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FN vs FSLR
Which Stock Would AI Choose? Fabrinet (FN) vs. First Solar (FSLR) Stock Comparison
Key Takeaways
- FN has shown robust momentum with over 128% one-year returns, driven by AI data center optical demand, contrasting FSLR's 47% gains amid sector pressures.
- Recent quarters highlight FN's record $1.13B revenue (up 36% YoY) from telecom and datacom, while FSLR reported $5.2B annual sales but issued flat 2026 guidance.
- FN benefits from diversified AI infrastructure ramps in optics, whereas FSLR faces policy and pricing headwinds in renewables.
- Market sentiment favors FN's trend consistency over FSLR's recent pullback from 52-week highs.
- Both stocks exhibit strong long-term growth, but FN trades at premium multiples reflecting AI catalysts, while FSLR appears relatively undervalued post-guidance.
Introduction
Fabrinet (FN) and First Solar (FSLR) represent distinct opportunities in technology and renewable energy sectors, respectively. FN, a precision optical and electro-mechanical manufacturer, supports AI data centers and telecom infrastructure. FSLR, a leading thin-film solar module producer, capitalizes on utility-scale PV demand. This stock comparison analyzes their recent performance, growth drivers, and relative positioning, aiding traders seeking momentum plays and investors eyeing sector diversification in volatile markets.
FN Overview and Recent Performance
Fabrinet (FN) provides advanced optical packaging, electro-mechanical, and electronic manufacturing services to OEMs in North America, Asia-Pacific, and Europe. The company specializes in complex products like optical communication components, industrial lasers, and sensors, with facilities in Thailand, China, and the US.
In recent market activity, FN stock has exhibited strong upward momentum, trading near the upper end of its 52-week range ($148.55–$632.99) around $500–$520 levels. This reflects over 128% one-year gains, fueled by AI-driven demand. The fiscal Q2 2026 delivered record revenue of $1.13 billion, up 36% year-over-year, with optical communications at $833 million (up 29%), driven by telecom surges (59% to $554 million) and data center interconnect modules. Earnings rose 29% to $3.36 per share, beating estimates. Q3 guidance projects $1.15–$1.20 billion revenue amid sustained datacom and high-performance computing ramps, boosting sentiment despite supply easing.
FSLR Overview and Recent Performance
First Solar (FSLR) is a photovoltaic solar technology company manufacturing thin-film cadmium telluride modules for utility-scale projects. It serves system developers, utilities, and large energy buyers across the US, India, and internationally, emphasizing US-headquartered production independent of Chinese silicon supply chains.
Recent weeks have seen FSLR stock consolidate around $195–$200 after a 52-week peak of $285.99, with 47% one-year returns tempered by a 26.6% three-month decline. Full-year 2025 net sales hit $5.2 billion (up 24%), with Q4 at $1.7 billion on higher module volumes (17.5 GW annually). However, Q4 EPS of $4.84 missed estimates, and 2026 guidance of $4.9–$5.2 billion sales (flat YoY) and 17–18.2 GW volume disappointed, citing tax volatility and trade factors, pressuring sentiment despite a strong $2.4 billion net cash position.
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Head-to-Head Comparison
FN and FSLR diverge in business models: FN focuses on contract manufacturing for AI optics and HPC, while FSLR produces proprietary solar modules. Growth drivers for FN include telecom/DCI ramps and datacom easing, versus FSLR's capacity expansions amid pricing softness. Recent momentum strongly favors FN (YTD ~35%, accelerating sales), over FSLR's post-guidance dip. Risk factors encompass supply volatility for FN and policy/trade dependence for FSLR. Sector exposure pits AI/tech momentum against renewables cyclicality, with FN at premium P/E (~59x) reflecting catalysts, and FSLR lower (~15x) but sentiment-challenged.
Tickeron AI Verdict
Tickeron’s AI currently favors FN due to superior trend consistency, accelerating revenue from AI optics/datacenter catalysts, and stronger relative momentum versus FSLR's flat guidance and sector headwinds. While FSLR offers stability and undervaluation potential, FN's positioning yields higher probabilistic upside in the prevailing tech-driven environment.
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 FN is a Buy and FSLR is a StrongBuy.
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).
FN’s FA Score shows that 2 FA rating(s) are green whileFSLR’s FA Score has 1 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- FSLR’s FA Score: 1 green, 4 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.
FN’s TA Score shows that 5 TA indicator(s) are bullish while FSLR’s TA Score has 5 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 4 bearish.
- FSLR’s TA Score: 5 bullish, 4 bearish.
Price Growth
FN (@Electronic Components) experienced а +18.67% price change this week, while FSLR (@Alternative Power Generation) price change was +4.17% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +6.72%. For the same industry, the average monthly price growth was +15.46%, and the average quarterly price growth was +26.70%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +0.41%. For the same industry, the average monthly price growth was -7.43%, and the average quarterly price growth was -5.14%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
FSLR is expected to report earnings on Apr 23, 2026.
Industries' Descriptions
@Electronic Components (+6.72% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
@Alternative Power Generation (+0.41% 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.
| FN | FSLR | FN / FSLR | |
| Capitalization | 23.7B | 21.9B | 108% |
| EBITDA | 466M | 2.15B | 22% |
| Gain YTD | 45.434 | -22.111 | -205% |
| P/E Ratio | 63.48 | 14.32 | 443% |
| Revenue | 3.89B | 5.22B | 75% |
| Total Cash | 961M | 2.86B | 34% |
| Total Debt | 4.89M | 655M | 1% |
FN | FSLR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 61 | |
SMR RATING 1..100 | 46 | 49 | |
PRICE GROWTH RATING 1..100 | 36 | 57 | |
P/E GROWTH RATING 1..100 | 6 | 27 | |
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.
FN's Valuation (74) in the Electronic Components industry is in the same range as FSLR (91). This means that FN’s stock grew similarly to FSLR’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is somewhat better than the same rating for FSLR (61). This means that FN’s stock grew somewhat faster than FSLR’s over the last 12 months.
FN's SMR Rating (46) in the Electronic Components industry is in the same range as FSLR (49). This means that FN’s stock grew similarly to FSLR’s over the last 12 months.
FN's Price Growth Rating (36) in the Electronic Components industry is in the same range as FSLR (57). This means that FN’s stock grew similarly to FSLR’s over the last 12 months.
FN's P/E Growth Rating (6) in the Electronic Components industry is in the same range as FSLR (27). This means that FN’s stock grew similarly to FSLR’s over the last 12 months.
| FN | FSLR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 67% | 3 days ago 83% |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 74% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 73% | 1 day ago 75% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 80% |
| TrendMonth ODDS (%) | 1 day ago 79% | 1 day ago 82% |
| Advances ODDS (%) | 1 day ago 80% | 11 days ago 80% |
| Declines ODDS (%) | 30 days ago 68% | 20 days ago 78% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 72% |
| Aroon ODDS (%) | 4 days ago 80% | 1 day ago 87% |
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FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with CLS. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then CLS could also see price increases.