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).

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.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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%.