Ftc Solar, Inc. Stock Price, News & Analysis

FTC Solar (Nasdaq: FTCI) reported Q3 2025 revenue of $26.0 million, up 156.8% y/y and 30.2% q/q, with GAAP gross profit of $1.6 million (6.1% margin) and non-GAAP gross profit of $2.0 million (7.7%). Adjusted EBITDA improved to a $4.0 million loss, the best since 2020. GAAP net loss was $23.9 million or $1.61 diluted loss per share. The company closed $37.5 million of an approved $75 million strategic financing facility and announced a 1 GW tracker supply agreement with Levona Renewables (not yet contracted into backlog). Contracted backlog stands at approximately $462 million. Subsequent purchase agreement to acquire remaining 55% of Alpha Steel for about $2.7 million. Q4 2025 midpoint revenue guidance implies ~25% q/q growth from Q3.

FTC Solar (Nasdaq: FTCI) released a white paper on Nov 11, 2025 describing how its 1P Pioneer tracker is designed for faster, safer, and more automated utility-scale solar construction.

The paper highlights four constructability features: discrete rail and module steps, a Python Clip no‑torque rail attachment, slide-and-glide module placement, and Cinch Clips for mechanical and electrical bonding. These features aim to reduce labor intensity, lower hardware handling, and enable hybrid human-robot crews to improve installation throughput and consistency.

FTC Solar (Nasdaq: FTCI) will report its third quarter 2025 financial results before market open on Wednesday, November 12, 2025.

A conference call for the investment community is scheduled for 8:30 a.m. ET the same day to discuss Q3 2025 results, outlook, and other business items. The call will be webcast and accessible in the Investor Relations section at investor.ftcsolar.com. A replay will be available on the website for 30 days following the webcast.

FTC Solar (NASDAQ:FTCI) has unveiled its enhanced Pioneer+ Terrain Following (TF) tracker, a solar tracking system designed to minimize site grading and accelerate construction timelines. The system features mechanical articulation offering +/- 10 degrees of adjustability at the center post and up to 1.5 degrees at line posts, potentially reducing grading volumes by up to 95% in some projects.

The tracker integrates with FTC's proprietary PathFinder terrain analysis engine, which evaluates solar sites pre-construction and automatically optimizes cut and fill requirements. The system maintains design flexibility with universal torque tubes and module agnostic rails, supporting faster installation while preserving natural drainage patterns and limiting soil disturbance.

FTC Solar (Nasdaq: FTCI) has unveiled an automated 80° high angle stow feature for its 1P Pioneer solar tracking system, designed to protect solar installations from hail damage. The system, powered by FTC's SUNOPS™ software, automatically rotates solar panels to a steep angle when hail is detected, significantly reducing the risk of damage by causing hailstones to strike at glancing angles.

The innovative solution integrates with SUNOPS platform for configurable thresholds based on hail size and storm probability. Key features include reliable controlled movement, structural integrity at high tilt angles, and flexible risk management options. The system allows both automated responses to weather alerts and manual override capabilities.

FTC Solar (Nasdaq: FTCI) has secured a significant 1 gigawatt tracker supply agreement with Levona Renewables for solar projects starting in early 2026. The first project, CT Solar One, is a 140-megawatt facility in Snyder, Texas, spanning 478 acres. This will be followed by CT Solar Two and CT Solar Three, adding approximately 650 megawatts to the development.

The projects will implement FTC Solar's Pioneer 1P trackers and SunPath software for enhanced energy yield through terrain-based backtracking and diffuse light optimization. The partnership highlights FTC Solar's comprehensive support, including engineering assistance and safe harbor strategy.

FTC Solar (Nasdaq: FTCI), a provider of solar tracker systems, software and engineering services, has announced its participation in multiple upcoming investor events in September 2025.

The company will attend the H.C. Wainwright Global Investment Conference virtually on September 8, the Roth Solar & Storage Symposium in Las Vegas on September 9, and RE+ 2025 in Las Vegas on September 9-10. At RE+ 2025, FTC Solar will conduct group investor meetings with analysts from BofA Securities, Jefferies and Guggenheim. The company will also showcase its solar tracker and software solutions at booth #V7655.

FTC Solar (NASDAQ:FTCI) has unveiled its Pioneer+ High Wind tracker, an enhanced version of its 1P Pioneer single-axis tracker designed for extreme wind conditions. The new system can withstand wind speeds up to 150 mph, making it suitable for coastal, hurricane-prone, and high-altitude regions.

The Pioneer+ High Wind tracker features configurable module string sizes for various wind categories, reinforced components for structural rigidity, and a wind direction-agnostic safety stow position. The system maintains compatibility across module form factors and incorporates the Pioneer line's user-friendly installation features while meeting increasingly stringent Risk Category requirements.

FTC Solar (Nasdaq: FTCI) reported Q2 2025 financial results with revenue of $20.0 million, up 74.9% year-over-year. The company secured a strategic $75 million financing facility with Cleanhill Partners and others, with an initial $14.3 million funded on July 2, 2025.

Key financial metrics include a GAAP net loss of $15.4 million ($1.18 per share) and reduced operating expenses at $7.6 million. The company's contracted backlog stands at $470 million. Management changes include Tony Alvarez's appointment as Independent Director, replacing Dean Priddy who retired from the Board.

For Q3 2025, FTC Solar expects revenue to increase approximately 5% quarter-over-quarter with a more significant ramp in Q4. The company continues to enhance its product portfolio with new features including an 80-degree stow angle and a new tracker for 2,000-volt systems.