T1 Energy (TE) Aandelenoverzicht
T1 Energy Inc. levert energieoplossingen voor zonnemodules en zonnecellen in de Verenigde Staten, Noorwegen en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
TE Community Fair Values
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Analyst Price Targets
T1 Energy Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$8.53 |
| 52 Week Hoogtepunt | US$12.49 |
| 52 Week Laag | US$1.15 |
| Bèta | 2.15 |
| 1 maand verandering | 5.57% |
| 3 maanden verandering | 35.83% |
| 1 Jaar Verandering | 571.65% |
| 3 jaar verandering | 12.98% |
| 5 jaar verandering | -13.93% |
| Verandering sinds IPO | -13.14% |
Recent nieuws en updates
Seeking Alpha • Jun 24
T1 Energy: Short-Term Opportunity - But Long-Term Uncertainty?
Summary T1 Energy (TE) is positioned as a US-based solar panel manufacturer targeting surging demand from AI-driven data centers. TE's growth hinges on G2 factory completion, regulatory incentives, and a shift to contract-based revenues, supporting near-term momentum. Despite 232% YoY revenue growth and strong EBITDA targets, TE carries high leverage and remains unprofitable, with long-term risks if regulatory tailwinds fade. I rate TE a BUY for risk-tolerant, short- to mid-term investors seeking high-reward opportunities, but caution against long-term holding due to sustainability concerns. Read the full article on Seeking AlphaAnalyseartikel • 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...
Narratiefupdate • 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.Recent updates
Seeking Alpha • Jun 24
T1 Energy: Short-Term Opportunity - But Long-Term Uncertainty?
Summary T1 Energy (TE) is positioned as a US-based solar panel manufacturer targeting surging demand from AI-driven data centers. TE's growth hinges on G2 factory completion, regulatory incentives, and a shift to contract-based revenues, supporting near-term momentum. Despite 232% YoY revenue growth and strong EBITDA targets, TE carries high leverage and remains unprofitable, with long-term risks if regulatory tailwinds fade. I rate TE a BUY for risk-tolerant, short- to mid-term investors seeking high-reward opportunities, but caution against long-term holding due to sustainability concerns. Read the full article on Seeking AlphaAnalyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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 AlphaRendement voor aandeelhouders
| TE | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -5.6% | -6.0% | -2.5% |
| 1Y | 571.7% | 82.0% | 20.1% |
Rendement versus industrie: TE overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 82 % opleverde.
Rendement versus markt: TE overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.1 %.
Prijsvolatiliteit
| TE volatility | |
|---|---|
| TE Average Weekly Movement | 20.3% |
| Semiconductor Industry Average Movement | 12.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van TE is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 20% ) van TE is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| n/a | 562 | Daniel Barcelo | www.t1energy.com |
T1 Energy Inc. levert energieoplossingen voor zonnemodules en zonnecellen in de Verenigde Staten, Noorwegen en internationaal. Het produceert en verkoopt fotovoltaïsche zonnemodules. Het bedrijf was voorheen bekend als FREYR Battery, Inc. en veranderde zijn naam in T1 Energy Inc. in februari 2025.
T1 Energy Inc. Samenvatting
| TE fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.58b |
| Inkomsten(TTM) | -US$324.25m |
| Inkomsten(TTM) | US$879.49m |
2.7x
P/S-verhouding-7.3x
Koers/WinstverhoudingIs TE overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TE resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$879.49m |
| Kosten van inkomsten | US$812.61m |
| Brutowinst | US$66.88m |
| Overige uitgaven | US$391.13m |
| Inkomsten | -US$324.25m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -1.16 |
| Brutomarge | 7.60% |
| Nettowinstmarge | -36.87% |
| Schuld/Eigen Vermogen Verhouding | 122.4% |
Hoe presteerde TE op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/24 15:00 |
| Aandelenkoers aan het einde van de dag | 2026/06/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
T1 Energy Inc. wordt gevolgd door 12 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jacob Sekelsky | Alliance Global Partners |
| Sunaina Ocalan | Bernstein |
| Julien Dumoulin-Smith | BofA Global Research |