Added to YB: 2026-05-29
Pitch date: 2026-04-28
CSIQ [bullish]
Canadian Solar Inc.
+35.56%
current return
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
$1.2B
Pitch Price
$14.95
Price Target
100.00 (+425%)
Dividend
N/A
EV/EBITDA
10.12
P/E
-7.06
EV/Sales
1.52
Sector
Semiconductors and Semiconductor Equipment
Category
value
$CSIQ - The Most Undervalued Energy Asset Out There
CSIQ: Energy producer trading at 13¢ on dollar. 3 segments: CSI Solar (64% of $8B Shanghai listing = $40/sh after 30% China discount), Recurrent Energy (BlackRock invested $500M at $2.5B val; now $2B+ assets = $22/sh), CS PowerTech (first US N-type cell mfg, 6.3GW Indiana + 5GW Texas expanding to 10GW; base $200M EBITDA solar + $150M storage = $38/sh). Base case $100/sh vs $13 current. Assets >3x mkt cap, backed by 170GW shipped, $5B+ rev, never unprofitable. Catalysts: US domestic content rules, data center battery orders (5GWh contracted 2026), conglomerate discount. Bull $300+/sh on 10GW solar + 20GWh storage. Bear $11/sh floor from hard assets.
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