Update shared on 28 Oct 2025
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.
What's in the News
- The White House is considering canceling an additional $12 billion in clean energy project funding, which could affect several solar companies, including JinkoSolar (Semafor).
- The Environmental Protection Agency plans to rescind $7 billion in rooftop solar grants under the Solar for All program. This move would impact grant recipients across 49 states (The Washington Post).
- JinkoSolar announced the supply of 1,000 EAGLE G6 modules to a Costco warehouse in Richland, Washington. The project is registered under the state's first approved solar sustainability program, which ensures the sustainable recycling of end-of-life modules.
- The company plans to sell up to 300.2 million A shares of its principal operating subsidiary, Jiangxi Jinko. The aim is to strengthen cash flow and support ongoing operations.
- JinkoSolar provided guidance for 2025 and expects full-year module shipments to be between 85.0 GW and 100.0 GW.
Valuation Changes
- Fair Value Estimate has increased from $33.52 to $37.42.
- Discount Rate remains unchanged at 13.58%.
- Revenue Growth Projection has risen slightly, moving from 13.43% to 13.59%.
- Net Profit Margin shows a notable increase from 0.78% to 1.91%.
- Future P/E Ratio is now significantly higher, rising from 2.7x to 8.7x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.