SHLS · Shoals Technologies Group, Inc. Class A

NASDAQ NMS - GLOBAL MARKET - BOATS Real Time Price • USD

Shoals Technologies Group Inc (SHLS)

NASDAQ NMS - GLOBAL MARKET Electrical Equipment
Move probability → Options chain →
$7.95 +0.49 (+6.50%)
● At close: October 21 at 4:00:00 PM EDT
DAY'S RANGE $7.95
$7.62 $8.04
52-WEEK RANGE $7.95
$5.43 $13.18

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$1.28B
P/E (TTM1)39.48
EPS2 (TTM)$0.19
Div Yield—
Beta31.86
Volume479,687
Open7.65
Prev Close7.46
Bid / Ask6.89 / 9.24
Next Earnings 2026-11-10 (after market close)

Analyst Recommendations

Strong buy 5 Buy 13 Hold 7 Sell 0 Strong sell 0

Aggregate ratings for 2026-10-01 (25 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
SHLS -12.12%
vs S&P 500 -24.89%
1-YEAR RETURN
SHLS -29.13%
vs S&P 500 -43.69%
6-MONTH RETURN
SHLS +7.95%
3-MONTH RETURN
SHLS -28.03%

Valuation Measures & Ratios

Enterprise Value4$1.44B
Forward P/E515.60
PEG Ratio62.45
Price / Sales (TTM1)2.14
Price / Book72.69
EV4 / Revenue2.45
EV4 / EBITDA21.31
Profit Margin5.41%
Operating Margin9.74%
Return on Equity (ROE8)5.29%
Return on Assets (ROA9)3.35%
Avg Volume (3M)5,146,970
Quarterly history (5 periods)
Measure Jun '26Mar '26Sep '25Jun '25Mar '25
Market cap $1.72B — $1.26B $736.0M —
P/E 45.69 — 49.86 29.32 —
Price/Sales 3.12 — 2.93 1.87 —
Price/Book 2.78 — 2.13 1.28 —
EV/Revenue 3.09 — 3.20 2.20 —
EV/EBITDA 22.22 — 24.26 — —
ROE 6.09% — 4.27% 4.36% —
ROA 3.70% — 2.96% 3.16% —

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short16,192,815
Change from Prior Settlement+8.35%
% of Float—
Days to Cover (Short Ratio)3.83

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Revenue growth is 47.4% on the provider's reported measure. Finnhub fundamentals ↗
  • Latest SEC filing is Form 4, filed 2026-09-11; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24
Revenue $163.4M $140.6M $135.8M $110.8M $80.4M $102.2M $99.2M $90.8M
Gross profit $49.5M $41.0M $50.3M $41.2M $28.1M $25.4M $40.0M $36.5M
Operating income $18.7M $7.7M $18.7M $16.0M $4.3M $4.5M $18.6M $11.6M
Net income $12.1M -$297.0K $11.9M $13.9M -$282.0K -$267.0K $11.8M $4.8M
EPS (diluted) $0.07 $0.00 $0.07 $0.08 $0.00 $0.00 $0.07 $0.03
EPS (basic) $0.07 $0.00 $0.07 $0.08 $0.00 $0.00 $0.07 $0.03

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $1.02B $1.03B $904.1M $851.8M $795.0M $788.4M $793.1M $801.3M
Total liabilities $399.7M $429.2M $304.1M $262.2M $219.6M $229.5M $236.3M $256.1M
Stockholders' equity $617.2M $601.6M $600.0M $589.6M $575.4M $558.9M $556.8M $545.2M
Total current assets $369.5M $382.5M $257.9M $201.2M $190.1M $187.7M $188.4M $190.8M
Total current liabilities $164.5M $208.3M $127.3M $91.9M $81.3M $80.3M $80.9M $91.9M
Cash & equivalents $15.7M $1.9M $7.3M $8.6M $4.7M $35.6M $23.5M $11.1M

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow $6.8M -$41.4M -$4.1M $19.4M -$13.8M $15.6M $14.0M $15.7M
Investing cash flow -$7.0M -$7.6M -$7.2M -$10.4M -$7.1M -$3.2M -$1.5M -$2.4M
Financing cash flow $14.1M $43.7M $10.0M -$5.1M -$10.0M -$251.0K -$52.0K -$5.4M
Free cash flow -$207.0K -$49.1M -$11.3M $9.0M -$26.0M $12.3M $12.5M $13.3M
Capital expenditures $7.0M $7.6M $7.2M $10.4M $12.2M $3.2M $1.5M $2.4M
Depreciation & amortization $4.6M $4.1M $3.8M $3.4M $3.3M $3.3M $3.3M $3.2M

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding SHLS as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 30 filers

Held by These Filers83.5%
Shares Outstanding168,059,000
FilerSharesValue% OutQtr ChangeFiled
BlackRock, Inc. 28,727,968 $284.4M 17.09% +44.7% 2026-08-07
PRICE T ROWE ASSOCIATES INC /MD/ 21,602,202 $213.9K 12.85% +10.2% 2026-08-14
VANGUARD CAPITAL MANAGEMENT LLC 7,435,246 $73.6M 4.42% +1.0% 2026-06-30
Invesco Ltd. 7,157,142 $70.9M 4.26% -8.0% 2026-08-13
State Street Corp 6,052,905 $59.9M 3.60% +0.7% 2026-08-07
T. Rowe Price Investment Management, Inc. 6,037,171 $59.8K 3.59% +20.0% 2026-08-14
Amundi 5,374,593 $53.2M 3.20% -6.3% 2026-08-11
GEODE CAPITAL MANAGEMENT, LLC 4,745,938 $47.0M 2.82% +4.1% 2026-08-12
DIMENSIONAL FUND ADVISORS LP 4,590,497 $45.4M 2.73% +7.5% 2026-08-11
VANGUARD PORTFOLIO MANAGEMENT LLC 4,500,168 $44.6M 2.68% -23.6% 2026-06-30
BNP Paribas Asset Management Holding S.A. 4,276,470 $42.3M 2.54% -19.8% 2026-08-12
Greenvale Capital LLP 4,250,000 $42.1M 2.53% +0.0% 2026-08-14
Handelsbanken Fonder AB 3,766,966 $37.3K 2.24% +31.9% 2026-07-10
SCHRODER INVESTMENT MANAGEMENT GROUP 2,889,908 $28.6M 1.72% -37.7% 2026-08-10
Pictet Asset Management Holding SA 2,839,736 $28.1M 1.69% +3.2% 2026-07-30
UBS Group AG 2,732,435 $27.1M 1.63% +45.8% 2026-08-13
Northern Trust Corp 2,324,998 $23.0M 1.38% -9.4% 2026-08-12
ACK Asset Management LLC 2,255,000 $22.3M 1.34% +0.0% 2026-08-13
Ameriprise Financial Inc 1,926,830 $19.1M 1.15% -17.1% 2026-08-14
Redwood Grove Capital, LLC 1,760,722 $17.4M 1.05% -42.0% 2026-08-14
Morgan Stanley 1,749,628 $17.3M 1.04% +7.0% 2026-08-11
ROYCE & ASSOCIATES LP 1,723,952 $17.1M 1.03% +15.7% 2026-08-14
ARDSLEY ADVISORY PARTNERS LP 1,665,000 $16.5M 0.99% -26.3% 2026-07-13
VOYA INVESTMENT MANAGEMENT LLC 1,627,824 $16.1M 0.97% -9.5% 2026-08-12
Woodson Capital Management, LP 1,600,000 $15.8M 0.95% -20.0% 2026-08-14

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-12-05 to 2026-09-09

Recent transactions

  • Insiders have net sold 64,449 shares over the last 182 days, across 0 purchases and 2 sales.
  • Most recent: Moen Kirsten (Chief Operating Officer) — Tax withholding of 2,790 shares on 2026-09-09.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)64,449 sh(2 txns)
Net Shares-64,449

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Moen KirstenChief Operating OfficerTax withholding2026-09-092,790
MOSS BRANDONChief Executive OfficerTax withholding2026-08-13104,386
King Bobbie Lee JrChief Legal OfficerTax withholding2026-06-166,377
Hart James RyanChief People OfficerTax withholding2026-06-016,479
Bardos DominicChief Financial OfficerTax withholding2026-06-0130,204
TOLNAR JEFFERYPresidentTax withholding2026-06-018,630
Ramdev NiharikaDirectorGrant / award2026-04-3022,671
Volpe ToniDirectorGrant / award2026-04-3022,671
MILLS JEANNETTE MDirectorGrant / award2026-04-3022,671
JULIAN ROBERT K.DirectorGrant / award2026-04-3022,671
Sundberg Lori SDirectorGrant / award2026-04-3022,671
Forth John BradfordDirectorGrant / award2026-04-3035,265
Daul Ty P.DirectorGrant / award2026-04-3022,671
Van Bibber David SeanChief Accounting OfficerGrant / award2026-02-1710,515

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-09-09Moen KirstenChief Operating OfficerTax withholding 2,790$7.06
2026-08-13MOSS BRANDONChief Executive OfficerTax withholding 104,386$8.14
2026-07-17MOSS BRANDONChief Executive OfficerTax withholding 9,133$10.30
2026-06-16King Bobbie Lee JrChief Legal OfficerTax withholding 6,377$9.96
2026-06-16King Bobbie Lee JrChief Legal OfficerOpen market sale 10,000$10.41
2026-06-16King Bobbie Lee JrChief Legal OfficerGift 1,000$0.00
2026-06-15King Bobbie Lee JrChief Legal OfficerTax withholding 6,377$10.30
2026-06-01Hart James RyanChief People OfficerTax withholding 6,479$12.18
2026-06-01Bardos DominicChief Financial OfficerTax withholding 30,204$12.18
2026-06-01TOLNAR JEFFERYPresidentTax withholding 8,630$12.18
2026-05-08Bardos DominicChief Financial OfficerOpen market sale 54,449$8.48
2026-04-30Ramdev NiharikaDirectorGrant / award 22,671$0.00
2026-04-30Volpe ToniDirectorGrant / award 22,671$0.00
2026-04-30MILLS JEANNETTE MDirectorGrant / award 22,671$0.00
2026-04-30JULIAN ROBERT K.DirectorGrant / award 22,671$0.00
2026-04-30Sundberg Lori SDirectorGrant / award 22,671$0.00
2026-04-30Forth John BradfordDirectorGrant / award 35,265$0.00
2026-04-30Daul Ty P.DirectorGrant / award 22,671$0.00
2026-03-04MOSS BRANDONChief Executive OfficerTax withholding 92,738$6.14
2026-03-04Bardos DominicChief Financial OfficerTax withholding 27,114$6.14
2026-03-04TOLNAR JEFFERYPresidentTax withholding 23,206$6.14
2026-02-17MOSS BRANDONChief Executive OfficerGrant / award 205,608$0.00
2026-02-17TOLNAR JEFFERYPresidentGrant / award 56,075$0.00
2026-02-17King Bobbie Lee JrChief Legal OfficerGrant / award 28,038$0.00
2026-02-17Bardos DominicChief Financial OfficerGrant / award 64,253$0.00
2026-02-17Van Bibber David SeanChief Accounting OfficerGrant / award 10,515$0.00
2025-12-05Bardos DominicChief Financial OfficerOpen market sale 4,170$7.83
2025-12-05TOLNAR JEFFERYPresidentOpen market sale 2,450$7.85

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-10-22 00:36 UTC

FiledFormReport periodOfficial filing
2026-09-1142026-09-09 View on SEC.gov →
2026-08-318-K2026-08-28 View on SEC.gov →
2026-08-1442026-08-13 View on SEC.gov →
2026-08-0410-Q2026-06-30 View on SEC.gov →
2026-08-048-K2026-08-04 View on SEC.gov →
2026-07-2042026-07-17 View on SEC.gov →
2026-06-1642026-06-15 View on SEC.gov →
2026-06-128-K2026-06-10 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-06-0242026-06-01 View on SEC.gov →
2026-05-0842026-05-08 View on SEC.gov →

Headlines about SHLS (Shoals Technologies Group, Inc. Class A). Links open the publisher — we don’t host full articles.

SEC filings ↓

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