
TE Stock Forecast & Price Target
TE Analyst Ratings
Bulls say
T1 Energy Inc. has maintained its 2025 guidance, prompting a significant increase in stock price, driven by expected shipments growing at a 25% compound annual growth rate (CAGR) through 2028. The company's transition to in-house cell manufacturing is projected to improve margins significantly, potentially reaching 40%, while gross margins are forecasted to rise from approximately 25.6% in 2026 to about 36.9% by 2028. Additionally, the dramatic increase in the five-year load growth forecast from 24GW to 166GW reflects robust demand trends fueled by key megatrends such as AI investments and electrification, further supporting T1 Energy's positive outlook.
Bears say
T1 Energy Inc. has reported a significant decline in adjusted EBITDA, falling from $1.0 million in Q2'25 to -$14.6 million in Q3'25, highlighting deteriorating financial performance. Additionally, the company experienced a worsening earnings per share (EPS), dropping from -20 cents to -81 cents during the same period, suggesting increasing operational challenges. The outlook is further complicated by potential tariff risks, lower-than-expected global demand for solar modules, and a slower decrease in polysilicon prices relative to module average selling prices (ASPs), all of which could negatively impact the company’s market positioning and profitability.
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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