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COHR or FSLR or NXPI
Which Stock Would AI Choose? Coherent Corp (COHR) vs. First Solar (FSLR) vs. NXP Semiconductors (NXPI) Stock Comparison
Key Takeaways
- COHR has surged over 260% in the past year, driven by AI datacenter optics demand, contrasting with more modest gains for FSLR and NXPI.
- FSLR trades at the lowest P/E ratio around 13x, offering relative value amid solar sector policy support, though recent guidance disappointed.
- NXPI provides a 2% dividend yield and stable automotive exposure, with P/E near 25x and forward growth projected at 16% annually.
- All three benefit from technology and semiconductor trends, but COHR shows strongest momentum while FSLR faces backlog pressures.
- Market caps range from $20B for FSLR to $51B for NXPI, with COHR at $44B reflecting high growth expectations.
- Analyst consensus leans Moderate Buy across the board, with highest price targets for COHR at $273 average.
Introduction
This stock comparison evaluates Coherent Corp (COHR), a leader in photonics and laser systems; First Solar (FSLR), a thin-film solar module manufacturer; and NXP Semiconductors (NXPI), a key player in automotive and industrial chips. These companies operate in technology-driven sectors like optics, renewables, and semiconductors, where AI, electrification, and data infrastructure fuel growth. Traders seeking momentum plays may eye relative performance shifts, while long-term investors could assess valuation and sector tailwinds in the current market environment of volatility and policy influences.
COHR Overview and Recent Performance
Coherent Corp (COHR) develops engineered materials, optoelectronic components, and laser systems for industrial, communications, and electronics markets. Its networking segment powers datacenters with transceivers and optics. In recent market activity, COHR shares have shown strong upward momentum, up over 27% YTD and 262% over the past year, recently trading around $236 with a $44B market cap. Sentiment has been bolstered by AI datacenter demand, NVIDIA partnerships, product launches like 224Gbps TIAs and dual-laser modules, and S&P 500 inclusion. Despite a high trailing P/E over 230x, analysts raised targets to $273 on average, citing margin expansion and growth catalysts.
FSLR Overview and Recent Performance
First Solar (FSLR) manufactures cadmium telluride thin-film PV solar modules, serving utilities and large energy buyers with U.S.-focused production. Recent weeks have seen shares pull back to around $189, down 28% YTD amid a $20B market cap, reflecting a 13% P/E. Performance reflects disappointing 2026 guidance, shrinking backlog, and tax credit reliance concerns, prompting downgrades despite record 2025 sales of $5.2B. Positive factors include projected U.S. job support and GOP poll backing for domestic solar, with analysts holding Moderate Buy at $243 targets.
NXPI Overview and Recent Performance
NXP Semiconductors (NXPI) supplies microcontrollers, processors, and sensors for automotive, industrial IoT, and mobile applications. Shares trade near $202 with a $51B market cap and 25x P/E, up 7% YTD after Q4 revenue beat at $3.34B but softer Q1 outlook. Recent activity includes "physical AI" demand in robotics, MEMS sale for $950M, and acquisitions like Aviva Links. Automotive strength offsets industrial softness, with analysts favoring Strong Buy at $246 targets and 16% earnings growth forecast.
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Head-to-Head Comparison
COHR, FSLR, and NXPI span optics/AI infrastructure, solar renewables, and mixed-signal semis. Business models differ: COHR's datacenter focus yields high growth but cyclicality; FSLR leverages U.S. manufacturing incentives; NXPI emphasizes stable automotive (50%+ revenue). Recent momentum favors COHR (27% YTD) over FSLR's decline and NXPI's modest gains. Risk factors include COHR's elevated 230x P/E vs. peers' 13x and 25x, FSLR's policy/tariff sensitivity, and NXPI's inventory overhang. Sector exposure tilts tech/semiconductors for all, but FSLR adds clean energy diversification. Valuation sensitivity highest for COHR amid growth hype, while sentiment strongest around COHR's AI catalysts versus peers' steadier profiles.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR based on superior trend consistency from AI optics demand, recent product catalysts, and upward analyst revisions, positioning it ahead in relative performance. While FSLR offers value and NXPI stability, COHR's momentum suggests higher probability of near-term outperformance amid datacenter expansion.
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).
COHR’s FA Score shows that 2 FA rating(s) are green whileFSLR’s FA Score has 0 green FA rating(s), and NXPI’s FA Score reflects 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- FSLR’s FA Score: 0 green, 5 red.
- NXPI’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.
COHR’s TA Score shows that 4 TA indicator(s) are bullish while FSLR’s TA Score has 4 bullish TA indicator(s), and NXPI’s TA Score reflects 4 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- FSLR’s TA Score: 4 bullish, 4 bearish.
- NXPI’s TA Score: 4 bullish, 6 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +12.85% price change this week, while FSLR (@Alternative Power Generation) price change was -3.92% , and NXPI (@Semiconductors) price fluctuated +6.41% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.08%. For the same industry, the average monthly price growth was +5.49%, and the average quarterly price growth was +1.08%.
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%.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +24.75%, and the average quarterly price growth was +27.22%.
Reported Earning Dates
COHR is expected to report earnings on May 13, 2026.
FSLR is expected to report earnings on Apr 30, 2026.
NXPI is expected to report earnings on Apr 28, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (+1.08% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
@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.
@Semiconductors (+10.22% 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.
| COHR | FSLR | NXPI | |
| Capitalization | 65.2B | 20.7B | 55.9B |
| EBITDA | 1.08B | 2.15B | 3.96B |
| Gain YTD | 88.281 | -26.314 | 2.501 |
| P/E Ratio | 340.70 | 13.55 | 27.84 |
| Revenue | 6.29B | 5.22B | 12.3B |
| Total Cash | 864M | 2.86B | 2.91B |
| Total Debt | 3.55B | 655M | 12.2B |
COHR | FSLR | NXPI | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 59 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 90 Overvalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 8 | 64 | 77 | |
SMR RATING 1..100 | 87 | 49 | 43 | |
PRICE GROWTH RATING 1..100 | 34 | 61 | 50 | |
P/E GROWTH RATING 1..100 | 15 | 34 | 23 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 75 |
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.
NXPI's Valuation (12) in the Semiconductors industry is significantly better than the same rating for FSLR (90) in the Electronic Components industry, and is significantly better than the same rating for COHR (91) in the Electronic Equipment Or Instruments industry. This means that NXPI's stock grew significantly faster than FSLR’s and significantly faster than COHR’s over the last 12 months.
COHR's Profit vs Risk Rating (8) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for FSLR (64) in the Electronic Components industry, and is significantly better than the same rating for NXPI (77) in the Semiconductors industry. This means that COHR's stock grew somewhat faster than FSLR’s and significantly faster than NXPI’s over the last 12 months.
NXPI's SMR Rating (43) in the Semiconductors industry is in the same range as FSLR (49) in the Electronic Components industry, and is somewhat better than the same rating for COHR (87) in the Electronic Equipment Or Instruments industry. This means that NXPI's stock grew similarly to FSLR’s and somewhat faster than COHR’s over the last 12 months.
COHR's Price Growth Rating (34) in the Electronic Equipment Or Instruments industry is in the same range as NXPI (50) in the Semiconductors industry, and is in the same range as FSLR (61) in the Electronic Components industry. This means that COHR's stock grew similarly to NXPI’s and similarly to FSLR’s over the last 12 months.
COHR's P/E Growth Rating (15) in the Electronic Equipment Or Instruments industry is in the same range as NXPI (23) in the Semiconductors industry, and is in the same range as FSLR (34) in the Electronic Components industry. This means that COHR's stock grew similarly to NXPI’s and similarly to FSLR’s over the last 12 months.
| COHR | FSLR | NXPI | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | N/A | 1 day ago 63% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 81% | 1 day ago 68% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 73% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 76% | 6 days ago 82% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 78% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 80% | 1 day ago 67% |
| Advances ODDS (%) | 1 day ago 82% | 21 days ago 80% | 1 day ago 63% |
| Declines ODDS (%) | 27 days ago 78% | 5 days ago 78% | 20 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 77% | 1 day ago 67% |
| Aroon ODDS (%) | 1 day ago 76% | 1 day ago 88% | 1 day ago 63% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been loosely correlated with MKSI. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +0.72% | ||
| MKSI - COHR | 65% Loosely correlated | +0.48% | ||
| KEYS - COHR | 51% Loosely correlated | +0.24% | ||
| ESE - COHR | 45% Loosely correlated | +0.07% | ||
| ITRI - COHR | 43% Loosely correlated | -0.81% | ||
| VNT - COHR | 42% Loosely correlated | +0.13% | ||
More | ||||
NXPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, NXPI has been closely correlated with MCHPP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if NXPI jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To NXPI | 1D Price Change % | ||
|---|---|---|---|---|
| NXPI | 100% | +2.46% | ||
| MCHPP - NXPI | 82% Closely correlated | +1.76% | ||
| ON - NXPI | 79% Closely correlated | +3.07% | ||
| ENTG - NXPI | 78% Closely correlated | +1.96% | ||
| MCHP - NXPI | 78% Closely correlated | +2.07% | ||
| LRCX - NXPI | 77% Closely correlated | -1.66% | ||
More | ||||