
TE Stock Forecast & Price Target
TE Analyst Ratings
Bulls say
T1 Energy Inc. has maintained its 2025 guidance, contributing to a 5% increase in stock value as of March 17, 2025, driven by increased shipment growth projections of approximately 25% CAGR through 2028. The company's anticipated improvement in gross margins, projected to rise from around 25.6% to 36.9% by 2028, highlights its potential for enhanced profitability as it establishes in-house cell manufacturing. Additionally, the significant forecasted load growth in the U.S. electricity demand, which is expected to increase seven-fold to 166GW, showcases the favorable macroeconomic environment that could further benefit T1 Energy's market position.
Bears say
T1 Energy Inc. is experiencing significant financial challenges, reflected in a quarterly decline in adjusted EBITDA from $1.0 million in Q2'25 to -$14.6 million in Q3'25, alongside a worsening EPS that fell from -20 cents to -81 cents during the same period. The outlook remains negative due to potential tariff risks impacting U.S. module sales, exacerbated by lower-than-expected global demand for solar modules, which could lead to weaker average selling prices and may cause substantial oversupply in the market. Additionally, the company's reliance on the spot polysilicon market heightens the risk of margin contraction if polysilicon prices do not decrease proportionately with module prices, further straining financial performance.
This aggregate rating is based on analysts' research of T1 Energy Inc and is not a guaranteed prediction by Public.com or investment advice.
TE Analyst Forecast & Price Prediction
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