Wells Fargo Slashes Canadian Solar Price Target to $17 Amid Regulatory Risks

Wells Fargo has lowered its price target for Canadian Solar (CSIQ) to $17 from the previous $23, while maintaining an 'Equal Weight' rating on the stock. The adjustment follows the company's Q4 2025 financial results, which reported a net loss of $86 million on revenue of $1.22 billion. Analysts cited ongoing U.S. restructuring efforts and concerns regarding Foreign Entity of Concern (FEOC) regulations as primary drivers for the target revision. Additionally, potential antidumping risks and regulatory uncertainties continue to weigh on the company's valuation outlook. The new price target reflects a cautious stance as the company navigates a complex global trade environment for solar products. These headwinds, combined with restructuring costs, are expected to impact near-term profitability and investor sentiment.