---
title: "T1 Energy Stock Is Soaring Monday: What's Going On?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294713737.md"
description: "T1 Energy (NYSE: TE) stock surged over 13% on Monday following the announcement of a strategic agreement to supply Clearway Energy Group with 641 MW of U.S.-made solar modules. The deal supports T1's goal of establishing a traceable domestic solar supply chain amid trade uncertainties. While the stock jumped, technical indicators remain mixed, and analysts maintain a consensus Buy rating with an average price target of $10."
datetime: "2026-08-03T15:17:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294713737.md)
  - [en](https://longbridge.com/en/news/294713737.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294713737.md)
generator: "portal-rs"
---

# T1 Energy Stock Is Soaring Monday: What's Going On?

**T1 Energy Inc.** (NYSE:TE) stock surged more than 13% on Monday after the company announced a strategic solar module supply agreement with **Clearway Energy Group**.

## T1 Energy, Clearway Sign 641 MW U.S.-Made Solar Module Supply Deal

T1 Energy said Monday it signed a strategic agreement to supply Clearway Energy Group with 641 megawatts of solar modules made using domestic solar cells from its G2\_Austin facility.

The deal supports T1’s push to build a traceable U.S. solar supply chain as demand for domestically produced solar components rises amid trade and tariff uncertainty.

The company expects its first 2.1-gigawatt solar cell production phase to begin operating in the first quarter of 2027 and plans to offer modules with more than 60% domestic content that year.

## Technical Picture Remains Mixed

Despite Monday’s jump, the stock remains well below its major moving averages, indicating the broader trend is still under pressure. Shares trade about 18% below the 20-day simple moving average and more than 40% below the 50-day average.

Momentum indicators also remain cautious, suggesting the stock needs sustained buying interest to confirm a longer-term recovery. A key support level remains near $4.50.

## T1 Energy Earnings And Analyst Outlook

T1 is expected to report quarterly results on Aug. 19. Analysts expect a loss of 9 cents per share on revenue of $185.4 million, compared with a loss of 20 cents per share and revenue of $132.8 million a year earlier.

The stock carries a consensus Buy rating with an average analyst price forecast of $10. Recent analyst moves include:

-   **Northland Capital Markets**: Initiated with Outperform (Forecast $16.00) (June 3)
-   **Needham**: Buy (Lowers forecast to $7.00) (July 28)
-   **Bernstein**: Initiated with Market Perform (Forecast $9.00) (June 17)

## Top ETF Exposure

-   **Invesco Solar ETF** (NYSE:TAN): 3.45% Weight
-   **First Trust Small Cap Growth AlphaDEX Fund** (NASDAQ:FYC): 1.48% Weight
-   **State Street SPDR S&P Kensho Clean Power ETF** (NYSE:CNRG): 2.99% Weight

**Significance:** Because TE carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

## T1 Energy Price Action

**TE Stock Price Activity:** T1 Energy shares were up 13.43% at $4.733 at the time of publication on Monday, according to Benzinga Pro data.

*Photo via Shutterstock*

 **Read Also: T1 Energy Shares Jump as Q2 Sales Beat Estimates, Microsoft AI Capex Lifts Sector**

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**