Shoals Technologies Group (SHLS) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 4 calls on Shoals Technologies Group (SHLS) from 4 tracked investors: 2 bullish, 1 bearish and 1 neutral. The most recent is bullish, posted by @kdkd2211 on Oct 28, 2026 when SHLS last closed at $7.47. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on SHLS?
Split view. Among current calls, 2 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: Pelican Way Research (@Pelicanwayre).
Every logged SHLS call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 28, 2026 | kdnish (@kdkd2211) | Bullish (long) | $7.47 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 28, 2026 | @KanKanandB | Bullish (long) | $7.47 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 28, 2026 | @CodfishJohnny | Neutral / watch | $7.47 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 28, 2026 | Pelican Way Research (@Pelicanwayre) | Bearish (short) | $7.47 | Open; scored 180 days after the post | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for SHLS
- Rebuts the Pelican Way short: UGT and TerraFlow are not in estimates, core solar grows mid-20% in 2026 and Nextracker competition is old news. (kdnish (@kdkd2211), Oct 28, 2026; source)
- Q3 preview: $96M patent verdict, BlackRock 6.6% stake, margin recovery, cash flow, AirLink and BESS; says the name is set up. (@KanKanandB, Oct 28, 2026; source)
The bear case for SHLS
- Short report: Shoals partner MOUs (UGT Renewables/Sun Africa, TerraFlow) look weak, legacy eBOS margins face pressure from customers and rivals, and inventory doubled in six months. (Pelican Way Research (@Pelicanwayre), Oct 28, 2026; source)
Neutral and watch-list views
- Calls the Pelican Way SHLS short report solid and praises its disclaimer; no own position stated. (@CodfishJohnny, Oct 28, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @kdkd2211 (Oct 28, 2026): "Finding one customer check who is taking share lower isn't deep diligence."
- @KanKanandB (Oct 28, 2026): "This name is set up."
- @CodfishJohnny (Oct 28, 2026): "Pelican out with a solid report on $SHLS, but I want to highlight the disclaimer."
Track records of the players calling SHLS
| Player | Calls on SHLS | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| @CodfishJohnny | 1 | 0-0 | - | - | No scored calls yet |
| @KanKanandB | 1 | 0-0 | - | - | No scored calls yet |
| Pelican Way Research (@Pelicanwayre) | 1 | 0-0 | - | - | No scored calls yet |
| kdnish (@kdkd2211) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Shoals Technologies Group (SHLS)?
As of November 5, 2026, @KanKanandB and @kdkd2211 have logged bullish calls on SHLS. Current bullish voices: @KanKanandB and @kdkd2211.
Who is bearish on SHLS?
As of November 5, 2026, @Pelicanwayre has logged bearish calls on SHLS. Current bearish voices: @Pelicanwayre.
What is the consensus on SHLS among tracked investors?
Tracked investors are split on SHLS: 2 bullish and 1 bearish among current calls.
What price was SHLS at when these calls were made?
Prices at call ranged from $7.47 to $7.47. The most recent call was made when SHLS last closed at $7.47. We use the last close known when each post went up.
How have past SHLS calls performed?
No SHLS call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on SHLS?
Split view. Among current calls, 2 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: Pelican Way Research (@Pelicanwayre).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the SHLS page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.