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AMD or FSLR or INTC
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. First Solar (FSLR) vs. Intel (INTC) Stock Comparison
Key Takeaways
- AMD has surged over 100% in the past year, driven by robust data center growth in EPYC CPUs and Instinct GPUs, positioning it strongly in AI infrastructure.
- FSLR reported record 2025 sales of $5.2 billion but issued softer 2026 guidance amid policy uncertainties and permitting delays, leading to recent share weakness.
- INTC trades at elevated multiples amid losses, with focus on Intel 18A process tech and AI PC launches, though facing execution risks in foundry ramp-up.
- AMD shows superior relative performance with data center revenue up 39% recently, contrasting FSLR's backlog concerns and INTC's negative EPS.
- Semiconductor peers like AMD and INTC benefit from AI tailwinds, while FSLR hinges on solar policy stability.
Introduction
This stock comparison examines AMD, FSLR, and INTC amid evolving market dynamics in semiconductors and renewables. AMD and INTC compete in high-growth AI and data center chips, while FSLR leads in thin-film solar modules. Traders seeking momentum in tech-driven sectors and investors eyeing sector diversification will find value in analyzing their recent momentum, valuation sensitivity, and exposure to AI catalysts versus policy risks. This overview highlights relative performance and positioning in the current environment.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) designs high-performance CPUs, GPUs, and AI accelerators for data centers, PCs, and gaming. In recent market activity, AMD shares have surged over 100% in the trailing 12 months, outperforming the Zacks Computer and Technology sector's 34% gain. This momentum stems from strong demand for EPYC processors and Instinct MI-series GPUs in AI infrastructure. Data center revenue grew 39% in the latest quarter, bolstered by partnerships like the expanded deal with Meta and acquisitions enhancing AI capabilities. Sentiment remains positive on accelerating growth projections of over 60% annually in data centers, though export controls have posed headwinds.
FSLR Overview and Recent Performance
First Solar (FSLR) manufactures thin-film photovoltaic modules, focusing on utility-scale solar projects with U.S.-centric production. Recent performance reflects record 2025 net sales of $5.2 billion, up 24% year-over-year, driven by higher module volumes and a $16.4 billion backlog. However, shares have declined around 25% year-to-date amid 2026 guidance of $4.9-$5.2 billion, below expectations due to permitting delays and policy uncertainties under shifting administrations. Net cash stood at $2.4 billion at year-end, supporting U.S. capacity expansion to 14 GW, but analyst downgrades highlight backlog shrinkage and tax credit reliance.
INTC Overview and Recent Performance
Intel (INTC) produces semiconductors for PCs, data centers, and AI, with a push into foundry services via Intel 18A process technology. Shares have shown volatility, up significantly year-over-year but facing pressure from negative EPS and supply constraints. Recent quarters highlight launches like Core Ultra Series 3 AI PCs, the first on U.S.-made 18A nodes, amid Q4 revenue beats. However, forward guidance points to challenges, with analysts noting execution risks in AI chips and foundry ramp-up. Market cap hovers around $234 billion, with focus on long-term data center and AI recovery.
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Head-to-Head Comparison
AMD, FSLR, and INTC span semiconductors and renewables, with stark contrasts. Business models differ: AMD's fabless AI/data center focus yields high growth (data center +39%), while INTC invests heavily in foundry (18A node) amid losses, and FSLR emphasizes U.S. solar manufacturing. Recent momentum favors AMD (+109% TTM), versus FSLR's YTD declines and INTC's recovery efforts. Risk factors include policy for FSLR, execution for INTC, and competition for AMD. Valuations show AMD at ~78x P/E, FSLR ~14x, INTC negative. Sentiment tilts to AI exposure over solar volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors AMD based on consistent trend strength in data centers, superior relative performance, and AI catalysts like EPYC/Instinct growth outpacing peers. FSLR offers value but faces policy headwinds, while INTC shows stability potential via 18A. Probabilistically, AMD aligns best with observable momentum.
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).
AMD’s FA Score shows that 1 FA rating(s) are green whileFSLR’s FA Score has 0 green FA rating(s), and INTC’s FA Score reflects 1 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- FSLR’s FA Score: 0 green, 5 red.
- INTC’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.
AMD’s TA Score shows that 5 TA indicator(s) are bullish while FSLR’s TA Score has 4 bullish TA indicator(s), and INTC’s TA Score reflects 5 bullish TA indicator(s).
- AMD’s TA Score: 5 bullish, 4 bearish.
- FSLR’s TA Score: 4 bullish, 4 bearish.
- INTC’s TA Score: 5 bullish, 5 bearish.
Price Growth
AMD (@Semiconductors) experienced а +11.39% price change this week, while FSLR (@Alternative Power Generation) price change was -3.92% , and INTC (@Semiconductors) price fluctuated +0.80% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +9.92%. For the same industry, the average monthly price growth was +26.42%, and the average quarterly price growth was +25.82%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +2.18%. For the same industry, the average monthly price growth was -1.69%, and the average quarterly price growth was -3.65%.
Reported Earning Dates
AMD is expected to report earnings on May 05, 2026.
FSLR is expected to report earnings on Apr 30, 2026.
INTC is expected to report earnings on Apr 23, 2026.
Industries' Descriptions
@Semiconductors (+9.92% 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 (+2.18% 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.
| AMD | FSLR | INTC | |
| Capitalization | 448B | 20.7B | 330B |
| EBITDA | 7.28B | 2.15B | 14.4B |
| Gain YTD | 28.385 | -26.314 | 78.049 |
| P/E Ratio | 105.34 | 13.55 | 904.17 |
| Revenue | 34.6B | 5.22B | 52.9B |
| Total Cash | 10.6B | 2.86B | 37.4B |
| Total Debt | 3.85B | 655M | 46.6B |
AMD | FSLR | INTC | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 59 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 90 Overvalued | 96 Overvalued | |
PROFIT vs RISK RATING 1..100 | 36 | 64 | 86 | |
SMR RATING 1..100 | 79 | 49 | 90 | |
PRICE GROWTH RATING 1..100 | 3 | 61 | 2 | |
P/E GROWTH RATING 1..100 | 42 | 34 | 87 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 49 |
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.
AMD's Valuation (78) in the Semiconductors industry is in the same range as FSLR (90) in the Electronic Components industry, and is in the same range as INTC (96) in the Semiconductors industry. This means that AMD's stock grew similarly to FSLR’s and similarly to INTC’s over the last 12 months.
AMD's Profit vs Risk Rating (36) in the Semiconductors industry is in the same range as FSLR (64) in the Electronic Components industry, and is somewhat better than the same rating for INTC (86) in the Semiconductors industry. This means that AMD's stock grew similarly to FSLR’s and somewhat faster than INTC’s over the last 12 months.
FSLR's SMR Rating (49) in the Electronic Components industry is in the same range as AMD (79) in the Semiconductors industry, and is somewhat better than the same rating for INTC (90) in the Semiconductors industry. This means that FSLR's stock grew similarly to AMD’s and somewhat faster than INTC’s over the last 12 months.
INTC's Price Growth Rating (2) in the Semiconductors industry is in the same range as AMD (3) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (61) in the Electronic Components industry. This means that INTC's stock grew similarly to AMD’s and somewhat faster than FSLR’s over the last 12 months.
FSLR's P/E Growth Rating (34) in the Electronic Components industry is in the same range as AMD (42) in the Semiconductors industry, and is somewhat better than the same rating for INTC (87) in the Semiconductors industry. This means that FSLR's stock grew similarly to AMD’s and somewhat faster than INTC’s over the last 12 months.
| AMD | FSLR | INTC | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 71% | N/A | 1 day ago 83% |
| Stochastic ODDS (%) | 1 day ago 80% | 1 day ago 81% | 1 day ago 76% |
| Momentum ODDS (%) | 1 day ago 80% | 1 day ago 73% | 1 day ago 73% |
| MACD ODDS (%) | N/A | 6 days ago 82% | 1 day ago 68% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 78% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 80% | 1 day ago 70% |
| Advances ODDS (%) | 5 days ago 77% | 21 days ago 80% | 6 days ago 68% |
| Declines ODDS (%) | 23 days ago 76% | 5 days ago 78% | 23 days ago 69% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 77% | 1 day ago 80% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 88% | 1 day ago 58% |
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