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ADI or FSLR or MRVL
Which Stock Would AI Choose? Analog Devices (ADI) vs. First Solar (FSLR) vs. Marvell Technology (MRVL) Stock Comparison
Key Takeaways
- ADI demonstrates robust growth with industrial segment revenue up 38% year-over-year, data center business at nearly 20% of revenue, and YTD returns around 12-15% outperforming the S&P 500.
- FSLR faces headwinds from policy uncertainty and permitting delays, issuing 2026 sales guidance below expectations ($4.9-5.2B), with recent YTD declines of 29% amid sector volatility.
- MRVL benefits from AI demand, recent Nvidia $2B investment and partnership boosting shares 11%, with strong FY26 outlook and YTD gains of 3-11%.
- All three operate in high-growth tech sectors—semiconductors and renewables—but ADI and MRVL show stronger AI-driven momentum compared to FSLR's challenges.
- Relative performance highlights ADI's stability (1-year return ~53%), MRVL's upside potential (1-year ~46-53%), and FSLR's volatility (1-year ~45-51%).
- Market caps: ADI ~$148-151B, MRVL ~$77-82B, FSLR ~$20B, reflecting scale differences.
Introduction
This stock comparison examines ADI (Analog Devices), FSLR (First Solar), and MRVL (Marvell Technology), three leaders in semiconductors and renewable energy. These companies navigate AI-driven demand in data centers and chips alongside solar policy shifts. Traders seeking momentum in tech growth stocks and investors eyeing relative performance in volatile markets will find value in analyzing their recent trends, sector exposures, and positioning amid broader economic pressures like tariffs and AI infrastructure buildout.
ADI Overview and Recent Performance
Analog Devices (ADI) is a global semiconductor firm specializing in high-performance analog, mixed-signal, and digital signal processing integrated circuits (ICs). Its products serve industrial, automotive, communications, and consumer sectors. In recent market activity, ADI shares have shown resilience, trading around $303 with YTD returns of 12-15% and 1-year gains near 53%, outpacing the S&P 500. The industrial segment surged 38% year-over-year to $1.49B (47% of revenues), while data centers contribute ~20% and grew 50% YoY, fueled by AI infrastructure. Recent earnings beat estimates with Q1 revenue at $3.16B and EPS of $2.46 non-GAAP, alongside upbeat Q2 guidance. Sentiment remains positive from analyst upgrades (e.g., Buy at $389 PT), though shares dipped amid broader semi volatility. Market cap ~$148-151B, P/E ~56.
FSLR Overview and Recent Performance
First Solar (FSLR) leads in photovoltaic (PV) solar modules using thin-film cadmium telluride technology, serving utilities and commercial projects globally. Recent weeks saw shares pressured around $185, with YTD declines of ~29% versus 1-year returns ~45-51%. Q4 revenue hit $1.68B (beat), but EPS $4.84 missed; critically, 2026 sales guidance of $4.9-5.2B fell short of $6.1B consensus due to U.S. policy uncertainty, permitting delays under Trump administration, and tariff reviews impacting SE Asia factories. Shares slumped ~13-15% post-earnings. Despite domestic expansion, underutilization risks weigh on sentiment. Market cap ~$20B, P/E ~13.
MRVL Overview and Recent Performance
Marvell Technology (MRVL) designs semiconductors for data infrastructure, including custom AI chips, networking, and storage solutions. Shares recently surged ~11% to ~$88-95 on Nvidia's $2B investment and AI partnership via NVLink Fusion, amid FY26 strength. Trading around $88, YTD returns 3-11%, 1-year ~46-53%. Q4 revenue $2.22B, EPS $0.80 adj. beat; data center revenue to exceed $300M FY26. AI demand drives multi-year growth, with 42% revenue rise and margins at 16.1%. Volatility persists (beta ~2), but catalysts like Nvidia bolster outlook. Market cap ~$77-82B, P/E ~30.
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Head-to-Head Comparison
ADI and MRVL focus on semis with AI/data center drivers—ADI's analog/power for broad industrial/AI infra (stable, diversified), MRVL's custom networking (high-growth but cyclical). FSLR contrasts in renewables, policy-sensitive with manufacturing edge but tariff/permitting risks. Momentum favors ADI (trend consistency) and MRVL (Nvidia catalyst); FSLR lags on weak guidance. Risks: FSLR highest (policy), MRVL beta/volatility, ADI valuation (~56x P/E vs. MRVL 30x, FSLR 13x). Sectors: semis resilient to AI vs. solar trade-offs. Sentiment tilts to ADI/MRVL on catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors ADI for superior trend consistency, earnings beats, revenue stability (~25% FY26 growth expected), and balanced AI/industrial exposure amid recent semi strength. MRVL shows probabilistic upside from Nvidia tie-up and data center ramp, while FSLR trails on guidance cuts. ADI leads relatively in stability and positioning.
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 1 green FA rating(s), and MRVL’s FA Score reflects 0 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- FSLR’s FA Score: 1 green, 4 red.
- MRVL’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.
ADI’s TA Score shows that 4 TA indicator(s) are bullish while FSLR’s TA Score has 5 bullish TA indicator(s), and MRVL’s TA Score reflects 6 bullish TA indicator(s).
- ADI’s TA Score: 4 bullish, 6 bearish.
- FSLR’s TA Score: 5 bullish, 4 bearish.
- MRVL’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +9.99% price change this week, while FSLR (@Alternative Power Generation) price change was +4.17% , and MRVL (@Semiconductors) price fluctuated +20.02% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
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
ADI is expected to report earnings on May 27, 2026.
FSLR is expected to report earnings on Apr 23, 2026.
MRVL is expected to report earnings on May 21, 2026.
Industries' Descriptions
@Semiconductors (+6.73% 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 (+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.
| ADI | FSLR | MRVL | |
| Capitalization | 171B | 21.9B | 112B |
| EBITDA | 5.53B | 2.15B | 4.54B |
| Gain YTD | 29.512 | -22.111 | 51.385 |
| P/E Ratio | 64.01 | 14.32 | 41.85 |
| Revenue | 11.8B | 5.22B | 8.2B |
| Total Cash | 4.05B | 2.86B | 2.57B |
| Total Debt | 8.68B | 655M | 4.79B |
ADI | FSLR | MRVL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 17 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 39 Fair valued | 91 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 61 | 46 | |
SMR RATING 1..100 | 76 | 49 | 45 | |
PRICE GROWTH RATING 1..100 | 7 | 57 | 37 | |
P/E GROWTH RATING 1..100 | 47 | 27 | 35 | |
SEASONALITY SCORE 1..100 | 75 | 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 (39) in the Semiconductors industry is in the same range as MRVL (70) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (91) in the Electronic Components industry. This means that ADI's stock grew similarly to MRVL’s and somewhat faster than FSLR’s over the last 12 months.
ADI's Profit vs Risk Rating (14) in the Semiconductors industry is in the same range as MRVL (46) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (61) in the Electronic Components industry. This means that ADI's stock grew similarly to MRVL’s and somewhat faster than FSLR’s over the last 12 months.
MRVL's SMR Rating (45) in the Semiconductors industry is in the same range as FSLR (49) in the Electronic Components industry, and is in the same range as ADI (76) in the Semiconductors industry. This means that MRVL's stock grew similarly to FSLR’s and similarly to ADI’s over the last 12 months.
ADI's Price Growth Rating (7) in the Semiconductors industry is in the same range as MRVL (37) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (57) in the Electronic Components industry. This means that ADI's stock grew similarly to MRVL’s and somewhat faster than FSLR’s over the last 12 months.
FSLR's P/E Growth Rating (27) in the Electronic Components industry is in the same range as MRVL (35) in the Semiconductors industry, and is in the same range as ADI (47) in the Semiconductors industry. This means that FSLR's stock grew similarly to MRVL’s and similarly to ADI’s over the last 12 months.
| ADI | FSLR | MRVL | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 3 days ago 83% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 73% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 79% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 75% | 4 days ago 78% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 80% | 2 days ago 79% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 82% | 2 days ago 82% |
| Advances ODDS (%) | 3 days ago 60% | 11 days ago 80% | 2 days ago 76% |
| Declines ODDS (%) | 13 days ago 57% | 20 days ago 78% | 13 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 52% | 2 days ago 72% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 87% | 2 days ago 85% |
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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 84% 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% | -0.35% | ||
| NXPI - ADI | 84% Closely correlated | -0.63% | ||
| MCHP - ADI | 84% Closely correlated | +0.48% | ||
| MCHPP - ADI | 83% Closely correlated | -0.06% | ||
| TXN - ADI | 80% Closely correlated | -0.12% | ||
| LRCX - ADI | 79% Closely correlated | +1.89% | ||
More | ||||
MRVL and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRVL has been loosely correlated with LRCX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MRVL jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To MRVL | 1D Price Change % | ||
|---|---|---|---|---|
| MRVL | 100% | +7.19% | ||
| LRCX - MRVL | 65% Loosely correlated | +1.89% | ||
| ENTG - MRVL | 64% Loosely correlated | +2.03% | ||
| TOELY - MRVL | 63% Loosely correlated | +4.96% | ||
| KLAC - MRVL | 61% Loosely correlated | +0.58% | ||
| KLIC - MRVL | 61% Loosely correlated | +0.86% | ||
More | ||||