Update shared on26 Sep 2025
Fair value Increased 6.64%The consensus price target for 5N Plus was revised upward, primarily driven by a sharp increase in its future P/E multiple, resulting in a new fair value of CA$19.68.
What's in the News
- 5N Plus expanded and extended its supply agreement with First Solar, significantly increasing contracted volumes of semiconductor compounds.
- Cadmium telluride (CdTe) deliveries to First Solar will rise by 33% over 2025-2026 and by an additional 25% in 2027-2028.
- Beginning in 2026, 5N Plus will add production and delivery of cadmium selenide (CdSe) to First Solar.
- The agreement supports First Solar’s scaling of U.S. manufacturing capacity, with emphasis on sourcing critical materials from U.S. or allied nations.
Valuation Changes
Summary of Valuation Changes for 5N Plus
- The Consensus Analyst Price Target has risen from CA$18.46 to CA$19.68.
- The Future P/E for 5N Plus has significantly risen from 24.40x to 35.92x.
- The Discount Rate for 5N Plus remained effectively unchanged, moving only marginally from 6.66% to 6.68%.
Disclaimer
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