Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionT1 Energy Inc. Common Stock (TE)
Fair value
Not available
ACCE price target
$2.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 20 Oct 2026, 02:20 CEST; previously $3.10 since 13 Oct 2026, 00:00 CEST.
Price used: $2.29 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
34
out of 100
Analysts
67% buy
9 covering
P/E
0.0x
forward 0.0x
1-year return
-38.3%
Dividend yield
0.00%
T1 Energy Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
T1 Energy makes solar modules and is building out U.S. cell and module manufacturing, so its revenue is tied to how fast domestic solar capacity gets installed. Revenue growth was 88.4%, but the business is still thin, with a 5.9% gross margin, an operating margin of -18.9% and a return on equity of -124.4%, so the top line is not yet converting into profit. The case for a closer look rests on policy-driven demand for domestic solar content and the scale-up of its own factories, which would need to lift margins before the growth means much to shareholders. The score of 34/100 and the absence of any index membership reflect that the financials have not caught up with the story, so the name needs a deeper review of its unit economics, capacity timelines and cash burn before it earns a place in the portfolio.