Daqo New Energy (DQ) Aktienübersicht
Die Daqo New Energy Corp. produziert und verkauft zusammen mit ihren Tochtergesellschaften Polysilizium an Hersteller von Photovoltaikprodukten in der Volksrepublik China. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
Bei unseren Risikoprüfungen wurden keine Risiken für DQ festgestellt.
DQ Community Fair Values
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Analyst Price Targets
Daqo New Energy Corp. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$16.64 |
| 52-Wochen-Hoch | US$36.59 |
| 52-Wochen-Tief | US$12.83 |
| Beta | 0.66 |
| 1 Monat Veränderung | -14.01% |
| 3 Monate Veränderung | -31.01% |
| 1 Jahr Veränderung | 24.55% |
| 3 Jahre Veränderung | -56.62% |
| 5 Jahre Veränderung | -79.42% |
| Veränderung seit IPO | 62.34% |
Aktuelle Nachrichten und Updates
Narrativ-Update • May 18
DQ: Cost Execution And Reform Clarity Will Support Future Re Rating Potential
Narrative Update on Daqo New Energy The Street's price target for Daqo New Energy has been reduced by $5, from $30 to $25, as analysts react to a mixed Q4 with a revenue miss, an EBITDA beat, and limited visibility on industry reform. Analyst Commentary Recent commentary points to a mixed but cautiously constructive stance on Daqo New Energy following its Q4 update, with price targets reset to reflect current industry headwinds and limited visibility on sector reform.Analyseartikel • May 11
Analysts Have Just Cut Their Daqo New Energy Corp. (NYSE:DQ) Revenue Estimates By 27%
One thing we could say about the analysts on Daqo New Energy Corp. ( NYSE:DQ ) - they aren't optimistic, having just...Recent updates
Narrativ-Update • May 18
DQ: Cost Execution And Reform Clarity Will Support Future Re Rating Potential
Narrative Update on Daqo New Energy The Street's price target for Daqo New Energy has been reduced by $5, from $30 to $25, as analysts react to a mixed Q4 with a revenue miss, an EBITDA beat, and limited visibility on industry reform. Analyst Commentary Recent commentary points to a mixed but cautiously constructive stance on Daqo New Energy following its Q4 update, with price targets reset to reflect current industry headwinds and limited visibility on sector reform.Analyseartikel • May 11
Analysts Have Just Cut Their Daqo New Energy Corp. (NYSE:DQ) Revenue Estimates By 27%
One thing we could say about the analysts on Daqo New Energy Corp. ( NYSE:DQ ) - they aren't optimistic, having just...
Narrativ-Update • Apr 29
DQ: Cost Control And Output Plans Will Support Future Re Rating
Analysts have trimmed their price targets on Daqo New Energy, with one moving from $30 to $25 after a mixed Q4 and lingering questions on industry reform, and others citing revised assumptions around growth, margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to the Q4 EBITDA beat as a sign that Daqo New Energy can still execute on cost control and operational efficiency, which can support earnings quality even when revenue is under pressure.Narrativ-Update • Apr 15
DQ: Cost Execution And Reform Clarity Will Drive Future Re Rating Potential
Analysts have trimmed their price target on Daqo New Energy to $25 from $30, reflecting a mixed Q4 with a revenue miss, an EBITDA beat, and ongoing uncertainty around industry reform. Analyst Commentary Recent commentary reflects a cautious stance overall, with price targets adjusted to account for the mixed Q4 results and uncertainty around industry reform.Narrativ-Update • Mar 31
DQ: Cost Execution And Reform Clarity Will Support Future Re Rating Potential
Analysts have trimmed their price target on Daqo New Energy to $25 from $30, citing a mixed Q4 with a revenue miss, an EBITDA beat, and ongoing uncertainty around industry reform as key reasons for resetting expectations. Analyst Commentary Bullish analysts acknowledge the mixed Q4, but see elements of Daqo New Energy's performance that still support a constructive long term view, even with a lower price target.Narrativ-Update • Mar 17
DQ: Cost Control And Output Guidance Will Support Future Re Rating
Analysts have trimmed their price target on Daqo New Energy to $25 from $30, citing a mixed Q4 with a revenue miss, stronger EBITDA, and limited visibility on industry reform. This feeds into slightly lower fair value and growth assumptions alongside a reduced future P/E outlook.Narrativ-Update • Mar 03
DQ: Higher Future P/E And Margin Discipline Will Support Upside Potential
Analysts have reduced their price target on Daqo New Energy to $39.00, reflecting updated views on revenue, profit margins, and a higher future P/E multiple following recent research, including the downgrade from GLJ Research. Analyst Commentary Analysts are reassessing Daqo New Energy around the new US$39.00 price target, with views split on how current fundamentals and valuation line up.Narrativ-Update • Feb 16
DQ: Higher Margin Outlook And Stable Fair Value Will Support Stronger Upside
Analysts have maintained their $39.00 price target for Daqo New Energy, citing updated assumptions for revenue growth, profit margins and future P/E that keep their valuation broadly in line with prior estimates, despite a recent downgrade in Street research. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the reaffirmed US$39.00 price target reflects confidence in the updated assumptions for revenue, margins and P/E, which still support the existing valuation framework.Narrativ-Update • Feb 02
DQ: Higher Margin Outlook And Lower P/E Will Support Stronger Upside
Analysts have raised their fair value estimate for Daqo New Energy from US$37.00 to US$39.00, reflecting updated assumptions in their models for revenue growth, profit margins and a lower forward P/E multiple. Valuation Changes Fair Value Estimate increased from US$37.00 to US$39.00 per share.Narrativ-Update • Jan 19
DQ: Stable Margins And Expanding Output Will Support Bullish Re Rating
Analysts have kept their fair value estimate for Daqo New Energy steady at about US$33.04 per share, pointing to largely unchanged assumptions for discount rate, revenue growth, profit margin, and future P/E in their updated models. What's in the News Daqo New Energy issued production guidance for the fourth quarter of 2025, expecting total polysilicon production volume of about 39,500 MT to 42,500 MT (company guidance).Analyseartikel • Jan 10
Slammed 26% Daqo New Energy Corp. (NYSE:DQ) Screens Well Here But There Might Be A Catch
Daqo New Energy Corp. ( NYSE:DQ ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...Narrativ-Update • Jan 05
DQ: Capacity Ramp And Margins Will Support Bullish Re-Rating Outlook
Narrative Update on Daqo New Energy Analysts have modestly raised their price target on Daqo New Energy, increasing fair value by about 6 percent to approximately $33.04, citing slightly higher assumed future valuation multiples while keeping growth and margin expectations largely unchanged. What's in the News Daqo New Energy issued production guidance for fourth quarter 2025, expecting polysilicon output of approximately 39,500 MT to 42,500 MT (company guidance).Seeking Alpha • Dec 23
Daqo New Energy: Not Even Worth A Long-Term Bet
Summary Daqo New Energy is rated a sell due to persistent oversupply, weak margins, and unattractive long-term value. Despite an 80%+ YTD rally, DQ remains structurally challenged, with production costs exceeding polysilicon selling prices and utilization rates below 50%. Even optimistic forecasts yield modest gross profits and EPS, making DQ's current valuation (32x 2031E EPS) unsupportable. Short-term inventory depletion may provide minor gross profits, but long-term prospects are constrained by industry overcapacity and cost pressures. Read the full article on Seeking AlphaNarrativ-Update • Dec 14
DQ: Industry Stabilization And Anti Involution Policy Will Test Margin Recovery Prospects
Analysts have raised their price target on Daqo New Energy by $11 to $25 per share, citing expectations that industry stabilization and potential cash cost breakeven in Q3 could mark an earnings inflection point, despite recent below-cost sales and lowered 2025 production guidance. Analyst Commentary Street research points to a more constructive outlook on Daqo New Energy, even as near term fundamentals remain challenging.Narrativ-Update • Nov 27
DQ: Margin Recovery Hopes Will Face Ongoing Industry Oversupply Challenges
Analysts have raised their price targets on Daqo New Energy, with the consensus moving upward by approximately $6 to $31. This change is attributed to an improved profit outlook, driven by anticipated higher polysilicon prices and signs of better cost management.Narrativ-Update • Nov 12
DQ: Persistent Margin Pressure Will Limit Upside Despite Projected Earnings Recovery
The analyst price target for Daqo New Energy has been raised significantly, from $28.53 to $30.81, as analysts note improved operating cash flow, higher polysilicon prices, and expectations for earnings growth despite recent margin pressures. Analyst Commentary Recent analyst reports on Daqo New Energy highlight both promising developments and lingering uncertainties as the company navigates volatile market conditions.Analyseartikel • Nov 09
A Piece Of The Puzzle Missing From Daqo New Energy Corp.'s (NYSE:DQ) 41% Share Price Climb
Daqo New Energy Corp. ( NYSE:DQ ) shares have continued their recent momentum with a 41% gain in the last month alone...Narrativ-Update • Oct 28
Policy Shifts And Rising Demand Will Drive A Turnaround In Polysilicon
Analysts have raised their average price target for Daqo New Energy by nearly $2 to $28.53. They cite improved expectations for margins and near-term profitability, driven by recent policy changes and a more optimistic outlook for cash flows.Narrativ-Update • Sep 27
Chinese Intervention And Global Solar Demand Will Transform Polysilicon Markets
The upward revision in Daqo New Energy’s consensus price target to $26.58 is driven by optimism around China’s restructuring policies, anticipated higher polysilicon prices, and reduced capital spending supporting future profitability, despite near-term earnings volatility. Analyst Commentary Bullish analysts cite the anticipated impact of China's new anti-involution policy and proposed market restructuring, including production quotas and potential closures of smaller competitors, as likely catalysts for a turnaround in industry margins and Daqo’s profitability.Narrativ-Update • Sep 12
Chinese Intervention And Global Solar Demand Will Transform Polysilicon Markets
Analysts have raised Daqo New Energy's price target from $24.43 to $25.43, citing improved earnings prospects from higher polysilicon prices, stronger operating cash flow, and favorable regulatory changes expected to benefit the company’s competitive position in China. Analyst Commentary Bullish analysts increased profit estimates based on higher polysilicon prices and improved operating cash flow, alongside reduced capital spending.Analyseartikel • Sep 03
Even With A 26% Surge, Cautious Investors Are Not Rewarding Daqo New Energy Corp.'s (NYSE:DQ) Performance Completely
Despite an already strong run, Daqo New Energy Corp. ( NYSE:DQ ) shares have been powering on, with a gain of 26% in...Narrativ-Update • Aug 28
Chinese Intervention And Global Solar Demand Will Transform Polysilicon Markets
Analysts have raised their price target for Daqo New Energy, citing anticipated earnings growth and improved long-term competitiveness from favorable market restructuring in China's polysilicon sector, resulting in a new consensus fair value of $23.65. Analyst Commentary Bullish analysts see significant upside due to anticipated monthly production quotas and imminent market restructuring in China's polysilicon sector, expected to benefit larger players like Daqo through forced closures of smaller competitors.Analyseartikel • Jul 03
Market Might Still Lack Some Conviction On Daqo New Energy Corp. (NYSE:DQ) Even After 36% Share Price Boost
Daqo New Energy Corp. ( NYSE:DQ ) shares have had a really impressive month, gaining 36% after a shaky period...
Neues Narrativ • Apr 30
China Tariff Reform And AI Adoption Will Drive Solar Progress
Strategic positioning in the global solar PV market and market-based reforms could enhance demand and future earnings despite short-term market fluctuations.Analyseartikel • Apr 11
Daqo New Energy Corp. (NYSE:DQ) Not Doing Enough For Some Investors As Its Shares Slump 26%
The Daqo New Energy Corp. ( NYSE:DQ ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Mar 09
Daqo New Energy: Accumulate In This Cycle Downturn Because Cash Is King
Summary Polysilicon prices remain at rock-bottom levels pressuring higher cost polysilicon manufacturers out of the market. Daqo New Energy's cash burn remains under control and the company has enough liquidity to last years. The stock is trading way below book value at a P/B multiple of 0.3x and has a net cash position that is larger than the market cap. The solar energy trend is still positive, and it is just a matter of time before the next cycle upturn is here. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Daqo New Energy: Quick Gains Likely Behind Us - Slow & Steady Ahead
Summary DQ's bottom has materialized, as the polysilicon spot prices stabilized and the stock continues to enjoy uptrend bullish support. Much of the tailwinds are attributed to the moderation in capacity utilization and market consolidation, one that DQ may survive, thanks to its healthy balance sheet. If anything, solar installations within China continue to grow, with domestic demand likely to well balance the over supply issues and demand headwinds from the US/ EU. With DQ heavily discounted compared to its book value per share, we believe that commodity traders may consider adding for a rich upside potential. We shall further discuss. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Daqo New Energy: Deeply Undervalued Amid Short-Term Challenges
Summary Daqo New Energy faces short-term challenges due to a sharp decline in polysilicon prices, impacting revenue and profitability in FY24. Despite current market conditions, DQ's strong balance sheet and projected long-term demand growth for solar panels support a "buy" rating. Polysilicon prices are expected to recover by H2 FY25, driven by market consolidation and improved supply-demand balance. A DCF analysis indicates DQ is 80% undervalued, with a target price of $33.88 per share, highlighting a significant investment opportunity. Read the full article on Seeking AlphaAnalyseartikel • Oct 23
There's No Escaping Daqo New Energy Corp.'s (NYSE:DQ) Muted Revenues Despite A 28% Share Price Rise
The Daqo New Energy Corp. ( NYSE:DQ ) share price has done very well over the last month, posting an excellent gain of...Seeking Alpha • Sep 26
Daqo New Energy: The Bottom May Be Behind Us - Promising Market Trends Ahead
Summary DQ remains a compelling Buy due to its robust balance sheet, allowing it to weather the near-term market consolidation in H2'24. At the same time, the management's lowered capacity output and capex guidance already position it for near-term recovery and cash preservation. If anything, its partner, Longi, already highlights robust growth in the APAC region with "smooth customs clearance for shipments to the North American region." Combined with the recovering polysilicon spot prices, we believe that the worst may very well be behind us, with H2'24 potentially bringing forth sequentially improved numbers. It goes without saying that the upcoming US elections may bring forth more volatility in the near term, attributed to the uncertain pace of renewable investments through 2050. Read the full article on Seeking AlphaSeeking Alpha • Aug 27
Daqo New Energy: Q2 Shows Further Price Drops, I'm Staying Put
Summary Daqo New Energy's Q2 results showed a significant decline in sales and EPS, with polysilicon prices falling below production costs. The company expects lower production due to tough market conditions but maintains a strong financial position. Despite the current downturn, I believe DQ will emerge stronger, though I'm not adding to my position yet due to ongoing price uncertainties. Read the full article on Seeking AlphaAnalyseartikel • Jul 22
Revenue Downgrade: Here's What Analysts Forecast For Daqo New Energy Corp. (NYSE:DQ)
The analysts covering Daqo New Energy Corp. ( NYSE:DQ ) delivered a dose of negativity to shareholders today, by making...Analyseartikel • Jul 13
Daqo New Energy's (NYSE:DQ) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Seeking Alpha • Jul 09
Daqo New Energy Remains My Top Pick In The Green Energy Industry
Summary Daqo New Energy's stock price has dropped a lot this year due to weak sentiment in the solar industry and lower polysilicon prices. However, the company still has the best balance sheet in the industry and is ready to weather the storm. Tier 2 and 3 polysilicon manufacturers are exiting the market, decreasing the overall polysilicon capacity and leaving market share on the table for tier 1 manufacturers. Daqo New Energy is valued below their cash position and 0.22x price to book value, indicating severe undervaluation. A new buyback program and a tipping point in the solar industry could make this stock still a winner in 2024. Read the full article on Seeking AlphaAnalyseartikel • Jun 13
Investors Don't See Light At End Of Daqo New Energy Corp.'s (NYSE:DQ) Tunnel
With a price-to-sales (or "P/S") ratio of 0.7x Daqo New Energy Corp. ( NYSE:DQ ) may be sending very bullish signals at...Analyseartikel • May 03
Daqo New Energy Corp. Just Missed EPS By 57%: Here's What Analysts Think Will Happen Next
The analysts might have been a bit too bullish on Daqo New Energy Corp. ( NYSE:DQ ), given that the company fell short...Analyseartikel • Apr 29
Daqo New Energy Corp. (NYSE:DQ) Shares Could Be 25% Above Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Daqo New Energy fair value estimate is US$18.98 Daqo New...Aktionärsrenditen
| DQ | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -6.4% | 4.4% | 1.8% |
| 1Y | 24.6% | 110.3% | 28.4% |
Rendite im Vergleich zur Industrie: DQ unter dem Niveau der Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 110.3% erzielte.
Rendite vs. Markt: DQ hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.4 erzielte.
Preisvolatilität
| DQ volatility | |
|---|---|
| DQ Average Weekly Movement | 8.1% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiler Aktienkurs: DQ hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: DQDie wöchentliche Volatilität (8%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2007 | 3,842 | Xiang Xu | www.dqsolar.com |
Die Daqo New Energy Corp. produziert und verkauft zusammen mit ihren Tochtergesellschaften Polysilizium an Hersteller von Photovoltaikprodukten in der Volksrepublik China. Das Unternehmen bietet gebrauchsfertiges Polysilizium an, das so verpackt ist, dass es für das Stapeln, Ziehen und Verfestigen in Tiegeln geeignet ist. Seine Produkte werden in Ingots, Wafern, Zellen und Modulen für Solarenergielösungen verwendet.
Daqo New Energy Corp.'s Grundlagenzusammenfassung
| DQ grundlegende Statistiken | |
|---|---|
| Marktanteil | US$1.15b |
| Gewinn(TTM) | -US$187.05m |
| Umsatz(TTM) | US$568.22m |
2.0x
Kurs-Umsatz-Verhältnis-6.0x
Kurs-Gewinn-Verhältnis Ist DQ zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| DQ Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$568.22m |
| Kosten der Einnahmen | US$763.91m |
| Bruttogewinn | -US$195.68m |
| Sonstige Ausgaben | -US$8.63m |
| Gewinn | -US$187.05m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | -2.76 |
| Bruttomarge | -34.44% |
| Nettogewinnspanne | -32.92% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich DQ auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/29 22:28 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
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Analysten-Quellen
Daqo New Energy Corp. wird von 25 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Lu Wang | Bernstein |
| Ka So | CCB International Securities Limited |
| Yufei Miao | China International Capital Corporation Limited |