TE

T1 Energy Inc.

NYSE · Semiconductors & Related Devices · Inc. DE · CIK 0001992243
$8.63 -3.25% $2.4B
High Impact Filing (7/10)26 New Institutional Positions10 Institutional Exits
Vol
Market Cap$2.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$390.9M
Inst. Activity26 buys / 10 sells
Insider Activity0B / 2S
Insider Net $-$153.4M
Reddit Sentiment45° Neutral
SEC Reports8
Press Releases5
Exchange NYSE·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001992243·Prev Close $8.92

Recent Activity

Jun 15, 2026 short_volume
Short Volume: TE — 55.5% short (8.5M / 15.3M)
Short: 8,476,591 | Exempt: 22,341 | TRF Vol: 15,269,683 | Short Ratio: 55.5% | Off-exchange volume (
Jun 8, 2026 SEC
T1 Energy Inc. disclosed the issuance of common stock as partial consideration for its acquisition of KORE Power, Inc. T
8-K — Impact 4/10
Jun 3, 2026 Press
T1 Energy announced the acquisition of KORE Power for approximately $32 million in equity, cash, and debt assumption, ex
Impact 6/10
May 22, 2026 Insider
TRINA SOLAR (SCHWEIZ) AG sold 9,479,904 shares
10%+ Owner @ $8.13 ($77.1M)
May 21, 2026 Insider
TRINA SOLAR (SCHWEIZ) AG sold 8,849,024 shares
10%+ Owner @ $8.62 ($76.3M)
May 14, 2026 Insider
Calio Joseph Evan was granted 300,000 shares
Chief Financial Officer
May 12, 2026 SEC
T1 Energy reported Q1 2026 net income from continuing operations of $3.9M (first profitable quarter) and record Adjusted
8-K — Impact 7/10
May 12, 2026 SEC
T1 Energy (TE) reported Q1 2026 revenue of $177.6M, beating the $110.6M consensus by 61%, and EPS of -$0.08, beating the
PRESS-RELEASE — Impact 7/10

Price Targets

$10.25 +18.8% upside Buy
Current $8.63 Low $8.00 Median $9.25 High $16.00 6 analysts
$8.00 $16.00

Analyst Ratings

Strong Buy92% buy · 13 analysts
4Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Northland Capital Markets INITIATE Outperform
May 12, 2026 Needham REITERATE Buy → Buy
May 12, 2026 BTIG MAINTAIN Buy → Buy
Apr 2, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 $-0.06 — $-0.06 71% YoY 1
Next Q $0.03 $0.03 — $0.03 108% YoY 1
Current FY $-0.08 $-0.08 — $-0.08 93% YoY 1
Next FY $0.38 $0.33 — $0.43 575% YoY 2

Top Institutional Holders

FundValueMove
BlackRock, Inc.$67.6MADD
RENAISSANCE TECHNOLOGIES LLC$52.1MDOUBLED
TWO SIGMA INVESTMENTS, LP$48.7MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$35.7M
STATE STREET CORP$28.4MADD

Recent Insider Trades

DateInsiderTypeValue
May 22, 2026TRINA SOLARSELL$77.1M
May 21, 2026TRINA SOLARSELL$76.3M
May 14, 2026Calio JosephA$0.00
May 6, 2026Calio JosephA$0.00
May 6, 2026Barcelo DanielA$0.00

Reddit Sentiment

45°
Neutral
Bearish Neutral Bullish
15 mentions 3 bullish 5 bearish
50 institutional holders with $390.9M total value (88,946,401 shares) as of 2026-Q1. Top holders: BlackRock,, RENAISSANCE, TWO. Net buying activity: 26 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.15,391,976$67.6M17.3%ADD +42.0%
2RENAISSANCE TECHNOLOGIES LLC11,858,306$52.1M13.3%DOUBLED +232.2%
3TWO SIGMA INVESTMENTS, LP11,101,768$48.7M12.5%DOUBLED +1364.9%
4VANGUARD CAPITAL MANAGEMENT LLC8,126,264$35.7M9.1%
5STATE STREET CORP6,464,239$28.4M7.3%ADD +25.6%
6GOLDMAN SACHS GROUP INC4,505,936$19.8M5.1%
7MORGAN STANLEY2,763,149$12.1M3.1%DOUBLED +121.0%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP2,420,100$10.6M2.7%
9CITADEL ADVISORS LLC2,048,183$9.0M2.3%
10VANGUARD PORTFOLIO MANAGEMENT LLC1,698,342$7.5M1.9%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP1,572,900$6.9M1.8%
12Trexquant Investment LP1,512,343$6.6M1.7%NEW
13SUSQUEHANNA INTERNATIONAL GROUP, LLP1,511,091$6.6M1.7%
14Invesco Ltd.1,316,979$5.8M1.5%TRIM -49.5%
15VANGUARD FIDUCIARY TRUST CO1,293,643$5.7M1.5%
16BARCLAYS PLC1,285,806$5.6M1.4%
17Point72 Asset Management, L.P.1,214,900$5.3M1.4%NEAR_EXIT -88.2%
18Nuveen, LLC1,153,630$5.1M1.3%ADD +76.6%
19VOLORIDGE INVESTMENT MANAGEMENT, LLC1,123,791$4.9M1.3%TRIM -45.9%
20CITADEL ADVISORS LLC1,065,000$4.7M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD10,839,98115,391,976+42.0%$67.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED3,569,25611,858,306+232.2%$52.1M2026-Q1
STATE STREET CORPADD5,147,5606,464,239+25.6%$28.4M2026-Q1
MORGAN STANLEYDOUBLED1,250,3992,763,149+121.0%$12.1M2026-Q1
Invesco Ltd.TRIM2,605,4661,316,979-49.5%$5.8M2026-Q1
Nuveen, LLCADD653,1331,153,630+76.6%$5.1M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM2,078,8621,123,791-45.9%$4.9M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED140,009752,961+437.8%$3.3M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM1,552,519675,383-56.5%$3.0M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD408,832574,111+40.4%$2.5M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT4,311,734508,260-88.2%$2.2M2026-Q1
Jain Global LLCTRIM631,685459,141-27.3%$2.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED18,832381,586+1926.3%$1.7M2026-Q1
Centiva Capital, LPDOUBLED12,041303,590+2421.3%$1.3M2026-Q1
RHUMBLINE ADVISERSADD153,750248,451+61.6%$1.1M2026-Q1
GROUP ONE TRADING LLCDOUBLED111,074239,676+115.8%$1.1M2026-Q1
DnB Asset Management ASADD149,022237,005+59.0%$1.0M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED69,366203,725+193.7%$894.4K2026-Q1
DEUTSCHE BANK AG\ADD104,332172,108+65.0%$755.6K2026-Q1
HighTower Advisors, LLCADD116,385164,175+41.1%$720.7K2026-Q1
MetLife Investment Management, LLCADD75,050111,613+48.7%$490.0K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEDOUBLED41,25089,873+117.9%$394.5K2026-Q1
ExodusPoint Capital Management, LPTRIM122,86261,015-50.3%$267.9K2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM67,73637,820-44.2%$166.0K2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD23,43234,515+47.3%$151.5K2026-Q1
8 unique insiders with 21 transactions. Net insider value: -$153.4M ($0.00 bought, $153.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026TRINA SOLAR (SCHWEIZ) AG10%+ OwnerSELL9,479,904$8.13$77.1M
May 21, 2026TRINA SOLAR (SCHWEIZ) AG10%+ OwnerSELL8,849,024$8.62$76.3M
May 14, 2026Calio Joseph EvanChief Financial OfficerAWARD300,000
May 6, 2026Calio Joseph EvanChief Financial OfficerAWARD666,666
May 6, 2026Barcelo DanielChief Executive OfficerAWARD1,000,000
Apr 29, 2026Calio Joseph EvanChief Financial OfficerEXERCISE161,290
Apr 29, 2026Calio Joseph EvanChief Financial OfficerTAX W/H74,742$4.89$365.5K
Mar 31, 2026Kilde EinarAWARD146,797
Mar 30, 2026Barcelo DanielChief Executive OfficerTAX W/H134,903$2.58$348.0K
Mar 30, 2026Calio Joseph EvanChief Financial OfficerTAX W/H212,137$2.58$547.3K
Mar 13, 2026Barcelo DanielChief Executive OfficerTAX W/H110,155$6.68$735.8K
Mar 13, 2026Calio Joseph EvanChief Financial OfficerTAX W/H195,775$1.39$272.1K
Jan 29, 2026Bentzen AndreasChief Technology OfficerAWARD65,030
Jan 29, 2026Kilde EinarAWARD92,910
Jan 29, 2026Munro AndrewChief Legal & Policy OfficerAWARD62,110
Jan 29, 2026Gualy Jaime EduardoChief Operating OfficerAWARD84,460
Jan 21, 2026TRINA SOLAR (SCHWEIZ) AGDirectorAWARD4,274,704$1.70$7.3M
Jan 20, 2026Lin MingxingDirectorJ50,000
Jan 1, 2026Calio Joseph EvanChief Financial OfficerEXERCISE500,000
Jan 1, 2026Barcelo DanielChief Executive OfficerEXERCISE333,333
Jun 13, 2025Calio Joseph EvanChief Financial OfficerEXERCISE422,475
Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 4 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$10.25 mean target +18.8% upside Buy (1.17)
$8.00 Low $16.00 High
MetricValue
Current Price$8.63
Target Low$8.00
Target Mean$10.25
Target Median$9.25
Target High$16.00
# Analysts6
RecommendationBuy (1.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.06 $-0.06 $-0.06 71.4% 1↑ 0↓ $0.2B 47.7% 1
Next Q
2026-09-30
$0.03 $0.03 $0.03 108.5% 1↑ 0↓ $0.2B 15.5% 1
Current FY
2026-12-31
$-0.08 $-0.08 $-0.08 93.3% 1↑ 0↓ $0.9B 23.6% 1
Next FY
2027-12-31
$0.38 $0.33 $0.43 575.0% 0↑ 1↓ $1.3B 42.8% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.060
7d ago$-0.060
30d ago$0.000-0.060
60d ago$-0.095+0.035
90d ago$-0.025-0.035
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Northland Capital Markets INITIATE Outperform
May 12, 2026 Needham REITERATE Buy Buy
May 12, 2026 BTIG MAINTAIN Buy Buy
Apr 2, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264810092%
May 1, 20264810092%
Apr 1, 20264810092%
Mar 1, 20264810092%
Feb 1, 20264810092%
Jan 1, 20264810092%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

45°
Neutral
Bearish Neutral Bullish
15 mentions 3 bullish 5 bearish 14 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
May 22, 2026150° Neutral001
May 22, 2026150° Neutral001
May 20, 2026233° Cool022
May 20, 2026140° Cool011
May 20, 2026150° Neutral001
May 19, 2026150° Neutral001
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 11, 2026140° Cool011
May 11, 2026140° Cool011
May 8, 2026150° Neutral001
May 8, 2026144° Neutral001
May 8, 2026144° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 8d 3h ago
1M bet on $TE
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
The Sun Always Rises!
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
HEDGIES KNOW SOMETHING WE DON’T? RIDING THE SOLAR TRAIN!
▲ 1 💬 2 ⚡ 0.5
Jun 15, 2026
short_volume
Short Volume: TE — 55.5% short (8.5M / 15.3M)
Short: 8,476,591 | Exempt: 22,341 | TRF Vol: 15,269,683 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
m_and_a
T1 Energy to Enter BESS and Data Center Infrastructure Markets with Acquisition of KORE Power
T1 Energy Inc. announced this morning it has entered into a definitive agreement to acquire KORE Power, Inc.
May 29, 2026
ftd
FTD: TE — 256,400 shares ($2.8M) failed to deliver
Settlement: 20260529, Price: $10.82, FTD Value: $2,774,248, T1 ENERGY INC.
May 28, 2026
short_volume
Short Volume: TE — 57.4% short (13.3M / 23.1M)
Short: 13,272,495 | Exempt: 57,170 | TRF Vol: 23,125,567 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 28, 2026
ftd
FTD: TE — 234,104 shares ($2.6M) failed to deliver
Settlement: 20260528, Price: $10.96, FTD Value: $2,565,779.84, T1 ENERGY INC.
May 27, 2026
ftd
FTD: TE — 261,133 shares ($2.7M) failed to deliver
Settlement: 20260527, Price: $10.45, FTD Value: $2,728,839.85, T1 ENERGY INC.
May 21, 2026
ftd
FTD: TE — 264,631 shares ($2.3M) failed to deliver
Settlement: 20260521, Price: $8.70, FTD Value: $2,302,289.7, T1 ENERGY INC.
May 20, 2026
ftd
FTD: TE — 867,020 shares ($6.0M) failed to deliver
Settlement: 20260520, Price: $6.88, FTD Value: $5,965,097.6, T1 ENERGY INC.
May 15, 2026
short_volume
Short Volume: TE — 64.4% short (5.6M / 8.6M)
Short: 5,564,960 | Exempt: 16,040 | TRF Vol: 8,639,619 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
May 15, 2026
ftd
FTD: TE — 122,893 shares ($0.7M) failed to deliver
Settlement: 20260515, Price: $5.73, FTD Value: $704,176.89, T1 ENERGY INC.
May 14, 2026
short_volume
Short Volume: TE — 57.3% short (4.9M / 8.5M)
Short: 4,886,533 | Exempt: 412,585 | TRF Vol: 8,530,812 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings_calendar
TE Q1 2026 Earnings Scheduled — 2026-05-13
May 13, 2026
short_volume
Short Volume: TE — 61.0% short (5.4M / 8.9M)
Short: 5,399,421 | Exempt: 235,414 | TRF Vol: 8,856,950 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: TE — 394,615 shares ($2.3M) failed to deliver
Settlement: 20260513, Price: $5.85, FTD Value: $2,308,497.75, T1 ENERGY INC.
May 12, 2026
earnings
T1 Energy Reports First Quarter 2026 Results
<p>AUSTIN, Texas and NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) today reported finan