Trump's Comments Impact Solar Industry: President Trump's recent remarks criticizing solar and wind energy have raised concerns about potential restrictions on solar projects in the U.S., following earlier tax credit removals.
JinkoSolar Stock Performance: JinkoSolar shares fell significantly amid market uncertainty and negative industry sentiment, with a decline of up to 6.2% before recovering slightly.
Concerns Over Future Sales: A possible ban on new solar projects could jeopardize Jinko's U.S. sales and manufacturing operations, although its low U.S. exposure might make it an attractive investment despite risks.
Investment Caution Advised: Despite Jinko's high dividend yield, analysts warn that its volatile earnings and cyclical nature make it a risky investment, suggesting alternative stocks for better returns.
JKS
$27.17+Infinity%1D
Analyst Views on JKS
Wall Street analysts forecast JKS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JKS is 18.00 USD with a low forecast of 18.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
Wall Street analysts forecast JKS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JKS is 18.00 USD with a low forecast of 18.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
2 Sell
Moderate Sell
Current: 26.170
Low
18.00
Averages
18.00
High
18.00
Current: 26.170
Low
18.00
Averages
18.00
High
18.00
Roth Capital
Philip Shen
Neutral
maintain
$17 -> $25
2025-11-20
Reason
Roth Capital
Philip Shen
Price Target
$17 -> $25
2025-11-20
maintain
Neutral
Reason
Roth Capital analyst Philip Shen raised the firm's price target on JinkoSolar to $25 from $17 but keeps a Neutral rating on the shares. The company delivered a Q2 miss and mixed Q3 , while reiterating its 2025 module shipment guide, though it has also sequentially improved gross margins from (2.5%) in Q1 to 7.3% in Q3 due primarily to lower unit costs, the analyst tells investors in a research note. The firm adds however that it remains on the sidelines given the policy risk from FEOC, Solar 4, and Section 232 potentially weighing on profitability.
Goldman Sachs
Sell
maintain
$18 -> $20
2025-11-19
Reason
Goldman Sachs
Price Target
$18 -> $20
2025-11-19
maintain
Sell
Reason
Goldman Sachs raised the firm's price target on JinkoSolar to $20 from $18 and keeps a Sell rating on the shares. JinkoSolar reported mixed Q2 and Q3 results, and while Q3 gross margins exceeded the firm's expectations, Q4 margins should remain flat quarter over quarter, the analyst tells investors in a research note. Energy storage systems were a bright spot, with full year shipments reiterated at 6GWh and management expects shipments to at least double in 2026, contributing 10%-15% of overall revenue, which is meaningfully above Goldman's prior forecast, the firm says.
Goldman Sachs
Brian Lee
Strong Sell
Maintains
$20 → $18
2025-03-27
Reason
Goldman Sachs
Brian Lee
Price Target
$20 → $18
2025-03-27
Maintains
Strong Sell
Reason
UBS
Jon Windham
Hold
Maintains
$25 → $22
2025-03-27
Reason
UBS
Jon Windham
Price Target
$25 → $22
2025-03-27
Maintains
Hold
Reason
UBS lowered the firm's price target on JinkoSolar to $22 from $25 and keeps a Neutral rating on the shares. JinkoSolar's Q4 results and 2025 guidance were weaker than expected, mainly driven by the impacts of excess global solar module capacity pressuring average selling prices, the analyst tells investors in a research note. UBS believes profitability has yet to bottom, with JinkoSolar relatively more exposed to global ASP pressure and evolving U.S. trade policy than peers.
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.
