Added to YB: 2026-07-10
Pitch date: 2026-07-08
CSIQ [bullish]
Canadian Solar Inc.
-1.77%
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
$973.2M
Pitch Price
$15.26
Price Target
150.00 (+917%)
Dividend
N/A
EV/EBITDA
9.43
P/E
-5.69
EV/Sales
1.48
Sector
Semiconductors and Semiconductor Equipment
Category
value
Canadian Solar's Dallas Mesquite Factory Tour - Takeaways
CSIQ: Factory tour raised conviction. SOTP ~$150/sh (~$10B mkt cap, 10x today). US mfg (CSPowerTech) alone worth ~$8B/$114sh on ~$1B 2029 profit at 8x, driven by 45X credits (~$0.11/W, up to $1.1B/yr). BESS $3-5B/$45-90sh vs FLNC. HJT tech lead over T1's TOPCon. Debt fear overstated: only ~$1B of $6.8B recourse to parent. Catalysts: US cell ramp Q3'26/H1'27, 45X capture, Recurrent/CSI Solar divestitures, T1+FLNC re-rate. Founder owns ~20% at parent. Long.
Read full article (11 min)