Posts on SHLS

Latest ideas and analyses related to Shoals Technologies Group Inc. Class A Common Stock

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RUN , NOVA , ARRY , ENPH , SEDG , SPWR , SHLS , FSLR

+67 pts



Comin’ in Hot: Initiating on Solar

By mooreideas on Aug. 5, 2022, 11:22 a.m.
Tagged topics: deep dive , initiation report , solar power

Views: 48, Votes: 7, Responses: 1, Attachments: 1
RUN , AES , PLUG , SHLS , ARRY , AMPS , NEE

+33 pts



Clean Energy: Deflationary Nature Outweighs Lack of Federal Legislation

By mooreideas on July 18, 2022, 11:21 a.m.
Tagged topics: buying opportunity

Views: 7, Votes: 4, Responses: 0, Attachments: 1
ARRY , AES , RUN , SPWR , FSLR , NEE , SHLS , CSIQ , JKS

+34 pts



US Solar Trade Restrictions: Some Near-Term Noise, but Bottom-Line Growth Outlook Is Constructive

By realmomobags on July 8, 2022, 2:08 a.m.
Tagged topics: renewables , solar

Views: 18, Votes: 3, Responses: 0, Attachments: 1
AEP , EXC , ATO , ED , ETR , PNW , PPL , ARRY , SHLS , RUN , PLUG

+40 pts



Utility and Clean Tech Recession Playbook

By mooreideas on June 29, 2022, 9:08 a.m.
Tagged topics: recession

Views: 24, Votes: 4, Responses: 1, Attachments: 1
ARRY , SHLS , STEM , NEP , AES , NI

+43 pts



Solar - Biden exempts tariffs; sooner/better than expected clarity on investor overhang - upside for ARRY, SHLS, STEM

By ethonomics on June 6, 2022, 5:22 p.m.
Tagged topics: clean energy , solar power

Views: 35, Votes: 5, Responses: 0, Attachments: 1
SHLS

+52 pts



AD/CVD exposure limited in 2022; Reduce TP by $6 on cost of capital

By toastcrunch.info on May 19, 2022, 6:17 a.m.
Tagged topics: US

Views: 12, Votes: 3, Responses: 0, Attachments: 1
SHLS

+53 pts



Shoals Technologies Q12022 First impression

By toastcrunch.info on May 19, 2022, 5:05 a.m.
Tagged topics: analyst checks

Views: 10, Votes: 4, Responses: 0, Attachments: 1
COP , CVX , SU , NOVA , MAXN , SHLS , ARRY , Energy

+38 pts



2022 Global Energy and Clean Technology Conference: Day 1 Takeaways

By ethonomics on Jan. 6, 2022, 4:41 p.m.
Tagged topics: clean energy

Views: 65, Votes: 3, Responses: 1, Attachments: 1
ENPH , STEM , SEDG , NOVA , SHLS , SPWR , FSLR , ARRY

+44 pts



$NOVA $RUN $SEDG - relative underperformance creates more attractive buying opportunities coming out of earnings

By ethonomics on Nov. 15, 2021, 3:35 p.m.
Tagged topics: buying opportunity , clean energy , solar power

Views: 189, Votes: 8, Responses: 1, Attachments: 1
APTV , ST , APH , TEL , TSLA , NEE , PEG , EXC , SRE , EIX , NEP , NRG , GE , ETN , SHLS , STEM , NOVA , RUN , FCX , AA

+45 pts



Goldman sees increased EV penetration driving higher power demand and identifies list of potential beneficiaries

By bbern3 on July 27, 2021, 2 p.m.
Tagged topics: electric vehicles , secular growth , Goldman Sachs , clean energy

Views: 978, Votes: 6, Responses: 0, Attachments: 2
SEDG , SHLS , NOVA , RUN , ENPH , ARRY

+39 pts



$SEDG, $SHLS - Goldman upgrades to Buy on new products ramping up and earnings upside

By josiebe on May 20, 2021, 1:43 p.m.
Tagged topics: analyst upgrade , Goldman Sachs , clean energy , solar power , upside to estimates

Views: 198, Votes: 3, Responses: 2, Attachments: 29