T1 Energy Stock Surges 25% Amid Strong Earnings and Expansion Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: seekingalpha
T1 Energy's stock surged by 25% as it reached a 52-week high, driven by impressive earnings and expansion plans.
The company reported a GAAP EPS of $0.01 for Q1 2026, beating estimates by $0.15, with revenue soaring 232% year-over-year, exceeding expectations by $66.88 million. Additionally, T1 Energy's G2_Austin solar cell facility is on track, with initial production targeted for Q4 2026, as demand exceeds anticipated capacity. The company also raised $174.7 million through an upsized offering of convertible senior notes, strengthening its balance sheet amid strong investor interest.
This strong performance reflects T1 Energy's robust growth trajectory and investor confidence, particularly as it navigates expansion in the solar market and addresses funding needs for its projects.
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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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- Manufacturing Capacity Expansion: T1 Energy, a leading solar manufacturer in the U.S., is developing an integrated supply chain, currently operating a 5GW solar module manufacturing facility at G1_Dallas and planning to open a second site, G2_Austin, by late 2026, which will enhance its competitive edge in the market.
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- Significant Investment: Earlier this month, Situational Awareness LP disclosed a $44 million stake in T1 Energy, reinforcing its portfolio in the AI sector and demonstrating strong confidence in future growth prospects.
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- Retail Sentiment High: On Stocktwits, retail sentiment around T1 Energy was rated as 'extremely bullish', with high message volumes reflecting investor confidence in the company's prospects in the energy and infrastructure sectors.
- AI Investment Strategy: Situational Awareness also holds a 5.6% stake in Nebius Group, showcasing its strategic positioning in AI infrastructure, which is expected to further enhance T1 Energy's market performance.
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See More
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- Surge in Trading Volume: T1 Energy's trading volume reached 79.1 million shares, which is 282% above its three-month average of 20.2 million shares, indicating strong market reactions to the short-seller report and Roth Capital's supportive stance, despite the stock closing nearly flat.
- Price Volatility: Although T1 Energy's stock surged over 25% on Wednesday, resulting in a more than 70% gain over the past month, it has still fallen 11% since its IPO in 2020, reflecting cautious market sentiment regarding its future performance.
- 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
REX and TCM Launch T-REX 2X Long TE Daily Target ETF
- ETF Launch: REX and Tuttle Capital Management have jointly launched the T-REX 2X Long TE Daily Target ETF (Cboe: TEUP), which provides 2x daily long exposure to T1 Energy Inc. (NYSE:TE), aiming to equip traders with tools to engage in the U.S. clean energy future.
- Performance Target: TEUP is designed to deliver 200% of TE's daily performance, enabling traders to capitalize on market trends with precision, particularly as U.S. energy infrastructure gains increasing attention.
- Manufacturing Capacity Expansion: T1 Energy, a leading solar manufacturer in the U.S., is developing an integrated supply chain, currently operating a 5GW solar module manufacturing facility at G1_Dallas and planning to open a second site, G2_Austin, by late 2026, which will enhance its competitive edge in the market.
- ETF Suite Expansion: This launch expands the T-REX ETF suite to over 40 leveraged and inverse single-stock ETFs, catering to investor demand for high-impact investment tools and further solidifying REX's leadership in ETF innovation.
See More
Situational Awareness LP Invests $44M in T1 Energy
- Significant Investment: Earlier this month, Situational Awareness LP disclosed a $44 million stake in T1 Energy, reinforcing its portfolio in the AI sector and demonstrating strong confidence in future growth prospects.
- Strong Stock Performance: T1 Energy's shares surged 128% in May, marking its best monthly performance on record, although they slipped about 2% in premarket trading on Thursday, indicating high market interest in its future potential.
- Retail Sentiment High: On Stocktwits, retail sentiment around T1 Energy was rated as 'extremely bullish', with high message volumes reflecting investor confidence in the company's prospects in the energy and infrastructure sectors.
- AI Investment Strategy: Situational Awareness also holds a 5.6% stake in Nebius Group, showcasing its strategic positioning in AI infrastructure, which is expected to further enhance T1 Energy's market performance.
See More
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- Market Indicator Surge: The NASDAQ 100 Pre-Market Indicator rises by 256.99 points to 30,258.31, indicating strong investor sentiment that may lead to robust performance at market open.
- Active Stock Movements: Nokia Corporation (NOK) declines by $0.39 to $16.07 with a trading volume of 15,504,047 shares, despite reaching a 52-week high in the previous session, reflecting market volatility.
- Redwire Corporation Gains: Redwire Corporation (RDW) sees its stock price increase by $2.6096 to $24.65, with 15,332,254 shares traded, and Zacks reports a current mean recommendation in the “buy range,” suggesting optimistic market expectations for its future performance.
- Strong Performance of Tesla ETF: The Direxion Daily TSLA Bull 2X ETF (TSLL) rises by $0.71 to $16.50, with a trading volume of 9,364,286 shares, representing an 86.23% increase from its 52-week low, showcasing strong investor confidence in Tesla.
See More
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- RDW Stock Surge: Redwire Corp. (RDW) shares rose 26%, driven by the excitement surrounding SpaceX's market debut, positioning the company for its best monthly performance ever with nearly a 140% increase in May.
- TE Shareholder Boost: T1 Energy Inc. (TE) stock jumped over 29% after major shareholder Trina Solar received an additional 4.27 million shares, raising total holdings to over 53 million, reflecting strong institutional support and market confidence, with an impressive 816% rise over the past year.
- OTLK FDA Victory: Outlook Therapeutics Inc. (OTLK) shares soared 29% following a significant regulatory win from the FDA for its eye disease drug Lytenava, with plans to resubmit its Biologics License Application in June 2026, potentially making it the first FDA-approved ophthalmic formulation for retinal diseases in the U.S.
- Market Sentiment Extremely Bullish: Retail sentiment for RDW, TE, and OTLK has remained in the 'extremely bullish' territory over the past three months, with RDW's message volume on Stocktwits increasing by 552.6%, indicating strong investor interest in the space and biopharma sectors.
See More
T1 Energy Shares Slightly Up Amid High Trading Volume
- Surge in Trading Volume: T1 Energy's trading volume reached 79.4 million shares, which is 282% above the three-month average, indicating strong market reactions to short-seller reports despite a modest 0.23% price increase.
- 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
T1 Energy Stock Experiences Significant Volatility
- Surge in Trading Volume: T1 Energy's trading volume reached 79.1 million shares, which is 282% above its three-month average of 20.2 million shares, indicating strong market reactions to the short-seller report and Roth Capital's supportive stance, despite the stock closing nearly flat.
- Price Volatility: Although T1 Energy's stock surged over 25% on Wednesday, resulting in a more than 70% gain over the past month, it has still fallen 11% since its IPO in 2020, reflecting cautious market sentiment regarding its future performance.
- 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
