FTCI

FTC Solar, Inc.

Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001828161 Clean & Renewable Energy Semiconductors

$1.30 −0.18 (−12.16%)

Oct 26 4:00 PM ET · prev $1.48

Market cap

$26.7M

Nano cap

Consensus

Buy

90% Buy or better · 10 analysts

Median target

$7.00

+438% · range $3.60–20.00

Next earnings

Nov 10

in 15 days · EPS est. −$0.33

1 year

−85.6%

from $9.03 · Oct 27

30 days

−45.4%

from $2.38

52-week range

$1.30–12.50

at the low

Avg volume 20D

335.8K

Sep 29 spike 1.57M

Short interest

1.31M

≈7.9% of shares · −8.9%

Days to cover

1.9

at average volume

Insider net

+$634.7K

3 buyers · 0 sellers · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

SecBot read MIXED 11 reports · 90 days

Balance 2 bearish · 3 bullish · 2 mixed · 4 neutral oldest → newest, height = score

Avg score

·High conf. 7/11 ·Next Earnings date, Nov 10, 2026

Strongest NEUTRAL FTC Solar's 2026 DEF 14A proxy statement schedules three items for the November 30 annual meeting: election…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Mar 5 FTC Solar reported strong Q4 2025 results with revenue of $32.9 mill…
B May 6 to May 7 2 days of insider buys: $145.4K by 3 insiders, avg $3.70
R Aug 19 FTC Solar's S-1 registration statement (File No. 333-298205) became…
B Aug 25 to Aug 28 4 days of insider buys: $489.3K by 2 insiders, avg $2.46
X Aug 31 Short interest jumps 29.7% to 1.52M
R Sep 1 FTC Solar director Shaker Sadasivam purchased $438K worth of shares…
A Sep 18 UBS upgrades
R Oct 5 FTC Solar entered into a Third Amendment and Limited Waiver to its C…

Signal stack

Where each data set points today.

InsidersBULLISH

3 insiders bought $634.7K at an average $2.67. No open-market sales. Price is 51% below their cost.
InstitutionsMIXED

Q2 2026: 4 added (0 new), 3 trimmed or exited.
AnalystsBULLISH

9 of 10 rate it Buy or better. Every target is above the price.
EstimatesFALLING

Current-quarter EPS estimate −$0.163 → −$0.329 over 90 days. 1 up, 0 down in 30 days.
Short sellersSTEADY

Short interest −8.9% to 1.31M shares. 1.9 days to cover, ≈7.9% of shares.
TrendDOWNTREND

38% below its 50-day average. New closing low $1.30 on Oct 26.
SocialQUIET

No Reddit mentions this week. Last mention Oct 16.

Who's buying

13F· Q2 2026

new positions

exits

Fund	Move	Shares	Value
MARSHALL WACE, LLP	TRIM	48,281	$245.3K
MORGAN STANLEY	DOUBLED	41,460	$210.6K
Squarepoint Ops LLC	TRIM	28,013	$142.3K
NORTHERN TRUST CORP	ADD	26,575	$135.0K
GOLDMAN SACHS GROUP INC	TRIM	14,131	$71.8K
BARCLAYS PLC	DOUBLED	242	$1.2K
GROUP ONE TRADING LLC	DOUBLED	200	$1.0K
MARSHALL WACE, LLP	ADD	103,608	$391.6K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

10 analysts

Buy 90% rate it Buy or better

Strong Buy2Buy7Hold1Sell0Strong Sell0

12-month targets · 3 analysts

$1.30 $3.60 $7.00 $20.00

Price is below the lowest target. Median implies +438%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Sep 18, 2026	UBS UPGRADE	UPGRADE	Buy
Aug 12, 2026	Roth Capital MAINTAIN	MAINTAIN	Buy
May 6, 2026	TD Cowen MAINTAIN	MAINTAIN	Buy

Insider ledger

Form 4

$634.7K

bought · 3 insiders

sold · 0 insiders

−51.3%

vs their $2.67 cost

Date	Insider	Type	Value
Oct 22, 2026	Carroll Anthony Chief Executive Officer	AWARD	7,184 sh
Oct 22, 2026	ALVAREZ ANTONIO R Director	AWARD	31,111 sh
Oct 22, 2026	SADASIVAM SHAKER Director	AWARD	48,889 sh
Oct 22, 2026	Springer David Director	AWARD	22,222 sh
Oct 22, 2026	Chatila Ahmad R Director	AWARD	22,222 sh
Oct 22, 2026	Barahona Pablo Director	AWARD	26,667 sh
Aug 28, 2026	SADASIVAM SHAKER Director	BUY	$271.9K
Aug 27, 2026	SADASIVAM SHAKER Director	BUY	$93.0K

Earnings setup

Estimates

Nov 10

reports in 15 days

−$0.33

EPS estimate, this quarter

−102%

estimate change, 90 days

1↑ 0↓

revisions, 30 days

Current-quarter EPS estimate

−$0.163

90d

−$0.360

60d

−$0.360

30d

−$0.379

−$0.329

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	-$0.33	-$0.33–-$0.33	+8.7%	$33.7M
Next Q	🔒 Fresh data, subscribers only
Current FY	-$1.98	-$2.32–-$1.63	-3.6%	$137.6M
Next FY	🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026

1,306,419

shares short

-8.9%

vs prior settlement

1.9

days to cover

≈7.9%

of shares outstanding

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 22, 2026 Insider

Carroll Anthony was granted 7,184 shares

Chief Executive Officer

Oct 22, 2026 Insider

ALVAREZ ANTONIO R was granted 31,111 shares

Director

Oct 22, 2026 Insider

SADASIVAM SHAKER was granted 48,889 shares

Director

Oct 19, 2026 SEC

FTC Solar filed a DEFA14A (additional definitive proxy soliciting material) on October 19, 2026, providing the notice…

DEFA14A — Impact 4/10

Oct 19, 2026 SEC

FTC Solar's 2026 DEF 14A proxy statement schedules three items for the November 30 annual meeting: election of three…

DEF 14A — Impact 5/10

Oct 9, 2026 SEC

FTC Solar filed an 8-K to announce its 2026 Annual Meeting will be held on November 30, 2026, a delay of more than 60…

8-K — Impact 2/10

Sep 29, 2026 Press

FTC Solar, along with Linxon and Hitachi Energy, signed a non-binding MoU to jointly pursue utility-scale solar and…

Impact 4/10

Sep 29, 2026 Contract

Linxon, Hitachi Energy and FTC Solar Announce Strategic Collaboration to Accelerate Utility-Scale Renewable Energy and Grid Infrastructure Development

RALEIGH, N.C., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Linxon, Hitachi Energy and FTC Solar (Nasdaq: FTCI

Catalysts

Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.

Upcoming

Nov 10, 2026

Earnings date

FTCI Q3 2026 Earnings Before Market Open — 2026-11-10

Recent

Sep 29, 2026

Contract

Linxon, Hitachi Energy and FTC Solar Announce Strategic Collaboration to Accelerate Utility-Scale Renewable Energy and Grid Infrastructure Development

RALEIGH, N.C., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Linxon, Hitachi Energy and FTC Solar (Nasdaq: FTCI) today announced the signing of a Memorandum of…