Added to YB: 2026-09-14
Pitch date: 2026-07-05
SHLS [bullish]
Shoals Technologies Group, Inc.
Author Info
No bio for this author
Company Info
Shoals Technologies Group, Inc. provides electrical balance of system (EBOS) solutions and components in the United States and internationally.
Market Cap
$1.2B
Pitch Price
N/A
Price Target
23.00
Dividend
N/A
EV/EBITDA
13.54
P/E
37.22
EV/Sales
2.39
Sector
Electrical Equipment
Category
growth
Shoals Technologies Group, Inc. - $SHLS
SHLS: Shoals’ utility-scale solar EBOS business is reaccelerating while gross margins appear to have bottomed, and higher-margin BESS recombiners and 800V DC data-center cabling could materially expand 2027–2028 earnings. The $23 YE27 target implies 120% upside at 20x modeled 2028 adjusted EPS of $1.15. Key risks include EBOS share or pricing pressure following NXT’s May 2025 acquisition of an EBOS company, slower new-product ramps, on.Energy concentration and legal costs persisting beyond 2027.
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