T1 Energy Inc.

NYSE:TE 주식 리포트

시가총액: US$2.4b

T1 Energy 배당 및 자사주 매입

배당 기준 점검 0/6

T1 Energy 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-9.0%

자사주 매입 수익률

총 주주 수익률-9.0%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 TE 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: TE 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

T1 Energy 배당 수익률 vs 시장
TE의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (TE)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Semiconductor)0.5%
분석가 예측 (TE) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 TE 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 TE 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 TE 의 지급 비율을 계산하기에는 데이터가 부족합니다.

주주 현금 배당

현금 흐름 범위: TE 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 04:17
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

T1 Energy Inc.는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob SekelskyAlliance Global Partners
Julien Dumoulin-SmithBofA Global Research
Gregory LewisBTIG