T1 Energy

$T1 Energy(TE.US) | BTIG 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗧𝟭 𝗘𝗻𝗲𝗿𝗴𝘆 𝗜𝗻𝗰., raises PT to $𝟵 from $𝟴

Analyst sees US policy supporting domestic module demand and pricing, though 2026 remains a transition year.

🚨 Pre-market buzz!

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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $T1 Energy(TE.US) T1 Energy Previews Q2 Results, Raises Austin Plant Capex to $𝟱𝟭𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝟭 𝗘𝗻𝗲𝗿𝗴𝘆 expects a Q2 net loss of $𝟯𝟰–$𝟯𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Q2 sales are projected at approximately $𝟮𝟰𝟱–$𝟮𝟱𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Solar module sales volumes reached approximately 𝟴𝟯𝟱 𝗠𝗪.

➤ Phase 1 Austin solar cell facility capex increased to $𝟱𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ First Austin solar cell production delayed to 𝗤𝟭 𝟮𝟬𝟮𝟳.

➤ T1 acquired Evervolt solar patents and IP for $𝟭𝟯𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Company completed the acquisition of 𝗞𝗢𝗥𝗘 𝗣𝗼𝘄𝗲𝗿, launching the 𝗧𝟭 𝗡𝗥𝗜 brand.

➤ T1 monetized $𝟯𝟵.𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 of 2025 Section 45X tax credits.

➤ Unrestricted cash totaled $𝟳𝟵.𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 as of June 30, 2026.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Higher capex and production delay could pressure near-term execution and cash flow.

➤ Evervolt IP and KORE Power acquisition expand T1's clean energy platform.

➤ Stronger second-half production outlook supports the company's 2026 manufacturing targets.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $T1 Energy(TE.US) T1 Energy's G1_Dallas Solar Module Facility Earns Intertek CEA "A" Rating

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐓𝟏 𝐄𝐧𝐞𝐫𝐠𝐲's 𝟓𝐆𝐖 G1_Dallas facility received an 𝐀 𝐠𝐫𝐚𝐝𝐞 from Intertek CEA.

➤ Assessment reviewed 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐜𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐲, process controls, and quality management practices.

➤ Intertek CEA ranked G1_Dallas among the 𝐭𝐨𝐩 𝐬𝐨𝐥𝐚𝐫 𝐦𝐨𝐝𝐮𝐥𝐞 manufacturing facilities globally.

➤ Peer benchmarking found T1 modules perform on par with 𝐓𝐢𝐞𝐫 𝟏 competitors.

➤ Modules matched industry leaders in 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲, durability, and performance metrics.

➤ An A grade is awarded only to manufacturers demonstrating 𝐡𝐢𝐠𝐡 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 and quality standards.

➤ Rating is a key requirement for selling 𝐓𝟏-𝐛𝐫𝐚𝐧𝐝𝐞𝐝 and warranteed modules.

➤ Cell sourcing risk is mitigated through a 𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐞𝐝 global supplier base.

➤ T1's G2_Austin solar cell facility is currently 𝐮𝐧𝐝𝐞𝐫 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 in Texas.

➤ G2_Austin Phase 1 is expected to provide 𝟐.𝟏𝐆𝐖 annual capacity starting in Q4 2026.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Independent validation may strengthen customer confidence in 𝐓𝟏'𝐬 solar products.

➤ A-grade status supports T1's ability to compete with established 𝐓𝐢𝐞𝐫 𝟏 manufacturers.

➤ Domestic cell production could reduce future 𝐬𝐮𝐩𝐩𝐥𝐲 𝐜𝐡𝐚𝐢𝐧 dependence.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "Receiving an A grade from Intertek CEA is a meaningful independent confirmation of what our team has been building in Texas. We built G1_Dallas to produce modules that customers can rely on for decades to come. This rating reflects that commitment." — 𝐃𝐚𝐧 𝐁𝐚𝐫𝐜𝐞𝐥𝐨, Chairman and CEO of T1 Energy._

$T1 Energy(TE.US) | Bernstein 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐓𝟏 𝐄𝐧𝐞𝐫𝐠𝐲 with a 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐞𝐫𝐟𝐨𝐫𝐦 rating, sets 𝐏𝐓 𝐚𝐭 $𝟗.𝟎𝟎

Analyst avows TE has shifted from batteries to solar modules, but a patent dispute and project execution risks warrant a Market-Perform rating.

It's now been 17 days since Leopold released his newest trades

So far, they've been crushing

Here's the performance since they came out

1. Sandisk $Sandisk(SNDK.US): +33%

2. Nebius Group $Nebius(NBIS.US) (released on May 27th): +6.8%

3. T1 Energy $T1 Energy(TE.US): +57%

4. Bloom Energy $Bloom Energy(BE.US): +8%

5. CorewWeave $Coreweave(CRWV.US): +2%

6. Core Scientific $Core Scientific, Inc.(CORZ.US): +17%

7. Iren $IREN(IREN.US): +20%

8. Applied Digital $ALPD: +9%

9. Riot Platforms $Riot Platforms(RIOT.US): +16%

10. CleanSpark $CleanSpark(CLSK.US): +24%

11. Solaris Energy $Solaris Energy Infrastructure(SEI.US): +2%

12. Bitdeer Tech $Bitdeer Tech(BTDR.US): +46%

13. Keel Infrastructure $Keel Infrastructure(KEEL.US): +43%

Pretty insane numbers.

🚨 Pre-market buzz!

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