Loading...

Future Policy Headwinds Will Challenge Solar Expansion And Operational Progress

Published
15 Feb 25
Updated
28 Oct 25
AnalystConsensusTarget's Fair Value
US$37.42
37.6% undervalued intrinsic discount
28 Oct
US$23.36
Loading
1Y
-12.0%
7D
11.0%

Author's Valuation

US$37.4237.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 28 Oct 25

Fair value Increased 12%

Analysts have raised their price target for JinkoSolar Holding from $33.52 to $37.42. They cite stronger projected revenue growth and improved profit margins as key factors behind the upward revision.

Shared on 18 Sep 25

Fair value Decreased 9.95%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

Despite a notably improved net profit margin and a sharp decrease in the forward P/E ratio, JinkoSolar Holding’s consensus analyst price target has been revised downward from $37.22 to $33.52. What's in the News JinkoSolar plans to sell up to 300.2 million A shares of its key subsidiary, Jiangxi Jinko, reducing its stake from 58.59% to approximately 55.59% in order to strengthen cash flow, support ongoing operations, and preserve future shareholder return capacity (Key Developments, 2025-09-12).

Shared on 26 Aug 25

Fair value Increased 11%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

JinkoSolar’s consensus price target has increased, reflecting a sharply lower future P/E that indicates improved forward earnings expectations, despite a decline in net profit margin, resulting in a revised fair value of $37.22. What's in the News The Environmental Protection Agency, under the Trump administration, plans to terminate $7 billion in rooftop solar grants awarded to 60 recipients, potentially impacting broad expansion of distributed solar projects across the U.S. (The Washington Post) JinkoSolar successfully commissioned 21.6 MWh of energy storage systems for Distributed Energy Infrastructure, advancing reliable, dispatchable solar energy solutions under Massachusetts’ SMART program.

Shared on 01 May 25

Fair value Increased 13%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

Shared on 23 Apr 25

Fair value Decreased 0.83%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.02%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 9.72%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.09%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

Shared on 26 Mar 25

Fair value Decreased 0.54%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.60%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 1.61%

Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness

AnalystConsensusTarget has decreased revenue growth from 13.8% to 7.1%, increased profit margin from 0.4% to 2.0%, decreased future PE multiple from 29.7x to 6.6x and decreased shares outstanding growth rate from -0.0% to -0.1%.