Canadian Solar to launch new modular battery for utility-scale storage

Published 04/09/2025, 12:14
Canadian Solar to launch new modular battery for utility-scale storage

KITCHENER, Ontario - Canadian Solar Inc. (NASDAQ:CSIQ), a $669 million market cap solar technology company currently trading at $9.90 per share, announced Thursday that its subsidiary e-STORAGE will unveil FlexBank 1.0, a new modular battery system designed for utility-scale energy storage applications, at the RE+ event in Las Vegas next week. According to InvestingPro analysis, the company appears undervalued despite facing significant operational challenges.

The new system, which can deliver up to 8.36 MWh of energy capacity, features an open-frame architecture that allows each cabinet to function independently, simplifying logistics and installation. The product is expected to be available for deployment in 2026.

Built with the company’s 314Ah Lithium Iron Phosphate cell technology, FlexBank 1.0 incorporates multiple safety features including heat barriers, a three-level electrical protection system, and cell-level precision management. The design aims to prevent thermal propagation between cabinets to reduce fire risks.

The skid-mounted design enables various layout configurations, including side-by-side and back-to-back installations, which the company states can reduce EPC costs while maximizing project energy density.

"FlexBank 1.0 is the strategic evolution of our utility-scale energy storage platform, engineered to address our customers’ critical needs for safe, adaptable, and cost-effective solutions," said Colin Parkin, President of e-STORAGE, in the press release.

The new product will be showcased at RE+ 2025 in Las Vegas from September 9 to September 11.

Canadian Solar, founded in 2001, has delivered nearly 165 GW of solar photovoltaic modules globally, generating annual revenues of $5.92 billion. Through e-STORAGE, the company reports it has shipped over 13 GWh of battery energy storage solutions as of June 30, 2025, with a contracted backlog valued at $3 billion. While trading at an attractive Price/Book ratio of 0.23, InvestingPro data reveals the company faces cash flow challenges and maintains a significant debt burden. For detailed analysis and 8 additional key insights about CSIQ, including comprehensive financial health metrics, access the full Pro Research Report available on InvestingPro.

In other recent news, Canadian Solar reported its second-quarter 2025 financial results, which showed a significant shortfall in both earnings per share and revenue compared to market expectations. The company posted a loss of $0.53 per share, falling well below the anticipated earnings of $1.48 per share. Revenue was reported at $1.7 billion, missing the projected $1.93 billion. Mizuho responded to these mixed earnings results by lowering its price target for Canadian Solar to $15.00 from $17.00, although it maintained an Outperform rating. Oppenheimer also reduced its price target for the company, adjusting it from $23.00 to $21.00, citing disappointing second-quarter results and moderating module demand in China. Canadian Solar’s revenue miss was attributed to delayed project sales and energy storage shipments. However, the company’s gross margin showed improvement due to a favorable U.S. sales mix and a one-time project sale. These developments have raised concerns among investors about the company’s performance and future guidance.

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