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Shoals Technologies initiated with a Neutral at Cantor Fitzgerald

Cantor Fitzgerald analyst Derek Soderberg initiated coverage of Shoals Technologies with a Neutral rating and $30 price target. Shoals offers compelling, low-cost EBOS solutions, positioning them to benefit from secular tailwinds in the utility-scale solar market, and has new, incremental opportunities to sell into battery storage applications, which management feels can expand Shoals’ wallet share by over 50% on solar and storage projects, the analyst tells investors in a research note. In addition, Cantor Fitzgerald notes that Shoals is in the early days of selling its EBOS solutions into the EV charging market, which was recently granted $7.5B through the infrastructure Investment and Jobs Act.

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Published first on TheFly

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