Q2 Results Highlighted: Social media chatter focused on T1 Energy's preliminary second-quarter figures, which showed revenue exceeding forecasts at $250 million while EBITDA came in below expectations. Analysts and traders noted the company's updated cost estimates for its G2 Austin facility and a delay in initial production.
Market Reaction Discussed: Participants expressed concern over the stock's sharp decline of around 70 percent in recent months, with prices hovering near $4 amid ongoing questions about profitability and funding needs. Some observers pointed to potential catalysts like upcoming earnings in August as key to future moves.
Trading Activity Noted: Interest in longer-dated options surfaced alongside reports of additional share purchases at lower levels, reflecting divided views on the company's path forward despite the recent volatility.
Note: This discussion summary was generated from an AI condensation of post data.
T1 Energy Insider Trading Activity
T1 Energy insiders have traded $TE stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $TE stock by insiders over the last 6 months:
- SOLAR (SCHWEIZ) AG TRINA has made 0 purchases and 5 sales selling 22,500,000 shares for an estimated $190,311,514.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
T1 Energy Hedge Fund Activity
We have seen 147 institutional investors add shares of T1 Energy stock to their portfolio, and 99 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SITUATIONAL AWARENESS LP added 10,000,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $43,900,000
- RENAISSANCE TECHNOLOGIES LLC added 8,289,050 shares (+232.2%) to their portfolio in Q1 2026, for an estimated $36,388,929
- TWO SIGMA INVESTMENTS, LP added 7,640,795 shares (+220.8%) to their portfolio in Q1 2026, for an estimated $33,543,090
- SLATE PATH CAPITAL LP added 6,287,300 shares (+inf%) to their portfolio in Q1 2026, for an estimated $27,601,246
- CITADEL ADVISORS LLC removed 4,757,694 shares (-69.9%) from their portfolio in Q1 2026, for an estimated $20,886,276
- BLACKROCK, INC. added 4,551,995 shares (+42.0%) to their portfolio in Q1 2026, for an estimated $19,983,258
- POINT72 ASSET MANAGEMENT, L.P. removed 3,803,474 shares (-88.2%) from their portfolio in Q1 2026, for an estimated $16,697,250
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
T1 Energy Price Targets
Multiple analysts have issued price targets for $TE recently. We have seen 4 analysts offer price targets for $TE in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Sunaina Ocalan from Bernstein set a target price of $9.0 on 06/17/2026
- Gus Richard from Northland Capital Markets set a target price of $16.0 on 06/03/2026
- Sean Milligan from Needham set a target price of $8.0 on 05/12/2026
- Gregory Lewis from BTIG set a target price of $8.0 on 05/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
