Emeren Group (SOL)

• Market cap: $88.3M
• 1 day: -2.27%
• 5 days: -4.44%
• 1 month: 7.50%
• 3 months: 17.01%
• 6 months: -3.37%
• Year to date: -16.50%
• 1 year: 1.78%
• 5 years: 33.33%
• 10 years: -76.28%
• Sector: Technology
• Industry: Solar

About: Emeren Group Ltd is a renewable energy producer. Its portfolio consists of solar projects and Independent Power Producer (IPP) assets, and it also has globalised Battery Energy Storage System (BESS) capacity. The group specializes in the solar project lifecycle, development, and from construction to financing. It has three reportable segments; Solar power project development, EPC services, and Electricity generation. Majority of revenue is From Electricity Generation. The company operates in China, USA, Germany, UK, Spain, France, Poland, Italy, Hungary, Luxembourg. Majority of revenue is from Italy.

Employees: 197

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

5,833% more call options, than puts

Call options by funds: $178K | Put options by funds: $3K

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

0.08% less ownership

Funds ownership: 4.4% [Q4 2024] → 4.32% (-0.08%) [Q1 2025]

11% less funds holding

Funds holding: 35 [Q4 2024] → 31 (-4) [Q1 2025]

24% less capital invested

Capital invested by funds: $45.8M [Q4 2024] → $34.8M (-$11M) [Q1 2025]

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Research analyst outlook

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

• Low target: $2 16% upside
• Avg. target: $2 16% upside
• High target: $2 16% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Roth MKM Philip Shen

16% upside $2

Buy Maintained

17 Mar 2025