FTCI
FTC Solar, Inc.
$4.49
-3.54%
$74.6M
No data for this timeframe.
Vol
Market Cap$74.6M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders5 funds
Inst. Value$5.3M
Inst. Activity3 buys / 1 sells
Insider Activity4B / 0S
Insider Net $$145.4K
SEC Reports6
Press Releases2
Recent Activity
May 12, 2026
SEC
Three FTC Solar insiders, including the new CEO Anthony Carroll, made open-market purchases totaling $135K in the week f
CLUSTER — Impact 5/10
May 7, 2026
SEC
Two FTC Solar insiders (CEO and a director) made open-market purchases totaling ~$125K over a 7-day window, representing
CLUSTER — Impact 3/10
May 7, 2026
Insider
ALVAREZ ANTONIO R bought 2,500 shares
Director @ $4.23 ($10.6K)
May 6, 2026
Insider
SADASIVAM SHAKER bought 27,025 shares
Director @ $3.70 ($100.0K)
May 6, 2026
Insider
Carroll Anthony bought 7,250 shares
Chief Executive Officer @ $3.43 ($24.9K)
May 5, 2026
SEC
FTC Solar reported Q1 2026 revenue of $17.3M, down 17% YoY and below the $20M-$25M guidance range, with GAAP net income
8-K — Impact 7/10
Inst.
BANK OF AMERICA CORP — DOUBLED
39,213 shares ($427.8K)
Inst.
RENAISSANCE TECHNOLOGIES LLC — NEW
33,600 shares ($366.6K)
Price Targets
$10.25
+128.0% upside
Strong Buy
Current $4.50
Low $5.00
Median $8.00
High $20.00
4 analysts
$5.00
$20.00
Analyst Ratings
2Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Mar 6, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Jan 7, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.29 ▼ -47.4% | $-0.39 — $-0.19 | 66% YoY | 2 |
| Next Q | $-0.08 ▼ -1666.4% | $-0.24 — $0.08 | 77% YoY | 2 |
| Current FY | $-0.79 ▼ -53.9% | $-1.20 — $-0.39 | 63% YoY | 2 |
| Next FY | $0.04 ▼ -90.7% | $-0.47 — $0.55 | 105% YoY | 2 |
Latest Reports
MIXED
CLUSTER
5/10
Three FTC Solar insiders, including the new CEO Anthony Carroll, made open-market purchases totaling $135K in the week f
May 12, 2026
NEUTRAL
CLUSTER
3/10
Two FTC Solar insiders (CEO and a director) made open-market purchases totaling ~$125K over a 7-day window, representing
May 7, 2026
BULLISH
Press
7/10
FTC Solar announced a five-year, 1,000MW expansion to its solar tracker supply agreement with Strata Clean Energy, build
Mar 10, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.4M | — |
| BANK OF AMERICA CORP | $427.8K | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $366.6K | NEW |
| MORGAN STANLEY | $125.1K | DOUBLED |
| WELLS FARGO & COMPANY/MN | $10.3K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 7, 2026 | ALVAREZ ANTONIO | BUY | $10.6K |
| May 6, 2026 | SADASIVAM SHAKER | BUY | $100.0K |
| May 6, 2026 | Carroll Anthony | BUY | $24.9K |
| May 6, 2026 | ALVAREZ ANTONIO | BUY | $9.9K |
| May 4, 2026 | Carroll Anthony | A | $0.00 |
5 institutional holders with $5.3M total value (489,165 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, RENAISSANCE. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 403,937 | $4.4M | 82.6% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 39,213 | $427.8K | 8.0% | DOUBLED +150719.2% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 33,600 | $366.6K | 6.9% | NEW |
| 4 | MORGAN STANLEY | 11,471 | $125.1K | 2.3% | DOUBLED +2942.7% |
| 5 | WELLS FARGO & COMPANY/MN | 944 | $10.3K | 0.2% | TRIM -34.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 26 | 39,213 | +150719.2% | $427.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 33,600 | — | $366.6K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 377 | 11,471 | +2942.7% | $125.1K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 14,290 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | TRIM | 22,656 | 8,813 | -61.1% | $62.1K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 207 | 26 | -87.4% | $183.00 | 2025-Q3 |
| UBS Group AG | TRIM | 38,558 | 22,656 | -41.2% | $102.6K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 1,592 | 1,050 | -34.0% | $4.8K | 2025-Q2 |
| UBS Group AG | TRIM | 54,624 | 38,558 | -29.4% | $110.7K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 14,285 | — | $41.0K | 2025-Q1 |
| MORGAN STANLEY | NEAR_EXIT | 4,218 | 377 | -91.1% | $1.1K | 2025-Q1 |
| UBS Group AG | ADD | 38,434 | 54,624 | +42.1% | $301.0K | 2024-Q4 |
| MORGAN STANLEY | NEW | — | 4,218 | — | $23.2K | 2024-Q4 |
| UBS Group AG | EXIT | 38,434 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 185,207 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | EXIT | 2,271,881 | 0 | -100.0% | $0.00 | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | EXIT | 19,404 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | TRIM | 4,352,459 | 2,271,881 | -47.8% | $1.5M | 2024-Q3 |
3 unique insiders with 4 transactions. Net insider value: $145.4K ($145.4K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | ALVAREZ ANTONIO R | Director | BUY | 2,500 | $4.23 | $10.6K |
| May 6, 2026 | SADASIVAM SHAKER | Director | BUY | 27,025 | $3.70 | $100.0K |
| May 6, 2026 | Carroll Anthony | Chief Executive Officer | BUY | 7,250 | $3.43 | $24.9K |
| May 6, 2026 | ALVAREZ ANTONIO R | Director | BUY | 2,500 | $3.98 | $9.9K |
| May 4, 2026 | Carroll Anthony | Chief Executive Officer | A | 400,000 | $0.00 | $0.00 |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 1 mixed, 2 neutral. Avg impact: 5.2/10.
MIXED
CLUSTER
5/10
Three FTC Solar insiders, including the new CEO Anthony Carroll, made open-market purchases totaling
May 12, 2026
NEUTRAL
CLUSTER
3/10
Two FTC Solar insiders (CEO and a director) made open-market purchases totaling ~$125K over a 7-day
May 7, 2026
BEARISH
8-K
7/10
FTC Solar reported Q1 2026 revenue of $17.3M, down 17% YoY and below the $20M-$25M guidance range, w
May 5, 2026
BEARISH
PRESS-RELEASE
7/10
FTC Solar reported Q1 2026 revenue of $17.3M, down 17% YoY and below guidance of $20-25M, with a GAA
May 5, 2026
NEUTRAL
10-K/A
2/10
FTC Solar filed Amendment No. 1 to its 10-K solely to add Part III information (directors, executive
Apr 28, 2026
BULLISH
8-K
7/10
FTC Solar reported strong Q4 2025 results with revenue of $32.9 million, up 148.9% year-over-year an
Mar 5, 2026
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 2 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$10.25 mean target
+128.0% upside
Strong Buy (3.00)
$5.00 Low
$20.00 High
| Metric | Value |
|---|---|
| Current Price | $4.50 |
| Target Low | $5.00 |
| Target Mean | $10.25 |
| Target Median | $8.00 |
| Target High | $20.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.29 | $-0.39 | $-0.19 | 66.4% | -47.4% | — | $0.0B | 45.7% | 2 |
| Next Q 2026-09-30 |
$-0.08 | $-0.24 | $0.08 | 77.2% | -1666.4% | — | $0.0B | 76.1% | 2 |
| Current FY 2026-12-31 |
$-0.79 | $-1.20 | $-0.39 | 62.7% | -53.9% | — | $0.1B | 40.1% | 2 |
| Next FY 2027-12-31 |
$0.04 | $-0.47 | $0.55 | 105.1% | -90.7% | 0↑ 2↓ | $0.2B | 47.9% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.289 | |
| 7d ago | $-0.202 | -0.086 |
| 30d ago | $-0.196 | -0.093 |
| 60d ago | $-0.099 | -0.190 |
| 90d ago | $-0.055 | -0.233 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jan 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings
FTC Solar Announces First Quarter 2026 Financial Results and Leadership Transition
<p align="center"><strong>First Quarter Highlights and Recent Developments </strong> </p>
May 5, 2026
short_volume
Short Volume: FTCI — 76.5% short (0.4M / 0.6M)
Short: 446,234 | Exempt: 91,195 | TRF Vol: 583,129 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
FTCI Q1 2026 Earnings Before Market Open — 2026-05-05
Apr 29, 2026
earnings_calendar
FTCI Q1 2026 Earnings Before Market Open — 2026-04-29
Mar 12, 2026
other
FTC Solar to Participate in Upcoming Investor Conferences
<p>AUSTIN, Texas, March 12, 2026 (GLOBE NEWSWIRE) -- FTC Solar, Inc. (Nasdaq: FTCI), a leading provider of solar tracker systems, software and engin
Mar 10, 2026
contract
FTC Solar Announces 1,000MW Expansion to Tracker Supply Agreement with Strata Clean Energy
After seeing meaningful labor efficiencies and cost savings using FTC Solar trackers, Strata has tripled its tracker supply agreement with FTC.
Mar 5, 2026
earnings
FTC Solar Announces Fourth Quarter 2025 Financial Results
Fourth Quarter Highlights and Recent Developments <pre>Fourth Quarter Highlights and Recent Developments</pre>
Mar 5, 2026
earnings_calendar
FTCI Q4 2025 Earnings After Market Close — 2026-03-05