FTCI logo

FTC Solar, Inc. Stock Price

NasdaqCM:FTCI Community·US$80.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 56 Fair Values set on narratives written by author

FTCI Share Price Performance

US$5.04
0.08 (1.61%)
US$10.25
Fair Value
US$5.04
0.08 (1.61%)
50.8% undervalued intrinsic discount
US$10.25
Fair Value
Price US$5.04
AnalystConsensusTarget US$10.25
AnalystHighTarget US$20.00
AnalystLowTarget US$5.00

FTCI Community Narratives

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Fair Value US$10.25 50.8% undervalued intrinsic discount

Global Solar Demand Will Encourage Tracker Adoption

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37users have followed this narrative
·
Fair Value US$20 74.8% undervalued intrinsic discount

Independent Row Trackers And Domestic Steel Footprint Will Drive Strong Long Term Potential

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·
Fair Value US$5 0.8% overvalued intrinsic discount

Solar Tracker Demand And Domestic Content Rules Will Expose Structural Weaknesses Ahead

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US$20
74.8% undervalued intrinsic discount
Profit Margin
1.27%
Future PE
141.55x
Price in 2029
US$26.2

Trending Discussion

Updated Narratives

FTCI logo

FTCI: New Leadership And Supply Chain Shifts Will Support Future Returns

Fair Value: US$10.25 50.8% undervalued intrinsic discount
37 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FTCI logo

Independent Row Trackers And Domestic Steel Footprint Will Drive Strong Long Term Potential

Fair Value: US$20 74.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FTCI logo

Solar Tracker Demand And Domestic Content Rules Will Expose Structural Weaknesses Ahead

Fair Value: US$5 0.8% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with moderate risk.

5 Risks
2 Rewards

FTC Solar, Inc. Key Details

US$96.1m

Revenue

US$94.8m

Cost of Revenue

US$1.4m

Gross Profit

US$44.5m

Other Expenses

-US$43.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-2.70
1.43%
-44.89%
-367.5%
View Full Analysis

About FTCI

Founded
2017
Employees
232
CEO
Anthony Carroll
WebsiteView website
ftcsolar.com

FTC Solar, Inc. engages in the manufacture and service of solar tracker systems in the United States, Asia, Europe, the Middle East, North Africa, South Africa, and Australia. The company provides a two modules-in-portrait solar tracker system under the Voyager brand name; and a one module-in-portrait solar tracker solution under the Pioneer brand name. It also offers trackers and software solutions for the utility-scale solar energy markets, as well as for the project developers, solar asset owners, and engineering, procurement, and construction contractors that design and build solar energy projects. The company was incorporated in 2017 and is headquartered in Austin, Texas.

Recent FTCI News & Updates

Narrative Update Jun 25

FTCI: New Leadership And Supply Chain Shifts Will Support Future Returns

Analysts have trimmed their price target on FTC Solar by $3 to reflect updated assumptions on discount rate, long term revenue growth, profit margin and future P/E, even though the model's fair value estimate remains at $10.25 per share. What's in the News for FTC Solar FTC Solar appointed Anthony Carroll as Chief Executive Officer, effective April 29, bringing experience across renewables, energy storage and power conversion businesses.
Narrative Update Jun 07

FTCI: Record Margins And Recent Pullback Will Support Future Returns

Narrative update on analyst price target for FTC Solar Analysts have cut their average price target on FTC Solar by $5, from $15 to $10, citing weaker Q1 guidance, a 2026 outlook below prior expectations, and near term covenant concerns, despite recent margin and EBITDA performance coming in better than expected. Analyst Commentary Recent research updates around FTC Solar highlight a mix of optimism on execution and margins alongside caution on guidance and valuation risk.

Recent updates

No updates