T1 Energy's Recent Developments: T1 Energy is gaining attention following CEO Dan Barcelo's meeting with US Vice President JD Vance, focusing on American energy and manufacturing, and is accelerating its 2.1 GW G2_Austin solar cell facility with production expected to start by late 2026.
Stock Performance and Valuation: The company's stock has seen a significant increase, with a 7.29% one-day return and a 51.47% gain over the past week, leading analysts to question whether T1 Energy is still undervalued despite a fair value estimate of $6.50.
Competitive Advantages: T1 Energy's partnership with Corning and focus on U.S.-content, FEOC-compliant modules position it favorably in the market, allowing access to investment tax credits and enhancing revenue reliability through long-term contracts.
Investment Risks and Opportunities: While T1 Energy shows potential for growth, risks such as changes in government support and project delays could impact its outlook; investors are encouraged to explore various opportunities in the market, including high-yield stocks and AI penny stocks.
TE
$6.48+Infinity%1D
Analyst Views on TE
Wall Street analysts forecast TE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TE is 3.00 USD with a low forecast of 3.00 USD and a high forecast of 3.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
Wall Street analysts forecast TE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TE is 3.00 USD with a low forecast of 3.00 USD and a high forecast of 3.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 6.420
Low
3.00
Averages
3.00
High
3.00
Current: 6.420
Low
3.00
Averages
3.00
High
3.00
Roth Capital
Philip Shen
Buy
upgrade
$7 -> $15
2025-12-23
Reason
Roth Capital
Philip Shen
Price Target
$7 -> $15
2025-12-23
upgrade
Buy
Reason
Roth Capital analyst Philip Shen raised the firm's price target on T1 Energy to $15 from $7 and keeps a Buy rating on the shares. The firm names the stock its "top pick" as it represents a compelling opportunity for investors seeking exposure to US solar manufacturing supported by policy like FEOC and Section 232, the analyst tells investors in a research note. Roth adds that it expects selling prices to be supported by protectionist policies and increasing power demand.
Alliance Global
Jake Sekelsky
Buy
initiated
$8.50
2025-12-09
Reason
Alliance Global
Jake Sekelsky
Price Target
$8.50
2025-12-09
initiated
Buy
Reason
Alliance Global analyst Jake Sekelsky initiated coverage of T1 Energy with a Buy rating and $8.50 price target. The firm believes T1 is positioned to become a leading vertically integrated solar manufacturer. The company will serve as a "key player" in securing the broader solar supply chain in the United States, the analyst tells investors in a research note. Alliance says current share price levels "represent an attractive entry point ahead of a catalyst-rich 2026."
Roth Capital
Buy
initiated
$7
2025-11-24
Reason
Roth Capital
Price Target
$7
2025-11-24
initiated
Buy
Reason
Roth Capital initiated coverage of T1 Energy with a Buy rating and $7 price target. T1 is a U.S. module manufacturer that acquired Trina's U.S assets and has plans to become one of the first to produce C-Si panels using a fully integrated, domestic supply chain, the analyst tells investors in a research note. Roth believes the company represents an attractive opportunity to invest early in domestic manufacturing as the U.S. continues to decouple from China and reshore critical industries.
Needham
Sean Milligan
Buy
initiated
$6
2025-10-22
Reason
Needham
Sean Milligan
Price Target
$6
2025-10-22
initiated
Buy
Reason
Needham analyst Sean Milligan initiated coverage of T1 Energy with a Buy rating and $6 price target. A U.S. buildout pairs the fully-operational 5 GW G1 Dallas module plant with the planned 5 GW G2 Austin cell hub, notes the analyst, who sees this positioning the company to benefit from 45X credits and domestic-content tailwinds. The firm sees improving utilization at G1 and "a credible path to vertical integration in 2027," the analyst added.
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.
