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10-K/A ·Filed Apr 28, 2026

FTCI

FTC Solar, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed6mo ago SEC0001213900-26-048610
Amended annual report (potential restatement)
Actionable Insight • Neutral

Routine administrative filing with no trading implications. Monitor the original 10-K for any forward-looking commentary on revenue or guidance. The lack of a proxy statement may indicate cost-saving measures or governance delays, but no immediate action required.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
FTCI ▼ -36.21% at T+60d
NEUTRAL call -36.21% · α vs SPY -40.32% · entry $4.64 → $2.96
Entry = T+0 close
Apr 28, 2026
via day close
T+1d
0.00%
call 0.00% · α -1.02%
$4.64
settled 6mo ago
T+5d
-25.65%
call -25.65% · α -28.76%
$3.45
settled 6mo ago
T+20d
+16.38%
call +16.38% · α +10.92%
$5.40
settled 5mo ago
T+60d
-36.21%
call -36.21% · α -40.32%
$2.96
settled 3mo ago

Price Chart

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Executive Summary

FTC Solar filed Amendment No. 1 to its 10-K solely to add Part III information (directors, executive compensation, security ownership, related transactions, and auditor fees) that was omitted from the original 10-K because the company will not file a proxy statement within 120 days. No financial restatements, error corrections, or other material changes were made. The amendment has no impact on the company's reported financial position or operations.

Key Facts

  • Amendment adds Items 10-14 (directors, compensation, ownership, related party transactions, auditor fees) to the original 10-K for fiscal year 2025.
  • No financial restatements, error corrections, or changes to previously filed financial statements.
  • No changes to auditor (BDO USA, P.C.) or any going concern language.
  • CEO Yann Brandt received total compensation of $4,630,620 in 2025, consisting of salary, bonus, and stock awards.
  • No bonus payments were made to employees for 2025 based on Critical Success Factors; only sign-on bonuses were paid to CEO.
  • Related party transaction: Master supply agreement with Recurrent Energy (David Springer, director, is COO) but no revenue recognized to date.
  • Auditor fees for 2025: $905k audit fees, $13k other fees, total $918k.

Financial Impact

No material financial impact; amendment adds governance and compensation disclosures only.

Risk Factors

  • No new risks identified; original 10-K disclosures remain unchanged.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
80% bullish (10 analysts)

Investment Themes

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
10-K/A Filing (Primary)0001213900-26-048610
Document: ea028796901ex31-4.htm0001213900-26-048610
Document: ea028796901ex31-3.htm0001213900-26-048610
Document: 0001213900-26-048610-index-headers.html0001213900-26-048610
Document: 0001213900-26-048610-index.html0001213900-26-048610
Document: 0001213900-26-048610.txt0001213900-26-048610
20 reports for FTCI
Performance horizon
100% Hit rate @ T+60 5 of 5 directional calls Went positive at some point 9 of 10 best @ T+60▲ +23.77%May 5, 2026
Filters
Rows
Reports for FTCI — sortable, filterable
TypeNow
Oct 19, 2026
7d ago
DEFA14A
NEUTRAL ★ 4/10
$1.45awaiting T+60—$1.30 (−10.34%)
Oct 19, 2026
7d ago
DEF 14A
NEUTRAL ★ 5/10
$1.45awaiting T+60—$1.30 (−10.34%)
Oct 9, 2026
17d ago
8-K
NEUTRAL ★ 2/10
$1.83awaiting T+60—$1.30 (−28.96%)
Oct 5, 2026
22d ago
8-K
BEARISH ★ 6/10
$1.94awaiting T+60—$1.30 (+32.99%)
Sep 29, 2026
27d ago
Press Release
NEUTRAL ★ 4/10
$2.15awaiting T+60—$1.30 (−39.53%)
Sep 1, 2026
8w ago
Insider Cluster
BULLISH ★ 7/10
$2.30awaiting T+60—$1.30 (−43.48%)
Aug 31, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$2.30awaiting T+60—$1.30 (−43.48%)
Aug 28, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$2.55awaiting T+60—$1.30 (−49.02%)
Aug 19, 2026
9w ago
EFFECT
BEARISH ★ 6/10
$2.24awaiting T+60—$1.30 (+41.96%)
Aug 5, 2026
11w ago
8-K
MIXED ★ 6/10
$2.95awaiting T+60—$1.30 (−55.93%)
Showing 10 of 20

US Market Status

Market Closed — Opens in 26m

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Report published Apr 28, 2026