Advertisement
FSLR or KLAC or NVDA
Which Stock Would AI Choose? First Solar (FSLR) vs. KLA Corporation (KLAC) vs. NVIDIA Corporation (NVDA) Stock Comparison
Key Takeaways
- FSLR delivered strong 2025 results with $5.2B revenue but saw recent share pullbacks amid flat 2026 guidance and YTD declines of about 25%.
- KLAC reported robust Q2 fiscal 2026 earnings with $3.3B revenue, announced a $7B buyback, and trades near highs with over 100% one-year gains driven by semiconductor demand.
- NVDA posted record Q4 fiscal 2026 revenue of $68.1B, up 73% YoY, fueled by AI data center growth, though shares faced volatility ahead of recent events.
- All three benefit from tech exposure, but NVDA and KLAC show stronger momentum in semiconductors versus FSLR's renewable energy sensitivity.
- Recent market activity highlights contrasts: FSLR down ~13% monthly, while KLAC and NVDA maintain relative strength amid AI tailwinds.
Introduction
This comparison examines FSLR, KLAC, and NVDA—key players in solar energy, semiconductor equipment, and AI computing. These stocks offer exposure to high-growth sectors like renewables and semiconductors, where recent market shifts, earnings beats, and AI demand influence relative performance. Traders seeking momentum in tech-driven plays or investors eyeing sector diversification will find value in analyzing their business models, recent trajectories, and positioning amid evolving supply chains and policy supports. This stock comparison highlights contrasts in growth drivers and risks for informed decision-making.
FSLR Overview and Recent Performance
First Solar, Inc. (FSLR) leads in thin-film photovoltaic solar modules, producing cadmium telluride panels for utility-scale projects without reliance on Chinese silicon supply chains. Headquartered in Tempe, Arizona, the company reported 2025 net sales of $5.2 billion and Q4 EPS of $4.84, with a year-end net cash balance of $2.4 billion. It guided 2026 sales at $4.9B–$5.2B and volume of 17–18.2 GW. Recent market activity saw shares pull back around 10–13% in the past month and 25% YTD, trading near $196–$199 amid analyst caution on guidance and solar sector pressures. Sentiment reflects mixed peer performance and valuation at a trailing P/E of about 14x, influenced by policy uncertainties and competition, though strong cash position supports manufacturing expansions.
KLAC Overview and Recent Performance
KLA Corporation (KLAC) specializes in process control and yield management solutions for semiconductors, including inspection and metrology tools essential for advanced nodes. Based in Milpitas, California, it operates in semiconductor process control, serving global chipmakers. Q2 fiscal 2026 revenue hit $3.30 billion, beating estimates, with EPS of $8.85; it announced a $7 billion share repurchase and 21% dividend hike while reaffirming guidance. Shares trade around $1,418–$1,448, up over 100% in the past year with 52-week highs near $1,693, reflecting AI-driven demand. Recent weeks showed modest pullbacks but strong momentum versus broader semis, bolstered by 35%+ net margins and ROE exceeding 80%. Sentiment remains positive on process control needs for AI chips.
NVDA Overview and Recent Performance
NVIDIA Corporation (NVDA) dominates AI and accelerated computing with GPUs for data centers, gaming, and automotive. Headquartered in Santa Clara, California, its Compute & Networking segment powers hyperscale AI. Fiscal Q4 2026 revenue reached a record $68.1 billion, up 73% YoY, with Data Center at $62.3 billion; full-year sales hit $215.9 billion. It guided Q1 at ~$78 billion. Shares hover near $180–$183, with 56% one-year gains but YTD softness and recent volatility ahead of GTC events. Trading at elevated multiples reflecting 55%+ margins, performance ties to insatiable AI demand, though competition and valuations temper sentiment in recent market activity.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top-performing AI trading bots from a library of over 350 agents that analyze thousands of tickers across diverse strategies. Curated for current market conditions, these bots feature annualized returns ranging from +16.70% to +208.03%, win rates of 52.54%–94.92%, and profit factors up to 25.83. They trade 1–25 tickers in styles like swing trading, trend following, and hedging on timeframes from 5min to 60min, targeting sectors including semiconductors (e.g., bots on SOXL, KLAC-related with +96.52%), aerospace, and energy. Examples include a semiconductors bot with +95.11% return and 70.55% win rate. Explore these high-conviction options to enhance your trading edge.
Head-to-Head Comparison
FSLR, KLAC, and NVDA span renewables and semiconductors, with FSLR focused on U.S.-centric solar manufacturing versus the duo's AI/semiconductor exposure. Growth drivers differ: FSLR relies on policy incentives and utility demand, posting 24% revenue growth but flat guidance; KLAC benefits from wafer inspection for advanced chips (11–24% revenue growth, 35% margins); NVDA leads AI infrastructure with explosive 65%+ growth. Recent momentum favors NVDA and KLAC (100%+ yearly gains) over FSLR's pullback. Risks include solar policy shifts for FSLR, cyclical semis for KLAC, and competition/valuations for NVDA. Valuation sensitivity: FSLR cheapest at ~14x P/E, KLAC ~42x, NVDA premium. Market sentiment tilts to semis amid AI boom.
Tickeron AI Verdict
Tickeron’s AI currently favors NVDA for its unmatched trend consistency in AI data centers, record revenues, and catalysts like GTC updates on Vera Rubin, positioning it ahead in relative performance. KLAC follows closely with stable earnings beats and buybacks, while FSLR lags on momentum despite solid fundamentals. Probability leans toward semis strength in prevailing conditions.
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).
FSLR’s FA Score shows that 0 FA rating(s) are green whileKLAC’s FA Score has 4 green FA rating(s), and NVDA’s FA Score reflects 3 green FA rating(s).
- FSLR’s FA Score: 0 green, 5 red.
- KLAC’s FA Score: 4 green, 1 red.
- NVDA’s FA Score: 3 green, 2 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 4 TA indicator(s) are bullish while KLAC’s TA Score has 6 bullish TA indicator(s), and NVDA’s TA Score reflects 5 bullish TA indicator(s).
- FSLR’s TA Score: 4 bullish, 4 bearish.
- KLAC’s TA Score: 6 bullish, 4 bearish.
- NVDA’s TA Score: 5 bullish, 5 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -6.40% price change this week, while KLAC (@Electronic Production Equipment) price change was +3.12% , and NVDA (@Semiconductors) price fluctuated +6.92% 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 @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%.
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.
KLAC is expected to report earnings on Apr 23, 2026.
NVDA is expected to report earnings on May 20, 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.
@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.
@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 | KLAC | NVDA | |
| Capitalization | 20.5B | 235B | 4.9T |
| EBITDA | 2.15B | 5.91B | 145B |
| Gain YTD | -27.099 | 47.626 | 8.145 |
| P/E Ratio | 13.40 | 52.15 | 41.16 |
| Revenue | 5.22B | 12.7B | 216B |
| Total Cash | 2.86B | 5.21B | 62.6B |
| Total Debt | 655M | 6.11B | 11B |
FSLR | KLAC | NVDA | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 35 | 32 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 82 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 65 | 6 | 8 | |
SMR RATING 1..100 | 49 | 13 | 13 | |
PRICE GROWTH RATING 1..100 | 61 | 3 | 13 | |
P/E GROWTH RATING 1..100 | 37 | 13 | 43 | |
SEASONALITY SCORE 1..100 | 50 | 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.
NVDA's Valuation (78) in the Semiconductors industry is in the same range as KLAC (82) in the Electronic Production Equipment industry, and is in the same range as FSLR (90) in the Electronic Components industry. This means that NVDA's stock grew similarly to KLAC’s and similarly to 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 NVDA (8) 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 NVDA’s and somewhat faster than FSLR’s over the last 12 months.
KLAC's SMR Rating (13) in the Electronic Production Equipment industry is in the same range as NVDA (13) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (49) in the Electronic Components industry. This means that KLAC's stock grew similarly to NVDA’s and somewhat faster than FSLR’s over the last 12 months.
KLAC's Price Growth Rating (3) in the Electronic Production Equipment industry is in the same range as NVDA (13) 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 NVDA’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 NVDA (43) in the Semiconductors industry. This means that KLAC's stock grew similarly to FSLR’s and similarly to NVDA’s over the last 12 months.
| FSLR | KLAC | NVDA | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 55% | 3 days ago 54% |
| Stochastic ODDS (%) | 3 days ago 83% | 3 days ago 69% | 3 days ago 69% |
| Momentum ODDS (%) | 3 days ago 74% | 3 days ago 67% | 3 days ago 77% |
| MACD ODDS (%) | 4 days ago 82% | 3 days ago 79% | 3 days ago 74% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 73% | 3 days ago 81% |
| TrendMonth ODDS (%) | 3 days ago 80% | 3 days ago 76% | 3 days ago 78% |
| Advances ODDS (%) | 19 days ago 80% | 6 days ago 73% | 5 days ago 82% |
| Declines ODDS (%) | 3 days ago 78% | 4 days ago 61% | 21 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 77% | 3 days ago 73% | 3 days ago 63% |
| Aroon ODDS (%) | 3 days ago 88% | 3 days ago 78% | 3 days ago 68% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ELIL | 19.53 | 0.95 | +5.11% |
| Direxion Daily LLY Bull 2X Shares | |||
| IBBQ | 30.48 | 0.49 | +1.63% |
| Invesco Nasdaq Biotechnology ETF | |||
| TMFG | 30.70 | 0.44 | +1.45% |
| Motley Fool Global Opportunities ETF | |||
| GEME | 38.83 | 0.53 | +1.40% |
| Pacific NoS Global EM Equity Active ETF | |||
| ACIO | 44.86 | 0.39 | +0.89% |
| Aptus Collared Investment Opp ETF | |||
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% | ||
More | ||||