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FSLR vs TSEM
Which Stock Would AI Choose? First Solar (FSLR) vs. Tower Semiconductor (TSEM) Stock Comparison
Key Takeaways
- FSLR (FSLR) has faced downward pressure in recent weeks, declining around 14% amid policy uncertainty and weaker 2026 guidance, despite strong 2025 revenue of $5.2 billion.
- TSEM (TSEM) shows robust momentum with over 300% one-year gains, fueled by AI-driven demand in silicon photonics and power management, alongside recent partnerships.
- FSLR's thin-film solar modules benefit from U.S. manufacturing advantages, while TSEM's foundry model targets high-growth analog chips for data centers and automotive sectors.
- Recent performance contrasts sharply: FSLR down year-to-date, TSEM up significantly, highlighting semiconductor strength over renewables volatility.
- Valuations differ with FSLR at a lower P/E of ~13x versus TSEM's premium multiple, reflecting growth trade-offs in stability versus upside potential.
- Tickeron's AI tools highlight TSEM's trend consistency amid AI catalysts, positioning it favorably in current market dynamics.
Introduction
This stock comparison examines FSLR and TSEM, two leaders in distinct technology-driven sectors: renewable energy and semiconductors. First Solar (FSLR), a U.S.-based solar module manufacturer, and Tower Semiconductor (TSEM), an Israel-headquartered foundry specializing in analog and mixed-signal chips, offer investors exposure to clean energy transitions and AI infrastructure growth, respectively. Traders seeking relative performance insights in volatile markets, particularly amid policy shifts and tech demand surges, will find value in analyzing their business models, recent momentum, and sector positioning. This analysis draws on verifiable data to illuminate contrasts for informed decision-making in today's environment.
FSLR Overview and Recent Performance
First Solar, Inc. (FSLR) is America's leading photovoltaic solar technology company, designing and manufacturing thin-film cadmium telluride modules for utility-scale projects. Headquartered in Phoenix, Arizona, it operates facilities in the U.S., Vietnam, Malaysia, and India, emphasizing U.S.-centric production to leverage domestic incentives.
In recent market activity, FSLR shares have experienced significant downward pressure, declining approximately 14% over the past month and trading around $193 amid broader sector challenges. This follows a peak near $286 in late 2025, with year-to-date losses exceeding 26%. Key influences include disappointing 2026 sales guidance of $4.9-5.2 billion—below expectations—due to policy uncertainty, permitting delays, and softer demand visibility. Despite record 2025 revenue of $5.2 billion and EPS of $14.21, sentiment has shifted negatively, reflected in analyst downgrades and a Zacks Rank #5 (Strong Sell). Expansions like a Louisiana facility and perovskite licensing aim to bolster long-term competitiveness, but near-term headwinds dominate performance.
TSEM Overview and Recent Performance
Tower Semiconductor Ltd. (TSEM) is an independent foundry providing customizable process technologies like SiGe, SiPho, RF CMOS, and power management for integrated circuits. Serving markets including AI infrastructure, automotive, and consumer electronics, it operates facilities in Israel, the U.S., and Japan.
Recent weeks have showcased TSEM's strength, with shares rallying over 30% in a single week to multi-year highs near $178, driven by AI catalysts. One-year returns exceed 320%, year-to-date up 35%, contrasting solar peers. Q4 2025 revenue hit $440 million with EPS of $0.78, beating estimates, supported by data center demand. Developments like Gen3 LDMOS for AI power efficiency, partnerships with Oriole Networks for optical switching, and silicon photonics showcases at OFC have boosted sentiment. Capacity reservations through 2028 underscore backlog strength, though geopolitical risks linger. Trading around $164 with a market cap near $18 billion, momentum reflects semis' outperformance.
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Head-to-Head Comparison
FSLR and TSEM diverge in business models: FSLR's vertically integrated solar production contrasts TSEM's flexible foundry services for custom analog chips. Growth drivers highlight trade-offs—FSLR relies on renewables policy and utility demand amid oversupply pressures, while TSEM capitalizes on AI data centers, photonics, and power ICs with reserved capacity signaling sustained uptake.
Recent momentum favors TSEM's 320%+ one-year surge over FSLR's pullback from highs, driven by semis' AI tailwinds versus solar's policy sensitivity. Risk factors include FSLR's exposure to tariffs and permitting delays, juxtaposed with TSEM's geopolitical tensions in Israel offset by U.S./Japan fabs. Sector-wise, renewables face cyclicality, while semiconductors enjoy structural AI demand. Valuations show FSLR's attractive 13x P/E versus TSEM's premium, with market sentiment tilting toward TSEM's catalysts despite higher beta.
Tickeron AI Verdict
Tickeron’s AI currently favors TSEM based on superior trend consistency, AI infrastructure catalysts like photonics partnerships, and stronger relative momentum amid semis outperformance. While FSLR offers value through U.S. solar positioning and lower multiples, TSEM's backlog visibility and sector tailwinds suggest a higher probability of near-term outperformance, though both carry sector-specific volatilities.
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 FSLR is a Hold and TSEM 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 0 FA rating(s) are green whileTSEM’s FA Score has 2 green FA rating(s).
- FSLR’s FA Score: 0 green, 5 red.
- TSEM’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.
FSLR’s TA Score shows that 3 TA indicator(s) are bullish while TSEM’s TA Score has 3 bullish TA indicator(s).
- FSLR’s TA Score: 3 bullish, 4 bearish.
- TSEM’s TA Score: 3 bullish, 4 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -6.40% price change this week, while TSEM (@Semiconductors) price change was +11.22% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +1.49%. For the same industry, the average monthly price growth was -3.85%, and the average quarterly price growth was -3.37%.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.63%. For the same industry, the average monthly price growth was +20.79%, and the average quarterly price growth was +24.53%.
Reported Earning Dates
FSLR is expected to report earnings on Apr 30, 2026.
TSEM is expected to report earnings on May 18, 2026.
Industries' Descriptions
@Alternative Power Generation (+1.49% 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.
@Semiconductors (+11.63% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| FSLR | TSEM | FSLR / TSEM | |
| Capitalization | 20.5B | 24.6B | 83% |
| EBITDA | 2.15B | 507M | 425% |
| Gain YTD | -27.099 | 92.846 | -29% |
| P/E Ratio | 13.40 | 116.72 | 11% |
| Revenue | 5.22B | 1.51B | 345% |
| Total Cash | 2.86B | 1.22B | 233% |
| Total Debt | 655M | 164M | 399% |
FSLR | TSEM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 65 | 3 | |
SMR RATING 1..100 | 49 | 79 | |
PRICE GROWTH RATING 1..100 | 60 | 34 | |
P/E GROWTH RATING 1..100 | 37 | 3 | |
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.
TSEM's Valuation (89) in the Semiconductors industry is in the same range as FSLR (90) in the Electronic Components industry. This means that TSEM’s stock grew similarly to FSLR’s over the last 12 months.
TSEM's Profit vs Risk Rating (3) in the Semiconductors industry is somewhat better than the same rating for FSLR (65) in the Electronic Components industry. This means that TSEM’s stock grew somewhat faster than FSLR’s over the last 12 months.
FSLR's SMR Rating (49) in the Electronic Components industry is in the same range as TSEM (79) in the Semiconductors industry. This means that FSLR’s stock grew similarly to TSEM’s over the last 12 months.
TSEM's Price Growth Rating (34) in the Semiconductors industry is in the same range as FSLR (60) in the Electronic Components industry. This means that TSEM’s stock grew similarly to FSLR’s over the last 12 months.
TSEM's P/E Growth Rating (3) in the Semiconductors industry is somewhat better than the same rating for FSLR (37) in the Electronic Components industry. This means that TSEM’s stock grew somewhat faster than FSLR’s over the last 12 months.
| FSLR | TSEM | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 74% | N/A |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 80% | 2 days ago 75% |
| Advances ODDS (%) | 18 days ago 80% | 4 days ago 68% |
| Declines ODDS (%) | 2 days ago 78% | 20 days ago 61% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 88% | 2 days ago 76% |
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FSLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, FSLR has been loosely correlated with ENPH. 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 ENPH could also see price increases.
| Ticker / NAME | Correlation To FSLR | 1D Price Change % | ||
|---|---|---|---|---|
| FSLR | 100% | -0.63% | ||
| ENPH - FSLR | 56% Loosely correlated | +1.63% | ||
| BE - FSLR | 55% Loosely correlated | -1.05% | ||
| RUN - FSLR | 54% Loosely correlated | +2.48% | ||
| NXT - FSLR | 53% Loosely correlated | +4.27% | ||
| FCEL - FSLR | 52% Loosely correlated | -1.29% | ||
More | ||||
TSEM and
Correlation & Price change
A.I.dvisor indicates that over the last year, TSEM has been loosely correlated with MTSI. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if TSEM jumps, then MTSI could also see price increases.
| Ticker / NAME | Correlation To TSEM | 1D Price Change % | ||
|---|---|---|---|---|
| TSEM | 100% | +5.44% | ||
| MTSI - TSEM | 64% Loosely correlated | +5.95% | ||
| AMKR - TSEM | 61% Loosely correlated | +7.11% | ||
| AMBA - TSEM | 60% Loosely correlated | +1.62% | ||
| KLIC - TSEM | 60% Loosely correlated | +2.79% | ||
| KLAC - TSEM | 60% Loosely correlated | +3.26% | ||
More | ||||