T1 Energy (TE) Resumen de Acciones
T1 Energy Inc. ofrece soluciones energéticas para módulos y células solares en Estados Unidos, Noruega y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
TE Community Fair Values
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Analyst Price Targets
Competidores de T1 Energy Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$8.72 |
| Máximo en las últimas 52 semanas | US$9.78 |
| Mínimo de 52 semanas | US$0.96 |
| Beta | 1.78 |
| Cambio en 1 mes | 71.32% |
| Variación en 3 meses | 40.42% |
| Cambio de 1 año | 798.88% |
| Variación en 3 años | 21.79% |
| Variación en 5 años | -12.71% |
| Variación desde la OPV | -11.20% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • May 18
TE: Future Upside Will Rely On Mo I Rana Power Allocation Progress
Analysts have adjusted the T1 Energy price target from $8.90 to $9.10. This change reflects updated views on fair value, discount rate, expected revenue growth, profit margins, and future P/E assumptions.Actualización de narrativa • May 01
TE: Future Upside Will Rely On Mo I Rana Power Progress
Analysts have modestly adjusted their price target for T1 Energy, citing unchanged fair value at $8.90 along with small updates to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News T1 Energy reported production of 1.13 GW for the fourth quarter and 2.79 GW for the full year ended December 31, 2025, at the G1_Dallas site (company announcement).Seeking Alpha • Apr 18
T1 Energy: Bridge Year Masks Long-Term Upside Potential
Summary T1 Energy Inc. is rated a speculative buy, with current risks seen as priced in and significant upside potential if execution improves. TE's growth is driven by surging US energy demand, domestic solar manufacturing, and the upcoming G2_Austin facility but faces execution, financing, and related-party sales risks. 2026 is a 'bridge year' with profitability challenges, but management targets $375–$450 million Adjusted EBITDA in 2027 as the Austin facility ramps up. Valuation is compelling with low PS and EBITDA multiples, but further dilution and 45X tax credit eligibility remain key catalysts and risks. Read the full article on Seeking AlphaActualización de narrativa • Apr 17
TE: Future Upside Will Depend On Mo I Rana Power Capacity
Analysts have trimmed their price target on T1 Energy, citing slightly lower fair value estimates, softer revenue growth and profit margin assumptions, as well as a higher future P/E. Together, these factors reduce the implied upside for the stock in dollar terms.Actualización de narrativa • Apr 02
TE: Future Returns Will Rely On Mo I Rana Power Expansion
Analysts have trimmed their price target on T1 Energy from $10.50 to $9.50, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly reduced forward P/E multiple. What's in the News T1 Energy maintained its 2026 production and sales guidance, expecting 3.1 GW to 4.2 GW for the year, signaling no change to previously communicated volume expectations (corporate guidance).Actualización de narrativa • Mar 19
TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content
Analysts have kept the T1 Energy fair value unchanged at $10.50, with a slightly lower discount rate and a minor adjustment to the future P/E assumption. Together, these factors help explain the small refinement in the updated price target.Actualización de narrativa • Mar 04
TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content
Analysts have nudged their price target on T1 Energy to $10.50, reflecting refined assumptions around discount rate, revenue growth, profit margin and future P/E. Their overall valuation view remains broadly unchanged.Actualización de narrativa • Feb 18
TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content
Analysts have maintained their average price target for T1 Energy at $10.50, citing broadly unchanged fair value estimates, only minor adjustments to the discount rate and profit margin assumptions, and a slightly higher future P/E multiple. What's in the News T1 Energy signed a three year contract to supply Treaty Oak Clean Energy with at least 900MW of solar modules built with domestic solar cells from the planned G2_Austin solar cell facility, with modules expected to comply with new federal rules on foreign content (Key Developments).Actualización de narrativa • Feb 03
TE: Future Returns Will Rely On Austin Buildout And Domestic Content Execution
Analysts have raised their price target on T1 Energy to US$10.50 from US$8.90. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that they see as better aligning the stock with current expectations.Actualización de narrativa • Jan 20
TE: Future Returns Will Depend On Austin Buildout And Domestic Content Shift
Analysts have adjusted their price target for T1 Energy slightly, citing updated model assumptions that leave fair value unchanged at US$8.90. The new target reflects small tweaks to the discount rate and forward P/E outlook.Actualización de narrativa • Jan 05
TE: Future Upside Will Be Driven By New Austin Manufacturing Contracts
Analysts have nudged their price expectations for T1 Energy higher, with the fair value estimate moving from US$7.30 to US$8.90. This reflects updated assumptions on discount rates and future P/E that they see as better aligned with the company’s risk profile and earnings potential.Actualización de narrativa • Dec 18
TE: Future Upside Will Be Driven By New Texas Manufacturing Expansion
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).Actualización de narrativa • Dec 04
TE: Lower Risk Profile Will Support Future Upside Potential
Analysts have raised their price target on T1 Energy by approximately 8 percent, citing a lower perceived risk profile from a reduced discount rate, slightly higher long term revenue growth and profit margin assumptions, and a modestly more conservative future earnings multiple. What's in the News T1 Energy booked approximately $53.2 million in impairment charges on intangible assets in the third quarter of 2025, signaling a reassessment of prior investments (company filing).Actualización de narrativa • Nov 20
TE: Improved Margins And Equity Issuance Will Drive Future Upside
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.Actualización de narrativa • Nov 06
TE: Rising Production Guidance And Equity Moves Will Drive Future Gains
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.Actualización de narrativa • Oct 22
Analysts Boost T1 Energy Price Target as Valuation Shifts Amid Mixed Company Updates
Narrative Update on T1 Energy Analysts have raised their price target for T1 Energy from $3.00 to $6.50. They cite improved market expectations, even though the company is forecast to have slower revenue growth and slightly lower profit margins.Nueva narrativa • May 18
Expanding Domestic Solar Supply Chain Will Create Significant Market Opportunities
Strategic focus on domestic solar supply and TOPCon technology positions T1 Energy for increased demand, improved margins, and larger U.S. market share.Seeking Alpha • Feb 08
Freyr Battery's Unexpected Shift, Can Its Solar Bet Revive Investor Confidence?
Summary FREYR Battery pivoted from battery production to solar, boosting stock by 226% before a 42% drop, presenting a potential entry point. Despite financial challenges and uncertainties, the solar pivot offers immediate revenues and clear EBITDA visibility, with Trina Solar's technology and partnerships aiding ramp-up. The new focus on the U.S. solar market faces risks like asset disposal challenges, global solar module glut, and potential IRA policy changes. Given the uncertainties and financial hurdles, it's prudent to wait and monitor FREYR's progress in the solar sector before investing. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
FREYR Battery: The Beaten-Down X-SPAC Restructures And Turns To Solar
Summary FREYR Battery is transforming into a vertically integrated solar module/cell and battery energy storage systems leader through the acquisition of Trina Solar's US assets. The acquisition reshapes FREY into a profitable growth company while providing immediate revenue streams, ~$100M expected 2025 EBITDA, and enhances its product portfolio, focusing on its US operations. The Company's relatively low valuation and leadership changes present an intriguing investment case, but investors should monitor progress. Despite positive developments, execution risks, funding needs, and unclear European operations require a cautious investment approach. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
FREYR Battery: Pessimism Could Be Entirely Priced In
Summary FREYR is prioritizing investing in their Giga America plant to capitalize on favorable IRA policies and market opportunities, especially in the EES and EV segments. With $221.5M in cash and no debt, FREYR has a decent buffer for the next 2-3 years but must manage expenses to avoid liquidity issues. Pessimism and skepticism about near-term milestones are fully priced in, potential positive announcements could shift market sentiment and increase share price significantly. Success hinges on completing the Giga America plant and meeting 2025 EBITDA and revenue milestones. Delays could hurt the share price, although it is unlikely a decline below $1. Read the full article on Seeking AlphaArtículo de análisis • Jul 15
Companies Like FREYR Battery (NYSE:FREY) Could Be Quite Risky
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Seeking Alpha • May 21
FREYR Battery Is Progressing With Its Commercialization Process
Summary FREYR experienced technical difficulties, stopped investing in its European manufacturing site, and is now perceived as more speculative. Management addressed many of these issues by now, hoping to produce automated samples in the near-term and bringing costs down. With an extended runway, possible government funding, and imminent technical milestone achievement, I rate FREYR a speculative BUY. Read the full article on Seeking AlphaArtículo de análisis • Mar 22
Here's Why We're A Bit Worried About FREYR Battery's (NYSE:FREY) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Mar 13
FREYR Battery: Why I Am Bearish
Summary FREYR Battery operates in a crowded market for energy storage systems, facing competition from companies like Tesla and Stem. The company's liquidity is a concern, with its market cap currently lower than its cash balance, albeit with a cash runway of two years. FREYR's outlook for 2024 relies heavily on a government loan application, making it a risky investment as a pre-revenue company in a competitive space. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
FREYR Battery: Exiting Position After Multiple Red Flags (Rating Downgrade)
Summary The Customer Qualification Plant was delayed and the timeline to complete commissioning has been pushed back beyond 4Q23 due to engineering and scaling challenges. Scaling the 24M platform has proven to be more challenging and time-consuming than expected. A huge red flag for me this quarter is that the company is pursuing conventional technology partnerships alongside its 24M technology. According to FREYR Battery, its financial runway brings it to 2026, but financing will only come with the CQP commissioning and technology validation. I am exiting the position in FREYR Battery due to the red flag with the conventional technology partnership, the delay of the CQP, and how these then affect financing and growth in the business. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
FREYR Battery: Growth Story Unravels
Summary FREYR is set to delay its CQP facility as a response to European government subsidies remaining out of reach. The company is fully pivoting to the US to take advantage of 2022 Inflation Reduction Act subsidies. This pivot will see its Giga America factory produce conventional batteries for sale by 2025. Read the full article on Seeking AlphaArtículo de análisis • Sep 24
We're A Little Worried About FREYR Battery's (NYSE:FREY) Cash Burn Rate
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Rentabilidad de los accionistas
| TE | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 52.2% | -3.6% | -0.8% |
| 1Y | 798.9% | 106.1% | 27.1% |
Rentabilidad vs. Industria: TE superó a la industria US Semiconductor, que obtuvo un rendimiento del 106.1% el año pasado.
Rentabilidad vs. Mercado: TE superó al mercado US, que obtuvo un rendimiento del 27.1% el año pasado.
Volatilidad de los precios
| TE volatility | |
|---|---|
| TE Average Weekly Movement | 18.1% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de TE ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TE(18%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| n/a | 562 | Daniel Barcelo | www.t1energy.com |
T1 Energy Inc. ofrece soluciones energéticas para módulos y células solares en Estados Unidos, Noruega y a escala internacional. Fabrica y vende módulos solares fotovoltaicos. La empresa era conocida anteriormente como FREYR Battery, Inc. y cambió su nombre a T1 Energy Inc. en febrero de 2025.
Resumen de fundamentos de T1 Energy Inc.
| Estadísticas fundamentales de TE | |
|---|---|
| Capitalización bursátil | US$2.43b |
| Beneficios(TTM) | -US$324.25m |
| Ingresos (TTM) | US$879.49m |
2.8x
Ratio precio-ventas (PS)-7.5x
Ratio precio-beneficio (PE)¿Está TE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TE | |
|---|---|
| Ingresos | US$879.49m |
| Coste de los ingresos | US$812.61m |
| Beneficio bruto | US$66.88m |
| Otros gastos | US$391.13m |
| Beneficios | -US$324.25m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -1.16 |
| Margen bruto | 7.60% |
| Margen de beneficio neto | -36.87% |
| Ratio deuda/patrimonio | 122.4% |
¿Cómo se ha desempeñado TE a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 04:26 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
T1 Energy Inc. está cubierta por 10 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jacob Sekelsky | Alliance Global Partners |
| Julien Dumoulin-Smith | BofA Global Research |
| Gregory Lewis | BTIG |