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TE · NYSE · STOCK

T1 Energy (TE) Stock Analysis

Industrials Updated September 17, 2026
$4.09
52W $1.74 – $12.49
44/100
$1.20B
-1.9
2.25
AI Committee Verdict
Watch
44/100
Conviction: Contested · 50% agreement · 6 analysts
+23.3%
-13.0%
1.79:1
Contested

Is TE Bullish or Bearish?

Mixed. Innellis AI committee rates T1 Energy Inc (TE) Watch with a composite score of 44/100 , based on 6 analysts with 50% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +16.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -3.89 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — price-to-book of 5.1x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Price-to-book of 5.1x prices in significant intangible value — Value
  • ROE of only -144.5% -- cheap may mean cheap for a reason — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
44/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 99%
of 227 Industrials peers
Value Analyst bearish
30 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 5.1x prices in significant intangible value
Growth Analyst bearish
35 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 20.1% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
52 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
− News sentiment is negative (-0.17 across 6 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 43.9 to 43.9.

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
38.4
Neutral
MACD Histogram
0.040
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$3.74
Resistance
$5.30
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$4.54 Below
EMA 21
$4.69 Below
EMA 50
$5.32 Below
EMA 200
$5.75 Below

Fundamental Analysis

Valuation
94
Growth
32
Profitability
0
Financial Health
21
Cash Flow
15
Valuation
P/E Ratio -1.9×
P/B Ratio 2.71×
PEG Ratio -0.21
Dividend Yield 0.00%
52W High $12.49
52W Low $1.74
Quality & Growth
ROE -11427.5%
ROA -2680.8%
Gross Margin 834.8%
Operating Margin -1727.4%
Revenue Growth YoY
Debt / Equity 2.83
AI Fundamental Assessment
P/E ratio of -1.9 (inexpensive relative to a 15-40x range); Price-to-book of 2.7x; PEG ratio of -0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -114.3%; Return on assets of -26.8%; Net margin of -38.5%; Gross margin of 8.3%; Current ratio of 1.30 (tight short-term liquidity); Debt-to-equity of 2.83; Free cash flow per share is negative (-1.06); Most recent quarter missed estimates by 52.5%; EPS growth decelerating (+90.4% -> -100.0% QoQ); Average YoY EPS growth of 23.8%; Analyst estimates falling over recent quarters
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