FTC Solar, Inc.

FTC Solar, Inc.

FTCIยทNASDAQ

$5.39

+3.1%
EnergySolar

FTC Solar, Inc. provides solar tracker systems, technology, software, and engineering services in the United States, Vietnam, and internationally. It offers two-panel in-portrait single-axis tracker solutions under the Voyager brand name. The company also provides SunPath, a software solution to enhance energy production; Atlas, a web-based enterprise-level database that allows users to manage their project portfolio; and SunDAT, a software solution enables automated design and optimization of solar panel systems across residential, commercial, and utility-scale sites. Its customers include project developers; solar asset owners; and engineering, procurement, and construction contractors that design and build solar energy projects. FTC Solar, Inc. was incorporated in 2017 and is headquartered in Austin, Texas.

At a Glance

Live Snapshot
Market Cap$86.27M
EPS-5.4900
P/E Ratio-0.98
Earnings Date08/04/2026
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FTC Solar, Inc. Street Expectations Map

FTCI ยท NASDAQ

Wall Street analysts project that FTCI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 15.00, with estimates ranging from a low of 10.00 to a high of 20.00.

Lowest Target
10.00
85.53%
Consensus Target
15.00
178.29%
Highest Target
20.00
271.06%

The consensus 1-year price target stands at 15.00, with estimates ranging from a low of 10.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+178.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

66.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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FTC Solar, Inc. Forward Estimates of Revenue

FTCI ยท NASDAQ
Latest Revenue
99.69M
FY 2025
Avg Estimate
204.77M
FY 2026
Estimate Range
183.30M - 229.60M
Analyst Spread

Forward Growth Analysis

Projected Growth+105.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTC Solar, Inc. Forward Estimates of Net Income

FTCI ยท NASDAQ
Latest Net Income
-76.92M
FY 2025
Avg Estimate
-12.79M
FY 2026
Estimate Range
-141.37M - 131.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+83.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2131%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTC Solar, Inc. Forward Estimates of EPS

FTCI ยท NASDAQ
Latest EPS
-5.49
FY 2025
Avg Estimate
$-0.40
FY 2026
Estimate Range
$-11.15 - $10.36
Analyst Spread

Forward Growth Analysis

Projected Growth+92.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5400%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTC Solar, Inc. Forward Estimates of EBIT

FTCI ยท NASDAQ
Latest EBIT
-33.43M
FY 2025
Avg Estimate
-109.28M
FY 2026
Estimate Range
-122.53M - -97.83M
Analyst Spread

Forward Growth Analysis

Projected Growth-226.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTC Solar, Inc. Forward Estimates of EBITDA

FTCI ยท NASDAQ
Latest EBITDA
-32.14M
FY 2025
Avg Estimate
-107.66M
FY 2026
Estimate Range
-120.71M - -96.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-235.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTC Solar, Inc. Forward Estimates of SG&A Expense

FTCI ยท NASDAQ
Latest SG&A Expense
30.16M
FY 2025
Avg Estimate
83.06M
FY 2026
Estimate Range
74.36M - 93.14M
Analyst Spread

Forward Growth Analysis

Projected Growth+175.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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FTC Solar, Inc. Insider Positioning

FTCI ยท NASDAQ

During the last 12 months, insiders have purchased $247K and sold $1.36M worth of FTCI shares, resulting in $1.11M of net selling activity.

3 Months

Bought

39.3K

145.38K

Sold

0

0.00

Net Activity

+145K

+$145K

3-6 Months

Bought

10.6K

101.38K

Sold

42.3K

458.98K

Net Activity

-358K

-$358K

6-9 Months

Bought

0

0.00

Sold

100.0K

898.00K

Net Activity

-898K

-$898K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CA

Carroll Anthony

Director, Officer: Chief Executive Officer

17.9K sharesโ€ข2 transactions

$126K

2
SS

Sadasivam Shaker

Director

27.0K sharesโ€ข1 transactions

$100K

3
AAR

Alvarez Antonio R

Director

5.0K sharesโ€ข2 transactions

$21K

Top Sellers

1
SD

Springer David

Director

100.0K sharesโ€ข1 transactions

$898K

2
BY

Brandt Yann

Director, Officer: Chief Executive Officer

37.5K sharesโ€ข1 transactions

$406K

3
AS

Aminpour Sasan

Officer: Chief Operating Officer

3.2K sharesโ€ข1 transactions

$35K

4
BC

Behnen Cathy

Officer: Chief Financial Officer

1.6K sharesโ€ข1 transactions

$18K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.11M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.18:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$145K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Selling

4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.