Added to YB: 2026-02-05
Pitch date: 2026-02-03
TOYO [bullish]
TOYO Co., Ltd.
+7.47%
current return
Author Info
No bio for this author
Company Info
TOYO Co., Ltd. engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.
Market Cap
$342.6M
Pitch Price
$9.50
Price Target
50.00 (+436%)
Dividend
N/A
EV/EBITDA
20.10
P/E
14.27
EV/Sales
2.62
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TOYO Solar: Made-in-USA Modules, Explosive Growth, and a Broken Valuation
TOYO (new position): Solar co trading at 2x 2027 EPS ($3.61) vs $7-8 share price. 82% insider owned, <20% float. Guidance: $375-400M 2025 rev (+112-126% YoY), $39-45M net income. US polysilicon→Ethiopia processing→Texas assembly strategy targets $0.07/watt 45X credits. Risk: convoluted structure, FEOC compliance uncertainty.
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