Added to YB: 2025-12-26
Pitch date: 2025-12-23
TE [bullish]
T1 Energy Inc.
+21.11%
current return
Author Info
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Company Info
T1 Energy Inc. provides energy solutions for solar modules and cells in the United States, Norway and internationally.
Market Cap
$2.0B
Pitch Price
$7.20
Price Target
39.00 (+347%)
Dividend
N/A
EV/EBITDA
-37.30
P/E
-4.41
EV/Sales
2.88
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Quick post on T1 Energy Inc.
TE: Solar manufacturer w/ G1 Dallas facility ramping Q2 2025 turning cash flow positive. G2 facility w/ domestic cells starting 2026. EBITDA proj: $25-50M (2025) to $650-700M (2027/28). At First Solar's 13.5x multiple = $8.8-9.5B vs current $1.8B = 390-428% upside. Execution risk remains.
Read full article (1 min)