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FSLR or MRVL or TXN
Which Stock Would AI Choose? First Solar (FSLR) vs. Marvell Technology (MRVL) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- FSLR has faced downward pressure in recent market activity due to concerns over shrinking backlog and tax credit dependency, trading around $195 after a year-to-date decline of over 25%.
- MRVL surged over 18% following strong Q4 earnings driven by AI demand, with shares near $93 and positive momentum in data center semiconductors.
- TXN exhibits stability with solid Q4 revenue growth and a high dividend yield near 3%, though shares hover around $196 amid mixed end-market signals.
- Year-over-year, FSLR leads with ~50% gains, while MRVL and TXN show more modest advances amid sector volatility.
- Semiconductor peers MRVL and TXN benefit from AI and infrastructure tailwinds, contrasting FSLR's policy-sensitive solar exposure.
- Valuation-wise, FSLR's lower P/E reflects risks, while MRVL trades at a premium on growth prospects.
Introduction
This stock comparison evaluates FSLR, a leading thin-film solar manufacturer; MRVL, a data infrastructure semiconductor provider; and TXN, an analog and embedded processing chip leader. These companies span renewable energy and semiconductors, sectors influenced by AI expansion, policy shifts, and supply chain dynamics. Traders seeking momentum in tech-driven growth or investors eyeing relative stability in mature plays will find insights into recent performance, sector contrasts, and market positioning valuable for informed decision-making in the current environment.
FSLR Overview and Recent Performance
First Solar (FSLR) specializes in cadmium telluride thin-film photovoltaic modules, positioning it as a key U.S.-based solar technology provider amid global clean energy transitions. In recent weeks, shares have traded volatilely around $195, reflecting a year-to-date drop of approximately 25% from highs near $285. This pullback stems from analyst concerns over a tapering backlog, reliance on Section 45X tax credits, and softer 2026 guidance with net sales projected at $4.9-5.2 billion. Despite 2025 achievements like $5.2 billion in sales and $14.21 diluted EPS, sentiment has cooled due to policy uncertainties and permitting delays, leading to price target reductions and heightened volatility in recent market activity.
MRVL Overview and Recent Performance
Marvell Technology (MRVL) designs semiconductors for data centers, networking, and storage, with a strong emphasis on AI accelerators and custom silicon. Recent market activity saw shares rally sharply to around $93, up over 18% post-Q4 earnings that beat expectations with $2.2 billion in revenue and robust AI-driven demand. Fiscal 2026 revenue hit a record $8.2 billion, up 42% year-over-year, fueled by data center growth. Positive analyst upgrades and design wins have bolstered sentiment, though high beta reflects sensitivity to tech cycles. Momentum persists with shares above key moving averages amid sector tailwinds.
TXN Overview and Recent Performance
Texas Instruments (TXN) dominates analog chips and embedded processors, serving diverse electronics markets from automotive to industrial. Shares have held steady near $196 in recent weeks, supported by Q4 2025 revenue of $4.4 billion (up 10% year-over-year) and $1.27 diluted EPS. Trailing 12-month free cash flow reached $2.9 billion, enabling $6.5 billion in shareholder returns via dividends and buybacks. While end-market softness in some areas tempers growth, expansions in microcontrollers and edge AI applications sustain interest. A 2.9% yield adds appeal amid broader semiconductor rotations.
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Head-to-Head Comparison
FSLR, MRVL, and TXN diverge in business models: FSLR focuses on utility-scale solar hardware amid policy-driven growth, while MRVL and TXN target semiconductors—MRVL in high-growth AI/data centers, TXN in stable analog/embedded chips. Recent momentum favors MRVL with AI catalysts, contrasting FSLR's pullback on backlog risks. Risk profiles highlight FSLR's beta (1.65) and policy exposure versus TXN's dividend buffer. Valuations show FSLR at ~14x P/E (growth-sensitive), MRVL at 30x on expansion, and TXN at 35x with maturity. Semiconductor duo benefits from AI/infra trends, trading FSLR's renewable volatility for tech stability.
Tickeron AI Verdict
Tickeron’s AI currently leans toward MRVL based on consistent earnings beats, AI revenue acceleration to $11-15 billion projected for 2027-2028, and superior short-term momentum amid data center demand. While FSLR offers value in solar recovery and TXN provides defensive yield, MRVL's trend alignment and sector catalysts position it favorably in probabilistic terms for relative outperformance.
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 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 whileMRVL’s FA Score has 1 green FA rating(s), and TXN’s FA Score reflects 4 green FA rating(s).
- FSLR’s FA Score: 0 green, 5 red.
- MRVL’s FA Score: 1 green, 4 red.
- TXN’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.
FSLR’s TA Score shows that 4 TA indicator(s) are bullish while MRVL’s TA Score has 3 bullish TA indicator(s), and TXN’s TA Score reflects 6 bullish TA indicator(s).
- FSLR’s TA Score: 4 bullish, 4 bearish.
- MRVL’s TA Score: 3 bullish, 4 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -6.40% price change this week, while MRVL (@Semiconductors) price change was +8.72% , and TXN (@Semiconductors) price fluctuated +7.03% 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 @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.
MRVL is expected to report earnings on May 21, 2026.
TXN is expected to report earnings on Apr 22, 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.
@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 | MRVL | TXN | |
| Capitalization | 20.5B | 122B | 209B |
| EBITDA | 2.15B | 4.54B | 8.25B |
| Gain YTD | -27.099 | 64.580 | 33.333 |
| P/E Ratio | 13.40 | 45.50 | 42.17 |
| Revenue | 5.22B | 8.2B | 17.7B |
| Total Cash | 2.86B | 2.64B | 4.88B |
| Total Debt | 655M | 4.79B | 14B |
FSLR | MRVL | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 47 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 71 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 65 | 42 | 48 | |
SMR RATING 1..100 | 49 | 45 | 32 | |
PRICE GROWTH RATING 1..100 | 61 | 35 | 8 | |
P/E GROWTH RATING 1..100 | 37 | 29 | 25 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 65 |
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.
TXN's Valuation (14) in the Semiconductors industry is somewhat better than the same rating for MRVL (71) in the Semiconductors industry, and is significantly better than the same rating for FSLR (90) in the Electronic Components industry. This means that TXN's stock grew somewhat faster than MRVL’s and significantly faster than FSLR’s over the last 12 months.
MRVL's Profit vs Risk Rating (42) in the Semiconductors industry is in the same range as TXN (48) in the Semiconductors industry, and is in the same range as FSLR (65) in the Electronic Components industry. This means that MRVL's stock grew similarly to TXN’s and similarly to FSLR’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as MRVL (45) in the Semiconductors industry, and is in the same range as FSLR (49) in the Electronic Components industry. This means that TXN's stock grew similarly to MRVL’s and similarly to FSLR’s over the last 12 months.
TXN's Price Growth Rating (8) in the Semiconductors industry is in the same range as MRVL (35) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (61) in the Electronic Components industry. This means that TXN's stock grew similarly to MRVL’s and somewhat faster than FSLR’s over the last 12 months.
TXN's P/E Growth Rating (25) in the Semiconductors industry is in the same range as MRVL (29) in the Semiconductors industry, and is in the same range as FSLR (37) in the Electronic Components industry. This means that TXN's stock grew similarly to MRVL’s and similarly to FSLR’s over the last 12 months.
| FSLR | MRVL | TXN | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 67% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 83% | 3 days ago 78% | 3 days ago 66% |
| Momentum ODDS (%) | 3 days ago 74% | 3 days ago 82% | 3 days ago 55% |
| MACD ODDS (%) | 4 days ago 82% | N/A | 3 days ago 52% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 79% | 3 days ago 57% |
| TrendMonth ODDS (%) | 3 days ago 80% | 3 days ago 82% | 3 days ago 52% |
| Advances ODDS (%) | 19 days ago 80% | 5 days ago 76% | 3 days ago 55% |
| Declines ODDS (%) | 3 days ago 78% | 21 days ago 73% | 21 days ago 56% |
| BollingerBands ODDS (%) | 3 days ago 77% | 3 days ago 74% | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 88% | 3 days ago 85% | 3 days ago 45% |
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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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