Advertisement
FSLR vs NXT
Which Stock Would AI Choose? First Solar (FSLR) vs. Nextpower (NXT) Stock Comparison
Key Takeaways
- FSLR reported strong Q1 2026 results with $1.04 billion in net sales (up 24% YoY) and EPS of $3.22, beating estimates and reaffirming 2026 revenue guidance of $4.9–5.2 billion.
- NXT has delivered superior YTD performance at +44.5% versus FSLR's -15.8%, with 1-year returns of 182% compared to 64%.
- Both stocks operate in the solar sector, with FSLR focusing on thin-film PV module manufacturing and NXT on solar trackers and integrated energy solutions.
- NXT shows stronger recent momentum, including a +15% uptrend and bullish MACD crossover, while FSLR exhibits recovery signals post-earnings.
- Market caps stand at $23.6B for FSLR and $18.9B for NXT, with both benefiting from utility-scale solar demand and policy incentives.
- Tickeron's AI currently favors NXT for near-term trend consistency in the solar space.
Introduction
This stock comparison examines FSLR and NXT, two key players in the solar energy sector amid rising demand for renewable power solutions. FSLR, a leading manufacturer of thin-film photovoltaic modules, and NXT (formerly Nextracker), a provider of solar trackers and integrated energy technologies, offer exposure to utility-scale solar growth driven by policy incentives like the Inflation Reduction Act (IRA). Traders seeking momentum plays and investors eyeing long-term clean energy trends will find value in analyzing their relative performance, business models, and market positioning in recent market activity.
FSLR Overview and Recent Performance
First Solar, Inc. (FSLR) designs, manufactures, and sells cadmium telluride solar modules for utility-scale projects, with operations in the U.S., India, and other regions. The company benefits from vertical integration and U.S. manufacturing tax credits under Section 45X of the IRA. In recent weeks, FSLR shares have shown recovery momentum, rising around 10% in the past month after Q1 2026 earnings beat expectations with net sales of $1.04 billion (up 24% YoY), EPS of $3.22 (up 65% YoY), and a 47% gross margin. Analysts upgraded ratings, citing reaffirmed 2026 guidance amid manufacturing expansions, though sentiment reflects caution on supply chain pressures and policy uncertainties. Year-to-date, shares are down 15.8%, but 1-year returns stand at 64.4%, trading near $220 with a $23.6B market cap.
NXT Overview and Recent Performance
Nextpower Inc. (NXT), formerly Nextracker Inc., engineers solar trackers, software, and integrated solutions like electrical balance of systems (eBOS) for utility-scale and distributed solar projects. Rebranded in November 2025 to reflect its expanded platform, the company serves global markets with a focus on optimizing energy yield. Recent market activity has favored NXT, with shares up over 10% in the past month and trading near $126. Anticipation builds for Q4 fiscal 2026 earnings on May 12, expected to show beats amid a record backlog exceeding $5B and prior quarters' 34% revenue growth. YTD performance reaches +44.5%, with 1-year gains of 182%, supported by strong U.S. and international demand, though shares face volatility from project timelines and sector policy shifts. Market cap is $18.9B.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases 25 top-performing AI trading bots curated from 351 total bots by advanced AI analysis, spotlighting those best suited to current market conditions across growth sectors like semiconductors, industrials, space, and data centers. Tickeron offers hundreds of AI Trading Bots that generate real-time signals for copy trading across thousands of tickers, employing diverse strategies from momentum and sector rotation to high win-rate patterns, with no minimum balance required. Top bots deliver annualized returns up to +285%, win rates of 70–88%, and profit factors exceeding 3.0, such as those targeting solar-adjacent semis (e.g., NVDA, AMD) or leveraged ETFs. These virtual agents, signal agents, and brokerage-integrated bots adapt to volatility, outperforming benchmarks. Explore the curated selection to enhance your trading edge.
Head-to-Head Comparison
FSLR and NXT both capitalize on solar expansion but differ in models: FSLR's thin-film modules emphasize cost-efficient manufacturing and IRA credits, while NXT's trackers boost panel efficiency via software and eBOS integration. Growth drivers include utility demand for FSLR and project backlogs for NXT. Recent momentum strongly favors NXT with 44% YTD gains versus FSLR's decline, reflecting NXT's uptrend. Risk factors encompass supply chains and tariffs for FSLR, execution delays for NXT. Both share solar sector exposure to policy shifts, but NXT garners positive sentiment from expansion, trading at higher multiples despite FSLR's value edge.
Tickeron AI Verdict
Tickeron’s AI currently favors NXT over FSLR, based on observable factors like a +15% uptrend, bullish MACD crossover, three-day advance patterns, and superior YTD relative performance indicating stronger trend consistency and near-term catalysts in solar trackers. While FSLR shows Stochastic recovery from oversold levels post-earnings, its mixed momentum and bearish longer-term moving averages suggest lower probability of outperformance currently.
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 FSLR is a Hold and NXT 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).
FSLR’s FA Score shows that 2 FA rating(s) are green whileNXT’s FA Score has 1 green FA rating(s).
- FSLR’s FA Score: 2 green, 3 red.
- NXT’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.
FSLR’s TA Score shows that 3 TA indicator(s) are bullish while NXT’s TA Score has 3 bullish TA indicator(s).
- FSLR’s TA Score: 3 bullish, 5 bearish.
- NXT’s TA Score: 3 bullish, 6 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -4.19% price change this week, while NXT (@Alternative Power Generation) price change was -7.36% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -7.83%. For the same industry, the average monthly price growth was -2.69%, and the average quarterly price growth was +17.76%.
Reported Earning Dates
FSLR is expected to report earnings on Jul 23, 2026.
NXT is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Alternative Power Generation (-7.83% 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.
| FSLR | NXT | FSLR / NXT | |
| Capitalization | 28.7B | 18.5B | 155% |
| EBITDA | 2.31B | 747M | 310% |
| Gain YTD | 2.327 | 39.915 | 6% |
| P/E Ratio | 17.27 | 31.74 | 54% |
| Revenue | 5.42B | 3.56B | 152% |
| Total Cash | 2.43B | 1.1B | 222% |
| Total Debt | 587M | 145M | 405% |
FSLR | ||
|---|---|---|
OUTLOOK RATING 1..100 | 89 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 46 | |
SMR RATING 1..100 | 48 | |
PRICE GROWTH RATING 1..100 | 11 | |
P/E GROWTH RATING 1..100 | 32 | |
SEASONALITY SCORE 1..100 | 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 | NXT | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 72% | 4 days ago 90% |
| Stochastic ODDS (%) | 4 days ago 78% | 4 days ago 84% |
| Momentum ODDS (%) | 4 days ago 74% | 4 days ago 81% |
| MACD ODDS (%) | 4 days ago 72% | 4 days ago 87% |
| TrendWeek ODDS (%) | 4 days ago 78% | 4 days ago 75% |
| TrendMonth ODDS (%) | 4 days ago 82% | 4 days ago 69% |
| Advances ODDS (%) | 13 days ago 80% | 4 days ago 85% |
| Declines ODDS (%) | 6 days ago 78% | 6 days ago 71% |
| BollingerBands ODDS (%) | 4 days ago 80% | 4 days ago 74% |
| Aroon ODDS (%) | 4 days ago 80% | 4 days ago 79% |
Advertisement
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% | -1.42% | ||
| RUN - FSLR | 56% Loosely correlated | +2.71% | ||
| BE - FSLR | 55% Loosely correlated | +4.56% | ||
| FCEL - FSLR | 52% Loosely correlated | -4.24% | ||
| SEDG - FSLR | 52% Loosely correlated | +4.04% | ||
| NXT - FSLR | 51% Loosely correlated | +1.84% | ||
More | ||||
NXT and
Correlation & Price change
A.I.dvisor indicates that over the last year, NXT has been closely correlated with ARRY. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NXT jumps, then ARRY could also see price increases.
| Ticker / NAME | Correlation To NXT | 1D Price Change % | ||
|---|---|---|---|---|
| NXT | 100% | +1.84% | ||
| ARRY - NXT | 66% Closely correlated | +4.30% | ||
| SHLS - NXT | 60% Loosely correlated | +5.46% | ||
| FSLR - NXT | 51% Loosely correlated | -1.42% | ||
| FCEL - NXT | 49% Loosely correlated | -4.24% | ||
| BE - NXT | 48% Loosely correlated | +4.56% | ||
More | ||||