Added to YB: 2026-01-02
Pitch date: 2025-12-22
TE [neutral]
T1 Energy Inc.
+18.48%
current return
Author Info
No bio for this author
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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
$7.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
-37.30
P/E
-4.41
EV/Sales
2.88
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Portfolio Update - December 2025 & Conclusion for the Stock Market Year 2025 - New Position: T1 Energy Inc.
TE (holding update): Former battery co pivoted to solar, acquired 5GW Texas facility for $621M. $75M Nextracker steel frame contract validates strategy. Positioned for AI data center energy boom via domestic solar+storage supply chain. IRA incentives favor US manufacturing. Planning 5GW cell factory to close supply gap.
Read full article (6 min)