Shoals Technologies Group, Inc. (SHLS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Shoals Technologies: Tariff Impacts Are Real And May Continue (Earnings Review)
Shoals Technologies Group, Inc. delivered strong top-line growth, with Q4 sales up 38.6% year-over-year, but profitability suffered due to tariffs. Gross margin fell 600bps to 31.6%, and operating margin declined to 11.8%, driven by higher material costs and one-time litigation expenses. Guidance disappointed: Q1 sales outlook beat consensus, but adjusted EBITDA of $18.5m missed expectations by a wide margin, triggering a 22% share price drop.
Shoals Technologies Group (SHLS) Lags Q4 Earnings Estimates
Shoals Technologies Group (SHLS) came out with quarterly earnings of $0.1 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.08 per share a year ago.
Shoals: How To Extract 25% Before The Next Macro De-Rating
Shoals Technologies has doubled since my last note, yet still offers a 20–25% 9-month trade as valuation remains anchored (23x fwd P/E), with upside driven by earnings delivery, not multiple. EBOS is a rare solar niche sustaining high-30s gross margins through cycles; $721M backlog plus ~$575M delivering in 12 months shifts returns from estimates to contracted revenue, improving downside control. This is not a compounder: rising capex, G&A, AR, and customer concentration cap upside. Exit by late-2026, rotate to cash, and avoid exposure to a likely AI-capex-led macro de-rating.
Shoals Technologies Group, Inc. (SHLS) Q3 2025 Earnings Call Transcript
Shoals Technologies Group, Inc. ( SHLS ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Matthew Tractenberg - Vice President of Finance & Investor Relations Brandon Moss - Director & CEO Dominic Bardos - CFO & Principal Accounting Officer Conference Call Participants Christine Cho - Barclays Bank PLC, Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Jonathan Windham - UBS Investment Bank, Research Division Dimple Gosai - BofA Securities, Research Division Praneeth Satish - Wells Fargo Securities, LLC, Research Division Presentation Operator Good morning, and welcome to the Shoals Technologies Group Third Quarter 2025 Earnings Conference Call. Today's call is being recorded, and we've allocated 1 hour for prepared remarks and Q&A.
Shoals Technologies Group (SHLS) Matches Q3 Earnings Estimates
Shoals Technologies Group (SHLS) came out with quarterly earnings of $0.12 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.08 per share a year ago.
Shoals Technologies: Well-Positioned To Be An AI Winner
After a successful turnaround and a significant run-up in the stock, the investment thesis for Shoals Technologies has fundamentally shifted from recovery to a new, powerful growth vector. Shoals is strategically pivoting to become a picks and shovels play for the AI revolution, leveraging its new BESS segment to target the massive energy demand from data centers. Management recently revealed an interesting leading indicator for this new segment that points to substantial revenue growth in the long run.
Shoals Technologies (SHLS) Surges 12.4%: Is This an Indication of Further Gains?
Shoals Technologies (SHLS) 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.
Shoals Technologies Group, Inc. (SHLS) Presents At Barclays 39th Annual CEO Energy-Power Conference 2025 Transcript
Shoals Technologies Group, Inc. (NASDAQ:SHLS ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 10:55 AM EDT Company Participants Brandon Moss - Director & CEO Conference Call Participants Christine Cho - Barclays Bank PLC, Research Division Presentation Christine Cho Director & Equity Research Analyst Okay. I think we'll get started here.
What Makes Shoals Technologies Group (SHLS) a Strong Momentum Stock: Buy Now?
Does Shoals Technologies Group (SHLS) have what it takes to be a top stock pick for momentum investors? Let's find out.
Wall Street Analysts Think Shoals Technologies (SHLS) Could Surge 25.87%: Read This Before Placing a Bet
The mean of analysts' price targets for Shoals Technologies (SHLS) points to a 25.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Surging Earnings Estimates Signal Upside for Shoals Technologies (SHLS) Stock
Shoals Technologies Group (SHLS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Shoals Technologies Group (SHLS) Just Overtook the 20-Day Moving Average
From a technical perspective, Shoals Technologies Group (SHLS) is looking like an interesting pick, as it just reached a key level of support. SHLS recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
