JinkoSolar (NYSE:JKS): Evaluating Valuation as Costco Partnership Expands EAGLE Preserve Sustainability Initiative

JinkoSolar Holding (NYSE:JKS) revealed it has provided around 1,000 EAGLE G6 modules to Trinity Energy for a Costco Warehouse in Richland, Washington. The project is connected to its expanding EAGLE Preserve recycling program in the state.

See our latest analysis for JinkoSolar Holding.

JinkoSolar's sustainability push with major partners like Costco comes at a time when its momentum is picking up. While recent projects may be fueling optimism, the stock has delivered a strong total shareholder return of 30% over the past year, even as long-term results remain muted. Short-term share price returns have also been robust, with a 27.8% rise over the last 90 days, which hints at renewed investor confidence.

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With shares still trading at a notable discount to analyst targets, investors now face a pressing question: is JinkoSolar undervalued at current levels, or is the market already accounting for future growth prospects?

Most Popular Narrative: 24.6% Undervalued

Compared to its most widely followed valuation narrative, JinkoSolar's fair value estimate stands well above the last close price of $28.20, suggesting notable upside if assumptions hold true. This perspective sets the scene for a bold earnings and growth story powering the case for a higher target.

JinkoSolar is capitalizing on the increasing demand for high-power products, particularly third-generation TOPCon products with enhanced efficiency and performance. These are expected to boost revenue through premium pricing opportunities and market share gains. JinkoSolar is expanding its energy storage systems (ESS) business, with a significant increase in shipments and a strategic priority on overseas markets, which is forecasted to contribute to revenue growth and potentially improve earnings as this market segment develops.

Read the complete narrative.

Curious why analysts are betting on a market shake-up? Their calculations lean on breakthrough tech and aggressive expansion. The real surprise is how ambitious the profit and growth projections must be to justify such a premium. What big financial levers are at play, and how do they add up to that bold fair value? Click through and uncover the specifics behind the projection.

Result: Fair Value of $37.42 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, ongoing trade policy changes and supply-demand imbalances could limit profitability gains and challenge the optimistic outlook for JinkoSolar's future earnings.

Find out about the key risks to this JinkoSolar Holding narrative.

Build Your Own JinkoSolar Holding Narrative

Feel free to dig into the numbers, weigh the forecasts, and put your own take together. Crafting a personalized narrative takes just a few minutes. Do it your way

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.

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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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