T1 Energy Inc.

NYSE:TE 株式レポート

時価総額：US$2.4b

T1 Energy 将来の成長

Future 基準チェック /56

T1 Energy利益と収益がそれぞれ年間88.1%と21.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.3% 101.1%なると予測されています。

主要情報

88.1%

収益成長率

101.08%

EPS成長率

Semiconductor 収益成長25.4%
収益成長率21.4%
将来の株主資本利益率4.32%
アナリストカバレッジ

Low

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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...

業績と収益の成長予測

NYSE:TE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,6331431492222
12/31/20271,35236673535
12/31/2026939-87-348504
3/31/2026879-324-4367N/A
12/31/2025755-3341795N/A
9/30/2025400-209-5522N/A
6/30/2025189-85-144-70N/A
3/31/202556-62-190-131N/A
12/31/20243-66-154-103N/A
9/30/2024N/A-5-160-107N/A
6/30/2024N/A-1-186-97N/A
3/31/2024N/A-16-237-92N/A
12/31/2023N/A-17-276-88N/A
9/30/2023N/A-22-343-71N/A
6/30/2023N/A-107-357-74N/A
3/31/2023N/A-77-309-72N/A
12/31/2022N/A-99-271-90N/A
9/30/2022N/A-152-188-100N/A
6/30/2022N/A-104-143-103N/A
3/31/2022N/A-116-109-87N/A
12/31/2021N/A-93-77-63N/A
9/30/2021N/A-71-44-40N/A
6/30/2021N/A-28-17-17N/A
3/31/2021N/A-21-13-13N/A
12/31/2020N/A-10-7-7N/A
12/31/2019N/A-1N/A-1N/A
12/31/20152,744241N/A610N/A

アナリストによる今後の成長予測

収入対貯蓄率: TEは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: TE今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: TE今後 3 年以内に収益を上げることが予想されます。

収益対市場: TEの収益 ( 21.4% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: TEの収益 ( 21.4% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TEの 自己資本利益率 は、3年後には低くなると予測されています ( 4.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 03:18
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

T1 Energy Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Jacob SekelskyAlliance Global Partners
Julien Dumoulin-SmithBofA Global Research
Gregory LewisBTIG