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What smart money is saying about Canadian Solar Inc.Canada flag

CSIQ · Energy · Solar · Market cap $1.41B

1 fund in our archive has pitched Canadian Solar Inc. — most recently White Falcon Capital Management in December 2025.

Company profile

Canadian Solar Inc., together with its subsidiaries, designs, develops, manufactures, and sells solar ingots, wafers, cells, modules, and other solar power and battery storage products in Asia, the Americas, Europe, and internationally. The company operates through two segments, Canadian Solar Inc. (CSI) Solar and Global Energy. The CSI Solar segment offers standard solar modules and battery storage solutions, as well as solar system kits that are a ready-to-install packages comprising inverters, racking systems, and other accessories; and engineering, procurement, and construction (EPC) services. The Global Energy segment engages in the development, construction, maintenance, and sale of solar and battery storage projects; operation of solar power plants; and sale of electricity. This segment also provides operation and maintenance (O&M) services, including monitoring, inspections, repair, and replacement of plant equipment; and site management and administrative support services for solar projects, as well as asset management services. As of January 31, 2021, this segment had a fleet of solar power plants in operation with an aggregate capacity of approximately 445 MWp. The company serves distributors, system integrators, project developers, and installers/EPC companies. It sells its products primarily under its Canadian Solar brand name; and on an OEM basis. The company was incorporated in 2001 and is headquartered in Guelph, Canada.

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Letters

Fund activity · 3 positions

  • HoldsGuinness Sustainable Energy Fund
    July 2026
    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.
    Read the letterCanadian Solar Inc.
  • HoldsGuinness Sustainable Energy Fund
    June 2026
    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.
    Read the letterCanadian Solar Inc.
  • HoldsGuinness Sustainable Energy Fund (Guinness Global Investors)
    June 2026
    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.
    Read the letterCanadian Solar Inc.

Fund coverage · 1 thesis

  • White Falcon Capital Management
    December 2025

    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

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