First Solar, Inc., a solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile, and internationally. The company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules. It designs, manufactures, and sells cadmium telluride solar modules that converts sunlight into electricity. The company's residual business operations include project development activities, operations and maintenance services, and the sale of PV solar power systems to third-party customers. It serves developers and operators of systems, utilities, independent power producers, commercial and industrial companies, and other system owners. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar, Inc. was founded in 1999 and is headquartered in Tempe, Arizona.

First Solar, Inc.

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Velocity Financial Inc (Symbol: VEL), where a total volume of 751 contracts has been traded thus far today, a contract volume which is representative of approximately 75,100 underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 79.1% of VEL's average daily trading volume over the past month, of 94,910 shares. Particularly high volume was seen for the $20 strike call option expiring May 15, 2026, with 429 contracts trading so far today, representing approximately 42,900 underlying shares of VEL. Below is a chart showing VEL's trailing twelve month trading history, with the $20 strike highlighted in orange:
First Solar Inc (Symbol: FSLR) saw options trading volume of 14,611 contracts, representing approximately 1.5 million underlying shares or approximately 78.1% of FSLR's average daily trading volume over the past month, of 1.9 million shares. Particularly high volume was seen for the $180 strike put option expiring January 21, 2028, with 1,004 contracts trading so far today, representing approximately 100,400 underlying shares of FSLR. Below is a chart showing FSLR's trailing twelve month trading history, with the $180 strike highlighted in orange:
And Oklo Inc (Symbol: OKLO) saw options trading volume of 76,469 contracts, representing approximately 7.6 million underlying shares or approximately 77.8% of OKLO's average daily trading volume over the past month, of 9.8 million shares. Particularly high volume was seen for the $70 strike put option expiring March 20, 2026, with 10,576 contracts trading so far today, representing approximately 1.1 million underlying shares of OKLO. Below is a chart showing OKLO's trailing twelve month trading history, with the $70 strike highlighted in orange:
For the various different available expirations for VEL options, FSLR options, or OKLO options, visit StockOptionsChannel.com.
Also see:
Funds Holding QETA
Top Ten Hedge Funds Holding MDV
Top Ten Hedge Funds Holding SBNB
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: VEL, FSLR, OKLO

First Solar (FSLR) closed the most recent trading day at $261.23, moving -1.16% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.74%. On the other hand, the Dow registered a loss of 0.63%, and the technology-centric Nasdaq decreased by 0.76%.
Coming into today, shares of the largest U.S. solar company had gained 0.66% in the past month. In that same time, the Oils-Energy sector lost 0.43%, while the S&P 500 gained 0.79%.
The upcoming earnings release of First Solar will be of great interest to investors. The company is forecasted to report an EPS of $5.21, showcasing a 42.74% upward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $1.58 billion, showing a 4.23% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates are projecting earnings of $14.6 per share and revenue of $5.11 billion, which would represent changes of +21.46% and +21.6%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for First Solar. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Currently, First Solar is carrying a Zacks Rank of #3 (Hold).
Looking at its valuation, First Solar is holding a Forward P/E ratio of 18.1. For comparison, its industry has an average Forward P/E of 16.9, which means First Solar is trading at a premium to the group.
Investors should also note that FSLR has a PEG ratio of 0.52 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Solar industry was having an average PEG ratio of 0.88.
The Solar industry is part of the Oils-Energy sector. At present, this industry carries a Zacks Industry Rank of 37, placing it within the top 15% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why First Solar (FSLR) Fell More Than Broader Market

Investors considering a purchase of First Solar Inc (Symbol: FSLR) shares, but tentative about paying the going market price of $265.45/share, might benefit from considering selling puts among the alternative strategies at their disposal. One interesting put contract in particular, is the January 2028 put at the $170 strike, which has a bid at the time of this writing of $21.05. Collecting that bid as the premium represents a 12.4% return against the $170 commitment, or a 6% annualized rate of return (at Stock Options Channel we call this the YieldBoost).
Selling a put does not give an investor access to FSLR's upside potential the way owning shares would, because the put seller only ends up owning shares in the scenario where the contract is exercised. And the person on the other side of the contract would only benefit from exercising at the $170 strike if doing so produced a better outcome than selling at the going market price. (Do options carry counterparty risk? This and six other common options myths debunked). So unless First Solar Inc sees its shares decline 36.1% and the contract is exercised (resulting in a cost basis of $148.95 per share before broker commissions, subtracting the $21.05 from $170), the only upside to the put seller is from collecting that premium for the 6% annualized rate of return.
Below is a chart showing the trailing twelve month trading history for First Solar Inc, and highlighting in green where the $170 strike is located relative to that history:
The chart above, and the stock's historical volatility, can be a helpful guide in combination with fundamental analysis to judge whether selling the January 2028 put at the $170 strike for the 6% annualized rate of return represents good reward for the risks. We calculate the trailing twelve month volatility for First Solar Inc (considering the last 250 trading day closing values as well as today's price of $265.45) to be 62%. For other put options contract ideas at the various different available expirations, visit the FSLR Stock Options page of StockOptionsChannel.com.
Also see:
Best Value Stocks
SASR Split History
Funds Holding VZ
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Commit To Purchase First Solar At $170, Earn 12.4% Using Options

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
FIRST SOLAR INC (FSLR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
FLEX LTD (FLEX) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Flex Ltd. is end-to-end manufacturing partner that helps brands design, build, deliver and manage products. Its capabilities include design and engineering, supply chain, manufacturing, post-production and post-sale services, and proprietary products. Its segments include Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). The FAS segment consists of various end markets, such as Communications, Enterprise and Cloud, including data infrastructure, edge infrastructure and communications infrastructure; Lifestyle, including appliances, floorcare, smart living and power tools, and Consumer Devices, including mobile and high velocity consumer devices. The FRS segment consists of end markets, such as Automotive, including compute platforms, power electronics, motion, and interface; Health Solutions, including medical devices, medical equipment and drug delivery, and Industrial, including capital equipment, industrial devices, renewables, embedded and critical power.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FLEX LTD
MOTOROLA SOLUTIONS INC (MSI) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Motorola Solutions, Inc. provides public safety and enterprise security. The Company offers safety and security technologies, which include land mobile radio communications (LMR), video security, and command center. Across technologies, it offers cloud-based and hybrid software solutions, and services such as cybersecurity subscription services and managed and support services. Its segments include Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, video security devices and infrastructure, and the implementation and integration of such systems, devices, and applications. The Company's Software and Services segment provides a range of solution offerings for government, public safety and commercial customers. Its Software includes public safety and enterprise Command Center, unified communications applications, certain mobile video equipment, and video software solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MOTOROLA SOLUTIONS INC
ZOOM COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 81% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Companys AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ZOOM COMMUNICATIONS INC
FORTINET INC (FTNT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fortinet, Inc. is engaged in cybersecurity, driving the convergence of networking and security. The Companys integrated platform, Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge (SASE) and artificial intelligence (AI)-driven security operations (SecOps). Its products and services include FortiOS, FortiASIC, FortiCloud, FortiAI, FortiEndpoint, and OT Security. The FortiGuard Labs is a cybersecurity threat intelligence and research organization comprised of experienced threat hunters, researchers, analysts, engineers and data scientists who develop and utilize machine learning and AI technologies. FortiGuard and Other Security Services are a suite of AI-powered security capabilities that are integrated as part of the Fortinet Security Fabric to deliver coordinated detection and enforcement across the entire attack surface. FortiCare Technical Support Service is a per-device technical support service. It also operates Fortinet Training Institute.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FORTINET INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 12/29/2025

First Solar, Inc. FSLR continues to expand its manufacturing capacity, which is expected to support revenue growth. The company’s growth prospects remain solid in the United States, driven by favorable domestic solar demand trends.
However, this Zacks Rank #3 (Hold) company faces several headwinds, including heightened trade tensions and tariff risks.
Factors Acting in Favor of FSLR
First Solar has been investing heftily in the production ramp-up of its modules to expand its manufacturing capacity. The company manufactured 3.6 gigawatts (GW) in the third quarter of 2025 and sold 5.3 GW of solar modules. Its total installed nameplate production capacity across all its facilities was approximately 23.5 GW as of Sept. 30, 2025. With a strong global footprint, First Solar enjoys a solid presence in the United States, India, Malaysia and Vietnam.
The company recently commenced operations at its fourth and fifth manufacturing facilities in the United States and completed the expansion of its manufacturing footprint at its existing facilities in Ohio. It has added 2.7 GW of gross bookings since the previousearnings call bringing its total booking backlog to 54.5 GW through 2030, indicating strong demand for FSLR’s products.
FSLR’s 2025 capital expenditure, estimated at $0.9-$1.2 billion, is focused on expanding and modernizing its operations. These investments include the construction of a new manufacturing facility, ongoing research and development initiatives, and upgrades to existing machinery and equipment aimed at enhancing efficiency and performance.
Challenges Faced by FSLR
In 2025, the U.S. imposed new reciprocal tariffs on key trading partners, along with penalties for transshipment, potentially limiting First Solar’s U.S. sales and affecting its international manufacturing operations and financial performance.
Moreover, the United States currently imposes tariffs on various articles imported from China. In February 2025, the U.S. President announced an additional 10% tariff on all imports from China. This 10% tariff was subsequently doubled to 20% in March 2025 and applies in addition to the 25% tariffs under Section 301 and ordinary customs duties and AD/CVDs. The company’s operating results could be adversely impacted if these tariffs were to be terminated or reduced.
FSLR’s Share Price Performance
In the past six months, shares of the company have risen 62.9% compared with the industry’s 57.7% growth.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks from the same industry are Canadian Solar CSIQ, Tigo Energy, Inc. TYGO and FTC Solar FTCI, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for CSIQ’s 2025 EPS implies a decline of 121.4% from that recorded in 2024. The Zacks Consensus Estimate for CSIQ’s 2025 sales implies a year-over-year decline of 3.8%.
The Zacks Consensus Estimate for TYGO’s 2025 EPS calls for an increase of 76% from that recorded in 2024. The Zacks Consensus Estimate for TYGO’s 2025 sales implies a year-over-year increase of 91.9%.
The Zacks Consensus Estimate for FTCI’s 2025 EPS calls for an increase of 33.6% from that recorded in 2024. The Zacks Consensus Estimate for FTCI’s 2025 sales implies a year-over-year improvement of 108.6%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

First Solar's Expanding Footprint Positions It for Sustained Growth

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Applovin Corp (Symbol: APP), where a total volume of 20,421 contracts has been traded thus far today, a contract volume which is representative of approximately 2.0 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 56.3% of APP's average daily trading volume over the past month, of 3.6 million shares. Especially high volume was seen for the $740 strike call option expiring December 26, 2025, with 1,404 contracts trading so far today, representing approximately 140,400 underlying shares of APP. Below is a chart showing APP's trailing twelve month trading history, with the $740 strike highlighted in orange:
Amazon.com Inc (Symbol: AMZN) saw options trading volume of 209,807 contracts, representing approximately 21.0 million underlying shares or approximately 54.9% of AMZN's average daily trading volume over the past month, of 38.2 million shares. Especially high volume was seen for the $232.50 strike call option expiring December 26, 2025, with 25,198 contracts trading so far today, representing approximately 2.5 million underlying shares of AMZN. Below is a chart showing AMZN's trailing twelve month trading history, with the $232.50 strike highlighted in orange:
And First Solar Inc (Symbol: FSLR) saw options trading volume of 9,221 contracts, representing approximately 922,100 underlying shares or approximately 45.8% of FSLR's average daily trading volume over the past month, of 2.0 million shares. Particularly high volume was seen for the $200 strike put option expiring January 16, 2026, with 2,001 contracts trading so far today, representing approximately 200,100 underlying shares of FSLR. Below is a chart showing FSLR's trailing twelve month trading history, with the $200 strike highlighted in orange:
For the various different available expirations for APP options, AMZN options, or FSLR options, visit StockOptionsChannel.com.
Also see:
XLE Options Chain
NORW Dividend History
RIMG Split History
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: APP, AMZN, FSLR

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
UNITED MICROELECTRONICS CORP (ADR) (UMC) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: United Microelectronics Corp is a global semiconductor foundry. The Company provides integrated circuit (IC) production for applications spanning every sector of the electronics industry. The Company operates through two segments. The Wafer Fabrication segment is mainly engaged in the manufacture of chips to the design specifications of its customers by using its own processes and techniques. The New Business segment is engaged in the research, development, manufacture and provision of solar energy. The Company is engaged in the maintenance of a customer base across various industries, including communication, consumer electronics, computer, memory, new generation light-emitting diode (LED) and others, while focusing on manufacturing for applications, including networking, telecommunications, Internet, multimedia, personal computers (PCs) and graphics.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of UNITED MICROELECTRONICS CORP (ADR)
FIRST SOLAR INC (FSLR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
F5 INC (FFIV) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: F5, Inc. is a provider of multi-cloud application security and delivery solutions. The Company enables its customers to deploy, operate, secure, optimize, and govern every application and application programming interface (API) across any architecture, on-premises, in the cloud, at the edge and across hybrid, multi-cloud environments. Its enterprise-grade application services are available as hardware, software, and software-as-a-service solutions optimized for hybrid, multicloud environments, with modules that can run independently, or as part of an integrated solution on its high-performance appliances. Through its BIG-IP, F5 NGINX and F5 Distributed Cloud Services products, it offers a range of integrated, artificial intelligence- and machine learning-driven solutions that support performance and protect applications and APIs across data center, cloud, and edge locations. Its products and solutions also include F5 Distributed Cloud CDN and F5 NGINX Ingress Controller, among others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of F5 INC
MOTOROLA SOLUTIONS INC (MSI) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Motorola Solutions, Inc. provides public safety and enterprise security. The Company offers safety and security technologies, which include land mobile radio communications (LMR), video security, and command center. Across technologies, it offers cloud-based and hybrid software solutions, and services such as cybersecurity subscription services and managed and support services. Its segments include Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, video security devices and infrastructure, and the implementation and integration of such systems, devices, and applications. The Company's Software and Services segment provides a range of solution offerings for government, public safety and commercial customers. Its Software includes public safety and enterprise Command Center, unified communications applications, certain mobile video equipment, and video software solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MOTOROLA SOLUTIONS INC
MONOLITHIC POWER SYSTEMS INC (MPWR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MONOLITHIC POWER SYSTEMS INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 12/26/2025

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
FIRST SOLAR INC (FSLR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
OPERA LTD (ADR) (OPRA) is a small-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Opera Ltd is a Norway-based technology company that is engaged in the web browser development. The Company operates as provider of browser and integrated artificial intelligence (AI)-driven digital content discovery and recommendation platforms. The Companys operations are comprised of search, advertising, technology licensing and other. The search revenue is generated when a user conducts a qualified search using an Opera search partner. The advertising revenue is comprised of industry-standard advertising units, predefined partner bookmarks, or speed dials, and subscriptions of various promoted services. Technology licensing and other revenues include revenues from device manufacturers and mobile communications operators. Licensing agreements include licensing of technology, related professional services, maintenance and support, as well as hosting services.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of OPERA LTD (ADR)
MONOLITHIC POWER SYSTEMS INC (MPWR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MONOLITHIC POWER SYSTEMS INC
SUPER MICRO COMPUTER INC (SMCI) is a large-cap growth stock in the Computer Hardware industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Super Micro Computer, Inc. provides application-optimized Total IT solutions. It delivers rack-scale solutions optimized for various workloads, including artificial intelligence and high-performance computing, where acceleration is critical. It produces a portfolio of server and storage solutions for enterprise data centers, cloud service providers and edge computing (5G Telco, Retail and embedded). Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, server management and security software. It provides global support and services to help its customers install, upgrade and maintain their computing infrastructure, including liquid-cooling operations. It offers platforms in rackmount, blade, multi-node and embedded form factors, which support single, dual and multiprocessor architectures. Its key product lines include SuperBlade and MicroBlade, SuperStorage, Twin and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SUPER MICRO COMPUTER INC
NETAPP INC (NTAP) is a large-cap growth stock in the Computer Storage Devices industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: NetApp, Inc. is an intelligent data infrastructure company combining unified data storage, integrated data, operational and workload services. It creates silo-free infrastructure, harnessing observability and AI to enable data management. Its operational and workload services provide continuous optimization of performance and efficiency for infrastructure and workloads through observability and AI. Its Hybrid Cloud segment provides a unified data storage portfolio of storage management and infrastructure solutions that helps customers modernize their data centers. Hybrid Cloud includes software, hardware, and related support, along with professional and other services. Its Public Cloud segment offers a portfolio of products delivered primarily as-a-service, including related support. This portfolio includes cloud storage, data services and operational services. These solutions and services are available in the public clouds, including Amazon AWS, Microsoft Azure, and Google Cloud.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of NETAPP INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 12/24/2025

Looking at the sectors faring worst as of midday Tuesday, shares of Consumer Products companies are underperforming other sectors, showing a 0.8% loss. Within that group, Brown-Forman Corp (Symbol: BF.B) and Campbell's Company (Symbol: CPB) are two of the day's laggards, showing a loss of 5.4% and 2.7%, respectively. Among consumer products ETFs, one ETF following the sector is the iShares U.S. Consumer Goods ETF (Symbol: IYK), which is down 0.1% on the day, and up 5.03% year-to-date. Brown-Forman Corp, meanwhile, is down 27.61% year-to-date, and Campbell's Company, is down 29.95% year-to-date. CPB makes up approximately 0.3% of the underlying holdings of IYK.
The next worst performing sector is the Technology & Communications sector, showing a 0.6% loss. Among large Technology & Communications stocks, First Solar Inc (Symbol: FSLR) and Paycom Software Inc (Symbol: PAYC) are the most notable, showing a loss of 6.4% and 3.8%, respectively. One ETF closely tracking Technology & Communications stocks is the Technology Select Sector SPDR ETF (XLK), which is up 0.3% in midday trading, and up 25.92% on a year-to-date basis. First Solar Inc, meanwhile, is up 51.14% year-to-date, and Paycom Software Inc, is down 21.63% year-to-date. FSLR makes up approximately 0.3% of the underlying holdings of XLK.
Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom:
Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Tuesday. As you can see, two sectors are up on the day, while six sectors are down.
Technology & Communications
-0.6%
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tuesday Sector Laggards: Consumer Products, Technology & Communications

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
FIRST SOLAR INC (FSLR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
MOTOROLA SOLUTIONS INC (MSI) is a large-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Motorola Solutions, Inc. provides public safety and enterprise security. The Company offers safety and security technologies, which include land mobile radio communications (LMR), video security, and command center. Across technologies, it offers cloud-based and hybrid software solutions, and services such as cybersecurity subscription services and managed and support services. Its segments include Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, video security devices and infrastructure, and the implementation and integration of such systems, devices, and applications. The Company's Software and Services segment provides a range of solution offerings for government, public safety and commercial customers. Its Software includes public safety and enterprise Command Center, unified communications applications, certain mobile video equipment, and video software solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MOTOROLA SOLUTIONS INC
MONOLITHIC POWER SYSTEMS INC (MPWR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MONOLITHIC POWER SYSTEMS INC
SUPER MICRO COMPUTER INC (SMCI) is a large-cap growth stock in the Computer Hardware industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Super Micro Computer, Inc. provides application-optimized Total IT solutions. It delivers rack-scale solutions optimized for various workloads, including artificial intelligence and high-performance computing, where acceleration is critical. It produces a portfolio of server and storage solutions for enterprise data centers, cloud service providers and edge computing (5G Telco, Retail and embedded). Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, server management and security software. It provides global support and services to help its customers install, upgrade and maintain their computing infrastructure, including liquid-cooling operations. It offers platforms in rackmount, blade, multi-node and embedded form factors, which support single, dual and multiprocessor architectures. Its key product lines include SuperBlade and MicroBlade, SuperStorage, Twin and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SUPER MICRO COMPUTER INC
FORTINET INC (FTNT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fortinet, Inc. is engaged in cybersecurity, driving the convergence of networking and security. The Companys integrated platform, Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge (SASE) and artificial intelligence (AI)-driven security operations (SecOps). Its products and services include FortiOS, FortiASIC, FortiCloud, FortiAI, FortiEndpoint, and OT Security. The FortiGuard Labs is a cybersecurity threat intelligence and research organization comprised of experienced threat hunters, researchers, analysts, engineers and data scientists who develop and utilize machine learning and AI technologies. FortiGuard and Other Security Services are a suite of AI-powered security capabilities that are integrated as part of the Fortinet Security Fabric to deliver coordinated detection and enforcement across the entire attack surface. FortiCare Technical Support Service is a per-device technical support service. It also operates Fortinet Training Institute.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FORTINET INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	17.25 30.65
Price/Sales	5.00 2.64
P/B	2.53 2.80
P/FCF	0.00 24.21

Indicator	TTM Median
ROE	15.58 15.45
ROA	10.37 6.61
ROI	14.93 9.72
Net Worth	21.71 1.05
Quick Ratio	1.41 1.55
Current Ratio	1.90 1.86

Indicator	TTM Median
Net Profit Margin	28.96 9.57
Operating Margin	31.35 11.23
Gross Margin	42.75 49.59
Return on tangible equity	15.74 30.93

Indicator	TTM Median
EPS	1.95 0.24
EPS Forecast	2.50 0.21
Revenue	1.10B 73.50M
Gross Profit	500.00M —
EBITDA	486.00M —

First Solar, Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue