JinkoSolar Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

JinkoSolar (JKS) is slated to release Q3 earnings on November 17, with analysts anticipating a loss of $1.60 per share on $2.51 billion in revenue. The company recently announced a proposed A-share sale for its subsidiary, while its stock gained 2.7% to $27.04 on Friday. Analyst sentiment remains mixed to negative, with Goldman Sachs maintaining a Sell rating and an $18 price target, UBS holding a Neutral rating with a $22 price target, and GLJ Research reiterating a Sell rating while lowering its price target to $10.95.

Analysis

JinkoSolar (JKS) is scheduled to report its third-quarter earnings on November 17, with analysts forecasting a loss of $1.60 per share on revenues of $2.51 billion. This anticipated negative performance contributes to a moderately negative overall sentiment score of -0.5 and a pessimistic tone surrounding the company's near-term outlook. The upcoming earnings call will be crucial for validating these projections and providing clarity on future guidance.

Analyst sentiment for JKS remains predominantly bearish, with two out of three firms maintaining Sell ratings. Goldman Sachs raised its price target from $15 to $18 for October 2025, while GLJ Research significantly reduced its target from $13.08 to $10.95 for January 2025, reinforcing a negative stance. UBS holds a Neutral rating but also cut its price target from $25 to $22 for March 2025, indicating a cautious perspective despite the stock's recent 2.7% gain to $27.04.

The company's announcement on September 12 regarding the proposed sale of A shares in its subsidiary, Jinko Solar Co., Ltd., represents a strategic corporate action. This restructuring, occurring within the dynamic renewable energy transition sector, suggests efforts to optimize capital structure or unlock value. The divergence between the recent stock uptick and the prevailing negative analyst sentiment, particularly concerning future price targets, warrants careful consideration.

Key Decisions for Investors

• Monitor JKS's Q3 earnings release closely for actual results versus the anticipated $1.60 per share loss and $2.51 billion revenue, as this will significantly impact short-term sentiment and future valuations.
• Evaluate the strategic implications of the proposed A-share sale in Jinko Solar Co., Ltd., considering its potential impact on JKS's capital structure, liquidity, and long-term growth prospects.
• Exercise caution given the predominantly negative analyst ratings and the downward revisions in price targets by some firms, suggesting limited upside potential despite the recent stock gain, and consider the long-term implications of the 2025 price targets.