TE T1 Energy Inc.
Price Chart
Executive Summary
T1 Energy reported record Q4 2025 net sales of $358.5 million and a narrower net loss of $190.0 million, driven by strong production at G1_Dallas. The company advanced construction of its G2_Austin solar cell fab and secured $350 million in remaining capital needs, while maintaining 2026 production guidance of 3.1–4.2 GW and long-term Adjusted EBITDA targets of $650–700 million annually upon full integration.
Key Financial Metrics
Actionable Insight
Traders should monitor T1’s ability to secure the remaining $350 million for G2_Austin and navigate regulatory uncertainties around polysilicon sourcing. While operational momentum is building, continued losses and reliance on future financing introduce execution risk.
Key Facts
- Record Q4 2025 net sales of $358.5 million on 1.13 GW of module production at G1_Dallas
- Net loss attributable to common stockholders was $190.0 million in Q4 2025, improved from $367.2 million in Q4 2024
- Full-year 2025 net loss was $380.8 million, compared to $450.2 million in 2024
- Cash, cash equivalents, and restricted cash totaled $270.8 million as of December 31, 2025
- Remaining capital required for Phase 1 of G2_Austin is approximately $350 million
- Maintained 2026 production guidance of 3.1–4.2 GW and 2027 Adjusted EBITDA run-rate guidance of $375–$450 million
Financial Impact
Revenue increased significantly to $358.5M in Q4, but company still reported a net loss. Cash position improved to $270.8M, supporting near-term construction funding needs.
Risk Factors
- Failure to close remaining $350M financing for G2_Austin on time
- Regulatory risk from potential adverse outcome in U.S. Secretary of Commerce’s Section 232 investigation
- Continued net losses and negative Adjusted EBITDA despite revenue growth
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3265233 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
6d ago
|
Press Release
| $11.50 $11.66 | ▲ +1.39% | ▲ +0.99% | $9.13 (−20.61%) |
|
May 12, 2026
28d ago
|
Press Release
| $5.85 $5.61 | ▼ −4.10% | ▼ −4.68% | $9.13 (+56.07%) |
|
May 7, 2026
4w ago
|
Press Release
| $5.15 $6.16 | ▲ +19.61% | ▲ +18.78% | $9.13 (+77.28%) |
|
Apr 15, 2026
8w ago
|
Press Release
| $5.34 $4.99 | ▼ −6.55% | ▼ −6.81% | $9.13 (+70.97%) |
|
Apr 14, 2026
8w ago
|
Press Release
| $4.86 $5.34 | ▲ +9.88% | ▲ +9.10% | $9.13 (+87.86%) |
|
Mar 31, 2026
10w ago
|
Press Release
| $4.39 $4.48 | ▲ +2.05% | ▲ +1.30% | $9.13 (+107.97%) |
|
Mar 23, 2026
11w ago
|
Press Release
| $6.84 $6.61 | ▼ −3.36% | ▼ −3.01% | $9.13 (+33.48%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access