Canadian Solar (CSIQ)

• Market cap: $825M
• 1 day: 0.9%
• 5 days: 13.86%
• 1 month: -2.92%
• 3 months: 19.26%
• 6 months: 23.69%
• Year to date: 2.33%
• 1 year: -12.38%
• 5 years: -58.27%
• 10 years: -39.9%
• Sector: Technology
• Industry: Solar

About: Canadian Solar Inc is a Canadian solar technology and renewable energy company. It is a manufacturer of solar photovoltaic modules, a provider of battery energy storage solutions, and a developer of utility-scale solar power and battery energy storage projects.. It operates through two business segments CSI Solar and Recurrent Energy segment. The CSI Solar segment focused on solar modules and battery energy storage manufacturing and products. Its Recurrent segment focused on utility-scale solar power and battery energy storage project development and operation. Key revenue is generated from CSI Solar segment.

Employees: 17,113

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

25% more capital invested

Capital invested by funds: $267M [Q1] → $334M (+$67.5M) [Q2]

2% more call options, than puts

Call options by funds: $23M | Put options by funds: $22.6M

4% less funds holding

Funds holding: 119 [Q1] → 114 (-5) [Q2]

8.99% less ownership

Funds ownership: 46.52% [Q1] → 37.53% (-8.99%) [Q2]

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

56% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 52

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10
• Avg. target: $12.75
• High target: $15

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

UBS Jon Windham	$15	Buy Maintained	17 Sep 2025
Wells Fargo Praneeth Satish	$10	Equal-Weight Maintained	3 Sep 2025
Mizuho Maheep Mandloi	$15	Outperform Maintained	22 Aug 2025
Citigroup Vikram Bagri	$11	Neutral Maintained	21 Aug 2025