T1 Energy Inc. (TE)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $110.6M net income over the last four reported quarters, up from $42.7M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 5 sells worth $190.3M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 4 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 88.9% in a year and 18 offering-related filings. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts7
- Implied upside+105.8%
- Target range$7.00 to $16.00
- EPS expected-$0.10
- A year ago-$0.21
- Revenue expected$198.8M +50%
TE closed at $4.96 on Aug 27, up 33.3% since Jul 29. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 30% of the 52-week range ($1.65 to $12.04).
Insider buying and selling at T1 Energy Inc. (TE)
The most recent Form 4 on record for T1 Energy Inc. (TE) is May 21, 2026, when Solar (SCHWEIZ) Ag Trina, 10% owner, sold $190.3M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Solar (SCHWEIZ) Ag Trina · 10% owner | Sell | $190.3M | May 21, 2026 | Own call |
| Tore Ivar Slettemoen · Director | Sell | $1.5M | September 22, 2025 | Own call |
| Tore Ivar Slettemoen · Director | Sell | $392,485 | September 11, 2025 | Own call |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | August 28, 2026 | CURRENT REPORT |
| 424B7 | August 28, 2026 | PROSPECTUS SUPPLEMENT |
| 4/A | August 26, 2026 | PRIMARY DOCUMENT |
| SCHEDULE 13G | August 19, 2026 | View on EDGAR |
| 10-Q | August 12, 2026 | 10-Q |
| 8-K | August 12, 2026 | CURRENT REPORT |
| 8-K | August 7, 2026 | CURRENT REPORT |
| 424B7 | August 7, 2026 | PROSPECTUS SUPPLEMENT |
T1 Energy news
All 12 articles
Millennium Management raises T1 Energy (TE) stake to 5.5% after buying the July crash
Millennium Management's stake in T1 Energy (TE) hit 5.5% on Aug. 14, two weeks after a filing showed it had dipped to 4.4%. Here's what the SEC paperwork actually shows, and what it doesn't.
Why T1 Energy (TE) stock is surging on the polysilicon tariff (Aug. 6, 2026)
The White House said Trump will impose a 15% tariff and minimum import prices on polysilicon and its derivatives. T1 Energy (TE) round-tripped a 15% spike, then rose after hours on the confirmation.
T1 Energy (TE) jumped 19% on a 641 MW Clearway order. First Solar (FSLR) rose 10% the same day.
T1 Energy closed up 18.7% Monday after signing Clearway for 641 MW of solar modules. Solar stocks rallied across the board behind First Solar's earnings beat.
T1 Energy raised its Austin solar fab budget 20% and blamed the Texas data center boom (TE)
The Austin solar cell fab's phase one estimate went from $425 million to $510 million and first production slipped a quarter. T1 named the Texas data center construction market as the reason. A second filing the same morning disclosed a $135 million purchase of the TOPCon patents Trina Solar owned until December.
Solar stocks fell again Friday, July 24. T1 Energy (TE) is down 58% since June 2, Enphase (ENPH) 49% and First Solar (FSLR) 36%
The Invesco Solar ETF closed 31% below its May 29 record. Enphase and SolarEdge have lost close to half their value since June 2. The July 4 construction deadline, the expired 25D homeowner credit and a pending Section 232 polysilicon ruling are the drivers.
T1 Energy (TE) is down today while tech rallies. Here's why I added to my position anyway.
T1 Energy (TE) fell about 1% today while the Nasdaq and tech sector rallied. Short interest is high, a Fuzzy Panda short report is still unresolved, and there's unconfirmed chatter on X that Leopold Aschenbrenner sold his stake. I added to my position yesterday anyway. Here's why.
T1 Energy (TE) leads a solar stock rally on a looming Chinese inverter ban
T1 Energy (TE) jumped alongside Nextracker, Shoals Technologies and JinkoSolar this week as solar stocks rallied on a Reuters report that Washington is moving to ban Chinese-made power inverters. Leopold Aschenbrenner's fund has a small stake in T1, too.
Articles that mention T1 Energy without it being the main subject.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
Frequently asked questions
When does TE report earnings?
T1 Energy Inc. (TE) is scheduled to report quarterly results on November 12, 2026 (estimated). The 2-analyst consensus is -$0.10 per share on revenue of $198.8M for the quarter ended June 30, 2026, against -$0.21 and $132.8M a year earlier. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for TE?
7 analysts cover T1 Energy Inc. (TE). The consensus rating is Strong buy. The average price target is $9.86, in a range of $7.00 to $16.00.
Are insiders buying or selling TE?
We track Form 4 filings for T1 Energy Inc. (TE). The activity listed on this page shows 3 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see TE SEC filings?
Recent filings are listed on this page, newest first. The latest is an 8-K filed August 28, 2026.