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TOYO Co., Ltd. Stock Price

NasdaqCM:TOYO Community·US$482.8m Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

TOYO Share Price Performance

US$12.93
9.63 (291.82%)
US$18.00
Fair Value
US$12.93
9.63 (291.82%)
28.2% undervalued intrinsic discount
US$18.00
Fair Value
Price US$12.93
AnalystConsensusTarget US$18.00

TOYO Community Narratives

·
Fair Value US$18 28.2% undervalued intrinsic discount

U.S. Production And Ethiopia Expansion Will Transform Long Term Prospects

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TOYO

U.S. Production And Ethiopia Expansion Will Transform Long Term Prospects

Catalysts About TOYO TOYO Co., Ltd. produces solar cells and modules for utility scale and other solar power projects serving global markets.Read more

View narrative
US$18
28.2% undervalued intrinsic discount
Revenue
108.57% p.a.
Profit Margin
13.34%
Future PE
5.04x
Price in 2029
US$30.76

Trending Discussion

Updated Narratives

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U.S. Production And Ethiopia Expansion Will Transform Long Term Prospects

Fair Value: US$18 28.2% undervalued intrinsic discount
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Snowflake Analysis

Exceptional growth potential and undervalued.

1 Risk
4 Rewards

TOYO Co., Ltd. Key Details

US$518.6m

Revenue

US$379.3m

Cost of Revenue

US$139.3m

Gross Profit

US$74.3m

Other Expenses

US$65.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.77
26.86%
12.53%
57.0%
View Full Analysis

About TOYO

Founded
2022
Employees
2552
CEO
Takahiko Onozuka
WebsiteView website
www.toyo-solar.com

TOYO Co., Ltd. engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States. It designs, manufactures, and sells solar cells, modules, and related products. TOYO Co., Ltd. was founded in 2022 and is headquartered in Tokyo, Japan.

Recent TOYO News & Updates

Seeking Alpha Jun 01

TOYO: Record-Setting Performance, Fundamentals, And Deep Discount Merit Strong Buy

Summary TOYO Co., Ltd. is rated a strong buy, driven by explosive Q1 2026 growth, U.S. expansion, and deep undervaluation versus sector and peer benchmarks. Q1 2026 revenue surged 177% year-over-year to $142.8M, net income swung to $28.4M, and management guides for $90–100M full-year adjusted net income. TOYO's U.S.-centric strategy, including Houston facility expansion to 2 GW, leverages strong domestic demand and vertical integration across the solar supply chain. Risks include persistent working capital deficits, ongoing regulatory and litigation exposure, and an auditor's going concern warning, but current TOYO stock valuation offers compelling upside. Read the full article on Seeking Alpha

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