T1 Energy is trading 9.6% up at $5.25 as investors continued digesting its August 12 report, including revenue ahead of consensus and high-end 2026 guidance.
- Q2 revenue reached $250.1 million; gross margin improved to 19.6%.
- Management targeted the high end of the 3.1–4.2 GW 2026 production range; the quarter included a $24.4 million tariff refund.
- Expansion spending and financing needs remain key risks; broader August 14 indexes were modestly higher, suggesting earnings and guidance drove trading.