Maheep Mandeloy

Analyst

Mizuho

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About Maheep Mandeloy

Maheep Mandeloy is recorded as Analyst at Mizuho. Maheep Mandeloy has spoken on 2 earnings calls across 2 companies, most recently for Shoals Technologies Group, Inc. on August 4, 2026. Those appearances were for Shoals Technologies Group, Inc. (SHLS) and First Solar, Inc. (FSLR). The companies whose calls Maheep Mandeloy spoke on are classified in the Technology sector.

Maheep Mandeloy on recent calls

“I think most of them have been answered. But maybe just high level on the tariffs over here. Since someone asked, are you hearing any customers talk about that or worried about that in terms of demand from either Section 230 tariffs or other policy changes over here?”

Analyst — Mizuho, Shoals Technologies Group, Inc. Q2 2026 Earnings Call · August 4, 2026

“Just moving on housekeeping on the first half of the second half cadence, if I look at the EBITDA versus the volumes, it looks like the EBITDA is 36% in the first half, but 44% of the volumes.”

Analyst — Mizuho, First Solar, Inc. Q1 FY2026 Earnings Call · April 30, 2026