Daqo New Energy（DQ）株式概要
Daqo New Energy Corp.はその子会社とともに、中華人民共和国の太陽光発電製品メーカー向けにポリシリコンを製造・販売している。 詳細
DQ Community Fair Values
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Analyst Price Targets
Daqo New Energy Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$12.11 |
| 52週高値 | US$36.59 |
| 52週安値 | US$11.38 |
| ベータ | 0.65 |
| 1ヶ月の変化 | -9.56% |
| 3ヶ月変化 | -36.73% |
| 1年変化 | -44.35% |
| 3年間の変化 | -64.74% |
| 5年間の変化 | -79.32% |
| IPOからの変化 | 18.15% |
最新ニュース
ナラティブ更新 • Jul 24
DQ: Kunshan Energy Project Will Drive Future Re-Rating Potential
Analysts have modestly raised their fair value estimate for Daqo New Energy to $17.40, reflecting updated assumptions on revenue growth, profit margins and a sharply higher future P/E multiple, even as some recent research, including a lower price target from Roth Capital, highlights ongoing debate around the stock's outlook. What’s in the News for Daqo New Energy Daqo Energy Technology (Shanghai) Co. Ltd., an affiliate of Daqo New Energy, signed an investment agreement with the Management Committee of the Kunshan Economic and Technological Development Zone to build a new manufacturing base focused on next generation energy solutions and equipment for artificial intelligence data centers, including energy storage systems, solid state transformers, solid state circuit breakers and solid state batteries.
ナラティブ更新 • Jul 10
DQ: New Kunshan Expansion Will Support Future Re Rating Potential
Analysts have reduced their price target on Daqo New Energy by $3.50 to $35.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Daqo New Energy Daqo Energy Technology (Shanghai) Co. Ltd.
ナラティブ更新 • Jun 26
DQ: Cost Discipline And New Energy Base Will Support Future Re Rating
Analysts have reduced their price target on Daqo New Energy by $5.10 to $26.77, citing updated assumptions around discount rates, profit margins, and future P/E, even as revenue growth expectations are revised. What's in the News for Daqo New Energy Daqo Energy Technology (Shanghai) Co. Ltd.Seeking Alpha • Jun 02
Daqo New Energy: It's A Waiting Game, Patience Required (Downgrade)
Summary Daqo New Energy Corp. is downgraded to Hold due to prolonged industry overcapacity and delayed recovery in polysilicon pricing. DQ’s Q1 revenues fell 78.5% YoY, with a net loss of $88.4M, as the company halted sales to avoid selling below cost. The DQ balance sheet remains robust, with $1.87B in liquidity and no debt, supporting DQ’s long-term survival through the downturn. Industry shakeout is slow, with government reluctance to enforce consolidation; patience is required before adding at ~$15/share. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Jul 24
DQ: Kunshan Energy Project Will Drive Future Re-Rating Potential
Analysts have modestly raised their fair value estimate for Daqo New Energy to $17.40, reflecting updated assumptions on revenue growth, profit margins and a sharply higher future P/E multiple, even as some recent research, including a lower price target from Roth Capital, highlights ongoing debate around the stock's outlook. What’s in the News for Daqo New Energy Daqo Energy Technology (Shanghai) Co. Ltd., an affiliate of Daqo New Energy, signed an investment agreement with the Management Committee of the Kunshan Economic and Technological Development Zone to build a new manufacturing base focused on next generation energy solutions and equipment for artificial intelligence data centers, including energy storage systems, solid state transformers, solid state circuit breakers and solid state batteries.ナラティブ更新 • Jul 10
DQ: New Kunshan Expansion Will Support Future Re Rating Potential
Analysts have reduced their price target on Daqo New Energy by $3.50 to $35.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Daqo New Energy Daqo Energy Technology (Shanghai) Co. Ltd.ナラティブ更新 • Jun 26
DQ: Cost Discipline And New Energy Base Will Support Future Re Rating
Analysts have reduced their price target on Daqo New Energy by $5.10 to $26.77, citing updated assumptions around discount rates, profit margins, and future P/E, even as revenue growth expectations are revised. What's in the News for Daqo New Energy Daqo Energy Technology (Shanghai) Co. Ltd.Seeking Alpha • Jun 02
Daqo New Energy: It's A Waiting Game, Patience Required (Downgrade)
Summary Daqo New Energy Corp. is downgraded to Hold due to prolonged industry overcapacity and delayed recovery in polysilicon pricing. DQ’s Q1 revenues fell 78.5% YoY, with a net loss of $88.4M, as the company halted sales to avoid selling below cost. The DQ balance sheet remains robust, with $1.87B in liquidity and no debt, supporting DQ’s long-term survival through the downturn. Industry shakeout is slow, with government reluctance to enforce consolidation; patience is required before adding at ~$15/share. Read the full article on Seeking Alphaナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...株主還元
| DQ | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 1.7% | -6.1% | 0.5% |
| 1Y | -44.3% | 50.6% | 16.5% |
業界別リターン: DQ過去 1 年間で50.6 % 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: DQは、過去 1 年間で16.5 % のリターンを上げたUS市場を下回りました。
価格変動
| DQ volatility | |
|---|---|
| DQ Average Weekly Movement | 6.5% |
| Semiconductor Industry Average Movement | 13.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DQ 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DQの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 3,842 | Xiang Xu | www.dqsolar.com |
Daqo New Energy Corp.は、その子会社とともに、中華人民共和国の太陽光発電製品メーカー向けにポリシリコンを製造・販売している。同社は、るつぼの積み重ね、引き上げ、固化に対応できるように包装された、すぐに使えるポリシリコンを提供している。同社の製品は、インゴット、ウェハー、セル、モジュールに使用され、太陽光発電ソリューションに利用されている。以前はMega Stand International Limitedとして知られていたが、2009年8月にDaqo New Energy Corp.に社名を変更した。Daqo New Energy Corp.は2007年に設立され、中華人民共和国の上海に本社を置いている。
Daqo New Energy Corp. 基礎のまとめ
| DQ 基礎統計学 | |
|---|---|
| 時価総額 | US$819.44m |
| 収益（TTM） | -US$187.05m |
| 売上高(TTM) | US$568.22m |
1.4x
P/Sレシオ-4.4x
PER（株価収益率DQ は割高か？
公正価値と評価分析を参照収益と収入
| DQ 損益計算書（TTM） | |
|---|---|
| 収益 | US$568.22m |
| 売上原価 | US$763.91m |
| 売上総利益 | -US$195.68m |
| その他の費用 | -US$8.63m |
| 収益 | -US$187.05m |
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） | -2.76 |
| グロス・マージン | -34.44% |
| 純利益率 | -32.92% |
| 有利子負債／自己資本比率 | 0% |
DQ 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 | 2026/07/30 07:24 |
| 終値 | 2026/07/30 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
Daqo New Energy Corp. 5 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。25
| アナリスト | 機関 |
|---|---|
| Lu Wang | Bernstein |
| Ka So | CCB International Securities Limited |
| Yufei Miao | China International Capital Corporation Limited |