Canadian Solar（CSIQ）株式概要
カナディアン・ソーラー社は、その子会社とともに、アジア、米国、欧州、および国際的に太陽エネルギーと蓄電池の製品とソリューションを提供している。 詳細
CSIQ Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$18.05
FV
18.6% 割安 内在価値ディスカウント15
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Canadian Solar Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$14.69 |
| 52週高値 | US$34.59 |
| 52週安値 | US$9.41 |
| ベータ | 1.51 |
| 1ヶ月の変化 | -1.94% |
| 3ヶ月変化 | 4.04% |
| 1年変化 | 15.22% |
| 3年間の変化 | -59.86% |
| 5年間の変化 | -63.50% |
| IPOからの変化 | -6.01% |
最新ニュース
新しいナラティブ • 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
ナラティブ更新 • 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.Recent updates
新しいナラティブ • 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ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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 AlphaSeeking Alpha • Nov 15
Canadian Solar May Surprise In Q3 Call After Stock Nosedives Post-Election
Summary Canadian Solar's shift to retaining solar power plants and battery storage aims for long-term gains, despite short-term EPS impacts and a current stock price drop. The company’s vertical integration and new business model promise consistent profits from electricity sales, mitigating the volatility of solar panel manufacturing. Major project sales, like the Dominican Republic solar project, and increasing electricity sales are expected to boost Q3 earnings and future profitability. Canadian Solar's vertical integration, strategic geographic diversification and tariff mitigation efforts position it to capture greater market share and ensure steady revenue growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
Canadian Solar: An Upcycle Is On The Horizon
Summary Canadian Solar is a risky but potentially rewarding short-term investment, with a projected 20% price increase in 2025 despite competition and geopolitical risks. The company is vertically integrated and diversified, with significant exposure to China, which could face tariff issues under a Trump presidency. Valuation metrics suggest Canadian Solar is undervalued, but its lower EBITDA growth and negative free cash flow margin make it less attractive than its peers. Given the cyclical nature of the solar industry, Canadian Solar is a moderate Buy for 2025-2026, but not a long-term holding. Read the full article on Seeking Alpha株主還元
| CSIQ | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -1.7% | 3.9% | -2.0% |
| 1Y | 15.2% | 63.4% | 15.1% |
業界別リターン: CSIQ過去 1 年間で63.4 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: CSIQは、過去 1 年間で15.1 % のリターンを上げたUS市場を下回りました。
価格変動
| CSIQ volatility | |
|---|---|
| CSIQ Average Weekly Movement | 12.0% |
| Semiconductor Industry Average Movement | 13.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CSIQの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: CSIQの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2001 | 12,587 | Colin Parkin | www.canadiansolar.com |
カナディアン・ソーラー社は、その子会社とともに、アジア、米国、欧州、および国際的に太陽エネルギーと蓄電池の製品とソリューションを提供している。製造とリカレント・エナジーの2つのセグメントで事業を展開している。製造部門は、太陽電池、蓄電池、その他電力技術製品、CSI Solarの製造・販売に注力している。また、標準的な太陽電池モジュール、蓄電池ソリューション、インバーター、ラッキングシステム、その他付属品などのソーラーシステムキット、パワーエレクトロニクス製品、エンジニアリング、調達、建設サービスを提供し、蓄電池プロジェクトの運営も行っている。リカレント・エナジー部門は、太陽光発電・蓄電池プロジェクトの開発・建設・販売・運営、太陽光発電所の運営、電力販売などのサービスを提供している。また、発電所設備の監視、点検、修理、交換などの電力運用・保守サービスや、太陽光発電プロジェクトのサイト管理・運営サポートサービス、資産管理サービスも提供している。発電所レベル、業務用、家庭用製品、インバーター、太陽電池モジュールを提供し、電力とスマートエネルギーを販売している。販売業者、システムインテグレーター、プロジェクト開発業者、設置業者、EPC企業、また電力会社、公益事業者、認可を受けたサプライヤー、企業の売電業者、商業、産業、政府のエンドユーザー向けに、主にカナディアン・ソーラーのブランド名でサービスを提供している。CSI、CS PowerTech、CSI Solar、Recurrent Energy、e-STORAGE、SolBank、KuBank、EP Cubeのブランド名で製品を販売している。カナディアン・ソーラー社は2001年に法人化され、カナダのキッチナーに本社を置いている。
Canadian Solar Inc. 基礎のまとめ
| CSIQ 基礎統計学 | |
|---|---|
| 時価総額 | US$996.91m |
| 収益（TTM） | -US$102.25m |
| 売上高(TTM) | US$5.48b |
0.2x
P/Sレシオ-9.7x
PER（株価収益率CSIQ は割高か？
公正価値と評価分析を参照収益と収入
| CSIQ 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.48b |
| 売上原価 | US$4.26b |
| 売上総利益 | US$1.22b |
| その他の費用 | US$1.32b |
| 収益 | -US$102.25m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.51 |
| グロス・マージン | 22.22% |
| 純利益率 | -1.87% |
| 有利子負債／自己資本比率 | 156.2% |
CSIQ の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/24 05:05 |
| 終値 | 2026/07/23 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Canadian Solar Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Vishal Shah | Barclays |
| Carter Driscoll | B. Riley Securities, Inc. |