Market Cap
$1.1B
TE
T1 Energy Inc.
$3.92 ▲ +5.09%
Prev close $3.73Market cap$1.1B
ConsensusStrong Buy
12-mo target$8.78 (+123.9%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Semiconductors
Snapshot
The big-picture read on TE right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$1.5B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $190.3M sell
Insider Net $
-$190.3M
Social Sentiment
55° Neutral
SEC Reports
16
Press Releases
6
Price chart 30d -13.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 12, 2026 SEC Short Volume: TE — 62.2% short (5.0M / 8.1M)
Short: 5,022,972 | Exempt: 10,862 | TRF Vol: 8,081,484 | Short Ratio: 62.2% | Off-exchange volume (d
T1 Energy reported Q2 2026 results that were largely in line with the preliminary numbers released two weeks prior, with
8-K — Impact 6/10
T1 Energy (TE) reported Q2 2026 results with total net sales of $250.1M, a net loss of $(0.16)/share, and Adjusted EBITD
PRESS-RELEASE — Impact 6/10
T1 Energy entered into note purchase agreements for a $120M private placement of 4.75% convertible senior notes due 2031
8-K — Impact 7/10
Jul 29, 2026 Insider
Munro Andrew surrendered for taxes 38,989 shares
Chief Legal & Policy Officer @ $3.72 ($145.0K)
Jul 29, 2026 Insider
Munro Andrew acquired via exercise 100,000 shares
Chief Legal & Policy Officer @ $3.72 ($372.0K)
Jul 29, 2026 Insider
Gualy Jaime Eduardo surrendered for taxes 29,383 shares
Chief Operating Officer @ $3.72 ($109.3K)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
26,185,723 shares ($248.2M)
Analyst ratings buy % -5.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | JP Morgan | INITIATE | Neutral | 55% |
| Aug 12, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Jul 28, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 17, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Jun 3, 2026 | Northland Capital Markets | INITIATE | Outperform | 51% |
| May 12, 2026 | Needham | REITERATE | Buy | 50% |
| May 12, 2026 | BTIG | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Jun 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% |
Price targets
Where 9 covering analysts think TE trades over the next 12 months.
$8.78 +123.9% upside Strong Buy
Current$3.92 Low$5.00 Median$9.00 High$16.00 9 analysts
$5.00$16.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +13.6%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
55°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 2 bullish, 2 bearish, 4 mixed, 8 neutral · avg impact 4.8/10.Plus 6 press releases.
MIXED8-K6/10
T1 Energy reported Q2 2026 results that were largely in line with the preliminary numbers released t
Aug 12, 2026
MIXEDPRESS-RELEASE6/10
T1 Energy (TE) reported Q2 2026 results with total net sales of $250.1M, a net loss of $(0.16)/share
Aug 12, 2026
BEARISH8-K7/10
T1 Energy entered into note purchase agreements for a $120M private placement of 4.75% convertible s
Jul 30, 2026
MIXED8-K6/10
T1 Energy acquired foundational TOPCon solar patents and related IP from Evervolt for $135M total co
Jul 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: TE — 62.2% short (5.0M / 8.1M)
Short: 5,022,972 | Exempt: 10,862 | TRF Vol: 8,081,484 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: TE — 58.4% short (10.9M / 18.6M)
Short: 10,884,541 | Exempt: 7,845 | TRF Vol: 18,633,698 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: TE — 1,179,750 shares ($5.4M) failed to deliver
Settlement: 20260914, Price: $4.61, FTD Value: $5,438,647.5, T1 ENERGY INC.
Sep 11, 2026
ftd
FTD: TE — 878,629 shares ($4.0M) failed to deliver
Settlement: 20260911, Price: $4.58, FTD Value: $4,024,120.82, T1 ENERGY INC.
Sep 9, 2026
ftd
FTD: TE — 1,262,402 shares ($6.4M) failed to deliver
Settlement: 20260909, Price: $5.06, FTD Value: $6,387,754.12, T1 ENERGY INC.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.09 | $-0.16–$-0.04 | 75.3% | -3.0% | 0↑ 1↓ | $0.3B | 5 |
| Next Q | $-0.06 | $-0.10–$-0.05 | 84.8% | -3.9% | 0↑ 1↓ | $0.3B | 5 |
| Current FY | $-0.36 | $-0.41–$-0.28 | 70.0% | -4.8% | 0↑ 1↓ | $1.0B | 4 |
| Next FY | $0.11 | $0.04–$0.21 | 130.8% | +15.4% | 0↑ 1↓ | $1.4B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.088 | — |
| 7d ago | $-0.085 | -0.003 |
| 30d ago | $-0.085 | -0.003 |
| 60d ago | $-0.040 | -0.048 |
| 90d ago | $-0.035 | -0.053 |
Institutional ownership
Which big funds own TE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.5B total value (153,741,222 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, Invesco. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,185,723 | $248.2M | 17.0% | ADD +70.1% |
| STATE STREET CORP | 15,561,827 | $147.5M | 10.1% | DOUBLED +140.7% |
| Invesco Ltd. | 11,105,876 | $105.3M | 7.2% | — |
| TWO SIGMA INVESTMENTS, LP | 9,240,988 | $87.6M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,796,698 | $83.4M | 5.7% | — |
| UBS Group AG | 5,081,896 | $48.2M | 3.3% | ADD +50.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,044,054 | $47.8M | 3.3% | — |
| CITADEL ADVISORS LLC | 4,995,804 | $47.4M | 3.3% | DOUBLED +143.9% |
| Situational Awareness LP | 4,900,000 | $46.5M | 3.2% | TRIM -51.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,601,100 | $43.6M | 3.0% | ADD +55.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 15,391,976 | 26,185,723 | +70.1% | $248.2M |
| STATE STREET CORP | DOUBLED | 6,464,239 | 15,561,827 | +140.7% | $147.5M |
| UBS Group AG | ADD | 3,382,194 | 5,081,896 | +50.3% | $48.2M |
| CITADEL ADVISORS LLC | DOUBLED | 2,048,183 | 4,995,804 | +143.9% | $47.4M |
| Situational Awareness LP | TRIM | 10,000,000 | 4,900,000 | -51.0% | $46.5M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 11,858,306 | 4,212,906 | -64.5% | $39.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,367,542 | 3,789,797 | +60.1% | $35.9M |
| BARCLAYS PLC | DOUBLED | 1,285,806 | 3,626,766 | +182.1% | $34.4M |
| FIRST TRUST ADVISORS LP | DOUBLED | 466,017 | 3,175,151 | +581.3% | $30.1M |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 2,586,348 | — | $24.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 44 transactions. Net -$190.3M — $0.00 bought, $190.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Munro Andrew | Chief Legal & Policy Officer | TAX W/H | 38,989 | $3.72 | $145.0K |
| Jul 29, 2026 | Munro Andrew | Chief Legal & Policy Officer | EXERCISE | 100,000 | $3.72 | $372.0K |
| Jul 29, 2026 | Gualy Jaime Eduardo | Chief Operating Officer | TAX W/H | 29,383 | $3.72 | $109.3K |
| Jul 29, 2026 | Gualy Jaime Eduardo | Chief Operating Officer | EXERCISE | 91,600 | — | — |
| Jul 29, 2026 | Gualy Jaime Eduardo | Chief Operating Officer | EXERCISE | 91,666 | $3.72 | $341.0K |
| Jul 2, 2026 | Hammond Robert O. | Director | AWARD | 33,375 | — | — |
| Jul 2, 2026 | Manners David J. | Director | AWARD | 22,695 | — | — |
| Jul 2, 2026 | Strine Jessica Wirth | Director | AWARD | 22,695 | — | — |
| Jul 2, 2026 | Matrai Balazs Peter | Director | AWARD | 22,695 | — | — |
| Jul 2, 2026 | Steingart Daniel | Director | AWARD | 22,695 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TE.
Shares short
66,184,111
Settlement Sep 15, 2026
Change vs prior
-4.9%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈22.5%
Estimate — not % of float
All TE filing & press-release reports (22)
- 8-K reportAug 12, 2026
- PRESS-RELEASE reportAug 12, 2026
- 8-K reportJul 30, 2026
- 8-K reportJul 28, 2026
- 8-K reportJul 28, 2026
- 25-NSE reportJul 10, 2026
- 8-K reportJul 3, 2026
- PRESS-RELEASE reportJun 18, 2026
- 8-K reportJun 17, 2026
- 8-K reportJun 8, 2026
- PRESS-RELEASE reportJun 3, 2026
- 8-K reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- PRESS-RELEASE reportMay 7, 2026
- 10-K/A reportApr 30, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 21, 2026
- 8-K reportApr 17, 2026
- PRESS-RELEASE reportApr 15, 2026
- PRESS-RELEASE reportApr 14, 2026
- PRESS-RELEASE reportMar 31, 2026
- PRESS-RELEASE reportMar 23, 2026