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Investing.com - Roth/MKM initiated coverage of T1 Energy Inc. (NYSE:TE) with a Buy rating and a $7.00 price target on Monday, representing a potential 157% upside from the current price of $2.72. According to InvestingPro data, the stock is currently trading below its Fair Value, suggesting it may be undervalued.
The firm highlighted that T1 Energy, formerly known as Freyr, acquired Trina’s US assets and plans to become one of the first companies to produce C’Si panels using a fully integrated domestic supply chain. The company, with a market capitalization of $578 million, has shown strong momentum with a 159% price return over the past six months.
Roth/MKM views T1 Energy as an attractive early investment opportunity in domestic manufacturing, supported by protectionist policies and megatrend tailwinds as the US works to decouple from China and reshore critical industries.
The $7.00 price target represents approximately 10 times the company’s projected 2026 EBITDA, according to the research note.
The firm’s investment thesis depends on T1 Energy’s compliance with Foreign Entity of Concern (FEOC) restrictions, which Roth/MKM believes the company can achieve.
In other recent news, T1 Energy announced record net sales of approximately $210 million for the third quarter of 2025. The company also maintained its EBITDA guidance for the year, signaling a stable financial outlook. T1 Energy’s earnings call highlighted its ongoing efforts to expand domestic solar module production capabilities, which are part of a broader strategy to establish a comprehensive solar supply chain in the United States. These developments are seen as crucial drivers for the company’s future growth.
Additionally, no new mergers or acquisitions were reported, and there were no updates regarding analyst upgrades or downgrades. T1 Energy’s focus remains on strengthening its production and supply chain initiatives. The company’s stable outlook and strategic focus on domestic expansion continue to be of interest to investors.
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