Added to YB: 2025-11-12
Pitch date: 2025-11-06
TE [bullish]
T1 Energy Inc.
+55.07%
current return
Author Info
No bio for this author
Company Info
T1 Energy Inc. provides energy solutions for solar and batteries in the United States and Norway. It also manufactures and sells photovoltaic solar modules.
Market Cap
$1.3B
Pitch Price
$3.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
-58.14
P/E
-4.62
EV/Sales
5.09
Sector
Electrical Equipment
Category
growth
The Shovel Salesman of the Shovel Salesmen
TE: Pivoted from battery to solar manufacturing, acquired 5GW Texas facility from Trina for $621M. Targeting AI/data center power demand surge with vertically integrated US supply chain. IRA tailwinds, $75M Nextracker deal, 1.7GW 2025 offtake coverage. Bull case on domestic content advantage vs Asian imports, positioning as shovel seller for AI boom.
Read full article (6 min)