Canadian Solar (CSIQ) Hisse Özeti
Canadian Solar Inc. iştirakleri ile birlikte Asya, Amerika Birleşik Devletleri, Avrupa ve uluslararası alanda güneş enerjisi ve batarya enerji depolama ürünleri ve çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
CSIQ Community Fair Values
Create NarrativeSee what 97 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Canadian Solar Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$18.10 |
| 52 Haftanın En Yüksek Seviyesi | US$34.59 |
| 52 Haftanın En Düşük Seviyesi | US$9.41 |
| Beta | 1.44 |
| 1 Aylık Değişim | 46.20% |
| 3 Aylık Değişim | -9.73% |
| 1 Yıllık Değişim | 84.32% |
| 3 Yıllık Değişim | -57.71% |
| 5 Yıllık Değişim | -54.30% |
| Halka arzdan bu yana değişim | 15.80% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaSeeking 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 AlphaAnaliz Makalesi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Hissedar Getirileri
| CSIQ | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 1.6% | -3.6% | -0.8% |
| 1Y | 84.3% | 106.1% | 27.1% |
Getiri vs. Endüstri: CSIQ geçen yıl % 106.1 oranında getiri sağlayan US Semiconductor sektörünün gerisinde kaldı.
Getiri vs Piyasa: CSIQ geçen yıl % 27.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| CSIQ volatility | |
|---|---|
| CSIQ Average Weekly Movement | 13.7% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: CSIQ hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: CSIQ 'nin haftalık oynaklığı ( 14% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2001 | 12,587 | Colin Parkin | www.canadiansolar.com |
Canadian Solar Inc. iştirakleri ile birlikte Asya, Amerika Birleşik Devletleri, Avrupa ve uluslararası alanda güneş enerjisi ve batarya enerji depolama ürünleri ve çözümleri sunmaktadır. Üretim ve Tekrarlayan Enerji olmak üzere iki segmentte faaliyet göstermektedir. Üretim Segmenti, güneş enerjisi, batarya enerji depolama ve diğer güç teknolojisi ürünlerinin ve CSI Solar'ın üretim ve satışına odaklanmaktadır.
Canadian Solar Inc. Temel Bilgiler Özeti
| CSIQ temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.13b |
| Kazançlar(TTM) | -US$102.25m |
| Gelir(TTM) | US$5.48b |
0.2x
P/S Oranı-12.0x
F/K OranıCSIQ aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CSIQ gelir tablosu (TTM) | |
|---|---|
| Gelir | US$5.48b |
| Gelir Maliyeti | US$4.26b |
| Brüt Kâr | US$1.22b |
| Diğer Giderler | US$1.32b |
| Kazançlar | -US$102.25m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -1.51 |
| Brüt Marj | 22.22% |
| Net Kâr Marjı | -1.87% |
| Borç/Özkaynak Oranı | 156.2% |
CSIQ uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 09:08 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Canadian Solar Inc. 33 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Vishal Shah | Barclays |
| Carter Driscoll | B. Riley Securities, Inc. |