Daqo New Energy Corp.

NYSE:DQ 株式レポート

時価総額：US$898.6m

Daqo New Energy 将来の成長

Future 基準チェック /56

Daqo New Energy利益と収益がそれぞれ年間97.8%と30.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に0.6% 98%なると予測されています。

主要情報

97.8%

収益成長率

97.99%

EPS成長率

Semiconductor 収益成長28.4%
収益成長率30.4%
将来の株主資本利益率0.60%
アナリストカバレッジ

Good

最終更新日31 Jul 2026

今後の成長に関する最新情報

Recent 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...
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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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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...

業績と収益の成長予測

NYSE:DQ - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,2051202213105
12/31/2027961-241492055
12/31/2026567-120-10516
3/31/2026568-187-203-59N/A
12/31/2025665-171-12350N/A
9/30/2025639-343-263-109N/A
6/30/2025593-389-417-262N/A
3/31/2025738-433-594-358N/A
12/31/20241,029-345-804-435N/A
9/30/20241,310-112-811-258N/A
6/30/20241,596-57-427551N/A
3/31/20242,013166-403693N/A
12/31/20232,3084304331,616N/A
9/30/20232,696709472,263N/A
6/30/20233,4301,0398702,120N/A
3/31/20234,0381,5631,6123,038N/A
12/31/20224,6081,8201,2122,463N/A
9/30/20224,1401,6281,1751,683N/A
6/30/20223,5061,5978171,326N/A
3/31/20222,7031,202174711N/A
12/31/20211,679749131639N/A
9/30/20211,531680754792N/A
6/30/20211,071409487605N/A
3/31/2021763179160338N/A
12/31/202067612991210N/A
9/30/202054777-215151N/A
6/30/202050561-125160N/A
3/31/202043856-73164N/A
12/31/201935028N/A181N/A
9/30/201930725N/A134N/A
6/30/201929024N/A96N/A
3/31/201928737N/A122N/A
12/31/201830261N/A96N/A
9/30/2018345102N/A108N/A
6/30/2018363103N/A136N/A
3/31/2018335104N/A136N/A
12/31/201732397N/A143N/A
9/30/201725044N/A126N/A
6/30/201726050N/A106N/A
3/31/201725558N/A105N/A
12/31/201619641N/A99N/A
9/30/201624249N/A72N/A
6/30/201623541N/A101N/A
3/31/201619820N/A88N/A
12/31/201518213N/A66N/A
9/30/20151727N/A64N/A

アナリストによる今後の成長予測

収入対貯蓄率: DQは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.7% ) よりも高い成長率であると考えられます。

収益対市場: DQ今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: DQ今後 3 年以内に収益を上げることが予想されます。

収益対市場: DQの収益 ( 30.4% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: DQの収益 ( 30.4% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DQの 自己資本利益率 は、3年後には低くなると予測されています ( 0.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/06 20:00
終値2026/08/06 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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. 6 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 WangBernstein
Ka SoCCB International Securities Limited
Yufei MiaoChina International Capital Corporation Limited