Global Solar Demand Will Encourage Tracker Adoption

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

15 May 25

Updated

17 Dec 25

Views

128

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

235.7%

7D

8.9%

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1Y

235.7%

7D

8.9%

You can edit this narrative until Dec 18 2:10 PM. Then, changes will post as Updates.

Author's Valuation

US$10.631.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 17 Dec 25

FTCI: Execution Gains And Policy Headwinds Will Shape Path To 2026 Profitability

Analysts have raised their price target on FTC Solar to $12.50 from $8.00, citing consistent execution under new leadership, a return to positive gross margins with strong guidance, and an improving balance sheet that supports expectations for sustained growth and positive EBITDA in 2026. Analyst Commentary Recent research updates reflect a materially improved outlook for FTC Solar, with bullish analysts highlighting both operational progress and a more credible path to profitable growth.

Shared on 03 Dec 25

Fair value Increased 12%

FTCI: Execution Improvements And Policy Risks Will Shape Future Profitability Outlook

Analysts have raised their price target on FTC Solar to approximately $10.63 from $9.50 per share, citing consistent execution under new leadership, multiple quarters of strong top line growth, expanding gross margins, and an improving path toward profitability. Analyst Commentary Recent Street commentary reflects a meaningfully improved outlook for FTC Solar, driven by stronger execution under new leadership, a return to positive gross margins, and rising confidence in the company’s growth trajectory and balance sheet strength.

Shared on 19 Nov 25

Fair value Increased 69%

FTCI: Recent Execution Gains And Margin Improvement Will Shape Future Performance Amid Policy Risks

Analysts have raised their price target for FTC Solar from $5.63 to $9.50. They cite improved margins, a stronger balance sheet, and consistent revenue growth as key factors in their renewed optimism.

Shared on 22 Aug 25

Fair value Increased 8.17%

FTC Solar’s higher Analyst Price Target reflects improved sentiment as both its future P/E ratio and marginally positive net profit margin have increased, resulting in a revised fair value estimate of $5.62. What's in the News FTC Solar released the Pioneer+ High Wind tracker, engineered to withstand wind speeds up to 150 mph, targeting projects in coastal, hurricane-prone, and high-altitude regions with advanced features for structural resilience and flexible deployment (Key Developments).

Shared on 07 Aug 25

Fair value Increased 20%

The analyst price target for FTC Solar has been notably raised, reflecting improved profitability and a more attractive forward P/E ratio, with fair value increasing from $4.32 to $5.20. What's in the News Issued Q3 2025 revenue guidance of $18.0 million to $24.0 million.

AnalystConsensusTarget Fair Value

US$10.63

1.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

35.73%

Electrical revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.34%

Calculation

US$12.22m

Earnings '28

x

26.63x

PE Ratio '28

=

US$325.36m

Market Cap '28

US$325.36m

Market Cap '28

/

23.39m

No. shares '28

=

US$13.91

Share Price '28

US$13.91 Share Price '28

Discounted to 2025 @ 9.40% p.a.

=

US$10.62

Fair Value '25