T1 Energy Shares Surge Following Hedge Fund Stake Disclosure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 18 2026
0mins
Source: Fool
T1 Energy's stock surged by 10.47% to reach a 20-day high, reflecting strong investor interest amid positive market conditions.
The significant rise in T1 Energy's stock follows the disclosure of a new stake by hedge fund Situational Awareness LP, which acquired 10 million shares valued at $43.9 million. This announcement has boosted market confidence in the company's growth prospects, especially as T1 Energy maintained its 2026 production guidance of 3.1 GW to 4.2 GW, indicating stability in its operations. Additionally, the trading volume spiked to 83.1 million shares, 385% above the three-month average, suggesting heightened investor enthusiasm.
The implications of this surge are notable as it reflects a strong market sentiment towards T1 Energy, particularly in light of its recent financial performance, which exceeded expectations. The company is also working towards securing $225 million in debt financing for its G2_Austin project, which is crucial for its expansion plans.
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Analyst Views on TE
Wall Street analysts forecast TE stock price to fall
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 10.820
Low
3.00
Averages
3.00
High
3.00
Current: 10.820
Low
3.00
Averages
3.00
High
3.00
About TE
T1 Energy Inc., formerly FREYR Battery, Inc., is an energy solutions provider. The Company is engaged in building an integrated United States supply chain for solar and batteries. It is involved in solar manufacturing with a complementary solar and battery storage strategy. The Company produces photovoltaic (PV) solar modules for the Utility-Scale, commercial and industrial (C&I) and residential markets in the United States from its first operating facility, the G1 Dallas solar module Gigafactory in Wilmer, Texas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Price Volatility: Although shares surged over 25% on Wednesday, T1 Energy has fallen 11% since its IPO in 2020, reflecting market divergence between short-seller allegations and Roth Capital's supportive stance.
- Production Guidance: The company maintains its 2026 production guidance of 3.1 GW to 4.2 GW at its G1_Dallas module facility and has made progress in qualifying international cell vendors, showcasing its potential for global market expansion.
- Strategic Partnerships: T1 is building supply partnerships with Hemlock Semiconductor and Corning to meet growing electricity demands, particularly from AI data centers, further advancing its U.S. solar manufacturing strategy.
See More
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- Production Guidance: The company maintains its 2026 production guidance of 3.1 GW to 4.2 GW at its G1_Dallas module facility and has made progress in qualifying international cell vendors, indicating efforts to expand production capacity.
- Strategic Partnerships: T1 is building supply partnerships with Hemlock Semiconductor and Corning to support its U.S. solar manufacturing strategy, and upcoming news regarding financing for the G2_Austin cell project is expected to further influence its manufacturing growth potential.
See More
