SHLS

Shoals Technologies Group, Inc.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001831651
$9.73 +0.62% $1.6B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders9 funds
Inst. Value$165.9M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$461.7K
Reddit Sentiment50° Neutral
SEC Reports5
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001831651·Prev Close $9.68

Recent Activity

May 20, 2026 short_volume
Short Volume: SHLS — 66.9% short (0.9M / 1.4M)
Short: 924,452 | Exempt: 0 | TRF Vol: 1,380,990 | Short Ratio: 66.9% | Off-exchange volume (dark poo
May 8, 2026 Insider
Bardos Dominic sold 54,449 shares
Chief Financial Officer @ $8.48 ($461.7K)
May 5, 2026 SEC
Shoals Technologies reported Q1 2026 revenue of $140.6M (+74.9% YoY), well above the $129.2M consensus, but GAAP net los
8-K — Impact 7/10
May 5, 2026 SEC
Shoals Technologies reported Q1 2026 revenue of $140.6M (+74.9% YoY), well above the $129.2M consensus, and adjusted dil
PRESS-RELEASE — Impact 8/10
Apr 30, 2026 Insider
Volpe Toni sold 22,671 shares
Director @ $0.00 ($0.00)
Apr 30, 2026 Insider
JULIAN ROBERT K. sold 22,671 shares
Director @ $0.00 ($0.00)
Apr 10, 2026 SEC
Shoals Technologies Group, Inc. (SHLS) has filed a definitive additional proxy statement (DEFA14A) with the SEC, indicat
DEFA14A — Impact 2/10
Inst.
FMR LLC — DOUBLED
939,271 shares ($8.0M)

Price Targets

$9.84 +1.1% upside Hold
Current $9.74 Low $6.50 Median $10.00 High $12.00 19 analysts
$6.50 $12.00

Analyst Ratings

Buy72% buy · 25 analysts
5Strong Buy
13Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 UBS MAINTAIN Buy → Buy
May 6, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 6, 2026 Citigroup MAINTAIN Neutral → Neutral
May 6, 2026 Needham REITERATE Buy → Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.10 ▲ +8.7% $0.05 — $0.12 -0% YoY 16
Next Q $0.12 ▼ -2.4% $0.07 — $0.14 -1% YoY 16
Current FY $0.41 ▲ +1.8% $0.27 — $0.50 15% YoY 18
Next FY $0.51 $0.40 — $0.68 23% YoY 18

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$115.6M
MORGAN STANLEY$13.9MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$11.8MNEW
FMR LLC$8.0MDOUBLED
BANK OF AMERICA CORP$7.4MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026Bardos DominicSELL$461.7K
Apr 30, 2026Volpe ToniA$0.00
Apr 30, 2026JULIAN ROBERTA$0.00
Apr 30, 2026Daul TyA$0.00
Apr 30, 2026Forth JohnA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
9 institutional holders with $165.9M total value (19,514,571 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,594,139$115.6M69.7%
2MORGAN STANLEY1,632,447$13.9M8.4%ADD +85.8%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,389,617$11.8M7.1%NEW
4FMR LLC939,271$8.0M4.8%DOUBLED +7668.3%
5BANK OF AMERICA CORP /DE/874,961$7.4M4.5%TRIM -51.3%
6NORGES BANK414,753$3.5M2.1%NEW
7TWO SIGMA INVESTMENTS, LP373,772$3.2M1.9%TRIM -30.6%
8WELLS FARGO & COMPANY/MN260,211$2.2M1.3%ADD +91.0%
9RENAISSANCE TECHNOLOGIES LLC35,400$300.9K0.2%NEAR_EXIT -98.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED12,091939,271+7668.3%$8.0M2025-Q4
NORGES BANKNEW414,753$3.5M2025-Q4
WELLS FARGO & COMPANY/MNADD136,253260,211+91.0%$2.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT2,402,50035,400-98.5%$300.9K2025-Q4
UBS Group AGADD1,775,7233,272,584+84.3%$24.2M2025-Q3
BANK OF AMERICA CORP /DE/TRIM1,922,198936,113-51.3%$6.9M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM527,345365,849-30.6%$2.7M2025-Q3
NORGES BANKEXIT1,195,1060-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED556,8001,954,400+251.0%$8.3M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED799,0201,922,198+140.6%$8.2M2025-Q2
NORGES BANKNEW1,195,106$5.1M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED195,328527,345+170.0%$2.2M2025-Q2
FMR LLCTRIM30,05111,357-62.2%$48.3K2025-Q2
UBS Group AGADD1,167,5642,044,779+75.1%$6.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD389,700556,800+42.9%$1.8M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM657,589195,328-70.3%$648.5K2025-Q1
FMR LLCDOUBLED3,47730,051+764.3%$99.8K2025-Q1
NORGES BANKEXIT2,255,3350-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED386,9802,655,442+586.2%$14.7M2024-Q4
MORGAN STANLEYADD1,217,0032,261,537+85.8%$12.5M2024-Q4
NORGES BANKADD1,574,1072,255,335+43.3%$12.5M2024-Q4
UBS Group AGDOUBLED437,7361,167,564+166.7%$6.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW389,700$2.2M2024-Q4
WELLS FARGO & COMPANY/MNADD68,70997,253+41.5%$537.8K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,391,810$7.8M2024-Q3
10 unique insiders with 1 transactions. Net insider value: -$461.7K ($0.00 bought, $461.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026Bardos DominicChief Financial OfficerSELL54,449$8.48$461.7K
Apr 30, 2026Volpe ToniDirectorA22,671$0.00$0.00
Apr 30, 2026JULIAN ROBERT K.DirectorA22,671$0.00$0.00
Apr 30, 2026Daul Ty P.DirectorA22,671$0.00$0.00
Apr 30, 2026Forth John BradfordDirectorA35,265$0.00$0.00
Apr 30, 2026Sundberg Lori SDirectorA22,671$0.00$0.00
Apr 30, 2026MILLS JEANNETTE MDirectorA22,671$0.00$0.00
Apr 30, 2026Ramdev NiharikaDirectorA22,671$0.00$0.00
Mar 4, 2026Bardos DominicChief Financial OfficerF27,114$6.14$166.5K
Mar 4, 2026TOLNAR JEFFERYPresidentF23,206$6.14$142.5K
Mar 4, 2026MOSS BRANDONChief Executive OfficerF92,738$6.14$569.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 25 analysts: 5 strong buy, 13 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$9.84 mean target +1.1% upside Hold (1.95)
$6.50 Low $12.00 High
MetricValue
Current Price$9.74
Target Low$6.50
Target Mean$9.84
Target Median$10.00
Target High$12.00
# Analysts19
RecommendationHold (1.95)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.10 $0.05 $0.12 -0.3% +8.7% 10↑ 3↓ $0.2B 41.7% 16
Next Q
2026-09-30
$0.12 $0.07 $0.14 -0.8% -2.4% 6↑ 7↓ $0.2B 16.8% 16
Current FY
2026-12-31
$0.41 $0.27 $0.50 15.0% +1.8% 8↑ 7↓ $0.6B 30.5% 18
Next FY
2027-12-31
$0.51 $0.40 $0.68 22.6% +0.4% 10↑ 5↓ $0.7B 9.0% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.100
7d ago$0.092+0.008
30d ago$0.092+0.008
60d ago$0.092+0.007
90d ago$0.117-0.017
11 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 UBS MAINTAIN Buy Buy
May 6, 2026 JP Morgan MAINTAIN Overweight Overweight
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 Needham REITERATE Buy Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 11, 2026 Jefferies MAINTAIN Buy Buy
Feb 26, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 25, 2026 UBS MAINTAIN Buy Buy
Feb 25, 2026 Barclays MAINTAIN Overweight Overweight
Feb 25, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 25, 2026 Roth Capital MAINTAIN Buy Buy
Feb 25, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 25, 2026 Guggenheim MAINTAIN Buy Buy
Feb 25, 2026 Needham MAINTAIN Buy Buy
Dec 16, 2025 Morgan Stanley DOWNGRADE Overweight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202651370072%
Apr 1, 202661370073%
Mar 1, 202661370073%
Feb 1, 202661361073%
Jan 1, 202661361073%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 10, 2026150° Neutral001
Apr 10, 2026150° Neutral001

Recent Reddit Threads

r/investing Neutral 1mo ago
Shoals Technologies Group $SHLS
▲ 1 💬 1 ⚡ 0.5
May 20, 2026
short_volume
Short Volume: SHLS — 66.9% short (0.9M / 1.4M)
Short: 924,452 | Exempt: 0 | TRF Vol: 1,380,990 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
other
Shoals Technologies Group, Inc. Opens New Tennessee Mega Facility to Support American Manufacturing and the Future of Energy Infrastructure
Shoals Technologies Group, Inc. Opens New Tennessee Mega Facility to Support American Manufacturing and the Future of Energy Infrastructure
May 19, 2026
short_volume
Short Volume: SHLS — 61.3% short (0.9M / 1.5M)
Short: 931,591 | Exempt: 164 | TRF Vol: 1,518,779 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SHLS — 56.8% short (1.3M / 2.3M)
Short: 1,291,495 | Exempt: 0 | TRF Vol: 2,273,576 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: SHLS — 62.7% short (2.8M / 4.5M)
Short: 2,795,540 | Exempt: 12,555 | TRF Vol: 4,460,125 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: SHLS — 68.9% short (1.3M / 1.9M)
Short: 1,275,220 | Exempt: 579 | TRF Vol: 1,851,445 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: SHLS — 69.7% short (1.5M / 2.2M)
Short: 1,501,445 | Exempt: 365 | TRF Vol: 2,153,613 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: SHLS — 59.5% short (1.4M / 2.3M)
Short: 1,362,875 | Exempt: 355 | TRF Vol: 2,292,427 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: SHLS — 60.9% short (1.3M / 2.2M)
Short: 1,337,111 | Exempt: 0 | TRF Vol: 2,197,217 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: SHLS — 55.6% short (1.2M / 2.2M)
Short: 1,223,443 | Exempt: 0 | TRF Vol: 2,200,690 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings
Shoals Technologies Group, Inc. Reports Financial Results for First Quarter 2026
Shoals Technologies Group, Inc. Reports Financial Results for First Quarter 2026
May 5, 2026
earnings_calendar
SHLS Q1 2026 Earnings After Market Close — 2026-05-05
May 5, 2026
short_volume
Short Volume: SHLS — 58.4% short (2.1M / 3.6M)
Short: 2,120,507 | Exempt: 0 | TRF Vol: 3,628,848 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: SHLS — 61.8% short (0.6M / 1.0M)
Short: 619,418 | Exempt: 0 | TRF Vol: 1,002,850 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: SHLS — 60.3% short (0.6M / 1.0M)
Short: 604,270 | Exempt: 0 | TRF Vol: 1,002,219 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)