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Collins Stewart Upgrades Canadian Solar (CSIQ) to Buy

September 17, 2009 9:07 AM EDT
CSIQ Hot Sheet
Rating Summary:
    2 Buy, 7 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 16 | Down: 7 | New: 23
Collins Stewart upgrades Canadian Solar (Nasdaq: CSIQ) to Buy. The firm sets a $21 price target.

The firm still sees Q3 traditional module shipments of 90MW, but lowered its quarterly estimate for eModules from 15MW to 10MW. Collins Stewart also lowered its Q3 average selling price estimate from $2.15 per watt to $2.08. The firm also lowered its Q3 sales and EPS guidance from $224.7 million and $0.62 to $205.4 million and $0.56, respectively. The Street is currently looking for quarterly earnings of $0.53 on sales of $204.86 million.

CY09 EPS move from $1.51 to $1.41, while CY10 earnings reduce from $1.70 to $1.60.

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