TE T1 Energy Inc.
Price Chart
Executive Summary
T1 Energy reported record Q4 2025 net sales of $358.5 million and a narrower net loss of $190.0 million, driven by strong production at G1_Dallas. The company advanced construction of its G2_Austin solar cell fab and secured $350 million in remaining capital needs, while maintaining 2026 production guidance of 3.1–4.2 GW and long-term Adjusted EBITDA targets of $650–700 million annually upon full integration.
Key Financial Metrics
Actionable Insight
Traders should monitor T1’s ability to secure the remaining $350 million for G2_Austin and navigate regulatory uncertainties around polysilicon sourcing. While operational momentum is building, continued losses and reliance on future financing introduce execution risk.
Key Facts
- Record Q4 2025 net sales of $358.5 million on 1.13 GW of module production at G1_Dallas
- Net loss attributable to common stockholders was $190.0 million in Q4 2025, improved from $367.2 million in Q4 2024
- Full-year 2025 net loss was $380.8 million, compared to $450.2 million in 2024
- Cash, cash equivalents, and restricted cash totaled $270.8 million as of December 31, 2025
- Remaining capital required for Phase 1 of G2_Austin is approximately $350 million
- Maintained 2026 production guidance of 3.1–4.2 GW and 2027 Adjusted EBITDA run-rate guidance of $375–$450 million
Financial Impact
Revenue increased significantly to $358.5M in Q4, but company still reported a net loss. Cash position improved to $270.8M, supporting near-term construction funding needs.
Risk Factors
- Failure to close remaining $350M financing for G2_Austin on time
- Regulatory risk from potential adverse outcome in U.S. Secretary of Commerce’s Section 232 investigation
- Continued net losses and negative Adjusted EBITDA despite revenue growth
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3265233 |
Track record builds as more directional reports settle.
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May 12, 2026
8d ago
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Press Release
| $5.85 $7.00 | ▲ +19.66% | ▲ +19.58% | $8.70 (+48.72%) |
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May 7, 2026
13d ago
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Press Release
| $5.15 $5.61 | ▲ +8.93% | ▲ +7.43% | $8.70 (+68.93%) |
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Apr 15, 2026
5w ago
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Press Release
| $5.34 $5.39 | ▲ +0.94% | ▼ −0.70% | $8.70 (+62.92%) |
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Apr 14, 2026
5w ago
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Press Release
| $4.86 $5.09 | ▲ +4.73% | ▲ +3.34% | $8.70 (+79.01%) |
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Mar 31, 2026
7w ago
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Press Release
| $4.39 $4.17 | ▼ −5.01% | ▼ −8.96% | $8.70 (+98.18%) |
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Mar 23, 2026
8w ago
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Press Release
| $6.84 $5.62 | ▼ −17.84% | ▼ −14.27% | $8.70 (+27.19%) |
US Market Status
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