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ADI or FSLR or KLAC
Which Stock Would AI Choose? Analog Devices, Inc. (ADI) vs. First Solar, Inc. (FSLR) vs. KLA Corporation (KLAC) Stock Comparison
Key Takeaways
- ADI shares have risen about 18% YTD, supported by strong industrial and data center demand, contrasting with broader semiconductor peers.
- FSLR has declined roughly 25% YTD amid weak guidance and policy uncertainties, despite solid Q4 results and a low P/E of 14.
- KLAC leads with over 20% YTD gains and nearly 120% over the past year, fueled by AI-driven semiconductor inspection demand.
- KLAC boasts the largest market cap at $192B, followed by ADI at $156B and FSLR at $21B, reflecting varied scale in tech exposure.
- All three show resilience in recent market activity, but KLAC and ADI benefit more from AI tailwinds than solar-focused FSLR.
Introduction
This comparison examines ADI, FSLR, and KLAC, three stocks spanning semiconductors, solar energy, and chip inspection equipment. These companies operate in technology-driven sectors sensitive to AI growth, renewable energy policies, and supply chain dynamics. Traders seeking momentum in AI-related plays or investors eyeing relative performance in cyclical markets may find value in analyzing their recent trajectories, valuations, and sector exposures for informed positioning.
ADI Overview and Recent Performance
Analog Devices, Inc. (ADI) designs and manufactures analog, mixed-signal, and digital signal processing integrated circuits for industrial, automotive, communications, and consumer applications. In recent market activity, ADI shares have climbed around 18% YTD and 47% over the past year, trading near $319 within a 52-week range of $159-$363. Market cap stands at approximately $156B with a P/E of 58. Strong Q4 results exceeded expectations with 30% revenue growth to $3.16B, driven by industrial and data center demand, including AI applications. Sentiment has been bolstered by upbeat guidance and margin improvement plans, though shares dipped modestly post-earnings amid broader sector rotation.
FSLR Overview and Recent Performance
First Solar, Inc. (FSLR) is a leading solar technology company producing thin-film photovoltaic modules using cadmium telluride for utility-scale projects. Shares have fallen about 25% YTD but remain up 48% over the past year, trading around $200 in a 52-week range of $117-$286, with a $21B market cap and P/E of 14. Recent Q4 sales hit $1.7B with EPS of $4.84, but 2026 guidance of $4.9B-$5.2B disappointed due to permitting delays and policy uncertainties. Performance reflects solar sector headwinds like pricing pressures, though a robust $16B backlog provides some support.
KLAC Overview and Recent Performance
KLA Corporation (KLAC) supplies process control and yield management solutions for semiconductor manufacturing, including inspection and metrology tools. Shares have surged over 20% YTD and 122% in the past year, trading near $1,465 in a 52-week range of $551-$1,693, with a $192B market cap and P/E of 43. Recent quarters showed revenue growth to $3.3B, fueled by AI infrastructure and advanced packaging demand. A new $7B buyback and 21% dividend hike underscore confidence, despite near-term supply constraints.
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Head-to-Head Comparison
ADI and KLAC thrive on semiconductor demand, particularly AI data centers and advanced nodes, while FSLR hinges on renewables policy and module pricing. Growth drivers favor KLAC's inspection tools amid chip complexity, versus ADI's analog chips for edge AI. Recent momentum is strongest for KLAC (21% in three months), followed by ADI (14%), with FSLR lagging on guidance cuts. Risk factors include supply chain tariffs for all, but FSLR faces higher policy volatility. Valuation-wise, FSLR trades cheapest at P/E 14, versus 58 for ADI and 43 for KLAC. Market sentiment tilts toward AI-exposed names, positioning KLAC and ADI ahead in relative performance.
Tickeron AI Verdict
Tickeron’s AI currently favors KLAC due to its superior trend consistency, AI catalyst momentum, and capital return signals like the $7B buyback, offering probabilistic outperformance in semiconductor upcycles over ADI's steady growth and FSLR's policy risks.
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
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).
ADI’s FA Score shows that 2 FA rating(s) are green whileFSLR’s FA Score has 0 green FA rating(s), and KLAC’s FA Score reflects 4 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- FSLR’s FA Score: 0 green, 5 red.
- KLAC’s FA Score: 4 green, 1 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.
ADI’s TA Score shows that 5 TA indicator(s) are bullish while FSLR’s TA Score has 4 bullish TA indicator(s), and KLAC’s TA Score reflects 6 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- FSLR’s TA Score: 4 bullish, 4 bearish.
- KLAC’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +6.09% price change this week, while FSLR (@Alternative Power Generation) price change was -6.40% , and KLAC (@Electronic Production Equipment) price fluctuated +3.12% for the same time period.
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%.
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 @Electronic Production Equipment industry was +10.31%. For the same industry, the average monthly price growth was +23.36%, and the average quarterly price growth was +116.53%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
FSLR is expected to report earnings on Apr 30, 2026.
KLAC is expected to report earnings on Apr 23, 2026.
Industries' Descriptions
@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.
@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.
@Electronic Production Equipment (+10.31% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| ADI | FSLR | KLAC | |
| Capitalization | 181B | 20.5B | 235B |
| EBITDA | 5.53B | 2.15B | 5.91B |
| Gain YTD | 37.394 | -27.099 | 47.626 |
| P/E Ratio | 67.91 | 13.40 | 52.15 |
| Revenue | 11.8B | 5.22B | 12.7B |
| Total Cash | 4.05B | 2.86B | 5.21B |
| Total Debt | 8.68B | 655M | 6.11B |
ADI | FSLR | KLAC | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 59 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 90 Overvalued | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 65 | 6 | |
SMR RATING 1..100 | 77 | 49 | 13 | |
PRICE GROWTH RATING 1..100 | 4 | 61 | 3 | |
P/E GROWTH RATING 1..100 | 42 | 37 | 13 | |
SEASONALITY SCORE 1..100 | 65 | 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.
ADI's Valuation (46) in the Semiconductors industry is somewhat better than the same rating for KLAC (82) in the Electronic Production Equipment industry, and is somewhat better than the same rating for FSLR (90) in the Electronic Components industry. This means that ADI's stock grew somewhat faster than KLAC’s and somewhat faster than FSLR’s over the last 12 months.
KLAC's Profit vs Risk Rating (6) in the Electronic Production Equipment industry is in the same range as ADI (12) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (65) in the Electronic Components industry. This means that KLAC's stock grew similarly to ADI’s and somewhat faster than FSLR’s over the last 12 months.
KLAC's SMR Rating (13) in the Electronic Production Equipment industry is somewhat better than the same rating for FSLR (49) in the Electronic Components industry, and is somewhat better than the same rating for ADI (77) in the Semiconductors industry. This means that KLAC's stock grew somewhat faster than FSLR’s and somewhat faster than ADI’s over the last 12 months.
KLAC's Price Growth Rating (3) in the Electronic Production Equipment industry is in the same range as ADI (4) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (61) in the Electronic Components industry. This means that KLAC's stock grew similarly to ADI’s and somewhat faster than FSLR’s over the last 12 months.
KLAC's P/E Growth Rating (13) in the Electronic Production Equipment industry is in the same range as FSLR (37) in the Electronic Components industry, and is in the same range as ADI (42) in the Semiconductors industry. This means that KLAC's stock grew similarly to FSLR’s and similarly to ADI’s over the last 12 months.
| ADI | FSLR | KLAC | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | N/A | 3 days ago 55% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 83% | 3 days ago 69% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 74% | 3 days ago 67% |
| MACD ODDS (%) | 3 days ago 64% | 4 days ago 82% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 61% | 3 days ago 78% | 3 days ago 73% |
| TrendMonth ODDS (%) | 3 days ago 59% | 3 days ago 80% | 3 days ago 76% |
| Advances ODDS (%) | 3 days ago 60% | 19 days ago 80% | 6 days ago 73% |
| Declines ODDS (%) | 5 days ago 56% | 3 days ago 78% | 4 days ago 61% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 77% | 3 days ago 73% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 88% | 3 days ago 78% |
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ADI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADI has been closely correlated with NXPI. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADI jumps, then NXPI could also see price increases.
| Ticker / NAME | Correlation To ADI | 1D Price Change % | ||
|---|---|---|---|---|
| ADI | 100% | +4.99% | ||
| NXPI - ADI | 83% Closely correlated | +1.08% | ||
| MCHP - ADI | 83% Closely correlated | +2.46% | ||
| LRCX - ADI | 79% Closely correlated | +2.54% | ||
| KLAC - ADI | 79% Closely correlated | +3.26% | ||
| ENTG - ADI | 78% Closely correlated | +7.46% | ||
More | ||||
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 | -1.36% | ||
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KLAC and
Correlation & Price change
A.I.dvisor indicates that over the last year, KLAC has been closely correlated with LRCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if KLAC jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To KLAC | 1D Price Change % | ||
|---|---|---|---|---|
| KLAC | 100% | +3.26% | ||
| LRCX - KLAC | 87% Closely correlated | +2.54% | ||
| AMAT - KLAC | 85% Closely correlated | +1.81% | ||
| ADI - KLAC | 79% Closely correlated | +4.99% | ||
| QCOM - KLAC | 77% Closely correlated | +1.29% | ||
| NVMI - KLAC | 77% Closely correlated | +2.83% | ||
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