Update shared on 18 Dec 2025
Fair value Increased 4.29%Analysts have raised their price target on T1 Energy by approximately 4 percent to reflect improving revenue growth expectations, modestly higher profit margin forecasts, and a slightly lower assumed discount rate, even as future valuation multiples compress.
What's in the News
- T1 Energy began construction of its G2_Austin solar cell fab in Milam County, Texas, a planned $400 to $425 million project that will add 2.1GW of TOPCon cell capacity in its first phase and support up to 1,800 new jobs (company announcement).
- The company completed a follow on equity offering of approximately $140 million, issuing 28,282,830 common shares at $4.95 per share (company filing).
- Multiple additional follow on offerings were filed, including a $140 million common stock registration and a separate $72.000013 million common stock offering, signaling an active use of equity markets to finance growth (company filings).
- T1 Energy reported a $53.2 million impairment of intangible assets for the third quarter of 2025, weighing on near term earnings metrics (company results).
- The board approved Third Amended and Restated Bylaws and is seeking shareholder approval for limits on foreign ownership and an increase in authorized common shares to 500 million, reflecting evolving governance and capital structure needs (board and AGM materials).
Valuation Changes
- Fair Value has risen slightly from 7.0 to 7.3, reflecting a modest upgrade in the intrinsic value estimate.
- Discount Rate has fallen slightly from 11.37 percent to approximately 10.93 percent, lowering the hurdle rate applied to future cash flows.
- Revenue Growth has increased moderately from about 60.96 percent to roughly 63.99 percent, indicating stronger top line expectations.
- Net Profit Margin has improved marginally from around 8.44 percent to about 8.52 percent, implying slightly better profitability assumptions.
- Future P/E has declined slightly from roughly 17.87x to about 17.26x, signaling a modest compression in expected valuation multiples.
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