T1 Energy Dirección
Dirección controles de criterios 1/4
El CEO de T1 Energy es Daniel Barcelo , nombrado en Nov 2024, tiene una permanencia de 1.75 años. compensación anual total es $5.78M, compuesta por 13.8% salario y 86.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.3% de las acciones de la empresa, por valor de $4.17M. La antigüedad media del equipo directivo y de la junta directiva es de 1.3 años y 2.5 años, respectivamente.
Información clave
Daniel Barcelo
Chief Executive Officer (CEO)
US$5.8m
Compensación total
| Porcentaje del salario del CEO | 13.85% |
| Permanencia del CEO | 1.8yrs |
| Participación del CEO | 0.3% |
| Permanencia media de la dirección | 1.3yrs |
| Promedio de permanencia en la Junta Directiva | 2.5yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Aug 05
T1 Energy: Domestic Premium Does Not Guarantee Operational Success
Summary T1 Energy is rated Hold due to commoditized solar module economics and lack of sustainable profitability without government credits. TE’s gross profit is negative excluding 45X credits, and scale has not improved cost structure; Q2 gross loss ex-credit was ~$28–$30 million. G2_Austin cell fab is crucial for TE’s future but faces a $200M+ funding gap and delayed production, raising dilution and execution risks. TE trades at a valuation premium to Chinese peers despite similar business models; fair value is estimated at ~$5.70/share based on 12x EV/EBITDA. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 29
TE: Regulatory Overhang And Losses Will Set Up Speculative Upside Potential
Analysts have reduced their price target on T1 Energy by $1, reflecting updated assumptions for slightly higher revenue growth, a lower fair value estimate, and adjustments to projected margins and future P/E levels. What’s in the News for T1 Energy T1 Energy Inc.Actualización de narrativa • Jun 30
TE: Kore Power Acquisition Will Drive Future Dilution Risk For Shares
Analysts have raised their fair value estimate for T1 Energy from $6.00 to $8.00, citing updated assumptions that combine a higher discount rate, lower projected revenue growth, a higher expected profit margin, and a reduced future P/E multiple. What’s in the News for T1 Energy T1 Energy agreed to acquire Kore Power for US$32 million, funded through equity, cash, and assumed debt, as part of a plan to expand its power and storage ecosystem.Artículo de análisis • Jun 20
T1 Energy (TE) Stock Could Be 8.8% Undervalued After Dallas Facility Earned An A Grade
Why T1 Energy Stock Is Back On Investors' Radar T1 Energy (TE) has drawn fresh attention after its 5GW G1_Dallas solar module facility received an A grade in an independent bankability assessment by Intertek CEA, positioning the operation among leading global producers. This third party validation speaks directly to the reliability of T1 Energy’s modules, an important factor for project financing and long term supply agreements. It also helps frame how investors might think about the...
Actualización de narrativa • Jun 16
TE: Future Upside Will Hinge On Mo I Rana And Battery Storage Expansion
The analyst price target for T1 Energy has been revised higher to $10.25 from $9.10, a change of $1.15. Analysts cite updated fair value estimates, along with a modestly adjusted discount rate and future P/E assumption, as key drivers of the new view.Actualización de narrativa • Jun 02
TE: Future Upside Will Depend On Mo I Rana Power Allocation Risk
Analysts have adjusted their price target on T1 Energy to $9.10, reflecting updated views on the company’s discount rate and future P/E assumptions, while keeping the assessed fair value level steady. What's in the News T1 Energy shares moved sharply after a short seller, Fuzzy Panda Research, questioned compliance with Foreign Entity of Concern rules, raised issues around a sale of intellectual property to Evervolt, and flagged ongoing Department of Justice and SEC subpoenas, while Roth Capital publicly rejected the report as misleading and affirmed its view that T1 is compliant and its licensing agreements are legally sound.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).Actualización 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...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$330m |
| Mar 31 2026 | n/a | n/a | -US$324m |
| Dec 31 2025 | US$6m | US$800k | -US$334m |
| Sep 30 2025 | n/a | n/a | -US$208m |
| Jun 30 2025 | n/a | n/a | -US$84m |
| Mar 31 2025 | n/a | n/a | -US$62m |
| Dec 31 2024 | US$2m | US$128k | -US$66m |
| Sep 30 2024 | n/a | n/a | -US$5m |
| Jun 30 2024 | n/a | n/a | -US$820k |
| Mar 31 2024 | n/a | n/a | -US$16m |
| Dec 31 2023 | US$318k | n/a | -US$17m |
| Sep 30 2023 | n/a | n/a | -US$22m |
| Jun 30 2023 | n/a | n/a | -US$107m |
| Mar 31 2023 | n/a | n/a | -US$77m |
| Dec 31 2022 | US$493k | n/a | -US$99m |
| Sep 30 2022 | n/a | n/a | -US$152m |
| Jun 30 2022 | n/a | n/a | -US$104m |
| Mar 31 2022 | n/a | n/a | -US$116m |
| Dec 31 2021 | US$60k | n/a | -US$93m |
Compensación vs. Mercado: La compensación total ($USD5.78M) de Daniel está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.15M).
Compensación vs. Ingresos: La compensación de Daniel ha aumentado mientras la empresa no es rentable.
CEO
Daniel Barcelo (56 yo)
1.8yrs
Permanencia
US$5,777,846
Compensación
Mr. Daniel Barcelo, CFA, has been Chief Executive Officer of T1 Energy Inc. (formerly known as FREYR Battery, Inc.) since November 6, 2024 and served as its Independent Chairman since June 2024 and was its...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman | 1.8yrs | US$5.78m | 0.30% $ 4.2m | |
| Co-Founder & Director | no data | US$683.50k | 0.53% $ 7.3m | |
| Chief Financial Officer | 2.2yrs | US$7.01m | 0.63% $ 8.7m | |
| Chief Operating Officer | 1yr | sin datos | 0.021% $ 289.7k | |
| Chief Accounting Officer & Corporate Controller | less than a year | sin datos | sin datos | |
| Chief Technology Officer | 2.8yrs | US$923.73k | 0.0049% $ 66.7k | |
| Executive VP of Investor Relations & Corporate Development | no data | sin datos | sin datos | |
| Chief Legal & Policy Officer and Chief Compliance Officer | 1.3yrs | sin datos | 0.021% $ 283.6k | |
| Executive Vice President of Strategic Communication | 1.3yrs | sin datos | sin datos | |
| Senior Vice President of Project Engineering | no data | sin datos | sin datos | |
| Senior Vice President of Operations | no data | sin datos | sin datos | |
| Executive Vice President of Strategic Partnerships | no data | sin datos | sin datos |
1.3yrs
Permanencia media
56yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de TE no se considera experimentado ( 1.3 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman | 5.1yrs | US$5.78m | 0.30% $ 4.2m | |
| Co-Founder & Director | 7.2yrs | US$683.50k | 0.53% $ 7.3m | |
| Independent Director | 1.8yrs | US$368.50k | 0% $ 0 | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 2.3yrs | sin datos | sin datos | |
| Independent Director | 2.8yrs | US$368.50k | 0% $ 0 | |
| Independent Director | 3.6yrs | US$363.50k | 0% $ 0 | |
| Independent Director | 2.3yrs | US$323.50k | 0.021% $ 280.8k |
2.5yrs
Permanencia media
54.5yo
Promedio de edad
Junta con experiencia: La junta directiva de TE no se considera experimentada (2.5 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/19 18:31 |
| Precio de las acciones al final del día | 2026/08/19 00:00 |
| Beneficios | 2026/06/30 |
| 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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 12 analistas. 7 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 |
| Sunaina Ocalan | Bernstein |
| Julien Dumoulin-Smith | BofA Global Research |