Here is how Daqo New Energy (DQ) and FTC Solar (FTCI) have performed compared to their sector so far this year.
Here is how Daqo New Energy (DQ) and Orla Mining Ltd. (ORLA) have performed compared to their sector so far this year.
Daqo New Energy Corp. (NYSE:DQ ) Q3 2025 Earnings Call October 27, 2025 8:00 AM EDT Company Participants Jessie Zhao Anita Zhu - Investor Relations Director Ming Yang - Chief Financial Officer Conference Call Participants Philip Shen - ROTH Capital Partners, LLC, Research Division Alan Lau - Jefferies LLC, Research Division Mengwen Wang - Goldman Sachs Group, Inc., Research Division Gordon Johnson - GLJ Research, LLC Presentation Operator Hello, and welcome to the Daqo New Energy Third Quarter 2025 Results Conference Call. [Operator Instructions] Please note this event is being recorded.
Daqo New Energy (DQ) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.61. This compares to a loss of $0.92 per share a year ago.
Daqo (DQ) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Daqo New Energy's Q2 results were weak due to industry oversupply and low polysilicon prices, but the company's strong balance sheet stands out. Despite negative margins and losses, DQ's cash reserves and lack of debt position it to outlast weaker competitors in this downturn. Industry consolidation and capacity cuts are expected to stabilize prices, enabling DQ to gain market share and benefit from the next upcycle.
Daqo New Energy (DQ) came out with a quarterly loss of $1.14 per share versus the Zacks Consensus Estimate of a loss of $1.16. This compares to a loss of $1.81 per share a year ago.
Daqo New Energy Corp. (NYSE:DQ ) Q1 2025 Earnings Conference Call April 29, 2025 8:00 AM ET Company Participants Xiang Xu - Chairman & Chief Executive Officer Anita Zhu - Deputy Chief Executive Officer Ming Yang - Chief Financial Officer Conference Call Participants Phil Shen - ROTH Capital Alan Hon - JPMorgan Operator Good day and welcome to the Daqo New Energy First Quarter 2025 Results Conference Call. All participants will be in listen-only mode.
Daqo New Energy (DQ) came out with a quarterly loss of $1.07 per share versus the Zacks Consensus Estimate of a loss of $1.02. This compares to earnings of $0.24 per share a year ago.
Daqo (DQ) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Daqo's 72.4% stake in Xinjiang Daqo, valued at $4.6 billion and the subsidiary's high cash position offer substantial downside protection. When the polysilicon market turns, Daqo is quickly valued at a low-single digit EV/EBIT multiple due to the subsidiary's high cash generation capabilities and the present pessimism in the market. The investment offers an asymmetrical risk/reward ratio and a multibagger potential in the medium to long term.
Polysilicon prices remain at rock-bottom levels pressuring higher cost polysilicon manufacturers out of the market. Daqo New Energy's cash burn remains under control and the company has enough liquidity to last years. The stock is trading way below book value at a P/B multiple of 0.3x and has a net cash position that is larger than the market cap.