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Global Solar Demand Will Encourage Tracker Adoption

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FTCI
AnalystConsensusTarget
Not Invested
Published 15 May 2025

Update shared on07 Aug 2025

Fair value Increased 20%
AnalystConsensusTarget's Fair Value
US$5.20
7.9% undervalued intrinsic discount
15 Aug
US$4.79
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1Y
99.5%
7D
-5.7%

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.
  • Launched a Safe Harbor product suite to help developers secure full ITC eligibility under changing IRA/OBBB guidelines, offering flexible tracker options and expedited installation, with 100% U.S.-sourced trackers available for order in Q4 2025.
  • Secured up to $75 million in financing from AV Securities and Cleanhill Partners, including $14.3 million closed and funded, with up to $23.2 million pending shareholder approval and an additional $37.5 million available upon mutual agreement.
  • Added to multiple Russell indexes, including the Russell 3000E, Russell Microcap, and their respective Growth and Value Benchmark Indexes.

Valuation Changes


Summary of Valuation Changes for FTC Solar

  • The Consensus Analyst Price Target has significantly risen from $4.32 to $5.20.
  • The Net Profit Margin for FTC Solar has significantly risen from 0.81% to 1.65%.
  • The Future P/E for FTC Solar has significantly fallen from 27.07x to 20.00x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.