JinkoSolar (JKS) Is Down 15.7% After Reporting Weaker Q3 Results and Significant Impairment Charges

• JinkoSolar Holding Co., Ltd. recently reported third quarter 2025 earnings showing a decline in sales to CNY 16,158.5 million and a net loss of CNY 749.79 million, alongside substantial impairment charges totaling over CNY 555 million.
• This shift from profit to loss, coupled with rising asset impairments, highlights the growing financial pressures the company faces in a changing solar market landscape.
• Next, we'll examine how these weaker results and increased impairments may alter the investment narrative for JinkoSolar Holding.

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JinkoSolar Holding Investment Narrative Recap

To be a shareholder in JinkoSolar Holding right now, you need to believe in the long-term global adoption of solar technology and the company’s ability to recover from recent setbacks. The latest drop in sales and sizable net loss underscores immediate financial headwinds, intensifying the focus on JinkoSolar’s gross margin pressure and the ongoing risk of market share loss, currently the most important short-term catalyst and the biggest risk to the business.

Among the recent announcements, JinkoSolar's fourth quarter shipment guidance stands out, projecting 18.0 GW to 33.0 GW. This shipment outlook remains crucial, as it offers insight into whether the company can stabilize operations in the face of declining sales and rising impairments, which will be closely watched as an indicator of near-term momentum.

In contrast, investors should be aware of the company’s exposure to negative gross margins and its reliance on stabilizing demand as...

Read the full narrative on JinkoSolar Holding (it's free!)

JinkoSolar Holding's outlook envisions CN¥124.9 billion in revenue and CN¥382.9 million in earnings by 2028. This projection relies on 14.6% annual revenue growth and a CN¥2.3 billion increase in earnings from the current CN¥-1.9 billion.

Uncover how JinkoSolar Holding's forecasts yield a $37.42 fair value, a 45% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community currently span from US$20.17 to US$81.67 per share. The recent sharp loss and margin pressure highlight why opinions on future performance often diverge widely, explore several viewpoints to understand what may shape JinkoSolar's outcomes.

Explore 4 other fair value estimates on JinkoSolar Holding - why the stock might be worth over 3x more than the current price!

Build Your Own JinkoSolar Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your JinkoSolar Holding research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free JinkoSolar Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate JinkoSolar Holding's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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