$TE

T1 Energy (TE) is pursuing vertical integration in U.S. solar supply chain, with G2_Austin facility targeting 2.1 GW capacity by Q1 2027. Q2 production was 935 MW, with 2026 guidance at 3.1–4.2 GW. The company signed a 641 MW offtake deal with Clearway Energy and acquired TOPCon patents for $135M. KORE Power acquisition expands into energy storage. TE's 2026/2027 EPS estimates rose 78.68% and 114.29% YoY, respectively. Shares are up 207.4% YoY, trading at a 1.12x P/S discount to industry average

Friday’s gains were driven by AI-related capex and policy. Applied Optoelectronics-linked AXT rose about 3% on optical-sector momentum and reported Q2 FY26 revenue of $47.59M (+164.8% YoY). T1 Energy jumped about 9.5% after Q2 FY26 revenue of $250.13M and new US solar tariff expectations. Babcock & Wilcox rose about 11% on a Siemens data-center turbine deal and Ameriprise’s 7.66M-share disclosure.

Simply Wall St reports T1 Energy (TE) posted Q2 2026 results with revenue up 88% year over year but continued losses. The company signed a 641 MW Clearway Energy contract and secured TOPCon solar technology rights. The article cites TE shares down about 30% over 30 days and 38.9% YTD, and a fair value estimate of $10.25 versus a $4.79 close, citing follow-on equity and financing concerns.

T1 Energy Inc. (TE) reported a wider Q2 2026 net loss of $44.53 million versus $32.80 million a year earlier, with net loss per share at $0.16. Operating expenses rose to $71.88 million from $64.12 million. Net sales increased to $250.13 million from $132.77 million. Adjusted EBITDA rose to $10.66 million. The company expects higher Q3-Q4 production and 2026 output at the high end of 3.1-4.2 GW.

T1 Energy Inc. (TE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 News Release T1 Energy Reports Second Quarter 2026 Results Austin, TX and New York, NY, August 12, 2026, T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) today reported financial and operating results for the second quarter 2026. The Company will hold

T1 Energy Inc. (NYSE: TE) reported Q2 2026 net sales of $250.1 million, G1_Dallas module production of 935 MW, and a net loss from continuing operations of $36.9 million. Adjusted EBITDA was $10.7 million, including $24.4 million of pre-tax tariff refunds. T1 also announced a 641 MW solar offtake with Clearway, a $135 million TOPCon IP acquisition from Evervolt, and expects G2_Austin Phase 1 capex of $510 million and first cells in Q1 2027.

U.S. stock index futures edged higher ahead of July CPI at 8:30 a.m. ET. Economists expect +0.2% m/m and 3.4% y/y. Nasdaq futures were up 0.4% and S&P 500 up 0.1% by 4:00 a.m. ET. Pre-market movers included CRWV (+15%), NBIS (+8%), SMCI (+9%), and ORCL (+1%).

US benchmarks closed mostly lower, with the S&P 500 down 0.18% and the Dow down 0.85%. Brent rose 4.6% to about $83 a barrel on reports Iran will restrict US and Israeli ships near the Strait of Hormuz. Alphabet sought $25bn in debt. Datadog shares fell ~19% despite a revenue beat, while HubSpot dropped ~19% after trimming guidance.

Mouser Electronics says it is now stocking TE Connectivity’s AMPFOIL ULTRA connectors for FFC and FPC use. The connectors support parallel foil installation, use 1mm foil pitch and 0.5mm PCB pitch, and include a positive locking mechanism. TE says they meet LV 214 Severity 2 vibration standards and comply with USCAR-2, targeting BESS and automotive powertrains.

T1 Energy Inc. (TE) rose about 14% in premarket after hedge fund Situational Awareness LP disclosed a Q1 13F stake. The fund bought 10 million shares, valued at $43.9 million at filing, about 3.6% of shares outstanding. TE reported Q1 sales of $177.6 million, up from prior period, and a $0.08 per-share loss. Cash totaled $123.7 million.