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FSLR or MTSI or TXN
Which Stock Would AI Choose? First Solar (FSLR) vs. MACOM Technology Solutions Holdings (MTSI) vs. Texas Instruments (TXN) Stock Comparison
Key Takeaways
- FSLR shares have declined about 10% in recent weeks amid weak 2026 guidance and policy uncertainty, contrasting with a strong 47% one-year return.
- MTSI delivered robust Q1 FY2026 results with 24.5% revenue growth and raised data center outlook, supporting positive momentum.
- TXN announced a $7.5B acquisition of Silicon Labs to bolster wireless connectivity, amid steady industrial recovery.
- Relative performance shows MTSI leading YTD gains, while FSLR lags due to sector headwinds; all three benefit from semiconductor demand.
- Valuations differ: FSLR at ~14x P/E offers value, MTSI trades at premium multiples on growth, TXN reflects stability.
- Market sentiment favors semis exposure, but FSLR faces renewable policy risks versus peers' diversified tailwinds.
Introduction
This stock comparison examines FSLR, MTSI, and TXN—key players in solar energy and semiconductors. FSLR leads in thin-film PV modules, while MTSI and TXN provide analog/RF solutions for data centers, defense, and industrial applications. Traders eyeing renewable versus tech sector rotations, or investors assessing relative performance in a volatile market, will find insights into recent momentum, valuations, and catalysts. With semiconductors driving AI and connectivity growth, contrasts in business models and risks highlight trade-offs for portfolio positioning.
FSLR Overview and Recent Performance
First Solar, Inc. (FSLR) manufactures cadmium telluride thin-film photovoltaic solar modules, serving utilities and large-scale developers primarily in the U.S. and internationally. In recent market activity, shares have pulled back approximately 10% over the past month and 26.6% over three months, driven by disappointing 2026 sales guidance below expectations—projected at $4.9B–$5.2B—amid U.S. policy uncertainty, permitting delays, and tariff impacts estimated at $125M–$135M. Q4 2025 revenue rose 11% year-over-year to $1.68B, but EPS of $4.84 missed estimates, leading to analyst downgrades and heightened volatility. Sentiment reflects concerns over shrinking backlog reliance on expiring tax credits, though long-term U.S. manufacturing advantages persist. Market cap stands around $21B with a trailing P/E of ~14x.
MTSI Overview and Recent Performance
MACOM Technology Solutions Holdings, Inc. (MTSI) designs high-performance analog semiconductors for RF, microwave, and optical applications in telecom, data centers, defense, and industrial markets. Recent performance has been strong, with Q1 FY2026 revenue surging 24.5% year-over-year to $271.6M, beating estimates, and adjusted EPS of $1.02 exceeding forecasts. A robust 1.3:1 book-to-bill ratio and raised full-year data center growth outlook to 35%–40% have bolstered sentiment, supporting YTD gains amid hyperscaler demand for 1.6T technologies. Shares reflect momentum from diverse end-markets, with Q2 guidance at $281M–$289M signaling continued expansion. Market cap approximates $16B, trading at elevated multiples reflective of growth prospects.
TXN Overview and Recent Performance
Texas Instruments Incorporated (TXN) is a leading analog and embedded semiconductor maker, focusing on industrial, automotive, and communications chips. Recent developments include a $7.5B all-cash acquisition of Silicon Laboratories to enhance wireless connectivity for IoT and edge AI, expected to yield $450M annual synergies by year three post-close in H1 2027. Shares have experienced a roughly 10% pullback in recent weeks amid broader market pressures, but industrial segments show recovery signs. The deal underscores strategic expansion, with stable dividend growth supporting investor confidence. Market cap nears $175B, with a P/E around 36x reflecting its scale and reliability.
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Head-to-Head Comparison
FSLR’s utility-scale solar model contrasts MTSI and TXN’s analog semis focus, with growth drivers tied to policy subsidies versus data center/defense demand. Recent momentum favors MTSI (strong earnings beats, YTD outperformance) over TXN’s steady recovery and FSLR’s declines from guidance misses. Risks include FSLR’s tariff/policy sensitivity versus peers’ diversified exposure; MTSI carries premium valuation (~100x P/E) trade-offs for high growth, while TXN (~36x) offers scale stability. All share semis tailwinds but differ in sector sensitivity—renewables volatility for FSLR versus tech resilience.
Tickeron AI Verdict
Tickeron’s AI currently favors MTSI due to trend consistency from earnings beats, data center catalysts, and superior relative momentum versus FSLR’s policy drags and TXN’s measured positioning. Probabilistic edge in near-term outperformance stems from observable growth stability, though TXN’s acquisition could shift dynamics post-close.
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 whileMTSI’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.
- MTSI’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 MTSI’s TA Score has 6 bullish TA indicator(s), and TXN’s TA Score reflects 6 bullish TA indicator(s).
- FSLR’s TA Score: 4 bullish, 4 bearish.
- MTSI’s TA Score: 6 bullish, 4 bearish.
- TXN’s TA Score: 6 bullish, 4 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -3.92% price change this week, while MTSI (@Semiconductors) price change was +6.62% , and TXN (@Semiconductors) price fluctuated +7.84% for the same time period.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +4.15%. For the same industry, the average monthly price growth was -2.04%, and the average quarterly price growth was -2.74%.
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
FSLR is expected to report earnings on Apr 30, 2026.
MTSI is expected to report earnings on Apr 30, 2026.
TXN is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Alternative Power Generation (+4.15% 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.
| FSLR | MTSI | TXN | |
| Capitalization | 20.7B | 21.1B | 213B |
| EBITDA | 2.15B | 259M | 8.25B |
| Gain YTD | -26.314 | 64.106 | 35.584 |
| P/E Ratio | 13.55 | 127.19 | 42.88 |
| Revenue | 5.22B | 1.02B | 17.7B |
| Total Cash | 2.86B | 768M | 4.88B |
| Total Debt | 655M | 531M | 14B |
FSLR | MTSI | TXN | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 29 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 83 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 64 | 7 | 45 | |
SMR RATING 1..100 | 49 | 59 | 32 | |
PRICE GROWTH RATING 1..100 | 61 | 36 | 8 | |
P/E GROWTH RATING 1..100 | 34 | 45 | 24 | |
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 significantly better than the same rating for MTSI (83) 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 significantly faster than MTSI’s and significantly faster than FSLR’s over the last 12 months.
MTSI's Profit vs Risk Rating (7) in the Semiconductors industry is somewhat better than the same rating for TXN (45) in the Semiconductors industry, and is somewhat better than the same rating for FSLR (64) in the Electronic Components industry. This means that MTSI's stock grew somewhat faster than TXN’s and somewhat faster than FSLR’s over the last 12 months.
TXN's SMR Rating (32) in the Semiconductors industry is in the same range as FSLR (49) in the Electronic Components industry, and is in the same range as MTSI (59) in the Semiconductors industry. This means that TXN's stock grew similarly to FSLR’s and similarly to MTSI’s over the last 12 months.
TXN's Price Growth Rating (8) in the Semiconductors industry is in the same range as MTSI (36) 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 MTSI’s and somewhat faster than FSLR’s over the last 12 months.
TXN's P/E Growth Rating (24) in the Semiconductors industry is in the same range as FSLR (34) in the Electronic Components industry, and is in the same range as MTSI (45) in the Semiconductors industry. This means that TXN's stock grew similarly to FSLR’s and similarly to MTSI’s over the last 12 months.
| FSLR | MTSI | TXN | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 66% | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 81% | 1 day ago 67% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 73% | 1 day ago 73% | 1 day ago 52% |
| MACD ODDS (%) | 6 days ago 82% | 1 day ago 77% | 1 day ago 61% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 77% | 1 day ago 57% |
| TrendMonth ODDS (%) | 1 day ago 80% | 1 day ago 79% | 1 day ago 52% |
| Advances ODDS (%) | 21 days ago 80% | 1 day ago 74% | 1 day ago 55% |
| Declines ODDS (%) | 5 days ago 78% | 23 days ago 70% | 23 days ago 56% |
| BollingerBands ODDS (%) | 1 day ago 77% | 1 day ago 74% | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 88% | 1 day ago 79% | 1 day ago 45% |
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MTSI and
Correlation & Price change
A.I.dvisor indicates that over the last year, MTSI has been closely correlated with KLAC. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTSI jumps, then KLAC could also see price increases.
| Ticker / NAME | Correlation To MTSI | 1D Price Change % | ||
|---|---|---|---|---|
| MTSI | 100% | +1.48% | ||
| KLAC - MTSI | 70% Closely correlated | +0.77% | ||
| LRCX - MTSI | 70% Closely correlated | -1.66% | ||
| SITM - MTSI | 69% Closely correlated | +4.86% | ||
| VECO - MTSI | 68% Closely correlated | +8.75% | ||
| AMKR - MTSI | 68% Closely correlated | +3.07% | ||
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