
TE Stock Forecast & Price Target
TE Analyst Ratings
Bulls say
T1 Energy Inc is strategically positioning itself to capitalize on the anticipated growth in solar installations, particularly through new supply agreements with industry leaders like Corning and Nextracker, which enhance its capability in a recovering US solar supply chain. The company aims to achieve significant revenue and EBITDA growth in 2025, driven by an optimistic demand for solar energy and an increase in renewable adoption accelerated by IRA tax credits. Furthermore, T1 Energy is making a modest initial investment to diversify its supply chain, suggesting a proactive approach to scaling production and meeting future demand.
Bears say
The negative outlook on T1 Energy Inc. is primarily driven by a significant reduction in fiscal year 2025 EBITDA estimates by approximately 28% to $28 million, alongside an 8% reduction for fiscal year 2026 to $112 million, attributed to tariff uncertainties impeding US module sales. Additionally, challenges in the financing environment could hinder the company's ability to build out its stated capacity goals on time or on budget, further delaying module production. The commercial US module manufacturing capacity is projected to match expected demand of 50GW for the next year, yet T1 Energy is facing supply chain obstacles and potential delays in constructing the cell plant, exacerbating its operational risks.
This aggregate rating is based on analysts' research of T1 Energy Inc and is not a guaranteed prediction by Public.com or investment advice.
TE Analyst Forecast & Price Prediction
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