T1 Energy マネジメント
マネジメント 基準チェック /14
T1 Energyの CEO はDaniel Barceloで、 Nov2024年に任命され、 の在任期間は 1.75年です。 の年間総報酬は$ 5.78Mで、 13.8%給与と86.2%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.3%を直接所有しており、その価値は$ 4.17M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と2.5年です。
主要情報
Daniel Barcelo
最高経営責任者
US$5.8m
報酬総額
| CEO給与比率 | 13.85% |
| CEO在任期間 | 1.8yrs |
| CEOの所有権 | 0.3% |
| 経営陣の平均在職期間 | 1.3yrs |
| 取締役会の平均在任期間 | 2.5yrs |
経営陣の近況
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
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.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 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 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$93m |
報酬と市場: Danielの 総報酬 ($USD 5.78M ) は、 US市場 ($USD 5.15M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Danielの報酬は増加しましたが、会社は利益を上げていません。
CEO
Daniel Barcelo (56 yo)
1.8yrs
在職期間
US$5,777,846
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| 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 | データなし | 0.021% $ 289.7k | |
| Chief Accounting Officer & Corporate Controller | less than a year | データなし | データなし | |
| Chief Technology Officer | 2.8yrs | US$923.73k | 0.0049% $ 66.7k | |
| Executive VP of Investor Relations & Corporate Development | no data | データなし | データなし | |
| Chief Legal & Policy Officer and Chief Compliance Officer | 1.3yrs | データなし | 0.021% $ 283.6k | |
| Executive Vice President of Strategic Communication | 1.3yrs | データなし | データなし | |
| Senior Vice President of Project Engineering | no data | データなし | データなし | |
| Senior Vice President of Operations | no data | データなし | データなし | |
| Executive Vice President of Strategic Partnerships | no data | データなし | データなし |
1.3yrs
平均在職期間
56yo
平均年齢
経験豊富な経営陣: TEの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| 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 | データなし | データなし | |
| Independent Director | 2.3yrs | データなし | データなし | |
| 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
平均在職期間
54.5yo
平均年齢
経験豊富なボード: TEの 取締役会 は 経験豊富 ではない ( 2.5年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
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 | 2026/08/19 10:50 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 7 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。12
| アナリスト | 機関 |
|---|---|
| Jacob Sekelsky | Alliance Global Partners |
| Sunaina Ocalan | Bernstein |
| Julien Dumoulin-Smith | BofA Global Research |