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FSLR or MU or QCOM
Which Stock Would AI Choose? First Solar (FSLR) vs. Micron Technology (MU) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- FSLR has faced headwinds from mixed earnings and 2026 guidance, leading to a 26.6% three-month decline, though it delivered 47% total shareholder return over the past year.
- MU surges with over 50% YTD gains and 345% one-year returns, fueled by AI-driven memory demand and Taiwan factory expansions ahead of strong Q2 earnings expectations.
- QCOM lags with 24% YTD losses and recent downgrades to Sell, pressured by shrinking smartphone demand and competition risks.
- MU boasts the highest market cap (~$480B) and momentum, contrasting FSLR's (~$21B, P/E 14) stability and QCOM's (~$139B, P/E 27) valuation concerns.
- Semiconductor peers like MU outperform solar (FSLR) and mobile chip (QCOM) plays amid AI tailwinds versus sector slowdowns.
Introduction
This stock comparison examines FSLR, a leader in thin-film solar modules; MU, a key memory chip producer; and QCOM, a wireless technology innovator. These companies span renewable energy and semiconductors, sectors influenced by AI growth, clean energy demand, and mobile trends. Traders seeking relative performance insights and investors eyeing sector rotations will find value in analyzing their recent momentum, valuation sensitivity, and market positioning amid evolving economic conditions.
FSLR Overview and Recent Performance
First Solar (FSLR), headquartered in Tempe, Arizona, specializes in photovoltaic solar modules using cadmium telluride thin-film technology. As the largest U.S.-headquartered solar manufacturer, it operates factories across the U.S., India, Malaysia, and Vietnam, targeting utilities and commercial users. In recent market activity, FSLR shares pulled back around 10-27% over three months following Q4 earnings that beat revenue but missed EPS estimates and issued softer 2026 guidance. Analyst downgrades highlighted backlog concerns and tax credit reliance, tempering sentiment despite strong prior-year returns of 47%. Trading near $196 with a P/E of 14 and $21B market cap, performance reflects clean energy demand offset by execution risks.
MU Overview and Recent Performance
Micron Technology (MU), based in Boise, Idaho, designs and manufactures DRAM, NAND, and storage solutions for data centers, mobile, and automotive markets under Micron and Crucial brands. It serves AI, PCs, and networking with advanced high-bandwidth memory. Recent weeks have propelled MU shares up over 50% YTD and 345% annually, driven by AI memory boom and completion of a Taiwan factory acquisition for DRAM/HBM production. Ahead of Q2 earnings, consensus eyes $8.69 EPS and $19B revenue, with upward revisions signaling strength. At ~$449 and $480B market cap, momentum underscores robust demand versus broader chip volatility.
QCOM Overview and Recent Performance
Qualcomm (QCOM), from San Diego, California, develops semiconductors, software, and wireless tech like Snapdragon processors and 5G modems for mobiles, autos, and IoT. It operates via QCT chip sales and QTL licensing. In recent market activity, QCOM declined 24% YTD and 13% yearly, hit by downgrades to Sell citing 10-15% smartphone shipment drops, higher memory costs, and Apple exposure risks. Shares near $130 with P/E 27 and $139B market cap reflect weakening handset cycles despite AI/6G potential.
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Head-to-Head Comparison
FSLR focuses on solar manufacturing with U.S.-centric expansion, contrasting MU and QCOM's semiconductor fabs and design. Growth drivers diverge: MU rides AI memory surge (DRAM up 146% expected), FSLR clean energy policies, QCOM 5G/AI chips amid handset woes. Recent momentum favors MU (350% yearly) over FSLR's pullback and QCOM's decline. Risks include FSLR's policy dependence, MU's cycle volatility, QCOM's competition. FSLR offers lowest P/E (14x), QCOM highest (27x); sentiment tilts bullish on MU catalysts versus peers' caution.
Tickeron AI Verdict
Tickeron’s AI currently favors MU due to superior trend consistency, AI memory catalysts, and relative outperformance (50%+ YTD versus FSLR and QCOM declines). Strong earnings revisions and capacity expansions position it probabilistically higher amid semiconductor strength, though solar stability in FSLR merits watching.
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 whileMU’s FA Score has 2 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- FSLR’s FA Score: 0 green, 5 red.
- MU’s FA Score: 2 green, 3 red.
- QCOM’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.
FSLR’s TA Score shows that 4 TA indicator(s) are bullish while MU’s TA Score has 5 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- FSLR’s TA Score: 4 bullish, 4 bearish.
- MU’s TA Score: 5 bullish, 5 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -6.40% price change this week, while MU (@Semiconductors) price change was +8.20% , and QCOM (@Semiconductors) price fluctuated +6.36% 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.
MU is expected to report earnings on Jul 01, 2026.
QCOM is expected to report earnings on Apr 29, 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 | MU | QCOM | |
| Capitalization | 20.5B | 513B | 145B |
| EBITDA | 2.15B | 37.1B | 14.8B |
| Gain YTD | -27.099 | 59.511 | -19.863 |
| P/E Ratio | 13.40 | 21.48 | 27.46 |
| Revenue | 5.22B | 58.1B | 44.9B |
| Total Cash | 2.86B | 14.6B | 11.8B |
| Total Debt | 655M | 10.8B | 14.8B |
FSLR | MU | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 15 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 52 Fair valued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 65 | 16 | 87 | |
SMR RATING 1..100 | 49 | 23 | 43 | |
PRICE GROWTH RATING 1..100 | 61 | 35 | 61 | |
P/E GROWTH RATING 1..100 | 37 | 34 | 14 | |
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.
QCOM's Valuation (9) in the Telecommunications Equipment industry is somewhat better than the same rating for MU (52) in the Semiconductors industry, and is significantly better than the same rating for FSLR (90) in the Electronic Components industry. This means that QCOM's stock grew somewhat faster than MU’s and significantly faster than FSLR’s over the last 12 months.
MU's Profit vs Risk Rating (16) in the Semiconductors industry is somewhat better than the same rating for FSLR (65) in the Electronic Components industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that MU's stock grew somewhat faster than FSLR’s and significantly faster than QCOM’s over the last 12 months.
MU's SMR Rating (23) in the Semiconductors industry is in the same range as QCOM (43) in the Telecommunications Equipment industry, and is in the same range as FSLR (49) in the Electronic Components industry. This means that MU's stock grew similarly to QCOM’s and similarly to FSLR’s over the last 12 months.
MU's Price Growth Rating (35) in the Semiconductors industry is in the same range as QCOM (61) in the Telecommunications Equipment industry, and is in the same range as FSLR (61) in the Electronic Components industry. This means that MU's stock grew similarly to QCOM’s and similarly to FSLR’s over the last 12 months.
QCOM's P/E Growth Rating (14) in the Telecommunications Equipment industry is in the same range as MU (34) in the Semiconductors industry, and is in the same range as FSLR (37) in the Electronic Components industry. This means that QCOM's stock grew similarly to MU’s and similarly to FSLR’s over the last 12 months.
| FSLR | MU | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 69% | 3 days ago 63% |
| Stochastic ODDS (%) | 3 days ago 83% | 3 days ago 76% | 3 days ago 65% |
| Momentum ODDS (%) | 3 days ago 74% | 3 days ago 74% | 3 days ago 60% |
| MACD ODDS (%) | 4 days ago 82% | 3 days ago 72% | 3 days ago 63% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 76% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 80% | 3 days ago 70% | 3 days ago 67% |
| Advances ODDS (%) | 19 days ago 80% | 6 days ago 75% | 3 days ago 64% |
| Declines ODDS (%) | 3 days ago 78% | 25 days ago 72% | 13 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 77% | 3 days ago 73% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 88% | 5 days ago 74% | 3 days ago 68% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IEMG | 78.10 | 1.46 | +1.91% |
| iShares Core MSCI Emerging Markets ETF | |||
| MSFU | 29.73 | 0.35 | +1.19% |
| Direxion Daily MSFT Bull 2X Shares | |||
| COPJ | 44.34 | 0.46 | +1.05% |
| Sprott Junior Copper Miners ETF | |||
| DDV | 25.32 | 0.08 | +0.32% |
| Defined Duration 5 ETF | |||
| TBJL | 19.91 | 0.04 | +0.20% |
| Innovator 20+ Year Tsy Bd Bfr ETF July | |||
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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