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    A Look At JinkoSolar Holding (JKS) Valuation After Projected 2025 Net Loss Guidance

    Simply Wall St·01/26/2026 07:20:34
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    Preliminary 2025 loss guidance and recent share move

    JinkoSolar Holding (JKS) recently issued preliminary unaudited 2025 earnings guidance, indicating an estimated net loss for Jiangxi Jinko of RMB 5,900 million to RMB 6,900 million, with losses remaining sizeable even after excluding extraordinary items.

    The guidance followed a volatile stretch for the stock, including a decline over the past week following gains over the past 3 months. It provides investors with a clearer fundamental backdrop for assessing JKS at its current valuation.

    See our latest analysis for JinkoSolar Holding.

    At a share price of US$27.76, JinkoSolar has seen short term momentum cool, with a 7 day share price return decline of 5.90%. This contrasts with the 90 day share price return of 23.27% and 1 year total shareholder return of 42.90%, which show a stronger recent trend than its longer term 3 and 5 year total shareholder returns, which remain negative.

    If this latest guidance has you reassessing solar exposure, you might also want to look at how other renewable players are priced through high growth tech and AI stocks.

    With JinkoSolar guiding to sizeable 2025 losses yet trading at what some models suggest is a discount to estimated intrinsic value, investors may be weighing whether the recent weakness is setting up a buying opportunity or simply reflecting the market’s view on future growth.

    Most Popular Narrative: 21.2% Undervalued

    At $27.76, the most followed narrative points to a fair value of $35.23, which frames JinkoSolar as materially undervalued on its modeled cash flows.

    The analysts have a consensus price target of $37.222 for JinkoSolar Holding based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $66.1, and the most bearish reporting a price target of just $17.0.

    Read the complete narrative.

    Want to see what justifies that higher fair value? The narrative leans on faster revenue expansion, margin repair, and a future earnings multiple that is anything but modest.

    Result: Fair Value of $35.23 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, there are still clear pressure points, including policy uncertainty around tariffs and funding, and tougher competition that could squeeze margins and limit overseas growth.

    Find out about the key risks to this JinkoSolar Holding narrative.

    Build Your Own JinkoSolar Holding Narrative

    If you see the numbers differently or want to stress test your own assumptions, you can build a custom view in just a few minutes, starting with Do it your way.

    A great starting point for your JinkoSolar Holding research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If JinkoSolar has sparked your interest, do not stop here. Use the Simply Wall St screener to surface other ideas that might fit your portfolio.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.