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TE: Improved Margins And Equity Issuance Will Drive Future Upside

Update shared on 20 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
159.0%
7D
23.4%

Analysts have adjusted their price target for T1 Energy to $6.50. They are maintaining the previous valuation while citing improved profit margin expectations, but they have moderated their revenue growth forecasts.

What's in the News

  • T1 Energy reported unaudited impairment charges of $53,208,000 for intangible assets in the third quarter ended September 30, 2025 (Company filing)
  • The company filed two Follow-on Equity Offerings: $50 million in various securities and $72.0 million in common stock via registered direct offerings (Company filing)
  • T1 Energy proposed amendments to its Certificate of Incorporation to limit foreign ownership and to increase authorized common stock shares to 500,000,000 (AGM notice)
  • Production guidance for 2025 was set at 2.6 to 3.0 GW for G1_Dallas (Company guidance)
  • KPMG was appointed as the new independent auditor, replacing PwC Norway for fiscal year 2025 (Company announcement)

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at $6.50 per share.
  • Discount Rate has risen slightly from 12.13% to 12.5%.
  • Revenue Growth forecast has fallen significantly, from 94.6% to 56.2%.
  • Net Profit Margin is expected to improve, increasing from 7.3% to 8.4%.
  • Future P/E multiple has increased moderately from 17.2x to 18.7x.

Disclaimer

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