The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 48 | — | 20.8x | Around median | |
Growth | 84 | — | 6.1% | Top tier | |
Quality | 6 | -30.5% | 6.6% | Bottom tier | |
Safety | 40 | 0.2x | 0.7x | Around median | |
Capital Return | 43 | 0.00% | 2.02% | Around median | |
Momentum | 52 | 507.1% | 4.1% | Around median | |
Sentiment | 2 | 1 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
T1 Energy Inc (TE) is an American company specializing in the domestically integrated solar energy sector, focusing on manufacturing solar cells and modules to serve utility-scale power projects, particularly with the growing demand from massive data centers and artificial intelligence. The company operates the state-of-the-art 5 GW G1_Dallas solar panel production facility and is currently constructing the 2.1 GW Phase 1 G2_Austin solar cell production facility as part of its strategy to build an integrated US supply chain relying on domestic polysilicon through its partnership with Hemlock Semiconductor.
In the first quarter of fiscal year 2026, the company recorded revenues of $177.6 million and a gross profit of $29.1 million, compared to revenues of $755.3 million and a gross profit of $55.6 million for the full fiscal year 2025. Despite recording a net loss of $20.4 million (earnings per share of -$0.08) in this quarter, the G1_Dallas facility achieved strong operational performance, recording a record adjusted EBITDA of $9.1 million, with the gross margin expanding by approximately 10% compared to the fourth quarter of 2025 rate to reach 17%, thanks to a positive shift toward fixed-margin and cost-plus contracts.
The valuation of T1 Energy Inc (TE) stock aligns with a positive outlook from the analyst community, who hold a consensus Buy rating on the stock. The average analyst price target is $13.33, with a high of $16 and a low of $9. Given the stock's 52-week trading range between $1.15 and $12.49, the stock is currently trading below the average analyst price target, indicating potential price appreciation if the company successfully finances and operates the G2_Austin facility.
Figures in the text are as of 2026-06-21; the live price is shown at the top of the page.
Construction of the 2.1 GW Phase 1 of the G2_Austin facility is proceeding on schedule to produce its first solar cell in the fourth quarter of 2026. The company began ordering long-lead equipment in the fourth quarter of 2025, followed by ordering the structural steel package in the first quarter of 2026. In April 2026, foundation concrete pouring began, and the final construction design package was completed in May 2026 to begin steel structure erection.
The company needs approximately $225 million to finance the remaining capital expenditures for Phase 1 of the G2_Austin facility, which has a total cost of $425 million. The company successfully raised $176 million in net proceeds from a senior convertible notes offering in April 2026. Management is currently in advanced discussions with a financier to provide a comprehensive, primarily debt-based financing package, aiming to announce this financing commitment during the second quarter of 2026.
T1 Energy kept its 2026 production guidance for the G1_Dallas facility unchanged at 3.1 to 4.2 GW, and the company expects to supply production near the upper end of this range thanks to expanding its network of non-FEOC cell suppliers to 4. In the first quarter of 2026, the facility achieved a record adjusted EBITDA of $9.1 million. Additionally, the facility's gross margin expanded to 17% due to fixed-margin and cost-plus contracts covering 3 GW for 2026.
Automated analysis for informational purposes only — not investment advice.
The upcoming Section 232 investigation by the US Department of Commerce regarding foreign polysilicon represents a strong upside opportunity for T1 Energy. As one of the largest buyers of US-made polysilicon through a supply contract with Hemlock Semiconductor and a partnership with Corning, any new restrictions or tariffs would give the company a significant competitive pricing advantage for its domestically manufactured modules. Management expects the greatest financial impact of this decision to manifest in 2027, coinciding with the commissioning of the G2_Austin facility and the transition of contracts to domestic silicon wafers.
On June 17, 2026, T1 Energy announced its acquisition of KORE Power to enhance and expand artificial intelligence power infrastructure. This acquisition comes in response to growing and sustained demand from major tech companies and utility developers for integrated solar and storage solutions. Through this strategic step, the company hopes to accelerate its growth rate and increase its competitiveness in offering integrated power packages that support the expansion of advanced computing networks in the United States.