Recent chatter on X about TPI Composites (TPIC) has centered on a dramatic drop in the stock price, with some users noting a decline of over 50% in a single day without any apparent triggering news. The discussion reflects a mix of confusion and intrigue, as many question the reasons behind the sharp fall while others highlight the company's role as a leading independent manufacturer of wind turbine blades globally. This volatility has sparked intense debate about the stock's current market cap, which some argue is disproportionately low given projected sales figures for 2025.
Amidst the uncertainty, a segment of the X community sees potential in TPIC, pointing to its partnerships with major players in the renewable energy sector as a sign of long-term value. Posts on X also reference the broader cyclical nature of interest in wind energy, suggesting that while nuclear and natural gas currently dominate attention, wind could see a resurgence. The conversation remains highly speculative, with no consensus on the stock's immediate future.
Note: This discussion summary was generated from an AI condensation of post data.
TPI Composites Insider Trading Activity
TPI Composites insiders have traded $TPIC stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TPIC stock by insiders over the last 6 months:
- CONSTRUCTION TAAHHUT A.S. DERE has made 4 purchases buying 178,000 shares for an estimated $260,380 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TPI Composites Hedge Fund Activity
We have seen 44 institutional investors add shares of TPI Composites stock to their portfolio, and 73 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TRIODOS INVESTMENT MANAGEMENT BV removed 934,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $752,804
- INVESCO LTD. removed 733,652 shares (-60.9%) from their portfolio in Q1 2025, for an estimated $591,323
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 598,239 shares (+178.2%) to their portfolio in Q1 2025, for an estimated $482,180
- GEODE CAPITAL MANAGEMENT, LLC removed 557,681 shares (-53.6%) from their portfolio in Q2 2025, for an estimated $479,215
- KBC GROUP NV removed 459,242 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $370,149
- MORGAN STANLEY removed 440,237 shares (-28.2%) from their portfolio in Q1 2025, for an estimated $354,831
- UBS GROUP AG removed 421,902 shares (-58.8%) from their portfolio in Q1 2025, for an estimated $340,053
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TPI Composites Analyst Ratings
Wall Street analysts have issued reports on $TPIC in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Underperform" rating on 03/18/2025
To track analyst ratings and price targets for TPI Composites, check out Quiver Quantitative's $TPIC forecast page.
TPI Composites Price Targets
Multiple analysts have issued price targets for $TPIC recently. We have seen 4 analysts offer price targets for $TPIC in the last 6 months, with a median target of $1.2.
Here are some recent targets:
- Jeffrey Osborne from TD Cowen set a target price of $1.0 on 07/08/2025
- Jon Windham from UBS set a target price of $1.4 on 05/29/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $0.5 on 03/18/2025
- Philip Shen from Roth MKM set a target price of $1.5 on 02/21/2025
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.
