Philip Shen
Analyst
ROTH Capital Partners
Equibles does not estimate personal net worth.
About Philip Shen
Philip Shen is recorded as Analyst at ROTH Capital Partners. Philip Shen has spoken on 38 earnings calls and 1 other investor event across 19 companies, most recently for Enphase Energy, Inc. on October 27, 2026. Those appearances were for Shoals Technologies Group, Inc. (SHLS), First Solar, Inc. (FSLR), Solaredge Technologies, Inc. (SEDG), Canadian Solar Inc. (CSIQ), SOLV Energy, Inc. (MWH) and 14 other companies. The companies whose calls Philip Shen spoke on are classified in the Technology, Utilities and Industrials sectors.
Philip Shen on recent calls
“We published yesterday that the 27 outlook for ResiSolar could actually be down year-over-year. I wanted to see if you could kind of comment on the overall market sentiment as well.”
“Wanted to check in with you on the $600 million AI target for revenue in 2029 and the 35% margin. So specifically, can you share with us a little bit more detail on the assumptions that go into the $600 million?”
“As a follow-up to Maheep's second question on the tariff rebate program, Sean, you just mentioned that you have good standing with the Commerce Department. So I was wondering if you might be able to elaborate on that.”
“I wanted to get some additional color on the CBP situation. I just wanted to see, like, when did the detention start? How long do you expect them to continue? And then what could the impacts be for Q3 and Q4?”
“As a follow-up on the 232, George, you said no near-term impacts. Your slide 16 shows more than half of your backlog is awarded backlog. How much of your awarded backlog may be subject to any poly 232 risk because some of those projects may need to renegotiate some of those PPAs?”
Affiliation history
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ROTH Capital Partners
Analyst
Source not stated
Current
Company network
FSLR
Solar · Technology
CSIQ
Solar · Technology
Engineering & Construction · Industrials
FTCI
Solar · Technology
Engineering & Construction · Industrials
ENPH
Solar · Technology
TOYO
Solar · Technology
MTZ
Engineering & Construction · Industrials
NXT
Solar · Technology
TYGO
Solar · Technology
Semiconductor Equipment & Materials · Technology
JINKO SOLAR CO., LTD.
Solar · Technology
Specialty Industrial Machinery · Industrials
Recent activity
Show 27 earlier activities
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Earnings call
Q4 2025 JinkoSolar Holding Co., Ltd. Earnings Conference Call
JINKO SOLAR CO., LTD.
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