SHLS
Shoals Technologies Group Inc
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Shoals Technologies Group ($SHLS) $70M settlement update for investors.
NXXT Keeps Defending The Same Zone - Classic Base Building Behavior
How to Build a Portfolio Mix for Big Upside and Less Risk
Mixing Stable Value Plays With High-Variance Energy & Microgrid Stocks
Combining Stable Value Picks With High-Variance Energy and Microgrid Names
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
SHLS long potential and moderate short squeeze opportunity (help me pork these dark pool tools)
SHLS excellent long potential, moderate short squeeze opportunity.
SHLS has the entire float locked up according to finviz and Fintel!?
SHLS has the entire outstanding float locked up by institutional longs?
SHLS has the entire outstanding float locked up by institutional longs?
Hot Stocks: RIGL, KFY gain on earnings; DSEY surges on going-private deal; SHLS, BBIO fall
Five growth stocks that nobody talks about: APPS, ACMR, ONTO, FOUR, SHLS
Five growth stocks that nobody talks about: APPS, ACMR, ONTO, FOUR, SHLS
Mentions
Yes, but this fits the my investment style. I personally invest in companies that on face value look like business A (due to the largest segment being related to business A), but have a segment or product set that gives me exposure to what I believe will be a hot thematic in the market (business B). This is very speculative and narrative driven type of investment strategy, but it's something that has worked for me beautifully and consistently for years. I believe TE fits that, and I just like $SHLS lol.
The SHLS vs TE framing is the right way to think about it, one is a cash-flowing infrastructure niche with a record backlog, the other is an industrial policy bet that needs G2 to actually qualify and KORE to close and perform. Most people lump solar names together and miss that distinction entirely.
I’m in SHLS, FSLR, NXT, and MWH All reasonable here. Some more than others.
Closed my SHLS calls. Several strait gap ups into the 200 week and month moving averages seemed like a good place to close the trade.
Check my post about $SHLS in the r/ValueInvesting forum; [https://www.reddit.com/r/ValueInvesting/comments/1sfwy44/shoals\_technologies\_group\_shls/](https://www.reddit.com/r/ValueInvesting/comments/1sfwy44/shoals_technologies_group_shls/) If you are an options trader, there are 21K calls with strike of 15$ for july17th 2026, the stock trades at 12.30$, just saying!
One month a go, I posted on r/valueinvesting about $SHLS, because I don´t have enough karma to post here. For more info on Shoals, check my post! [https://www.reddit.com/r/ValueInvesting/comments/1sfwy44/shoals\_technologies\_group\_shls/](https://www.reddit.com/r/ValueInvesting/comments/1sfwy44/shoals_technologies_group_shls/)
SHLS with an apparent blue sky breakout, smashing $11 resistance.
Check out SATL, HYLN, SHLS and WEST
Solar just got flooded with institutional flow. QRVO, FSLR, SEDG. Also doing some research on the co-located solar + storage - CSIQ, FLNC, SHLS
I'm happy to have SHLS calls.....
SHLS earnings: Revenue increased 74.9%, to $140.6 million, compared to $80.4 million for the prior-year period, driven by strong underlying demand of products, the impact of market share capture initiatives, and an increase in volume of projects in the current year. Gross profit was $41.0 million, compared to $28.1 million in the prior-year period. Gross profit as a percentage of revenue was 29.2% compared to 35.0% in the prior-year period. The decrease in margin is attributable to $3.8 million in additional tariffs paid in comparison to the prior-year quarter, an increase of $1.4 million in right-of-use asset amortization arising from the opening of our consolidated operations facility, along with an increase in material costs. General and administrative expenses were $31.0 million, compared to $21.7 million during the same period in the prior year. The increase in general and administrative expenses was primarily the result of a $6.2 million increase in legal expenses for ongoing matters related to wire insulation shrinkback, intellectual property, and shareholder litigation matters along with $1.6 million in increased cash and share-based incentive compensation expense due to increased headcount in comparison to the prior-year period. Income from operations was $7.7 million, compared to $4.3 million during the prior-year period. The Company has recorded a litigation settlement expense, net of recoveries of $5.3 million for the three months ended March 31, 2026. This is due to the accrual for the expected settlement amount, net of insurance recoveries related to the Company’s securities litigation as disclosed in Form 10-Q. Net loss was $0.3 million compared to $0.3 million during the prior-year period. Loss per share was $0.00 in the current and prior-year period. Adjusted EBITDA1 was $21.1 million, compared to $13.5 million in the prior-year period. Adjusted Net Income was $12.1 million compared to $5.7 million during the prior-year period. Adjusted diluted earnings per share was $0.07 compared to $0.03 in the prior-year period.
FLSR just announced earnings today too. Really just NXT as my main play. I bought SHLS in the past, but no long own. Bought some MWH. They just IPO-ed recently, but actually used the money to pay debt and they are FCF positive. It's been on a nice run. This is way more speculative, but ELVA is kind a play. They do batteries for forklifts, so it's my warehouse automation play. They are out of Canada and building a factory in the US. That will get them tax credits. They are moving into utility grade batteries and looking into defense.
Sold my ATEN stock after 5.5 years, 175% gain. Offset by selling my polar opposite PATH and SHLS stock for a nearly equal loss. Take that IRS! On the plus side, I dont have to look at PATH and SHLS anymore.
Reuters: China weighs curbs on exports of solar manufacturing equipment to US; [https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/](https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/) I´m long US utility-scale solar stocks: $FSLR, $ARRY; $NXT, $SHLS
It's hard to find any names in the space that I want to own, but I did own SHLS in the past, but really just doing MWH and NXT as my two plays. MWH just IPO-ed like a month ago and used the money to pay off debts, but they are profitable. They do solar installation for utility and BESS as well. [https://investors.solvenergy.com/static-files/046aaf8c-2921-4257-9c68-7ea176174113](https://investors.solvenergy.com/static-files/046aaf8c-2921-4257-9c68-7ea176174113)
This prompted me to look at my port and realize I have a huge overweighting to energy and power. Happy! BW, SHLS, WBI, NE, PPIH...even KFS has exposure to power infrastructure. Fun times!
A few interesting buys out there. BNED. I own some, but it's held up really well in this selloff, which is generally a good sign. Obscenely cheap. ULH/trucking broadly. Been on this one for awhile, flatbed trucking is still going nuts. Like COVID era nuts. Had HTLD/KNX previously, but I like the flatbed operators more at this point. ALHC, probably a little early, but could legitimately 3-4x in the next 4 years as the health insurance stocks get back on track. Gold streamers. Upside of gold with out the downside of operating a mine. MRX. Had a nice little rally after it's annual report last week, but still stupid cheap for a huge compounder. MIAX. Chart is a little rough, but great play on options trading and a free call option on predictions markets. Solar. I own calls in SHLS, but lowering the FED funds rate is great for HELOCs. High energy bills and cheap sources of financing is great for solar. Also, data center demand. JOE. Bruce Berkowitz sold another portion of his holdings and interest rate fears created a 1-2 punch down. Still great fundamentals. TOITF. If it holds here we're looking at a nice double bottom. Bullish. All that said, I still don't think the market has fully priced in a long term closure/restriction of the strait of Hormuz, so there's that threat in the background.
Haven't looked at fundamentals for a minute, but i just own NXT as the way I play it. I owned SHLS at one point, but moved out of the name.
I have no idea why NXT dropped today, but I hold NXT after looking at both about 7 weeks ago. NXT has a broader product portfolio that includes EBoS, which is SHLS specialty, in addition to best in class array tracker software and hardware.
NXT moving into eBOS isn't a future risk for SHLS, it's already happening, they acquired Bentek specifically for that. cleaner business, better ROIC, better margins, and they're the one doing the encroaching.. that's the easier call imo
Will prob not go for it and just keep NXT. The SHLS dip is interesting though
SHLS re-released their earnings report to clarify that they are not withdrawing guidance and not worried about order changes.
Market seems happy with DRS earnings this morning. Not so much on AWI, SHLS, and CECO.
SHLS -10% in PM despite revenue beat and raised revenue guidance Interesting one to follow
SHLS Shoals Technologies Reports Record Q4 2025 Results • Q4 revenue $148.3M (+39% YoY); net income $8.1M • FY25 revenue $475.3M (+19% YoY) • Backlog & awarded orders $747.6M • Provided Q1 and FY26 guidance ranges
Haha. Just find it so interesting how much this technology is really accelerating. Still makes me bullish on NXT, SHLS, and MWH.
Oh for sure It's one of those things where I think market misses nunance and when you dig deeper, you can find great things. Solar and chips are like that. Like with solar, there is the world of BESS/Utilities which are growing great. Stuff like NXT/SHLS are killing it. I like FSLR as well. However, the residential side of things are great. People also think that solar requires subsidies, but BESS is actually so economical now, it's taking over energy generation. With Space, there is a lot of hype, but when you dig into it, companies that deal with sensors and components for satellites are doing well.
SHLS looks to be breaking out of consolidation too!
NXT really lifting up FSLR and SHLS today.
My core holdings for solar is really NXT, SHLS, and FSLR. My favorite speculative battery company is ELVA. Part of the problem is a lot of battery tech has really ran and it's probably way overvalued. Plus a ton of of them aren't profitable. ELVA is kind of there. They are now becoming profitable and transitioning more into BESS, also building a factory in the US, since they are a Canadian company. Just an example with how much some of the battery stuff is running, ELVA is up like 42% the past month. I found them like a month or so ago, so just watched this thing keep running like crazy.
I post about a lot here, but there's like two kinds of solar, utility and residential. What ENPH does is more residential, which I'm still pretty bearish on. However, utility level is killing it. FSLR is utility level. Same with NXT and SHLS. Like even Texas and Florida are some of the fastest growing markets for utility level. From everything I've seen/read, BESS is really winning the energy generation race.
FSLR NXT SHLS are my long term picks in the industry, just FYI
Curious to see what's going to happen with perovskite**.** I think it's starting to roll out soon and should be a huge boost. Still love holding NXT, since it's more software name. Same with SHLS, since they are more of the wiring aspect of it. Both are also relying on utility level. However, valuation looks really cheap for FSLR and could be a great buying opportunity.
My investment thesis from a few years ago was like focusing on companies that will do well with those bills, general trends of electrification, physical data center, HVAC. This was before openAI really took off, so i've done pretty well positioning. Then of recent added stuff around aerospace, defense/navy and modernization of that sector. Been trying to think of some new macro themes, but still working on. I think some interesting things are going to be like a ton of small businesses have boomer owners that are going to retire with no succession plan. Computer vision and warehouse automation. Just some stuff, it's hard to find plays around. Like I'm big on the idea of BESS, which is battery storage with solar, but it's hard to find names that I want to own outside of NXT and SHLS.
NXT and SHLS are my plays. Keep in mind, that there is a difference between residential and utility in terms of solar. Utility is where all the growth is. Both of those names are in the utility space.
NXT is up 152% ytd. SHLS is up 68% ytd. Utility solar is doing fine and the market recognizes that. Utility companies are adding solar to meet demand. Residential solar is more hit or miss. ENPH is down 51% Though it's not without winners. FSLR is up 61% because they're viewed as a tariff winner. SEDG is up 108%. Looking at the solar ETF TAN it's up 55% on the year. So it's fairly hard to argue that the market hates solar broadly. It's outperforming the market this year by a wide margin.
Solar isn't free, it has large upfront costs that get amortized by cheap/free energy over the life of the panels. There's also plenty of solar companies doing well, especially in the utility segment. SHLS and NXT are doing great this year. So the segment isn't broadly hated. Residential saw tax credits end and experienced massive damned pull forward during COVID, when a huge chuck of available customers buy solar systems. The reason residential solar stocks are hated is because the businesses aren't growing while a bunch of other sectors are.
As someone who been trying to research the space more, any thoughts on any companies to get into BESS? I own NXT and SHLS as my solar utility plays and looking into HTHIY for some exposure to grid automation. Just have a hard time finding companies that are profitable in the space. Thanks!
Yes. Though I like utility solar like NXT and SHLS over residential. Though I've been arguing that lower rates and higher utility bills are a fantastic combination for residential solar too. I just think it's a harder play.
SHLS is at the same price as when I first found it too....
SHLS is really tempting me right now....
I bought some more SHLS today, I know you’ve posted about them in the past. Valuation is pretty reasonable here for the projected growth
buying some GOOGL PRM SHLS SNDK FSRL
I was buying NATL recently, I think it's super cheap and they're turning on the buyback machine, which is really helpful in this environment. SJT is interesting with nat gas being hot. When they restart the dividend I expect good things. I've also been buying ODD. Chart is terrible, but I can't resist adding to my position down here. It's too cheap. Otherwise I'm being very discerning right now. Everything I look at has a Terrible chart and I'm not particularly bullish. CCOI is cheap, but plummeting. SHLS is interesting, but not super cheap. ABL is dirt cheap, but I own a ton already. CRMD is one I'n really interested in, but I'm still evaluating it. It looks too obvious and I'm sure I'm missing something.
As much as I'd like to pretend I've mastered the investor's temperament, I'm bad enough at setting my trailing stops that I got shaken out after just this scenario in BTE, SHLS, and especially FLNC this year. Took 15% gains when I could have just watched the market ignoring negative company news and seen 50-400%.
Yeah, I really like nuclear in theory, but am somewhat worried how much is actually going to get built. Like there is a real growth in solar+battery storage. I never found any companies outside of SHLS and NXT to invest in for utility level stuff. I have looked and owned FLNC, but don't really like companies that aren't profitable, but haven't looked at them in forever. Crazy to see their 6 month run lol. I remember looking at AMRC in the past and was in the same boat as FLNC. There was another name, but can't even remember it at this point. Just had a hard time finding stuff that make sense for the valuation and theme of solar + battery storage.
Watching the pullback on this and SHLS. I don't think it's possible to be over bullish on power generation over the next few years.
SHLS is going to be interesting in about 6 months, after it finds support and consolidates. The electric bill issues are becoming a political rallying cry of late and I can't see how we don't see massive power plant building in the future.
That sucks. I'm red overall, but at least have a few winners, but all earnings report related: $LDOS is doing well from their report this morning. $KKR is probably up because of $APO report. $STRL is up from their report yesterday. $SMID is probably up from $GLDD's report. $SHGC is up from their report. Also have some big losers too: $UBER, $RKLB, $SHLS, $PRIM are all down over 5%.
Earnings season is always rough lol. That's the thing about investing that people miss sometimes, it takes work! Let me know if you see anything, still waking up and heading to the dentist soon lol. The backlog for SHLS looks good: >The Company’s backlog and awarded orders as of September 30, 2025, were $720.9 million, representing a 21.0% increase compared to the prior-year period and a 7.4% sequential increase from June 30, 2025. The increase in backlog and awarded orders as compared to the prior-year period reflects consistent demand for the Company’s innovative products, with growth in international markets, which comprises more than 11.5% of backlog and awarded orders. Wonder if this has anything to do with it: >Gross profit was $50.3 million, compared to $25.4 million in the prior-year period. Gross profit as a percentage of revenue was 37.0% compared to 24.8% in the prior-year period. The increase from the prior-year period was driven by $13.3 million in wire insulation shrinkback warranty expense recorded in Q3 2024 and not recurring in the current period. Could also just be as simple as the EPS miss on a stock that's been on a run
Finishing my read through of UFPT now (which I really like), and SHLS is next to look at closer.... This is always a busy week in small cap world.
SHLS earnings: Record Quarterly Revenue of $135.8 million, an increase of 32.9% year over year – – Gross Margin of 37.0% – – Operating Profit of $18.7 million – – Adjusted EBITDA1 of $32.0 million – – Record Backlog and Awarded Orders of $720.9 million – Third Quarter 2025 Financial Results Revenue increased 32.9%, to $135.8 million, compared to $102.2 million for the prior-year period, driven by strong underlying demand of products, the impact of market share capture initiatives, and an increase in volume of projects in the current year. Gross profit was $50.3 million, compared to $25.4 million in the prior-year period. Gross profit as a percentage of revenue was 37.0% compared to 24.8% in the prior-year period. The increase from the prior-year period was driven by $13.3 million in wire insulation shrinkback warranty expense recorded in Q3 2024 and not recurring in the current period
There are already a ton of companies that have been doing well. Not to be rude, but you are about 2-3 years too late to the party for this. Look at companies like $FIX and $IESC have been killing it. Same with $EME. They deal with helping doing rewiring for factories and data centers. It's gotten a bit more expensive, but $NXT has been great. They deal with tracking and utility solar. A lot of investors lump utility with residential for solar. Utility has been killing it. $SHLS has been on a great run. There are also the companies that deal with the upgrades like $AGX, $PWR, $PRIM. Some HVAC have been doing well like $LMB.
ONON 43.75, SHLS 10, RIVN 14.25 IMAX 33.75 calls WULF 12.25, AEO 13, HIMS 51 puts.
I agree about the utility solar. I've been really tempted to jump into SHLS. It feels late because it's been a beast, but it's still at like 18x forward earnings. Not bad for a 20% grower. Plus they do more battery work than NXT, as well as solar.
Totally on this. Power grid stocks are actually still pretty cheap when you see what's in store. BW is crazy cheap still. PLPC is reasonable. I'm sure there are others. Solar is still reasonable too, with names like NXT and SHLS being really good utility focused names. I do worry about the more data center focused electrical names at this point. Their rate of growth has been insane and that growth can't continue forever.
RUN puts 15.25 SHLS puts 6.25. ARRY puts 6.50. 10/27 Then buy for long term.
AEO 16.50 puts. ONON 45 calls. SHLS 7.50 calls
Anyone look into SHLS? It's held up fairly well as solar broadly got destroyed. They do components of solar and battery systems, and stand to benefit greatly as we invest in power infrastructure.
I'm with you on EOSE, also have PGEN, PROP, SHLS, SLDP, LXEO obviously, not advice!
SHLS 7/7.25 calls. 9/25
LULU will hit 185 or less within the next three months. They are in trouble. RUN will rise. "But solar is out in this admin." No. Solar is very much in play, just not as we traditionally view it. Solar farms are popping up all over the country to run data centers. Though RUN focuses on contracts with homes, they were well prepared for any possible tariffs. They stocked up on panels, providing an enviable surplus, which now allows them to charge tariff prices for something they got for far less. This will help their bottom line as well as boost SHLS and ARRY.
ONON calls. LULU puts. GERN buy on dip, as shorts will dump to try to scare people off. Buy SHLS on any dip before 4.45.
Watching SHLS today. Solar is tricky, but I think so many companies bought tons of supply pre-tariffs, which now allow them to sell at elevated prices. Some might say, well, solar is slowing down, families can't afford them without the incentives. True. But corporations can. Solar farms are popping up all over the country. Their new toys need lots of energy.
Buying calls on PAYS at \~$6 and thank you for reminding me to look at SHLS.
Anything industrial Solar. The world needs immense amounts of electricity and it’s compounding. Nuclear facilities take decades to spin up and solar is the fastest way to more electricity. My pick is SHLS because they deal with modules which is all about making solar deployments as fast a possible.
I think you’re absolutely right about solar, it’s not going anywhere and there are some incredible long term buying opportunities right now. My pick is BEEM, but I’ll definitely give SHLS a look
SHLS. Solars been taking a hit too long. There's probably a better solar company but that's just where I'm at. I think It'll come back around unfortunately maybe not during this administration. Although, that presents buying opportunities.
Watchlist time. They will retest their 52 week lows, and then some. In the solar EV space, I'm watching First Solar (FSLR) who make cells through panels, and Shoals Tech (SHLS) in the electrical balance of systems space. Both will be survivors, but things will get pretty dark before they get better. In the wind space, I'm still holding Vestas Wind (VWDRY), as its not that levered to the US market, and they have the best product in the offshore wind space. I'm watching Cadeler A/S (CDLR) who own/operate jack-up crane vessels serving the same market and have some built in growth this year thanks to fleet expansion. CDLR under 17 would be nice, under 15 a gift. In the storage system space, I'm watching Fluence (FLNC). Really tight margins, which means they operate near break-even, competes with Tesla, will benefit if trade talks with China break down, as unlike Tesla they can produce 100% US domestic BESS. Wouldn't buy any above their current 52 wk lows. But might consider them if on sale.
This might be a good strategy in general. I noticed a similar thing with FLNC, I think SHLS and that potato fries company. If you can time the second leg and have a few contracts the strategy will eventually come up with outsized returns.
Here’s my write up on Shoals technologies Shoals Technologies (SHLS) is one of the most undervalued plays I’ve seen in the renewable energy space. With the global push toward clean energy and the rise of AI, demand for power infrastructure is only going up — and Shoals is right in the middle of that. They focus on EBOS (electrical balance of system) solutions, and they’re making a big push into supporting large data centers, which is smart given how AI is scaling fast. The stock’s trading around $4.40, but my fair value estimate comes out to $12.95, giving it a margin of safety of over 65%. The PEG ratio is only 0.37, which is insane for a growth stock — it’s clearly being overlooked right now. What really stands out is the combo of cheap valuation and solid financials. Forward PE is 8.45, price-to-free cash flow is 10.23, and they’ve got a strong balance sheet with low debt (debt/equity is just 0.25). Free cash flow yield is over 8%, and they’ve got good liquidity with a current ratio above 2. They’re not blowing the doors off with returns yet (ROIC is 4.42%), but at this price, you’re getting serious upside potential in a sector that’s only going to get bigger. I think it’s a great long-term entry point while the market’s still sleeping on it.
I can’t help y’all anymore! Downvoted for calling 3.57 bottom on SHLS and it worked out perfectly!? Downvoted yesterday as well. It did nothing but move upward lol. I’m out on trying. The best of luck to everyone!
SHLS nice dip creating higher low at 3.57. Watching now for 3.57 support and break above 3.63. The 3.58 ask is being bought up quick currently
SHLS should test and break over 3.74 IMO. Currently holding a 9% gain.
I told y’all yesterday. SHLS breaking away! 3.50 breakout just like I said!
SHLS I called out last night. Keep an eye out I plan to daytrade this one. 3.50 confirmed breakout and I might swing it.
SHLS has entered the chat. Keep an eye out. Thank me later.
Wow. That's actually embarrassing. Most of them kind of hung around where they were initially, and several of them went extremely the opposite direction of the target. NTLA and SHLS completely chunked.
Anyone here in on (SHLS) Shoals Technology Group?
Anyone watching SHLS? With all the Canada counter tariffs, solid solar stock that’s profitable
Anyone believe in Shoals Technologies Group, SHLS?
SHLS is way more than just another solar play. [They work with 13 of the top 15 U.S. solar EPC firms](https://beyondspx.com/article/shoals-technologies-group-inc-shls-powering-the-renewable-energy-transformation) and their EBOS tech is crucial for utility-scale projects. The wire insulation issue with Prysmian hurt them but they're going after them legally. Strong fundamentals too - current ratio of 2.26 and low debt-to-equity at 0.33. The recent insider buys are bullish. Management sees value at these levels. They're also expanding internationally - over 12% of their backlog is now international projects. Plus they're diversifying into battery storage and C&I markets. This isn't staying down. The fundamentals are too strong and they've got real competitive advantages in the EBOS space. Just a matter of time before the market recognizes it.
Ohh I understand. I am not sure how etoro works with that feature, but most people that get high returns like over 20% a year are lucky. So if you copy their trades, it is mostly luck and not their skill. I have a guess you were trying to replicate those high return investors. Honestly I would maybe stick with some of the solar companies. Iam not sure about these companies, but solar went down hard and some companies still have good revenue and a lot of pending orders even though their stock crashed like 70%. So it may bounce back in my opinion. But I cant comment on the ones you have, you need to dobresearch on them yourself. For example Iam holding SHLS and NXT with SHLS being 10% up since I bought and NXT is 30% up. But I would deffinetely sell all those penny stocks and most of the other ones. You can do some research on all of them and see if they are a potential hold, but be carefull. It looks like you didmt reall do research before so maybe it would be better to just sell everything and get an ETF.
I put a small short term bet on this and bought some ARRY and SHLS options a couple of weeks ago, thinking the sector was bottoming out plus a democrat win could help sentiment surge. Wishing I chose NXT for the options of course but did get some shares of NXT at the same time.
I opened positions in NXT and SHLS today
No, he said safe. I personally like SHLS, NXT and ENPH, these will likely see a comeback eventually. FirstSolar is probably not bad. I'm somewhat attracted to FLNC for battery storage but I don't believe in lithium tdch for grid scale. Regarding Lithium, Albemarle is also cheap. The whole sector bottomed out, incl. EV sales.
I did pretty well with my picks last year, TMDX in particular absolutely carried my portfolio at various times. Of the names I listed I still hold TMDX, PCOR, & GTLB, some of the others I had owned but sold for various reasons. Between last post & now I bought the dip on U, believing the company can right the ship. SYM, because I like the clear backlog view/institutional support, and S as i’d always liked the company/metrics. I liked my entry points, idk that I’d buy at current entry. Right now, I like: I add PCOR on dips to the lower 50s. ESTA, MBLY, & RBRK as higher confidence picks. NVTS as my tiny semiconductor upside pick. EXFY & SHLS right now as what I’d deem higher risk value plays, but companies I may buy/sell at smaller ranges.
I generally try to buy leaders vs value in a sector, ARRY is even cheaper than NXT but to me seems lesser quality/exeuction-wise... SHLS idk, iirc commoditization of their modular connectors + china presented some issues for them plus an ongoing lawsuit?
Anybody else here in $SHLS ??? I need some cheerleading from fellow regards...
Who's buying $SHLS after today's dump ?