Rising Section 232 Tariffs And Disruptions Will Erode Solar Prospects

Published
18 Apr 25
Updated
16 Aug 25
AnalystLowTarget's Fair Value
US$139.76
43.1% overvalued intrinsic discount
16 Aug
US$199.95
Loading
1Y
-11.3%
7D
8.3%

Author's Valuation

US$139.8

43.1% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Decreased 13%

AnalystLowTarget has decreased profit margin from 52.0% to 40.6%.

Shared on30 Apr 25
Fair value Decreased 17%

AnalystLowTarget has decreased revenue growth from 14.5% to 5.5%, increased profit margin from 41.2% to 52.0% and decreased future PE multiple from 10.3x to 8.7x.

Shared on23 Apr 25
Fair value Decreased 0.24%

AnalystLowTarget made no meaningful changes to valuation assumptions.