T1 Energy (TE) Stock: Major Investor Dumps $190M Near 52-Week High

TLDR

• Trina Solar (Schweiz) AG sold 22.5 million T1 Energy (TE) shares worth ~$190.3M across May 21–22, 2026
• After the sales, Trina Solar still holds 30.65 million TE shares as a 10% owner
• TE stock has surged ~895% over the past year, recently trading near its 52-week high of $10.80
• T1 Energy beat Q4 EBITDA expectations with ~$9M vs analyst estimates of -$11M
• A short report from Fuzzy Panda Research alleged FEOC non-compliance, but Roth Capital publicly rejected those claims

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T1 Energy Inc. (TE) is back in the spotlight after a major shareholder offloaded a massive chunk of its position over two days.

T1 Energy Inc, TE

Trina Solar (Schweiz) AG, a 10% owner in T1 Energy, sold 22,500,000 shares between May 21 and May 22, 2026. The total value of the transactions came to approximately $190.3 million.

The stock was sold at prices ranging from $7.74 to $9.43 per share across multiple transactions. On May 21 alone, Trina Solar disposed of over 13 million shares across three separate transactions.

On May 22, an additional 9.5 million shares were sold, with prices ranging from $7.74 to $8.80 per share.

Despite the large exit, Trina Solar (Schweiz) AG still holds 30,652,664 shares in T1 Energy directly. It remains a significant 10% owner of the company.

What the Stock Is Doing

TE was trading around $10.45 at the time of filing, not far from its 52-week high of $10.80. The stock is up roughly 895% over the past year — a run that’s hard to ignore.

That momentum has continued even after the short report published by Fuzzy Panda Research, which alleged that T1 Energy was not compliant with regulations tied to Foreign Entity of Concern (FEOC) status. The report also raised accounting questions.

Roth Capital pushed back firmly. The firm publicly rejected the short seller’s claims, arguing T1 Energy is FEOC compliant, transparent, and aligned with U.S. domestic manufacturing policy.

TE stock has seen strong call volume and bullish options activity following the short report, suggesting the market isn’t fully buying the bearish thesis.

Earnings and Analyst Views

T1 Energy reported Q4 EBITDA of approximately $9 million. Analysts had expected a negative $11 million. That’s a wide beat, driven by stronger-than-expected sales and a better product mix.

The company also priced a $160 million convertible notes offering, up from an initially proposed $125 million. Net proceeds are expected to be around $151.6 million, earmarked for infrastructure development and equipment at its solar cell facility.

On the analyst side, BTIG raised its price target to $8.00 and kept a Buy rating. Needham, however, cut its price target from $10.00 to $8.00, citing lower volume expectations.

T1 Energy — formerly known as FREYR Battery, Inc. — operates in the solar and clean energy space. The company has been building out U.S. manufacturing capacity, which underpins the bullish long-term case from several analysts.

The stock is currently trading above its major moving averages with a positive MACD, though momentum indicators are approaching overbought territory.

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