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SHSHLS

Shoals Technologies Group, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 75% YoYStreet coverage with positive forward estimatesQuiet on X (57 mentions/wk)
$SHLS·$1.5B·Solar·Energy
$7.17-7.6%YTD-10.4%1Y-29.2%
Price updated 7h ago·X counts updated 5d ago
SHSHLS
$SHLSShoals Technologies Group, Inc.
$7.17-7.60%57 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SHLS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

57X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $SHLS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-10

Shoals Technologies chatter frames the solar sector waking up with SHLS trading around a $1.2 billion market cap alongside FSLR, TE, and SUNE. Posters describe accumulation with debate about whether the market is missing the story or writing it off as cyclical.

Read what X is saying about $SHLS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SHLS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Shoals Technologies at a 10% drawdown with 75% revenue growth — the solar BOS story is reaccelerating.

Shoals Technologies Group is a specialty solar balance-of-system (BOS) maker — the electrical-balance-of-system components (big-lead-assemblies, combiners, cables) that are critical to utility-scale solar installation efficiency. The 2026 reset reflects general solar-cycle weakness, now meeting operational reacceleration.

  • The P&L is firing cleanly: Q2 revenue grew 75% YoY to $141M at a 5.5% operating margin and EPS near breakeven, with trailing EPS beats of 22% and 17% — these are large surprises on a solar-BOS name that reflects both demand improvement and company-specific execution.
  • The chart confirms the setup: the stock trading around a $1.2B market cap alongside FSLR, TE, SUNE places it in the solar-cohort recovery group — the question is whether the market is 'missing the story or writing it off as cyclical.'

At 37% of its 52-week range going into Nov 3 earnings, the setup is a classic solar-cycle turnaround coil. Another 20%+ EPS surprise plus continued operating margin expansion is the trigger for a reclaim; a soft Q4 guide or any utility-scale project-delay commentary is the invalidation.

Agrees with X sentimentThe 'solar sector waking up' framing with the $1.2B market cap and the beats cadence is grounded. The Shoals-vs-EOSE comparison is a reasonable sector-relative-value anchor.

What to watch: Nov 3 Q3 earnings — revenue growth, operating margin direction, bookings/backlog, and FY27 guide. 20%+ EPS surprise plus margin expansion is the trigger; soft bookings is the invalidation.

On the calendar: 2026-11-03 — Q3 earnings

event ahead 30dsolar recovery

Read the AI verdict on $SHLS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Electrical balance-of-system components (cable assemblies, combiners) for utility-scale solar energy projects.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $SHLS.

Solar · Energy

No material change from last week — IRA domestic manufacturing credits structurally protect US-domiciled solar producers while Chinese panel oversupply continues compressing margins for non-IRA-shielded players.

What this means for $SHLS

Neutral — Electrical balance-of-system components (cable assemblies, combiners) for utility-scale solar energy projects.

Top industry ETF

$TANInvesco Solar ETF
-14.6%YTD
-12.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
54.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.12$0.10+21.9%
Q1 2026May 5, 2026$0.07$0.06+16.7%
Q4 2025Feb 24, 2026$0.10$0.14-28.6%
Q3 2025Nov 4, 2025$0.12$0.13-4.2%
Next earningsTue, Nov 3·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$140.6M+74.9%29.2%5.5%$-0.00$-49.1M
Q4 FY25$148.3M+38.6%31.6%11.7%$0.05$-11.3M
Q3 FY25$135.8M+32.9%37.0%13.7%$0.07$9.0M
Q2 FY25$110.8M+11.7%37.2%14.4%$0.08$-26.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$628.1M$622.3M – $633.6M$0.43$0.35 – $0.5213
FY27$698.8M$665.5M – $760.7M$0.55$0.42 – $0.7014
FY28$770.4M$714.3M – $868.5M$0.64$0.50 – $0.7615
FY29$979.5M$920.5M – $1.0B$0.79$0.73 – $0.8610
FY30$964.9M$906.8M – $1.0B$0.71$0.65 – $0.777

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 16King Bobbie Lee JrChief Legal Officer10.0K sh$104KSellMay 8Dominic BardosCFO54.4K sh$462K
+ 16 other (8 inkinds · 7 awards · 1 gift) in window

See when $SHLS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Shoals Technologies Group, Inc. entered into Amendment No. 8 to its Credit Agreement on August 28, 2026 with JPMorgan Chase Bank as administrative agent and Wilmington Trust as collateral agent, clarifying that maintaining deposit accounts, security accounts, and commodity accounts with JPMorgan satisfies the 'control' perfection requirement without a separate deposit account control agreement. The amendment simplifies collateral administration at no additional cost. Shoals is a solar electrical balance-of-system manufacturer; this housekeeping amendment has no impact on borrowing capacity or pricing.

8-K/AMaterial agreement (amended)Jun 128-K/A — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Shoals Technologies filed this 8-K/A solely to correct a scrivener's error in the exhibit attached to Amendment No. 7 of its Credit Agreement (originally filed June 12, 2026) and to attach a corrected, readable version of the exhibit. The substantive terms of the amendment — $50 million in new 18-month incremental revolving loans and replacement of the first lien secured leverage ratio covenant with a consolidated total leverage ratio of 4.00:1.00 — are unchanged. No material terms of the underlying credit agreement were altered by this corrective filing.

8-KMaterial agreementJun 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Shoals Technologies (SHLS) and its subsidiaries entered Amendment No. 7 to their credit agreement on June 10, 2026 with JPMorgan Chase as administrative agent, adding $50 million in new incremental revolving loans with an 18-month maturity. The amendment also replaced the first lien secured leverage ratio covenant with a consolidated total leverage ratio of 4.00:1.00, with temporary step-up provisions permitted for material acquisitions. This incremental revolver adds liquidity headroom and the covenant relaxation gives Shoals greater financial flexibility, which matters given near-term macro uncertainty in the solar and utility sectors.

8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
AI summary

Shoals Technologies Group, Inc. (SHLS) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 8 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Head-To-Head Analysis: nVent Electric (NYSE:NVT) & Shoals Technologies Group (NASDAQ:SHLS)defenseworld.net·13d agoShoals Technologies Group (NASDAQ:SHLS) versus Eos Energy Enterprises (NASDAQ:EOSE) Financial Surveydefenseworld.net·37d agoShoals Technologies Group, Inc. (SHLS) Presents at Barclays 40th Annual Energy-Power Conference Transcriptseekingalpha.com·37d agoBank of America Corp DE Cuts Stake in Shoals Technologies Group, Inc. $SHLSdefenseworld.net·49d agoShoals Technologies Group Prevails in Patent Infringement Case Against Voltage in North Carolinaglobenewswire.com·52d ago

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Voices on X · last 7 days

No standout posts about $SHLS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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