Reassessing Daqo New Energy (NYSE:DQ) Valuation After Q3 Earnings and Upbeat Polysilicon Production Outlook

Simply Wall St.11-04

Daqo New Energy (NYSE:DQ) shared its third quarter earnings along with an updated production outlook, giving investors a closer look at operational trends. The company reported higher sales, a reduced...

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The company reported higher sales, a reduced...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nyse-dq/daqo-new-energy/news/reassessing-daqo-new-energy-nysedq-valuation-after-q3-earnin\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reassessing Daqo New Energy (NYSE:DQ) Valuation After Q3 Earnings and Upbeat Polysilicon Production Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReassessing Daqo New Energy (NYSE:DQ) Valuation After Q3 Earnings and Upbeat Polysilicon Production Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 03:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nyse-dq/daqo-new-energy/news/reassessing-daqo-new-energy-nysedq-valuation-after-q3-earnin><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Daqo New Energy (NYSE:DQ) shared its third quarter earnings along with an updated production outlook, giving investors a closer look at operational trends. The company reported higher sales, a reduced...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nyse-dq/daqo-new-energy/news/reassessing-daqo-new-energy-nysedq-valuation-after-q3-earnin\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NYSE","symbol_name":"纽交所","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-dq/daqo-new-energy/news/reassessing-daqo-new-energy-nysedq-valuation-after-q3-earnin","article_id":"2580630229","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8211000-choice1-main-header/1585186899663"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nyse-dq/daqo-new-energy/news/reassessing-daqo-new-energy-nysedq-valuation-after-q3-earnin","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580630229","pubTimestamp":1762197822,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Daqo New Energy (NYSE:DQ) shared its third quarter earnings along with an updated production outlook, giving investors a closer look at operational trends. The company reported higher sales, a reduced net loss, and outlined expectations for a jump in polysilicon output in the coming months.\nSee our latest analysis for Daqo New Energy.\nDaqo's upbeat quarterly earnings and bold production guidance seem to have ignited fresh momentum, with a 52.6% share price return over the last three months...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NYSE":"纽交所","DQ":"大全新能源"},"translate_title":"在第三季度盈利和乐观的多晶硅生产前景后重新评估大全新能源（纽约证券交易所股票代码：DQ）估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DQ":1.5,"NYSE":1.5},"content_text":"Daqo New Energy (NYSE:DQ) shared its third quarter earnings along with an updated production outlook, giving investors a closer look at operational trends. The company reported higher sales, a reduced net loss, and outlined expectations for a jump in polysilicon output in the coming months. See our latest analysis for Daqo New Energy. Daqo's upbeat quarterly earnings and bold production guidance seem to have ignited fresh momentum, with a 52.6% share price return over the last three months and a year-to-date share price gain of 61.4%. While the one-year total shareholder return remains positive at 39.5%, the longer-term total returns have yet to recover to previous highs. This suggests sentiment may be shifting, but sustainability is still in question. If this recent turnaround makes you curious about what's next, it's a great time to broaden your search and discover fast growing stocks with high insider ownership With shares up sharply and ambitious production targets on the table, the key question now is whether Daqo New Energy remains undervalued, or if the market has already priced in the company’s growth outlook. Is there still a real buying opportunity here? AdvertisementMost Popular Narrative: 14.5% Overvalued  With Daqo New Energy's fair value pegged at $28.53 by the most-followed narrative, the recent close of $32.66 stands noticeably higher, posing fresh questions for investors around pricing in growth and margin assumptions.\n    Daqo's strategic focus on enhancing N-type polysilicon technology and ongoing cost reduction (through operational efficiency, digital transformation, and AI adoption) is expected to expand its market share in the premium segment and improve net margins as technology demands evolve.\n       Read the complete narrative.  What exactly are analysts baking in to arrive at this valuation? The narrative hinges on aggressive shifts in both profit margins and revenue growth. This represents a bullish thesis packed with surprises. Tempted to find out the full story and the numbers that could move the stock? Take a closer look to see what’s really driving this bold price target.\n Result: Fair Value of $28.53 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent industry overcapacity or unexpected policy changes could quickly undermine Daqo’s margin recovery and challenge the optimistic outlook. Find out about the key risks to this Daqo New Energy narrative. Another View: Are Market Multiples Sending a Different Signal?  Switching gears, valuation based on the price-to-sales ratio paints a less optimistic picture. Daqo trades at 3.4x sales, which is higher than the peer average of 2.7x and well above its fair ratio of 1.5x. This suggests the stock could be expensive if the market gravitates toward more typical pricing. Is the optimism already priced in, or might there be more volatility ahead?\n See what the numbers say about this price — find out in our valuation breakdown. NYSE:DQ PS Ratio as at Nov 2025 Build Your Own Daqo New Energy Narrative If you'd rather dive into the numbers yourself or think you see a different story, you can craft your own data-driven narrative in just a few clicks. Do it your way. A great starting point for your Daqo New Energy research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision. Looking for More Smart Investment Moves? Sharpen your strategy and seize opportunities others miss by tapping into unique stock ideas now. These hand-picked screens highlight outstanding companies in fast-moving sectors.  Capture big yields and steady cash flow by screening these 20 dividend stocks with yields > 3%, featuring robust businesses with dividends above 3% for income-focused investors. Ride the next wave of technology innovation by targeting these 27 AI penny stocks, which are bursting with AI-powered growth and disruption potential. Secure potential bargains before the crowd by reviewing these 839 undervalued stocks based on cash flows, which may be trading below their intrinsic value based on strong fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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