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Emeren Group Crescita futura

Criteri Future verificati 0/6

Al momento non disponiamo di una copertura analitica sufficiente per prevedere la crescita e il fatturato di Emeren Group.

Informazioni chiave

n/a

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Construction crescita degli utili	23.0%
Tasso di crescita dei ricavi	n/a
Rendimento futuro del capitale proprio	n/a
Copertura analitica	None
Ultimo aggiornamento	n/a

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Sep 11

Investors Still Aren't Entirely Convinced By Emeren Group Ltd's (NYSE:SOL) Revenues Despite 27% Price Jump

Those holding Emeren Group Ltd ( NYSE:SOL ) shares would be relieved that the share price has rebounded 27% in the last...

Articolo di analisi • Dec 23

Emeren Group Ltd's (NYSE:SOL) P/S Is Still On The Mark Following 26% Share Price Bounce

Those holding Emeren Group Ltd ( NYSE:SOL ) shares would be relieved that the share price has rebounded 26% in the last...

Seeking Alpha • Oct 28

Emeren Group: From Debt-Laden To Renewable Upstart

Summary Emeren Group, formerly known as ReneSola, has undergone a successful restructuring and is now focused on the design and construction of photovoltaic systems. The company has shifted its focus to the European market, which offers favorable policies and high margins, and has also entered the energy storage market. Emeren's financials have improved, with a significant reduction in debt and the potential for growth in revenue and net income. The company's valuation is attractive compared to its fundamentals and future prospects. Read the full article on Seeking Alpha

Articolo di analisi • Oct 03

Capital Allocation Trends At Emeren Group (NYSE:SOL) Aren't Ideal

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...

Seeking Alpha • Aug 18

The Bottom Fishing Club: Emeren Group

Summary ReneSola is in the middle of a restructuring, including Chinese asset divestments, changing its name to Emeren Group Ltd. Emeren's stock is very undervalued today, with a price to tangible book value ratio discount, making it an attractive investment opportunity. Using management guidance and Wall Street projections, a more regular revenue outlook with consistent profitability should be rewarded with a far higher stock quote into 2024. Read the full article on Seeking Alpha

Articolo di analisi • Jun 14

Is Emeren Group (NYSE:SOL) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Seeking Alpha • Jan 04

ReneSola announces buyback of ADSs from its Singaporean unit

ReneSola (NYSE:SOL) said Wednesday it would buyback 3 million ADSs from ReneSola Singapore at a price of $4.4 per ADS, totaling US$13.2 million in a private transaction. The company also said that Shah Capital will purchase the remaining 2.05 million ADSs owned by ReneSola Singapore at $4.4 per ADS, for proceeds totaling $9.02 million, through a privately negotiated transaction.

Seeking Alpha • Oct 11

ReneSola Power expands into Italy and other European countries though Emeren acquisition

ReneSola (NYSE:SOL) has announced the acquisition of Emeren, a United Kingdom-based utility-scale solar power and battery projects developer in Europe. The acquisition transaction was completed on October 10 through an all-cash deal with an earn-out provision. Emeren has over 2.5 GW of pipeline under development (at different development stages) including over 2 GW of solar projects and over 500 MW of storage projects. Mr. Yumin Liu, ReneSola Power Chief Executive Officer, said, "The timing of this acquisition is excellent as it increases our project pipeline in Europe at a time when solar power purchase agreement prices have increased dramatically due to a supply shortage and favorable regulatory conditions. The acquisition is expected to generate healthy EBITDA immediately." Source: Press Release

Seeking Alpha • Sep 26

ReneSola: Needs To Fast-Track Solar Development Projects

Summary ReneSola collects its revenue mainly through developing solar power projects, contracting engineering & procurement (E&P) services, and selling electricity. In the US, it has been more than 5 years since ReneSola's power projects were commenced and the company is yet to hit monetization. An increase in natural gas prices has shifted demand to solar energy in the EU where ReneSola has its presence. The second quarter of 2022 saw ReneSola (SOL) miss its earnings per share ((EPS)) target by $0.03 at -$0.01 on revenue of $8.21 million. According to the Q2 2022 earnings report, the revenue miss was due to delays in the closure of the U.S product sales. Consequently, the earnings growth of 134.29% (QoQ) was primarily d riven by the energy production from China's IPP assets. There has been a stark difference between the U.S and China as far as inflation is concerned. In August 2022, China's producer price inflation fell to an 18-month low of 2.3% (YoY) while in the US, inflation is at a peak of 8.3%. Consensus estimates indicate that it could last well into 2023 if not longer. Thesis ReneSola may find it hard to close the year 2022 at 3 GW of energy production despite indicating an improved renewable energy policy from both the US and Europe. The company is targeting its mid-to-late stage pipeline to grow to 5 GWs before the end of 2024 but it has not reached 1 GW in any of its projects. It is true that there has been a surge in demand for renewable energy in parts of Europe despite the tight supply situation and the high PPA prices. ReneSola hopes to capitalize on this increase to augment revenue and create shareholder value. However, despite having a cash balance above $200 million, ReneSola has been incurring net losses since the quarter ending on December 2021. ReneSola's share price has shrunk 26% (YoY) following the negative trend of the S&P 500 at -16.99% (YoY). Seeking Alpha ReneSola's cash position has declined to 27.31% (YoY) from the quarter ending on June 30, 2021, to the quarter ending on June 30, 2022. The company hopes that the cash balance will stagnate at around $200 million if it does not carry out mergers & acquisitions (M&A) or share repurchase programs. Also, while there was a 134% increase in revenue (QoQ), ReneSola's sales have declined since the quarter ending on December 31, 2021, where it stood at $22.5 million. It hit its peak as of Q4 2019 at $26.5 million and it has been unable to replicate this figure again. We can understand that this increase occurred during pre-Covid times when there were no lockdowns, especially in China. However, gross profit was highest in the quarter ending on June 30, 2021, at $11.3 million with revenues at $18.5 million indicating market resilience and the success of post-Covid economic recovery interventions. I believe that the management needs to rework its investment strategy to lower costs of revenues while increasing overall earnings. Segments of Operations ReneSola collects its revenue mainly through developing solar power projects, contracting engineering & procurement (E&P) services, and selling electricity. It has operations in the U.S, Poland, China, Germany, Italy, France; Hungary, and in the U.K. Despite having solar projects in the U.S since 2015, it is yet to fully monetize its project portfolios- especially the utility-scale and community solar projects. ReneSola Q2 2022 Earnings Results According to ReneSola's U.S solar utility-scale project portfolio list, up to 653 MW worth of power is yet to be commercialized. Up to 316 MW has notice of commercialization by the end of 2022. However, it has been more than 5 years since the projects were commenced and the company is yet to begin monetization. In Poland, ReneSola stated that it had sold 175 MW of solar projects awarded through auctions. The company recorded sales from auctions conducted from 2016 through 2021. The number of MW sold is less than the expected projects still under development. Up to 705 MW of power is still under development with the contractual period for commercialization expected as late as 2024 (considering the projects will only be ground-mounted). In the UK, ReneSola has sold 127 MW of solar power. It has successfully developed 16 portfolios while operating 4.3 MW. Still, up to 235 MW is under development with the expected RTB sale set between 2023 and 2024. However, ReneSola will need more than 1,800 acres in the UK to establish this development. Data from Solar Energy UK indicates that approximately 6 acres are needed for every megawatt ((MW)) of power intended for production. Further, the current ground-mounted solar projects cover an estimated 230 square meters of land in the UK, which is less than 0.06 acres, or below 0.1% of the UK land. It is essential to note that the UK's planned 235 MW solar power production is the fourth largest mid-to-late stage project pipeline by ReneSola. This pipeline totals 2,404 MW against the company's current operating assets (in China and the U.S) which stand at 186 MW. In my view, the operating assets fall below the required output level needed to sustain solar power production to the tune of 1 GW by the end of 2023. Likely, the company will not have attained the 3 GW output even by the end of 2023. In further consideration of these apparent low production levels, Covid19-related challenges including the shutdowns made ReneSola lower its initial target concerning China's independent power plants. In its Q2 2022 earnings call, the company explained that its earlier target of 100 MW was untenable and a target of 50 to 70 MW was also out of reach. In H1 2022, the company did 6 MW and is hoping to add 30 MW by the end of 2022. Ultimately, the development in China will determine the speed with which the company will add power supply. Overall, the company is targeting a range of 30 to 40 MW in China by end of H2 2022 depending on the demand levels. By the end of August 2022, about 12% of China's total GDP was affected by Covid19 controls with millions of people placed under lockdowns. Planned factory maintenance coupled with the lockdowns will affect China's energy demand level into 2023. These curbs will thus affect power production including ReneSola's planned target output by end of H2 2022. Risks to the Upside Russia's war in Ukraine has seen power costs soar since Q1 2022, especially natural gas prices in countries such as Germany. In September 2022, Russia slowed down its supply of natural gas on the Nord Stream 1 pipeline in what analysts believe to be a retaliation against the West's support for Ukraine. Among other interventions made by Germany was to increase its supply of renewable energy to avert the crisis. About 12.2% of the European Union's electricity was generated from solar power in this summer period. This power saved the EU about€29 billion since it did not come from natural-gas burning plants. Further, this summer alone has seen solar generation rise 28% to 99.4 terawatt hours from 77.4 terawatt hours in the EU.

Articolo di analisi • Sep 10

US$10.67: That's What Analysts Think ReneSola Ltd (NYSE:SOL) Is Worth After Its Latest Results

It's been a good week for ReneSola Ltd ( NYSE:SOL ) shareholders, because the company has just released its latest...

Seeking Alpha • Sep 07

ReneSola Non-GAAP EPS of -$0.01 misses by $0.03, revenue of $8.21M misses by $6.19M

ReneSola press release (NYSE:SOL): Q2 Non-GAAP EPS of -$0.01 misses by $0.03. Revenue of $8.21M (-55.7% Y/Y) misses by $6.19M. For the 2nd half of 2022, we anticipate project sales will accelerate throughout the remainder of the year. We are reiterating our expectation for full year revenue to be in the range of $100 to $120 million ($107.20M consensus). For full year gross margin, we continue to expect it will be 20 to 25%. For full year net profit, we continue to target $9 to $10 million, which is in line with our prior guidance of at least 30% growth.

Seeking Alpha • Jun 14

ReneSola Encounters Headwinds But Looks Better Positioned Than Most

ReneSola has encountered recent headwinds due to Covid-related lockdowns in China and withdrawal from a major U.S. project. Company looks better positioned than peers from other industries due to accelerating focus on renewable power construction in the west. ReneSola may be in a bearish state right now, but it still looks far better positioned than companies from many other sectors.

Articolo di analisi • Jun 09

The Return Trends At ReneSola (NYSE:SOL) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Seeking Alpha • Mar 28

ReneSola: Not Enough Margin Of Safety, Even With Its Strong Balance Sheet

ReneSola's guidance for 2022 leaves too much to be desired and points towards a volatile year ahead. Of late, investors have turned their focus to a ''show-me'' story. Further, with Q1 2022 expected to see its revenues meaningfully contract, investors are right to be worried. Ultimately, it's difficult to argue that this business carries enough margin of safety.

Seeking Alpha • Feb 06

ReneSola Selling For Less Than Liquidation Value

ReneSola's stock price has succumbed to a list of macro-industry bearish developments since January 2021, none of them immediately affecting its underlying business growth. The business is now ridiculously undervalued, following a wave of selling on Wall Street in all technology names since November. After subtracting high levels of cash and current assets with few liabilities, smart investors can now buy ReneSola's solar infrastructure business for next to nothing.

In questa sezione di solito presentiamo le proiezioni di crescita dei ricavi e degli utili basate sulle stime di consenso degli analisti professionisti per aiutare gli investitori a capire la capacità della società di generare profitti. Tuttavia, poiché Emeren Group non ha fornito dati sufficienti sul passato e non ha previsioni degli analisti, i suoi utili futuri non possono essere calcolati in modo affidabile estrapolando i dati passati o utilizzando le previsioni degli analisti.

Si tratta di una situazione piuttosto rara, dato che il 97% delle società coperte da SimplyWall St dispone di dati finanziari passati.

Previsioni di crescita degli utili e dei ricavi

NYSE:SOL - Stime future degli analisti e dati finanziari passati (USD Millions )
Data	Ricavi	Utili	Flusso di cassa libero	Liquidità dell'operazione	Avg. Numero di analisti
9/30/2025	71	-9	34	45	N/A
6/30/2025	68	-4	-9	5	N/A
3/31/2025	86	-5	-15	1	N/A
12/31/2024	92	-12	-20	-4	N/A
9/30/2024	102	-3	-23	-7	N/A
6/30/2024	104	-17	-20	-6	N/A
3/31/2024	107	-9	-18	-7	N/A
12/31/2023	106	-3	-34	-23	N/A
9/30/2023	81	-7	-85	-41	N/A
6/30/2023	96	5	-84	-42	N/A
3/31/2023	71	-3	-87	-47	N/A
12/31/2022	61	-5	-76	-38	N/A
9/30/2022	63	-1	-30	-19	N/A
6/30/2022	50	-3	-30	-18	N/A
3/31/2022	60	4	-22	-10	N/A
12/31/2021	80	7	-18	-6	N/A
9/30/2021	73	10	-26	-19	N/A
6/30/2021	67	12	-23	-15	N/A
3/31/2021	75	8	-19	-11	N/A
12/31/2020	74	3	-18	-10	N/A
9/30/2020	84	-10	N/A	N/A	N/A
6/30/2020	140	-10	49	56	N/A
3/31/2020	127	-8	43	57	N/A
12/31/2019	119	-9	42	56	N/A
9/30/2019	98	-2	N/A	N/A	N/A
6/30/2019	51	-3	N/A	N/A	N/A
3/31/2019	65	-9	N/A	N/A	N/A
12/31/2018	97	2	N/A	-51	N/A
9/30/2018	-150	60	N/A	N/A	N/A
6/30/2018	174	10	N/A	N/A	N/A
3/31/2018	147	12	N/A	N/A	N/A
12/31/2017	103	3	N/A	18	N/A
9/30/2017	-273	-41	N/A	N/A	N/A
6/30/2017	727	-101	N/A	2	N/A
3/31/2017	-180	-9	N/A	-2	N/A
12/31/2016	81	0	N/A	28	N/A
9/30/2016	994	-3	N/A	-55	N/A
6/30/2016	1,175	27	N/A	9	N/A
3/31/2016	1,194	19	N/A	7	N/A
12/31/2015	116	20	N/A	2	N/A
9/30/2015	1,373	-20	N/A	82	N/A
6/30/2015	1,377	-40	N/A	11	N/A
3/31/2015	1,496	-37	N/A	-18	N/A
12/31/2014	1,561	-34	N/A	-122	N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Dati insufficienti per determinare se la crescita degli utili prevista SOL è superiore al tasso di risparmio ( 3.3% ).

Guadagni vs Mercato: Dati insufficienti per determinare se si prevede che gli utili di SOL cresceranno più velocemente del mercato US

Guadagni ad alta crescita: Dati insufficienti per determinare se si prevede che gli utili di SOL cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Dati insufficienti per determinare se si prevede che i ricavi di SOL cresceranno più rapidamente del mercato US.

Ricavi ad alta crescita: Dati insufficienti per determinare se si prevede che i ricavi di SOL cresceranno più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di SOL è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

Dati	Ultimo aggiornamento (ora UTC)
Analisi dell'azienda	2025/12/15 04:07
Prezzo dell'azione a fine giornata	2025/12/12 00:00
Utili	2025/09/30
Utili annuali	2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

Pacchetto	Dati	Tempistica	Esempio Fonte USA ^*
Dati finanziari della società	10 anni	Conto economico Rendiconto finanziario Bilancio	Modulo SEC 10-K Modulo SEC 10-Q
Stime di consenso degli analisti	+3 anni	Previsioni finanziarie Obiettivi di prezzo degli analisti	Rapporti di ricerca degli analisti Blue Matrix
Prezzi di mercato	30 anni	Prezzi delle azioni Dividendi, scissioni e azioni	Dati di mercato ICE Modulo SEC S-1
Proprietà	10 anni	Top azionisti Insider trading	Modulo 4 SEC Modulo 13D SEC
Gestione	10 anni	Team di leadership Consiglio di amministrazione	Modulo SEC 10-K Modulo SEC DEF 14A
Sviluppi principali	10 anni	Annunci aziendali	Modulo 8-K SEC

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Emeren Group Ltd è coperta da 11 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

Analista	Istituzione
Vishal Shah	Barclays
Yu Zhang	China International Capital Corporation Limited
Eric Cheng	Deutsche Bank

This company has been acquired

Emeren Group Crescita futura

Criteri Future verificati 0/6

Informazioni chiave

Aggiornamenti recenti sulla crescita futura

Price target increased by 40% to US$7.00

Price target increased by 40% to US$7.00

Emeren Group Ltd. Provides Earnings Guidance for the First Quarter 2025

Price target decreased by 7.7% to US$4.50

Emeren Group Ltd Provides Earnings Guidance for the First Half and Full Year of 2025

Price target increased by 9.4% to US$5.33

Recent updates

Emeren Group To Be Delisted from NYSE Following Completion of Merger

Third quarter 2025 earnings released: US$0.065 loss per share (vs US$0.094 profit in 3Q 2024)

Price target increased by 40% to US$7.00

Price target increased by 40% to US$7.00

Battery Storage Projects Will Open Markets In Europe And China

Emeren Group Ltd announced delayed 10-Q filing

Emeren Group Ltd Announces Management Changes

First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Battery Storage Projects Will Open Markets In Europe And China

Emeren Group Ltd. Provides Earnings Guidance for the First Quarter 2025

SHAH CAPITAL OPPORTUNITY FUND LP managed by Shah Capital Management, Inc and Himanshu H. Shah submitted a non-binding proposal to acquire 64% stake in Emeren Group Ltd (NYSE:SOL) for approximately $100 million.

New minor risk - Share price stability

Emeren Group Ltd's (NYSE:SOL) 29% Share Price Plunge Could Signal Some Risk

Price target decreased by 7.7% to US$4.50

Emeren Group Ltd Provides Earnings Guidance for the First Half and Full Year of 2025

Emeren Group Ltd to Report Q4, 2024 Results on Mar 13, 2025

Market Cool On Emeren Group Ltd's (NYSE:SOL) Revenues Pushing Shares 27% Lower

Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Is Emeren Group (NYSE:SOL) Using Too Much Debt?

Price target increased by 9.4% to US$5.33

Emeren Group Ltd to Report Q3, 2024 Results on Nov 14, 2024

Emeren Group Ltd, Annual General Meeting, Nov 01, 2024

Emeren Group Ltd Appoints Dr. Ramki Srinivasan to Its Board of Directors

Emeren Group Ltd announced delayed 10-Q filing

Emeren Group Ltd to Report Q2, 2024 Results on Aug 20, 2024

Price target decreased by 11% to US$4.88

Emeren Group Ltd to Report Q1, 2024 Results on May 23, 2024

Emeren Group Ltd announced delayed annual 10-K filing

Emeren Group Ltd to Report Q4, 2023 Results on Mar 28, 2024

New minor risk - Market cap size

Investors Still Aren't Entirely Convinced By Emeren Group Ltd's (NYSE:SOL) Revenues Despite 27% Price Jump

New minor risk - Share price stability

New minor risk - Market cap size

Emeren Group Ltd's (NYSE:SOL) P/S Is Still On The Mark Following 26% Share Price Bounce

Emeren Group Ltd Provides Earnings Guidance for Fourth Quarter and the Full Year 2023

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Price target decreased by 25% to US$5.80

Emeren Group Ltd to Report Q3, 2023 Results on Nov 21, 2023

Emeren Group: From Debt-Laden To Renewable Upstart

Emeren Group Ltd, Annual General Meeting, Dec 08, 2023

Investor sentiment deteriorates as stock falls 15%

Capital Allocation Trends At Emeren Group (NYSE:SOL) Aren't Ideal

Second quarter 2023 earnings released: EPS: US$0.15 (vs US$0.003 loss in 2Q 2022)

Price target decreased by 10% to US$8.75

The Bottom Fishing Club: Emeren Group

Emeren Group Ltd to Report Q2, 2023 Results on Aug 31, 2023

Is Emeren Group (NYSE:SOL) Using Debt Sensibly?

CNNP Rich Energy Corporation Limited entered into an agreement to acquire 29 MW projects located in Henan from Emeren Group Ltd (NYSE:SOL).

First quarter 2023 earnings released: US$0.034 loss per share (vs US$0.025 loss in 1Q 2022)

Emeren Group Ltd to Report Q1, 2023 Results on May 31, 2023

Consensus EPS estimates increase by 14%

Full year 2022 earnings: EPS in line with expectations, revenues disappoint

ReneSola announces buyback of ADSs from its Singaporean unit

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Less than half of directors are independent

ReneSola Power expands into Italy and other European countries though Emeren acquisition

ReneSola: Needs To Fast-Track Solar Development Projects

Independent Director notifies of intention to sell stock

US$10.67: That's What Analysts Think ReneSola Ltd (NYSE:SOL) Is Worth After Its Latest Results

Second quarter 2022 earnings released: US$0.03 loss per share (vs US$0.10 profit in 2Q 2021)

ReneSola Non-GAAP EPS of -$0.01 misses by $0.03, revenue of $8.21M misses by $6.19M

Investor sentiment deteriorated over the past week

Consensus forecasts updated

ReneSola Encounters Headwinds But Looks Better Positioned Than Most

VP of Investment & Director notifies of intention to sell stock

The Return Trends At ReneSola (NYSE:SOL) Look Promising

Full year 2021 earnings: EPS and revenues miss analyst expectations

Less than half of directors are independent