Canadian Solar Inc.

NasdaqGS:CSIQ 주식 리포트

시가총액: US$1.1b

Canadian Solar 향후 성장

Future 기준 점검 3/6

Canadian Solar (는) 각각 연간 98.3% 및 10.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 92.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.5% 로 예상됩니다.

핵심 정보

98.3%

이익 성장률

92.19%

EPS 성장률

Semiconductor 이익 성장25.4%
매출 성장률10.6%
향후 자기자본이익률4.49%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • May 20

Canadian Solar: I Don't Gamble On Explosive Price Action (Rating Downgrade)

Summary Canadian Solar is rated Hold, with upside now seen as speculative optionality rather than a reliable inflection. Q1 results showed strong shipment growth but weak earnings quality, negative cash flow, and margin fragility, with Q2 guidance pointing to further margin compression. CSIQ faces intense global competition and structural pricing pressure, limiting earnings conversion despite a cheap forward P/S ratio of 0.19. The e-STORAGE backlog and U.S. manufacturing expansion offer forward optionality, but unpredictable earnings power and policy risks constrain conviction. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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 Alpha
Seeking 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
분석 기사 • 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking Alpha • Oct 09

Canadian Solar's Recent Recovery May Not Last, Warranting A Downgrade To Neutral

Summary Canadian Solar's recent rally has triggered a relatively expensive valuation compared to recent levels, pre-pandemic levels, and its peers, implying a minimal margin of safety. While polysilicon prices may have bottomed, the hiked tariffs may potentially trigger bottom-line headwinds, given that over 80% of its production capacity is based internationally. CSIQ's balance sheet has also notably deteriorated, with the lowered FY2024 capex guidance likely coming too late. While the stock continues to trade below its book value, we urge readers to observe the near-term market catalysts arising from the November 2024 election. Read the full article on Seeking Alpha
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새로운 내러티브 • Sep 17

Decisive Moves And Tech Advancements Propel Growth In Solar And Energy Storage Sectors

Strategic sourcing and technological shifts towards TOPCon technologies support profitability through operational efficiencies and competitive cost structures.
Seeking Alpha • Sep 10

Canadian Solar: Slight Growth Cannot Remove Concerns Over Operations In China

Summary Canadian Solar stock is rated as a hold due to oversupply in China and export policy hurdles despite its solid fundamentals and expansion plans. The company manufactures solar panels and energy storage solutions, with significant production in China and growing market share globally. Subsidies and proximity to raw materials in China reduce production costs, but regulatory challenges and labor concerns impact its market. Dwindling revenues in China due to oversupply and increased operational expenses highlight market saturation and political uncertainties affecting profitability. Read the full article on Seeking Alpha
분석 기사 • Aug 29

Why Investors Shouldn't Be Surprised By Canadian Solar Inc.'s (NASDAQ:CSIQ) 27% Share Price Plunge

Unfortunately for some shareholders, the Canadian Solar Inc. ( NASDAQ:CSIQ ) share price has dived 27% in the last...

이익 및 매출 성장 예측

NasdaqGS:CSIQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20287,7801372631,0497
12/31/20277,84453-1976811
12/31/20266,237-90-6714577
3/31/20265,476-102-1,397-197N/A
12/31/20255,595-104-1,644-253N/A
9/30/20255,89916-1,734-121N/A
6/30/20255,919-7-2,043-240N/A
3/31/20255,861-10-2,670-858N/A
12/31/20245,99336-2,756-885N/A
9/30/20246,1741-2,566-762N/A
6/30/20246,51337-2,077-373N/A
3/31/20247,241203-1,276346N/A
12/31/20237,614274-841685N/A
9/30/20237,883353-422890N/A
6/30/20237,969410-254801N/A
3/31/20237,920314N/AN/AN/A
12/31/20227,469240289917N/A
9/30/20227,026188N/AN/AN/A
6/30/20226,323145N/AN/AN/A
3/31/20225,43882N/AN/AN/A
12/31/20215,27795-838-408N/A
9/30/20214,78976N/AN/AN/A
6/30/20214,47450N/AN/AN/A
3/31/20213,74059N/AN/AN/A
12/31/20203,476147-455-121N/A
9/30/20203,356208N/AN/AN/A
6/30/20203,201257N/AN/AN/A
3/31/20203,541299N/AN/AN/A
12/31/20193,201172N/A600N/A
9/30/20193,182215N/AN/AN/A
6/30/20193,190224N/AN/AN/A
3/31/20192,804177N/AN/AN/A
12/31/20183,745237N/A216N/A
9/30/20183,952187N/AN/AN/A
6/30/20184,096134N/AN/AN/A
3/31/20184,138156N/AN/AN/A
12/31/20173,390100N/A204N/A
9/30/20172,95025N/AN/AN/A
6/30/20172,69527N/AN/AN/A
3/31/20172,80929N/AN/AN/A
12/31/20162,85365N/A-278N/A
9/30/20163,305141N/AN/AN/A
6/30/20163,497156N/AN/AN/A
3/31/20163,328133N/AN/AN/A
12/31/20153,468172N/A414N/A
9/30/20153,304185N/A454N/A
6/30/20153,368259N/AN/AN/A

애널리스트 향후 성장 전망

수입 대 저축률: CSIQ 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: CSIQ (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: CSIQ 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: CSIQ 의 수익(연간 10.6%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CSIQ 의 수익(연간 10.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CSIQ의 자본 수익률은 3년 후 4.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 02:58
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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지분 구조10년
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분석가 소스

Canadian Solar Inc.는 33명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James FontanelliArete Research Services LLP
Vishal ShahBarclays
Carter DriscollB. Riley Securities, Inc.