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Rising Section 232 Tariffs And Disruptions Will Erode Solar Prospects

Published
18 Apr 25
Updated
07 May 25
AnalystLowTarget's Fair Value
US$142.17
63.3% overvalued intrinsic discount
10 Sep
US$232.13
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1Y
-1.3%
7D
4.1%

Author's Valuation

US$142.1763.3% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Decreased 12%

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.