Canadian Solar (CSIQ) Panoramica del titolo
Canadian Solar Inc. insieme alle sue consociate, fornisce prodotti e soluzioni per l'energia solare e l'accumulo di energia a batteria in Asia, Stati Uniti, Europa e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
CSIQ Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di Canadian Solar Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$15.78 |
| Massimo di 52 settimane | US$34.59 |
| Minimo di 52 settimane | US$9.41 |
| Beta | 1.54 |
| Variazione di 1 mese | 3.82% |
| Variazione a 3 mesi | -12.82% |
| Variazione di 1 anno | 23.76% |
| Variazione a 3 anni | -41.32% |
| Variazione a 5 anni | -56.56% |
| Variazione dall'IPO | 0.96% |
Notizie e aggiornamenti recenti
Recent updates
Nuova narrativa • Aug 18
Canadian Solar: The Market May Be Pricing the Problem, Not the Sum of the Parts
My thesis on Canadian Solar does not depend on a near-term recovery in the solar industry. The headwinds are real: manufacturing overcapacity, compressed margins, high leverage, capital intensity, and persistent US-China trade friction.
Nuova narrativa • Jul 21
Why CSIQ Could Be One of the Market's Most Misunderstood Renewable Energy Stocks
CSIQ is an interesting stock because you're effectively buying two businesses in one : A solar equipment manufacturer (solar panels, batteries, storage systems) A renewable energy project developer/operator through Recurrent Energy, which develops, sells, and sometimes operates solar and battery storage projects. Bull Case: 1.Seeking Alpha • Jul 21
Canadian Solar: Debt/Regulatory Risks Mount - Contrarian Buy With H2'26 Recovery Prospects
Summary Canadian Solar’s expanding manufacturing capacity, robust solar/battery backlog, and growing LTSAs imply the excellent appetite for solar/energy storage offerings. Their vertically integrated manufacturing/operations may drive future top/bottom-line growth prospects, beyond the currently lumpy performance. Despite the mixed near-term guidance, CSIQ signals a 2026 transition year, with H2'26 and FY2027+ poised for delivery growth acceleration. Risks include hefty debt, high short interest, insider selling, and regulatory headwinds, potentially keeping valuations depressed in the meantime. CSIQ is reiterated as a Buy, aided by the technical bottoming and the discounted valuations offering an improved margin of safety. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 02
CSIQ: Storage Pipeline And Tariff Refunds Will Support Future Upside
Analysts have reduced their fair value estimate for Canadian Solar stock from $34.39 to $30.00, citing ongoing concerns around weak EPS and cash flow, even as recent margin performance was supported by tariff refunds. Analyst Commentary Recent research on Canadian Solar reflects a cautious tone, but it also highlights specific factors that more constructive analysts are watching closely, especially around margins and the path to stronger earnings quality.
Aggiornamento narrativa • Jun 18
CSIQ: Future Earnings Quality Will Likely Struggle As Cash Flow Remains Weak
Analysts have modestly reduced their price target on Canadian Solar stock to $9.00, reflecting lower modeled revenue growth, partly offset by slightly better profit margin and P/E assumptions following recent sector-wide target cuts and concerns over weak EPS and cash flow highlighted in Street research. Analyst Commentary Recent Street research on Canadian Solar points to a cautious tone, with several bearish analysts trimming price targets and flagging ongoing execution and cash flow risks.Aggiornamento narrativa • Jun 04
CSIQ: Tax Credits And Storage Backlog Will Support Upside Despite FOEC Risk
Analysts have adjusted the fair value estimate for Canadian Solar to $34.39 from $33.87, reflecting updated assumptions on revenue, margins, and future P/E, even as several firms have recently cut their price targets and flagged weak EPS and cash flow. Analyst Commentary Recent Street research on Canadian Solar has been mixed, with several firms trimming price targets and citing weak EPS and cash flow alongside tariff related benefits to margins.Aggiornamento narrativa • May 20
CSIQ: Future Earnings Quality Will Likely Struggle As Cash Flow Stays Weak
Analysts have trimmed the fair value estimate for Canadian Solar from $10.00 to $9.00 as they factor in weaker EPS and cash flow, softer revenue growth assumptions, a sharply lower profit margin outlook, and a higher assumed future P/E, in line with a wave of recent price target cuts and rating changes across the Street. Analyst Commentary Recent research on Canadian Solar points to a more cautious tone, with several bearish analysts trimming expectations and highlighting execution and cash flow risks around the current valuation.Aggiornamento narrativa • May 02
CSIQ: Tax Credits And Storage Pipeline Will Drive Upside Despite FOEC Risk
Analysts have nudged the fair value estimate for Canadian Solar down from $38.00 to about $33.87. This reflects recent cuts to Street price targets that emphasize concerns about lower margins and higher cash needs, even as expectations for revenue growth and a higher future P/E have been updated.
Aggiornamento narrativa • Apr 17
CSIQ: 45X Tax Credits Will Support U.S. Factory Cash Needs
Analysts have trimmed their price targets on Canadian Solar by $0.55, reflecting slightly lower revenue growth expectations and valuation resets tied to reduced volume assumptions and higher projected cash outflows for the U.S. factory, partly offset by an improved view on tax credit eligibility and recent rating upgrades to Neutral. Analyst Commentary Recent Street research reflects a mixed but active debate around Canadian Solar, with several firms adjusting ratings and cutting price targets while reassessing volumes, cash needs for the U.S. factory, and potential tax credit eligibility.Aggiornamento narrativa • Apr 03
CSIQ: 45X Tax Credits Will Support U.S. Energy Storage Profitability
Narrative Update on Canadian Solar The analyst price target for Canadian Solar has been reduced by about $3 to roughly $18, with analysts pointing to lower profit margin assumptions and a higher future P/E, partly offset by updated expectations for revenue growth and potential U.S. tax credit eligibility. Analyst Commentary Recent Street research on Canadian Solar has been mixed, with several firms cutting price targets while at least one has shifted to a more neutral stance on the stock.Aggiornamento narrativa • Mar 19
CSIQ: 45X Tax Credits Will Support U.S. Battery Storage Upside
Narrative Update: Canadian Solar Analysts have reduced the implied fair value estimate for Canadian Solar by $2 to $21.33, reflecting updated assumptions for discount rate, revenue growth, profit margins and future P/E. The revision also incorporates recent research that factors in lower expected volumes, higher U.S. factory cash outflows and the potential benefit of 45X tax credits.Aggiornamento narrativa • Mar 05
CSIQ: Future Margin Assumptions Will Likely Struggle Against Weak Profit Outlook
Analysts have raised their price target on Canadian Solar to $10.00 from $7.00, citing updated assumptions for revenue growth, profit margins, and valuation that reference recent sector commentary, including Wells Fargo's positive stance on buying weakness in First Solar. Analyst Commentary Analysts lifting the price target on Canadian Solar to US$10.00 are doing so with tighter assumptions around revenue, margins, and valuation, and they are taking their cue in part from recent sector commentary that highlights interest in buying weakness in larger peers.Aggiornamento narrativa • Feb 18
CSIQ: Battery Storage Expansion Will Shape Upside Despite FOEC Policy Risk
Analysts have maintained their $38.00 price target for Canadian Solar, noting slightly revised assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect updated sector research. Analyst Commentary Bullish Takeaways Bullish analysts point to the reaffirmed $38.00 price target as a sign of confidence that updated assumptions on discount rate, revenue growth, profit margin, and future P/E still support the current valuation framework for Canadian Solar.Aggiornamento narrativa • Feb 04
CSIQ: Battery Storage Outlook And FOEC Policy Risk Will Shape Upside
Analysts have raised their price target on Canadian Solar to US$30 from US$11, citing the recent Q3 beat, strong 2026 battery energy storage guidance and a positive battery demand outlook, while also noting ongoing policy risk related to Foreign Entity of Concern provisions. Analyst Commentary Recent Street research on Canadian Solar centers on the latest quarterly results, the updated battery energy storage outlook, and how policy risk could affect valuation.Aggiornamento narrativa • Jan 21
CSIQ: Battery Storage And Reshoring Plans Will Shape Future Upside
Analysts have lifted their price targets on Canadian Solar, with increases such as from US$11 to US$30 and from US$9 to US$10. These changes reflect a mix of positive takeaways from Q3 results and long term battery storage guidance, tempered by ongoing policy and outlook risks.Aggiornamento narrativa • Jan 06
CSIQ: Battery Storage Outlook And Reshoring Plans Will Drive Future Upside
Analysts have raised their price targets on Canadian Solar, with one increasing the target to US$30 from US$11. Others remain more cautious, setting targets in the US$9 to US$11 range.Aggiornamento narrativa • Dec 18
CSIQ Battery Storage Outlook Will Drive Upside Despite Policy Headwinds
Analysts have lifted their price target on Canadian Solar to approximately $38 from around $20, citing stronger long term revenue growth expectations tied to robust battery energy storage guidance and recent tariff relief, even as policy and FEOC related risks keep margin and valuation assumptions more conservative. Analyst Commentary Bullish analysts acknowledge that Canadian Solar has delivered better than expected Q3 results, pointing to strong execution in both module shipments and battery energy storage.Articolo di analisi • Dec 14
Benign Growth For Canadian Solar Inc. (NASDAQ:CSIQ) Underpins Stock's 33% Plummet
The Canadian Solar Inc. ( NASDAQ:CSIQ ) share price has softened a substantial 33% over the previous 30 days, handing...Aggiornamento narrativa • Dec 04
CSIQ: Battery Storage Upside Will Face Ongoing Policy And Trade Risks
Analysts modestly raised their price target on Canadian Solar, lifting estimated fair value by about $1.57 per share to roughly $23.33. Stronger long term revenue growth expectations and a robust battery energy storage outlook are partially offset by lower margin assumptions and ongoing policy and trade risks.Articolo di analisi • Nov 20
We Like The Quality Of Canadian Solar's (NASDAQ:CSIQ) Earnings
Canadian Solar Inc.'s ( NASDAQ:CSIQ ) solid earnings announcement recently didn't do much to the stock price. We did...Aggiornamento narrativa • Nov 20
CSIQ: Policy Shifts And Potential Tariffs Will Threaten Future Performance
Canadian Solar's analyst price target has surged from $13.26 to $21.76. Analysts cite strong battery storage guidance, improved revenue growth, and a more optimistic outlook for future profit margins, despite ongoing policy and market risks.Aggiornamento narrativa • Nov 05
CSIQ: Policy Headwinds And Tariff Risks Will Challenge Future Operations
Analysts have raised their fair value estimate for Canadian Solar from $12.37 to $13.26. This change reflects updated forecasts for revenue growth and market risks in light of evolving U.S. policy challenges and sector outlooks.Articolo di analisi • Oct 14
Canadian Solar Inc. (NASDAQ:CSIQ) Shares Fly 30% But Investors Aren't Buying For Growth
Canadian Solar Inc. ( NASDAQ:CSIQ ) shareholders would be excited to see that the share price has had a great month...Aggiornamento narrativa • Sep 18
Electrification And Storage Expansion Will Unlock Future Opportunity
Analysts have cut Canadian Solar's price target to $12.37 due to heightened financial risk from possible retroactive U.S. tariffs, ongoing policy headwinds, mixed quarterly results, and reduced shipment/margin guidance, reflecting deteriorating fundamentals and outlook. Analyst Commentary Bearish analysts highlight significant risk from potential retroactive AD/CVD (antidumping and countervailing duty) liabilities, which could exceed Canadian Solar’s market cap and cash on hand, creating significant financial uncertainty.Articolo di analisi • Aug 24
Canadian Solar Inc. Just Missed EPS By 93%: Here's What Analysts Think Will Happen Next
The analysts might have been a bit too bullish on Canadian Solar Inc. ( NASDAQ:CSIQ ), given that the company fell...Articolo di analisi • Jul 22
Canadian Solar Inc.'s (NASDAQ:CSIQ) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Despite an already strong run, Canadian Solar Inc. ( NASDAQ:CSIQ ) shares have been powering on, with a gain of 29% in...Articolo di analisi • May 03
Canadian Solar Inc. (NASDAQ:CSIQ) Looks Inexpensive But Perhaps Not Attractive Enough
Canadian Solar Inc.'s ( NASDAQ:CSIQ ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a strong buy...Seeking Alpha • Apr 29
Canadian Solar: Hidden Value In Recurrent Energy; Momentum Buy
Summary Canadian Solar soared an extraordinary 41.9% over just two trading sessions (with double-normal trading volumes) during 24-25 April 2025, closing at $11.15 on no specific news. CSIQ's fundamental asset value diverges sharply from its stock price, making CSIQ a potential M&A or restructuring target with possible buyout to be taken private. We see a hidden value of $9.3–$18.8 per share in Recurrent Energy, while analysts price only the panel trading business at $5 per share, exposed to overstocking and US-China tariff risks. We estimate CSIQ's post-restructuring value at $54–$64 per share, making a buyout viable up to $20. We view CSIQ as a momentum Buy with a short-term target of $20, interpreting the recent surge as a strategic buyer building a position for M&A or take-private restructuring. Read the full article on Seeking AlphaArticolo di analisi • Mar 27
Earnings Beat: Canadian Solar Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that Canadian Solar Inc. ( NASDAQ:CSIQ ) released its full-year result to the market...Seeking Alpha • Mar 26
Canadian Solar: Deep Value Potential Comes With Debt And Tariff Headwinds
Summary Canadian Solar's Q4 revenue missed estimates, but EPS beat expectations, driving a 6% stock increase; 2025 guidance shows lower Q1 revenue but an otherwise hopeful annual outlook. High exposure to Chinese tariffs and rising debt are significant risks; US manufacturing investments may mitigate some tariff impacts but face margin challenges. CSIQ's operating margins are extremely thin, and the company's high debt level could lead to financial pressures if interest costs rise and cash flows remain negative. I upgrade my outlook to neutral, acknowledging potential significant undervaluation if investments succeed and macroeconomic conditions improve, but that seems unlikely for now. The company's Q1 outlook is poor, but the most critical factor may be its Q2 2025 performance, which must show a rebound as implied by manager guidance. Read the full article on Seeking AlphaSeeking Alpha • Jan 25
Canadian Solar: Massive Regulatory & Industry Headwinds Ahead - No Bottom In Sight
Summary CSIQ has been oversold here, attributed to the headwinds from the US policy uncertainty and polysilicon oversupply. These issues have led to the company's falling ASPs, impacted profit margins, and prolonged sales cycle, as similarly observed in its solar peers. For now, CSIQ continue to report growing backlogs, as the management expands their solar module and battery production capacity within the US. Even so, these efforts have directly triggered the hefty debt obligations and higher interest expenses at a time of expensive borrowing cost environment. Combined with the growing short interest volume on a YoY basis and the stock's lack of bullish support, CSIQ is likely to underperform in the near-term. Read the full article on Seeking AlphaArticolo di analisi • Jan 20
Here's What's Concerning About Canadian Solar's (NASDAQ:CSIQ) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Dec 23
Canadian Solar: Persisting External Headwinds Affect Regional Expansions
Summary I reiterate my Hold rating on Canadian Solar due to shrinking market share in China and geopolitical headwinds impacting solar product supply chains. Despite the competition, CSIQ's investment in U.S. manufacturing and Australian subsidiary Recurrent Energy shows strong growth potential and strategic diversification. Canadian Solar's Q3’24 financials reveal increased revenues but also higher expenses, resulting in a net loss and highlighting the company's precarious financial position. Regulatory hurdles, competition, and currency exchange risks pose significant challenges, but long-term investments may stabilize and enhance CSIQ's market position. Read the full article on Seeking AlphaRendimenti per gli azionisti
| CSIQ | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | 0.4% | -5.1% | -0.8% |
| 1Y | 23.8% | 58.9% | 20.5% |
Ritorno vs Industria: CSIQ ha avuto una performance inferiore rispetto al US Semiconductor che ha registrato un rendimento 58.9 % nell'ultimo anno.
Rendimento vs Mercato: CSIQ ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| CSIQ volatility | |
|---|---|
| CSIQ Average Weekly Movement | 10.7% |
| Semiconductor Industry Average Movement | 13.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: CSIQ non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di CSIQ è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2001 | 12,587 | Colin Parkin | www.canadiansolar.com |
Canadian Solar Inc. insieme alle sue consociate, fornisce prodotti e soluzioni per l'energia solare e l'accumulo di energia a batteria in Asia, Stati Uniti, Europa e a livello internazionale. Opera attraverso due segmenti, Produzione e Energia ricorrente. Il segmento Produzione si concentra sulla produzione e sulla vendita di prodotti solari, di accumulatori di energia a batteria e di altre tecnologie energetiche, nonché di CSI Solar.
Canadian Solar Inc. Riepilogo dei fondamenti
| CSIQ statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$999.62m |
| Utili (TTM) | -US$102.25m |
| Ricavi(TTM) | US$5.48b |
0.2x
Rapporto P/S-10.5x
Rapporto P/ECSIQ è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CSIQ Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.48b |
| Costo del fatturato | US$4.26b |
| Profitto lordo | US$1.22b |
| Altre spese | US$1.32b |
| Utili | -US$102.25m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 27, 2026
| Utile per azione (EPS) | -1.51 |
| Margine lordo | 22.22% |
| Margine di profitto netto | -1.87% |
| Rapporto debito/patrimonio netto | 156.2% |
Come si è comportato CSIQ nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/19 16:16 |
| Prezzo dell'azione a fine giornata | 2026/08/19 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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 |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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
Canadian Solar Inc. è coperta da 31 analisti. 11 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 |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Vishal Shah | Barclays |
| Carter Driscoll | B. Riley Securities, Inc. |