New Domestic Solar Supply Chain: T1 Energy and Corning have formed a partnership to create a fully domestic solar supply chain in the U.S., which includes manufacturing polysilicon, wafers, cells, and panels to meet growing demand for American-made solar components.
Impact of Legislation: This agreement aligns with President Trump's "One Big Beautiful Bill Act," which restricts federal clean energy tax credits for projects using foreign-manufactured equipment, thereby enhancing American energy security and reducing reliance on Chinese supply chains.
TE
$5.44+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: 5.060
Low
3.00
Averages
3.00
High
3.00
Current: 5.060
Low
3.00
Averages
3.00
High
3.00
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.
BTIG
Buy
upgrade
$3 -> $7
2025-10-22
Reason
BTIG
Price Target
$3 -> $7
2025-10-22
upgrade
Buy
Reason
BTIG raised the firm's price target on T1 Energy to $7 from $3 and keeps a Buy rating on the shares. The company has announced a minority investment in Talon PV, a VC-backed company looking to build a 4.8GW solar cell plant with commercial production targeted for Q1 of FY27, and while the initial investment looks to be modest, it should help diversify T1's U.S. TOPCon cell supply chain, the analyst tells investors in a research note.
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.
