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CSIQ logo

Canadian Solar Inc. Stock Price

NasdaqGS:CSIQ Community·US$773.1m Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 120 Fair Values set on narratives written by author
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CSIQ Share Price Performance

US$11.77
-0.96 (-7.54%)
​
US$27.00
Fair Value
US$11.77
-0.96 (-7.54%)
56.4% undervalued intrinsic discount
US$27.00
Fair Value
Price US$11.77
FundamentalContrarianInvestor US$27.00
AnalystConsensusTarget US$17.74
TheTurntTomato US$18.05
Wed, 19 Aug 26
Fair ValueUS$27.00
Share Pricen/a

CSIQ Community Narratives

FU
FundamentalContrarianInvestor
FundamentalContrarianInvestor's
Fair Value
·
Fair Value US$27 56.4% undervalued intrinsic discount

Canadian Solar: The Market May Be Pricing the Problem, Not the Sum of the Parts

1users have liked this narrative
1users have commented on this narrative
2users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$17.74 33.7% undervalued intrinsic discount

Electrification And Storage Expansion Will Unlock Future Opportunity

0users have liked this narrative
0users have commented on this narrative
65users have followed this narrative
TH
TheTurntTomato
TheTurntTomato's
Fair Value
·
Fair Value US$18.05 34.8% undervalued intrinsic discount

Why CSIQ Could Be One of the Market's Most Misunderstood Renewable Energy Stocks

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
CSIQ logo
Canadian Solar
56.4% undervalued intrinsic discount

Canadian Solar: The Market May Be Pricing the Problem, Not the Sum of the Parts

View narrative
FU
FundamentalContrarianInvestor
FundamentalContrarianInvestor
Published 18 Aug
Read Narrative
CSIQ logo
Canadian Solar
34.8% undervalued intrinsic discount

Why CSIQ Could Be One of the Market's Most Misunderstood Renewable Energy Stocks

View narrative
TH
TheTurntTomato
TheTurntTomato
Published 21 Jul
Read Narrative
CSIQ logo
Canadian Solar
60.8% undervalued intrinsic discount

Global Electrification Will Ignite Solar And Battery Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 2 Jul
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CSIQ logo
Canadian Solar
30.8% overvalued intrinsic discount

Rising Tariffs And Vanishing Subsidies Will Hurt Solar Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 18 Jun
Read Narrative
CSIQ logo
Canadian Solar
33.7% undervalued intrinsic discount

Electrification And Storage Expansion Will Unlock Future Opportunity

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 17 Apr
Read Narrative

Trending Discussion

JA
CSIQ logo

Applying no value to the 75.1% stake in CS PowerTech is a bold move. In my opinion its the crown jewel of CSIQ. The value of that stake alone should be valued higher than T1 Energy which sits at about 1,5 billion USD. It has 2x the module capacity and 3x the cell capacity, plus it has the first mover advantage which is relevant in todays market with FEOC compliant solar cell shortage and 45x Manufacturing credits until 2031. Additionally it has the superior technology with HJT vs Topcon (better efficiency, less human labor, less silver), which also generates a premium price on the market. The value of CS PowerTechs should be at least 3 billion USD. To see its even undervalued without it is insane to me. I think 3 digit prices for CSIQ in the near future are highly likely

1
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0

Recently Updated Narratives

FU
FundamentalContrarianInvestor
CSIQ logo

Canadian Solar: The Market May Be Pricing the Problem, Not the Sum of the Parts

Fair Value: US$27 56.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
TH
TheTurntTomato
CSIQ logo

Why CSIQ Could Be One of the Market's Most Misunderstood Renewable Energy Stocks

Fair Value: US$18.05 34.8% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CSIQ logo

CSIQ: Storage Pipeline And Tariff Refunds Will Support Future Upside

Fair Value: US$30 60.8% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

1 Risk
3 Rewards
View Full Analysis

Canadian Solar Inc. Key Details

US$5.0b

Revenue

US$4.1b

Cost of Revenue

US$880.2m

Gross Profit

US$1.1b

Other Expenses

-US$186.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.75
17.64%
-3.73%
163.8%
View Full Analysis

About CSIQ

Founded
2001
Employees
12587
CEO
Colin Parkin
WebsiteView website
www.canadiansolar.com

Canadian Solar Inc., together with its subsidiaries, provides solar energy and battery energy storage products and solutions in Asia, the United States, Europe, and internationally. It operates through two segments, Manufacturing and Recurrent Energy. The Manufacturing Segment focuses on manufacturing and selling solar, battery energy storage and other power technology products, and CSI Solar. It also offers standard solar modules, battery storage solutions, solar system kits, such as inverters, racking systems, and other accessories; power electronic products; and engineering, procurement, and construction services, as well as operates battery energy storage projects. The Recurrent Energy Segment develops, builds, sells, and operates solar power and battery energy storage projects; operates solar power plants; and sells electricity and other services. This segment also provides power operation and maintenance services, including monitor, inspects, repair, and replace of plant equipment, and site management and administrative support services for solar projects, as well as asset management services. The company offers power plant level, commercial, household products, inverter, photovoltaic modules; and sells electricity and smart energy. It serves distributors, system integrators, project developers, installers, and EPC companies, as well as caters to utility companies, public utilities, licensed suppliers, corporate offtakers, and commercial, industrial, or government end users primarily under its Canadian Solar brand name. The company sells its products under CSI, CS PowerTech, CSI Solar, Recurrent Energy, e-STORAGE, SolBank, KuBank, and EP Cube brand names. Canadian Solar Inc. was incorporated in 2001 and is based in Kitchener, Canada.

Recent CSIQ News & Updates

Seeking Alpha • Sep 08

Canadian Solar Q2: Losses Widen Amid Challenging Conditions

Summary Canadian Solar has experienced a sharp revenue decline and significant operating losses, with Q2 revenue down 29% year over year. Gross margins have deteriorated to 13.9% in Q2, and guidance for Q3 remains weak, reflecting ongoing operational and policy headwinds. CSIQ is shifting focus to U.S. domestic production to mitigate tariffs and regulatory risks, with a major Indiana plant targeting 6.3 GWp by Q1 2027. I remain on the sidelines due to elevated execution and political risks, preferring alternatives like First Solar or Enphase Energy. Read the full article on Seeking Alpha

Recent updates

No updates

Canadian Solar Inc. Competitors

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Aehr Test Systems

Symbol: NasdaqCM:AEHR
Market cap: US$3.0b
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Market cap: US$3.0b
AMBA logo

Ambarella

Symbol: NasdaqGS:AMBA
Market cap: US$2.9b
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Power Integrations

Symbol: NasdaqGS:POWI
Market cap: US$2.8b
View more competitors

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