Shoals Technologies Group, Inc.
SHLS
NASDAQ·Energy·Solar·Mkt cap $1.2B
$7.14
▼ -3.77%
P/E
38.37
Mkt Cap
$1.2B
52-Wk Range
$5.43–$13.18
52-Week Range
$5.43 - $13.18
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 6.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Established supplier relationships with major EPC firms and solar installers
- Comprehensive product portfolio covering complete EBOS solutions
- Vertical integration and manufacturing expertise in electrical components
- First-mover advantage and brand recognition in solar balance of system market
Bear Case
2 risks
- Above-average volatility (beta 1.9).
- Growth premium of 1.4x vs Solar Energy peers. Reasonable for this growth rate.
Growth
Stable outlook
Accelerating U.S. solar deployment driven by IRA tax credits and state renewable mandates
Value
Growth premium of 1.4x vs Solar Energy peers. Reasonable for this growth rate.
Momentum
Falling
-42.6% over 3m
Quality
Stable
High-growth business (47% revenue growth, 32% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying SHLS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 4, 2026
Reported EPS of $0.12 vs $0.10 consensus (+21.9% surprise). Revenue of $163.4M vs $160.0M expected (+2.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+21.9%
Revenue trend · last 8Q
—
-18%
-12%
+12%
+33%
+39%
+75%
+47%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$102.2M
$107.0M
$80.4M
$110.8M
$135.8M
$148.3M
$140.6M
$163.4M
Margins · last 8Q
Gross
30.3%
Operating
11.5%
Profit
7.4%
Wall Street consensus
8 analysts · 88% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
88%
Hold
13%
Sell
0%
Median Price Target
—
Latest: Citi · Jul 22, 2026
vs Industry
How SHLS stacks vs Solar
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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