Allbirds Shares Plunge 24% in Premarket Trading
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy JKS?
Source: Yahoo Finance
- Stock Volatility: Allbirds (BIRD) shares fell 24% in Thursday's premarket trading, significantly reversing Wednesday's rally and indicating market concerns about the company's future performance.
- Market Reaction: This decline may be linked to investors reassessing the company's financial health, particularly after a previous day's surge, with changing market sentiment reflecting doubts about its profitability.
- Investor Confidence: The sharp drop in stock price has shaken investor confidence in Allbirds, potentially leading to further sell-off actions that could exacerbate stock volatility and impact the company's market image.
- Strategic Implications: Allbirds must implement effective measures to restore investor confidence, such as improving financial transparency or adjusting business strategies, to navigate market uncertainties and stabilize its stock price.
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Analyst Views on JKS
Wall Street analysts forecast JKS stock price to rise
4 Analyst Rating
0 Buy
2 Hold
2 Sell
Moderate Sell
Current: 21.340
Low
20.00
Averages
23.33
High
25.00
Current: 21.340
Low
20.00
Averages
23.33
High
25.00
About JKS
JinkoSolar Holding Co Ltd is a holding company principally engaged in photovoltaic (PV) industry. The Company builds a vertically integrated solar power product value chain, manufacturing from silicon wafers to solar modules. The Company’s main products comprise silicon wafers, solar cells and solar modules. The Company sells its solar modules under JinkoSolar brand. The Company is also engaged in solar power generation and solar system engineering procurement construction (EPC) services. The Company mainly operates its businesses in the domestic and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JinkoSolar 2025 Earnings Report Analysis
- Revenue Performance: JinkoSolar reported total revenue of $2.5 billion for 2025, reflecting an 8.3% sequential increase but a 15% year-over-year decline, indicating weakened market demand and pricing pressures that could impact future investment confidence.
- Gross Margin Decline: The gross margin plummeted to 0.3% in Q4 from 7.3% in the previous quarter, highlighting the adverse effects of rising raw material costs and foreign exchange fluctuations on profitability, which may raise investor concerns about the company's earnings outlook.
- Net Loss Situation: The adjusted net loss attributable to shareholders was approximately $48 million for 2025, underscoring challenges in cost management and market competition that could affect its financing capabilities and future expansion plans.
- Market Share and Technological Edge: Despite facing challenges, JinkoSolar maintained its position as the global leader in module shipments with 86 gigawatts in 2025, and its N-type TOPCon cells achieved a lab efficiency of 27.99%, demonstrating its ongoing leadership in technological innovation.
See More
China's Clean Tech Exports Surge Amid Global Energy Crisis
- Export Volume Surge: According to data from China's General Administration of Customs, clean tech exports saw a dramatic annual increase in March, with solar cell shipments soaring by 80%, while electric vehicles and lithium-ion batteries grew by 53% and 34%, respectively, highlighting China's robust competitiveness in the global clean energy market.
- Demand Driven by Crisis: The ongoing conflict in Iran has triggered an energy supply crisis in the Strait of Hormuz, prompting countries to accelerate their shift towards clean energy, indicating that this transition serves as a critical strategy against volatile fuel costs.
- Automotive Sector Performance: The China Passenger Car Association reported that exports of electric and hybrid vehicles reached a record 349,000 units in March, showcasing domestic manufacturers' strong demand and market dominance in international markets.
- Optimistic Industry Outlook: While the Strait of Hormuz may see normalization in shipping in the coming months, major industry players like Contemporary Amperex Technology Co. (CATL) are already reporting increased customer appetite for electrified products, reflecting the direct impact of global crude oil price uncertainty on market dynamics.
See More
JinkoSolar Reports Substantial Q4 Loss Amid Revenue Beat
- Sales Beat Expectations: JinkoSolar reported Q4 sales of 17.51 billion renminbi (approximately $2.5 billion), exceeding analyst estimates by roughly $140 million, despite a year-over-year revenue decline of about 15%, indicating market demand volatility.
- Significant Loss: The company recorded a non-GAAP adjusted loss of 837.7 million renminbi (around $119.8 million) in Q4, a substantial increase from the 373.1 million renminbi loss in the same quarter last year, reflecting rising cost pressures and intensified market competition.
- Shipment Fluctuations: While JinkoSolar's solar module shipments increased by 20.9% sequentially, they still fell 4% year-over-year, suggesting challenges in market share and customer demand that could impact future revenue growth.
- Market Reaction: Following the earnings report, JinkoSolar's stock price dropped by 11.3% during Thursday's trading, currently at $21.10, as concerns over its short-term outlook intensified, potentially leading to decreased investor confidence.
See More
JinkoSolar Reports 2025 Financials: 86GW Module Shipments
- Leading Module Shipments: JinkoSolar achieved 86GW in solar module shipments for 2025, maintaining its position as the global leader for the seventh consecutive year, despite facing price volatility and competitive pressures in the market.
- Declining Financial Performance: The total revenue for 2025 was RMB 65.50 billion, a 29% year-over-year decrease primarily due to lower average selling prices of solar modules, resulting in a gross margin of 2.2%, reflecting the challenging market environment.
- Widening Net Loss: The net loss for 2025 reached RMB 4.45 billion, an increase of 8,250.2% year-over-year, mainly driven by rising raw material costs and foreign exchange fluctuations, although the energy storage business saw significant growth.
- Positive Future Outlook: The company expects module shipments to range between 75GW and 85GW in 2026, with energy storage system shipments projected to more than double year-over-year, indicating JinkoSolar's ongoing efforts to transform into an integrated energy solutions provider.
See More
JinkoSolar Reports Doubling of Q4 Net Loss Amid Revenue Decline
- Net Loss Expansion: JinkoSolar reported an adjusted net loss of RMB837.7 million ($119.8 million) in Q4, nearly doubling from RMB430.8 million last year, indicating significant pressures from rising costs and market competition.
- Revenue Decline: The company's revenue fell 15.2% year-over-year to RMB17.51 billion ($2.50 billion), primarily impacted by increased raw material costs and foreign exchange fluctuations, reflecting signs of weak market demand.
- Annual Performance: For the full year, JinkoSolar recorded an adjusted net loss of RMB3.14 billion ($448.6 million) and total revenues of RMB65.50 billion ($9.37 billion), down 29% year-over-year, highlighting challenges in product pricing and mix.
- Future Outlook: The company anticipates Q1 2026 module shipments between 13.0 GW and 14.0 GW, with total annual shipments projected at 75.0 GW to 85.0 GW, while ESS shipments are expected to more than double year-over-year, indicating a positive outlook for future market performance.
See More
JinkoSolar Reports Q4 Earnings with Mixed Results
- Earnings Overview: JinkoSolar reported a Q4 GAAP EPS of -$4.10, with an adjusted net loss of RMB 837.7 million (approximately $119.8 million) attributable to ordinary shareholders, indicating significant challenges in profitability.
- Revenue Performance: Total revenue for Q4 was $2.5 billion, reflecting a 15.2% year-over-year decline but an 8.3% sequential increase, primarily driven by higher shipment volumes of solar modules despite a decrease in average selling prices.
- Shipment Analysis: Quarterly solar module shipments reached 24,204 MW, representing a 20.9% increase sequentially but a 4.0% decrease year-over-year, highlighting market demand fluctuations and pricing pressures.
- Market Reaction: The company's shares fell by 1%, indicating investor caution regarding the earnings results, particularly in light of declining prices and profitability challenges.
See More
JinkoSolar 2025 Earnings Report Analysis
- Revenue Performance: JinkoSolar reported total revenue of $2.5 billion for 2025, reflecting an 8.3% sequential increase but a 15% year-over-year decline, indicating weakened market demand and pricing pressures that could impact future investment confidence.
- Gross Margin Decline: The gross margin plummeted to 0.3% in Q4 from 7.3% in the previous quarter, highlighting the adverse effects of rising raw material costs and foreign exchange fluctuations on profitability, which may raise investor concerns about the company's earnings outlook.
- Net Loss Situation: The adjusted net loss attributable to shareholders was approximately $48 million for 2025, underscoring challenges in cost management and market competition that could affect its financing capabilities and future expansion plans.
- Market Share and Technological Edge: Despite facing challenges, JinkoSolar maintained its position as the global leader in module shipments with 86 gigawatts in 2025, and its N-type TOPCon cells achieved a lab efficiency of 27.99%, demonstrating its ongoing leadership in technological innovation.
See More
China's Clean Tech Exports Surge Amid Global Energy Crisis
- Export Volume Surge: According to data from China's General Administration of Customs, clean tech exports saw a dramatic annual increase in March, with solar cell shipments soaring by 80%, while electric vehicles and lithium-ion batteries grew by 53% and 34%, respectively, highlighting China's robust competitiveness in the global clean energy market.
- Demand Driven by Crisis: The ongoing conflict in Iran has triggered an energy supply crisis in the Strait of Hormuz, prompting countries to accelerate their shift towards clean energy, indicating that this transition serves as a critical strategy against volatile fuel costs.
- Automotive Sector Performance: The China Passenger Car Association reported that exports of electric and hybrid vehicles reached a record 349,000 units in March, showcasing domestic manufacturers' strong demand and market dominance in international markets.
- Optimistic Industry Outlook: While the Strait of Hormuz may see normalization in shipping in the coming months, major industry players like Contemporary Amperex Technology Co. (CATL) are already reporting increased customer appetite for electrified products, reflecting the direct impact of global crude oil price uncertainty on market dynamics.
See More
JinkoSolar Reports Substantial Q4 Loss Amid Revenue Beat
- Sales Beat Expectations: JinkoSolar reported Q4 sales of 17.51 billion renminbi (approximately $2.5 billion), exceeding analyst estimates by roughly $140 million, despite a year-over-year revenue decline of about 15%, indicating market demand volatility.
- Significant Loss: The company recorded a non-GAAP adjusted loss of 837.7 million renminbi (around $119.8 million) in Q4, a substantial increase from the 373.1 million renminbi loss in the same quarter last year, reflecting rising cost pressures and intensified market competition.
- Shipment Fluctuations: While JinkoSolar's solar module shipments increased by 20.9% sequentially, they still fell 4% year-over-year, suggesting challenges in market share and customer demand that could impact future revenue growth.
- Market Reaction: Following the earnings report, JinkoSolar's stock price dropped by 11.3% during Thursday's trading, currently at $21.10, as concerns over its short-term outlook intensified, potentially leading to decreased investor confidence.
See More
JinkoSolar Reports 2025 Financials: 86GW Module Shipments
- Leading Module Shipments: JinkoSolar achieved 86GW in solar module shipments for 2025, maintaining its position as the global leader for the seventh consecutive year, despite facing price volatility and competitive pressures in the market.
- Declining Financial Performance: The total revenue for 2025 was RMB 65.50 billion, a 29% year-over-year decrease primarily due to lower average selling prices of solar modules, resulting in a gross margin of 2.2%, reflecting the challenging market environment.
- Widening Net Loss: The net loss for 2025 reached RMB 4.45 billion, an increase of 8,250.2% year-over-year, mainly driven by rising raw material costs and foreign exchange fluctuations, although the energy storage business saw significant growth.
- Positive Future Outlook: The company expects module shipments to range between 75GW and 85GW in 2026, with energy storage system shipments projected to more than double year-over-year, indicating JinkoSolar's ongoing efforts to transform into an integrated energy solutions provider.
See More
JinkoSolar Reports Doubling of Q4 Net Loss Amid Revenue Decline
- Net Loss Expansion: JinkoSolar reported an adjusted net loss of RMB837.7 million ($119.8 million) in Q4, nearly doubling from RMB430.8 million last year, indicating significant pressures from rising costs and market competition.
- Revenue Decline: The company's revenue fell 15.2% year-over-year to RMB17.51 billion ($2.50 billion), primarily impacted by increased raw material costs and foreign exchange fluctuations, reflecting signs of weak market demand.
- Annual Performance: For the full year, JinkoSolar recorded an adjusted net loss of RMB3.14 billion ($448.6 million) and total revenues of RMB65.50 billion ($9.37 billion), down 29% year-over-year, highlighting challenges in product pricing and mix.
- Future Outlook: The company anticipates Q1 2026 module shipments between 13.0 GW and 14.0 GW, with total annual shipments projected at 75.0 GW to 85.0 GW, while ESS shipments are expected to more than double year-over-year, indicating a positive outlook for future market performance.
See More
JinkoSolar Reports Q4 Earnings with Mixed Results
- Earnings Overview: JinkoSolar reported a Q4 GAAP EPS of -$4.10, with an adjusted net loss of RMB 837.7 million (approximately $119.8 million) attributable to ordinary shareholders, indicating significant challenges in profitability.
- Revenue Performance: Total revenue for Q4 was $2.5 billion, reflecting a 15.2% year-over-year decline but an 8.3% sequential increase, primarily driven by higher shipment volumes of solar modules despite a decrease in average selling prices.
- Shipment Analysis: Quarterly solar module shipments reached 24,204 MW, representing a 20.9% increase sequentially but a 4.0% decrease year-over-year, highlighting market demand fluctuations and pricing pressures.
- Market Reaction: The company's shares fell by 1%, indicating investor caution regarding the earnings results, particularly in light of declining prices and profitability challenges.
See More
