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FSLR or ON or TEL
Which Stock Would AI Choose? First Solar (FSLR) vs. ON Semiconductor (ON) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- FSLR has faced recent pressure with a 26.6% pullback over three months due to mixed earnings and 2026 guidance, trading at a PE of 14x amid solar sector challenges.
- ON shows YTD gains of over 10% but grapples with high PE above 200x, revenue declines, and leadership transitions in a volatile semiconductor market.
- TEL benefits from AI data center demand driving 22% Q1 revenue growth, a 10% dividend hike, and $3B buyback expansion, with analyst targets implying 35% upside.
- All three operate in tech-adjacent sectors with FSLR in renewables, ON in semiconductors, and TEL in connectivity, but TEL exhibits strongest recent momentum and stability.
- Market sentiment favors TEL's industrial diversification over FSLR's policy risks and ON's cyclical pressures.
Introduction
This comparison examines FSLR, ON, and TEL, three stocks spanning solar energy, semiconductors, and electronic components. Investors tracking technology-enabled growth sectors, particularly those exposed to renewables, AI infrastructure, and power management, will find value in understanding their relative performance. Recent market activity highlights contrasts in momentum, with AI-driven demand boosting some while policy uncertainties and inventory gluts weigh on others. This analysis draws on verifiable data to illuminate stock comparison dynamics, relative performance, and market positioning for informed decision-making.
FSLR Overview and Recent Performance
First Solar (FSLR), a leading photovoltaic solar technology company, manufactures thin-film cadmium telluride modules for utility-scale projects. Headquartered in Tempe, Arizona, it serves utilities and developers globally. In recent market activity, FSLR shares have declined sharply, with a 26.6% drop over three months and a 10% pullback in recent weeks, trading around $200 after peaking near $286 in late 2025. This reflects mixed Q4 earnings, where revenue rose 11% to $1.68B but EPS missed estimates at $4.84, alongside disappointing 2026 guidance citing backlog concerns and tax credit reliance. Analyst sentiment has cooled, with downgrades and targets averaging $257, yet long-term clean energy demand persists amid U.S. manufacturing expansions.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, provides intelligent power and sensing solutions for automotive, industrial, and cloud applications from its Scottsdale, Arizona base. Recent weeks have seen volatile trading, with shares around $60 after a 52-week high of $74, posting YTD gains over 10% but an 18% monthly dip. Q4 revenue fell short amid inventory gluts and segment declines up to 17%, though EPS beat at $0.64. Leadership changes, including a key resignation, add uncertainty, while a high PE exceeding 200x signals caution despite projected 13% earnings growth and a $6B buyback. Sentiment reflects broader semiconductor cyclicality.
TEL Overview and Recent Performance
TE Connectivity (TEL), an Irish-domiciled industrial technology firm, designs connectivity and sensor solutions for transportation and industrial uses. Shares trade near $203, within a 52-week range of $116-$251, with YTD returns around 10% and 41% over one year. Recent strength stems from Q1 FY2026 revenue surging 22% to $4.67B, fueled by AI data center demand, with orders up 28%. A 10% dividend increase to $0.78 and $3B buyback expansion underscore confidence, despite supply disruptions. Analysts maintain Buy ratings with $275 targets, highlighting diversified growth.
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Head-to-Head Comparison
FSLR, ON, and TEL share tech exposure but diverge sharply. Business models contrast FSLR's utility-scale solar manufacturing against ON's discrete/power semis and TEL's broad connectivity/sensors. Growth drivers favor TEL's AI data centers (38% industrial revenue surge) over FSLR's policy/tax-sensitive backlog and ON's auto/industrial recovery. Recent momentum tilts to TEL (22% revenue growth) versus FSLR's 27% decline and ON's revenue drops. Risks include FSLR's credit dependency, ON's inventory glut, and TEL's supply issues. Sector-wise, TEL offers industrials/transport balance, ON semis cyclicality, FSLR renewables volatility. Valuations show FSLR cheapest at 14x PE, ON priciest over 200x, TEL at 29x with upside. Sentiment leans positive for TEL's catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors TEL due to consistent trend strength from AI infrastructure demand, robust orders, shareholder returns, and superior relative stability versus FSLR's guidance risks and ON's high valuation amid declines. Observable factors like 22% revenue growth and analyst upside suggest higher probability of outperformance in the near term, though sector rotations could shift dynamics.
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 whileON’s FA Score has 2 green FA rating(s), and TEL’s FA Score reflects 3 green FA rating(s).
- FSLR’s FA Score: 0 green, 5 red.
- ON’s FA Score: 2 green, 3 red.
- TEL’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 3 TA indicator(s) are bullish while ON’s TA Score has 6 bullish TA indicator(s), and TEL’s TA Score reflects 6 bullish TA indicator(s).
- FSLR’s TA Score: 3 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
- TEL’s TA Score: 6 bullish, 4 bearish.
Price Growth
FSLR (@Alternative Power Generation) experienced а -6.40% price change this week, while ON (@Semiconductors) price change was +20.92% , and TEL (@Electronic Components) price fluctuated +7.12% 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%.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.81%. For the same industry, the average monthly price growth was +11.15%, and the average quarterly price growth was +27.53%.
Reported Earning Dates
FSLR is expected to report earnings on Apr 30, 2026.
ON is expected to report earnings on May 04, 2026.
TEL 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.
@Electronic Components (+4.81% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| FSLR | ON | TEL | |
| Capitalization | 20.5B | 32.7B | 72.2B |
| EBITDA | 2.15B | 888M | 4.47B |
| Gain YTD | -27.099 | 53.296 | 8.520 |
| P/E Ratio | 13.40 | 286.24 | 35.47 |
| Revenue | 5.22B | 6B | 18.1B |
| Total Cash | 2.86B | 2.55B | 1.25B |
| Total Debt | 655M | 3.01B | 5.71B |
FSLR | ON | TEL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 28 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 89 Overvalued | 23 Undervalued | |
PROFIT vs RISK RATING 1..100 | 65 | 67 | 18 | |
SMR RATING 1..100 | 49 | 88 | 51 | |
PRICE GROWTH RATING 1..100 | 60 | 3 | 42 | |
P/E GROWTH RATING 1..100 | 37 | 1 | 16 | |
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.
TEL's Valuation (23) in the Electronic Components industry is significantly better than the same rating for ON (89) in the Semiconductors industry, and is significantly better than the same rating for FSLR (90) in the Electronic Components industry. This means that TEL's stock grew significantly faster than ON’s and significantly faster than FSLR’s over the last 12 months.
TEL's Profit vs Risk Rating (18) in the Electronic Components industry is somewhat better than the same rating for FSLR (65) in the Electronic Components industry, and is somewhat better than the same rating for ON (67) in the Semiconductors industry. This means that TEL's stock grew somewhat faster than FSLR’s and somewhat faster than ON’s over the last 12 months.
FSLR's SMR Rating (49) in the Electronic Components industry is in the same range as TEL (51) in the Electronic Components industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that FSLR's stock grew similarly to TEL’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is somewhat better than the same rating for TEL (42) in the Electronic Components industry, and is somewhat better than the same rating for FSLR (60) in the Electronic Components industry. This means that ON's stock grew somewhat faster than TEL’s and somewhat faster than FSLR’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as TEL (16) in the Electronic Components industry, and is somewhat better than the same rating for FSLR (37) in the Electronic Components industry. This means that ON's stock grew similarly to TEL’s and somewhat faster than FSLR’s over the last 12 months.
| FSLR | ON | TEL | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 78% | 2 days ago 52% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 78% | 2 days ago 42% |
| Momentum ODDS (%) | 2 days ago 74% | 2 days ago 84% | 2 days ago 59% |
| MACD ODDS (%) | N/A | 2 days ago 72% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 75% | 2 days ago 56% |
| TrendMonth ODDS (%) | 2 days ago 80% | 2 days ago 75% | 2 days ago 53% |
| Advances ODDS (%) | 18 days ago 80% | 2 days ago 72% | 2 days ago 59% |
| Declines ODDS (%) | 2 days ago 78% | 20 days ago 77% | 20 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 80% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 88% | 2 days ago 77% | 2 days ago 50% |
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|---|---|---|---|
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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 | -1.29% | ||
More | ||||
TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with APH. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then APH could also see price increases.