Rating (34) in the Industrial Machinery industry is in the same range as FSLR (46) in the Electronic Components industry. This means that FCEL’s stock grew similarly to FSLR’s over the last 12 months.
FSLR's P/E Growth Rating (61) in the Electronic Components industry is somewhat better than the same rating for FCEL (100) in the Industrial Machinery industry. This means that FSLR’s stock grew somewhat faster than FCEL’s over the last 12 months.
| FCEL | FSLR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 70% |
| Stochastic ODDS (%) | 2 days ago 89% | 2 days ago 71% |
| Momentum ODDS (%) | 3 days ago 90% | 2 days ago 84% |
| MACD ODDS (%) | N/A | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 81% |
| TrendMonth ODDS (%) | 2 days ago 82% | 2 days ago 82% |
| Advances ODDS (%) | 2 days ago 89% | 5 days ago 80% |
| Declines ODDS (%) | 9 days ago 90% | 9 days ago 78% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 72% |
| Aroon ODDS (%) | 2 days ago 76% | 2 days ago 79% |
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FCEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, FCEL has been closely correlated with RUN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if FCEL jumps, then RUN could also see price increases.
| Ticker / NAME | Correlation To FCEL | 1D Price Change % | ||
|---|---|---|---|---|
| FCEL | 100% | +8.28% | ||
| RUN - FCEL | 66% Closely correlated | +1.38% | ||
| PLUG - FCEL | 59% Loosely correlated | -4.29% | ||
| ENPH - FCEL | 57% Loosely correlated | +14.31% | ||
| CSIQ - FCEL | 54% Loosely correlated | -11.15% | ||
| BLDP - FCEL | 53% Loosely correlated | -0.24% | ||
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