Added to YB: 2026-05-14
Pitch date: 2026-05-12
CSIQ [bullish]
Canadian Solar Inc.
Author Info
No bio for this author
Company Info
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.
Market Cap
$1.3B
Pitch Price
N/A
Price Target
45.00 (+132%)
Dividend
N/A
EV/EBITDA
10.88
P/E
-7.76
EV/Sales
1.44
Sector
Semiconductors and Semiconductor Equipment
Category
value
Canadian Solar (NASDAQ: CSIQ) The Forgotten Solar Optionality – BESS, AI Power Demand and a Hidden Asset in Shanghai
CSIQ: Vertically integrated solar+BESS platform w/ 64%-owned Shanghai sub (worth $68/sh vs $20 stock). e-STORAGE $3.6B backlog, 7.8GWh shipped 2025, 500MW/2.5GWh AI datacenter deal. 10GW US factory (Mesquite) by H2'26 = tariff-advantaged. Q1'26 profit RMB519M on IEEPA refund. SOTP $75/sh, 40% holdco discount = $45 PT. Risk: cyclical, ADR discount, $6B debt, BESS competition. Catalyst: Q1 earnings 14 May.
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