Aug. 5 at 1:59 PM
$SHLS My guess is that the market is responding to the CC. Questions about cash. Questions about 2026 guidance, and refusal or being unable to give forward guidance, increased legal and remediation costs that will continue. Operations, SHLS is going well. It may be that they are just poor communicators, or perhaps gun shy because of two years of hits. But I don’t think analysts trust management in light of an inability to provide guidance. That is my take. The report is too good I think for the stock to go too much lower and it should come back. I’m hoping we are at lows. But with the solar environment and managements hesitancy to project revenues beyond the next four quarters (and the next 4 are great), still. That is my take on the CC. I was disappointed in the call and encouraged by the actual performance. As some one who has asked for the unvarnished truth, I suppose I should thank management for not blowing smoke.
