T1 Energy Stock Price, News & Analysis

T1 Energy (NYSE: TE) reported Q3 2025 results and provided operational updates on G1_Dallas and G2_Austin, reaffirming 2025 EBITDA guidance of $25–$50 million.

T1 expects Q4 2025 module sales to exceed total YTD sales and projects G1_Dallas to reach a 4.5 GW annualized run rate in Q4. The company closed equity and preferred financings that brought in proceeds including a $50M cash infusion from Encompass and a $72M registered direct offering plus a separate $50M convertible preferred offering.

G2_Austin Phase 1 is planned at 2.1 GW with estimated capex of $400–$425M and targeted start of production in Q4 2026. Q3 net loss was $140.8M; non-cash intangible impairment of $53.2M recorded. Cash and restricted cash totaled $86.7M as of September 30, 2025.

T1 Energy (NYSE: TE) rescheduled its third quarter 2025 earnings release and conference call to November 14, 2025. The Q3 press release will be issued at or around 6:00 AM Eastern Daylight Time and the conference call will begin at 8:00 AM Eastern Standard Time. Investors must register online to receive dial-in information and a unique PIN or use the webcast link. Dial-in and a “Call Me” option will be provided after registration. Investor contact: Jeffrey Spittel; Media contact: Russell Gold.

T1 Energy (NYSE: TE) will release third quarter 2025 results and host a conference call on November 6, 2025. The earnings press release will be issued at or around 6:00 AM Eastern Daylight Time and the conference call will begin at 8:00 AM Eastern Daylight Time. Call access includes a toll-free North American dial-in (+1 800 715-9871), an international dial-in (+1 646 307-1952), and a live webcast link. Investor contact is Jeffrey Spittel, EVP Investor Relations (Jeffrey.spittel@t1energy.com). Media contact is Russell Gold, EVP Strategic Communications (russell.gold@t1energy.com).

T1 Energy (NYSE: TE) announced expected proceeds of $72 million from a registered direct equity offering and an expected $50 million convertible preferred issuance to fund the first 2.1 GW phase of its G2_Austin PV solar cell manufacturing facility.

The company said these transactions provide a meaningful portion of the $400–$425 million capital expenditures for the phase and position T1 to start construction in Q4 2025, subject to customary closing conditions. T1 completed contractor and vendor selection and is progressing detailed engineering; remaining capital is expected to come from debt and anticipated customer offtake deposits.

T1 Energy (NYSE: TE) priced a registered direct offering to raise $72 million of gross proceeds by selling 22,153,850 common shares at $3.25 per share. The company said net proceeds will be used for working capital, strategic investments/partnerships, and advancement of energy technology and infrastructure projects.

Closing is expected on or about October 24, 2025, subject to customary conditions. After closing, T1 expects to hold approximately $155 million in cash, cash equivalents, and restricted cash, including $102 million of unrestricted cash. A.G.P./Alliance Global Partners is sole placement agent. The offering is made under an effective Form S-3 registered on September 22, 2025.

T1 Energy (NYSE: TE) reported preliminary Q3 2025 results on Oct 22, 2025: total net sales $200–$210M on ~725 MW of module shipments and maintained full-year 2025 EBITDA guidance $25–$50M. At Sept 30, 2025 the company held $87M cash and restricted cash ($34M unrestricted) and has accrued $92M of Section 45X tax credits.

T1 confirmed a phased G2_Austin build: Phase 1 = 2.1 GW, capex $400–$425M, construction start planned Q4 2025, production start Q4 2026. Company recorded a $53M non-cash intangible impairment tied to an offtake dispute and expects deferred Q3 volumes to ship in Q4 2025.

T1 Energy (NYSE: TE) and Nextracker (NASDAQ: NXT) signed a multi-year framework agreement announced Oct 15, 2025 to supply Nextracker’s patented steel module frames for T1 Energy’s new 5‑GW G1_Dallas solar manufacturing facility.

The agreement targets multi‑gigawatt deliveries valued at over $75 million, aims to reshore specialty steel frame manufacturing to the U.S., expand Nextracker’s U.S. steel frame capacity (Midwest and Texas lines), and support domestic content, durability, and installation velocity versus imported aluminum frames.

T1 Energy (NYSE: TE) has acquired a minority equity stake in Talon PV via a SAFE, backing Talon's development of a 4.8 GW TOPCon solar cell fab in Baytown, Texas. T1 is advancing its own 5 GW G2_Austin solar cell project in Rockdale, Texas with first phase expected online in Q4 2026. Talon anticipates commercial availability starting Q1 2027. Both projects aim to expand U.S. TOPCon manufacturing capacity, reshore jobs, and leverage domestic supply chains including a recent long-term polysilicon and wafer agreement with Corning. The companies cited tax-credit support under OBBBA and 45x incentives.

T1 Energy (NYSE:TE) reported Q2 2025 financial results, highlighting several strategic developments. The company announced a transformative agreement with Corning Incorporated for solar wafer supply and secured a 437 MW sales agreement with a major U.S. utility.

Key financial metrics include a Q2 2025 net loss of $32.8 million ($0.21 per share) and cash position of $46.7 million. T1 maintained its 2025 EBITDA guidance of $25-50 million, though risks are skewing toward the lower end.

The company's G2_Austin development, an $850 million, 5 GW U.S. solar cell plant, is progressing on schedule for construction start in Q3/Q4 2025. T1's G1_Dallas facility achieved a 1 GW production milestone and is now sold out for 2025 based on its 2.6 GW production plan.