Update shared on 06 Nov 2025
Analysts have adjusted their price target for T1 Energy, maintaining a fair value of $6.50 per share. Revised expectations for future profit margins and discount rates slightly offset changes in projected growth and forward P/E ratios.
What's in the News
- T1 Energy Inc. has announced two significant follow-on equity offerings, raising $50 million and $72 million respectively. These offerings involve both common and preferred stock (Recent Company Filings).
- The company will hold a Special Shareholders Meeting on December 3, 2025, to vote on amendments to its Certificate of Incorporation. Proposed changes include establishing foreign ownership limits and increasing the number of authorized common shares (Company Announcement).
- T1 Energy provided production guidance for 2025, targeting G1_Dallas production of 2.6 to 3.0 GW (Company Guidance).
- A strategic agreement was reached with Corning Incorporated to support the U.S. solar supply chain with advanced manufacturing. Corning wafers are scheduled to be delivered to T1's new Austin facility starting in the second half of 2026 (Company Announcement).
- KPMG LLP has been appointed as the new independent registered public accounting firm, replacing PwC Norway, effective for 2025 (Company Announcement).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $6.50 per share.
- The discount rate has decreased slightly from 12.19 percent to 12.13 percent.
- The revenue growth projection has fallen modestly from 95.7 percent to 94.6 percent.
- The net profit margin has declined from 8.49 percent to 7.31 percent.
- The future P/E ratio estimate has increased from 14.6x to 17.2x.
Disclaimer
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