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What smart money is saying about Canadian SolarCanada flag

CSIQ · Energy · Solar · Market cap $667M

2 funds in our archive have pitched Canadian Solar — most recently White Falcon Strategy in September 2026.

Company profile

Canadian Solar Inc. and its affiliates operate globally, specializing in the design, development, production, and sale of solar energy components, including ingots, wafers, cells, and modules, alongside a range of solar power and battery storage solutions across Asia, the Americas, and Europe. The company's operations are structured into two main divisions: CSI Solar and Global Energy. The CSI Solar segment offers standard solar modules, comprehensive battery storage systems, and complete, ready-to-install solar kits that encompass inverters, racking systems, and other essential accessories. This division also provides engineering, procurement, and construction (EPC) services. Conversely, the Global Energy segment is involved in the entire lifecycle of solar and battery storage projects, from development and construction to ongoing maintenance and sale. It also manages the operation of solar power facilities and sells generated electricity. This segment further delivers extensive operation and maintenance (O&M) support, such as monitoring, inspections, equipment repair and replacement, site management, and administrative services for solar ventures, in addition to asset management. As of January 31, 2021, this division managed an operational fleet of solar power plants with an aggregate capacity of approximately 445 MWp. Canadian Solar serves a diverse clientele, including distributors, system integrators, project developers, and installation/EPC companies. Its products are primarily marketed under the Canadian Solar brand, with some sales also occurring on an OEM (Original Equipment Manufacturer) basis. Established in 2001, the company is headquartered in Guelph, Canada.

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5
Reported positions
0
Bought
0
Sold
6
Letters

Position history

Between Q4 2025 and Q3 2026, 5 fund letters reported a position in Canadian Solar, with no move described.

Fund letters reporting a position in Canadian Solar, by quarter
QuarterLettersBoughtSoldTheses
Q3 20263001
Q2 20262000
Q4 20250001

Fund activity · 5 positions

  • September 2026
    “Higher interest rates have also weighed on valuations for more leveraged businesses such as Grifols (GRFS) and Canadian Solar (CSIQ).”
    Canadian Solar
  • “Canadian Solar and First Solar give integrated exposure to the solar cell and module manufacturing process,”
    Canadian Solar
  • “• Poorer contributors covered various themes and end markets. Chinese clean energy names (Canadian Solar, Xinyi Solar, China Longyuan) continue to suffer the aftereffects of China’s transition from fixed feed-in tariffs to market pricing mechanisms for renewables, putting downward pressure on generator margins and reducing demand for equipment.”
    Canadian Solar
  • “Among the fund’s top performers were solar equipment manufacturers First Solar and Canadian Solar, reflecting growing interest in solar power as an alternative to volatile fossil fuels amid the energy supply shock.”
    Canadian Solar
  • “Within the Fund, the strongest performers were Enphase Energy Inc, First Solar Inc, Infineon Technologies AG, Versigent and Canadian Solar Inc while the weakest performers were AECOM, NextEra Energy Inc, LG Chem Ltd, Trane Technologies and Vestas Wind Systems A/S.”
    Canadian Solar

Fund coverage · 2 theses

  • White Falcon Strategy
    September 2026

    Canadian Solar is building U.S. manufacturing and storage capacity with tariff and credit protection, which should lift future earnings power, cash generation, and deleveraging, creating significant upside.

    Read the full thesis
  • Canadian Solar is shifting toward full solar-plus-storage systems and a power JV, trading at a deep SOTP discount that enabled a rerating amid improving sentiment.

    Read the full thesis

Read every full thesis on Canadian Solar

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