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FTC Solar (FTCI) Stock News, Sep 2025-Mar 2026

FTCI Nasdaq

Welcome to our dedicated page for FTC Solar news (Ticker: FTCI), a resource for investors and traders seeking the latest updates and insights on FTC Solar stock.

FTC Solar, Inc. supplies solar tracker systems supported by software and engineering services for solar power projects. Its tracker systems are designed to move solar panels during the day to maintain orientation toward the sun, and the company’s operating activity is centered on manufacturing and servicing solar tracker systems.

Company news typically covers quarterly financial results, outlook commentary, customer supply agreements, 1P and 2P tracker deployments, product and mounting-solution updates, investor conference participation, and executive or board changes. Recent commercial updates have included utility-scale tracker agreements in the United States and South Africa.

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FTC Solar (Nasdaq: FTCI) reported Q4 2025 revenue of $32.9M, up 26.2% sequentially and 148.9% year-over-year, with GAAP gross margin of 21.0% and Non-GAAP gross margin of 23.4%. Adjusted EBITDA loss narrowed to $0.3M. Company secured ~1 GW U.S. supply deal and 840 MW South Africa agreement; contracted backlog stands at $491M.

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FTC Solar (Nasdaq: FTCI) signed a three-year supply agreement with Lubanzi Inala, part of Green Axis Africa, to provide approximately 840 megawatts of solar trackers. The deal covers a mix of 1P and 2P tracker technologies for projects located in South Africa.

The agreement identifies initial projects totaling about 840 MW, and the first project is expected to begin in mid-2026. FTC Solar said it will support Lubanzi's portfolio with its tracker hardware, software, and services.

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FTC Solar (Nasdaq: FTCI) will report fourth quarter and full year 2025 financial results before market open on Thursday, March 5, 2026. A conference call for the investment community will be held at 8:30 a.m. ET the same day and will be webcast.

Investors can access the live webcast and a 30-day replay in the Investor Relations section at investor.ftcsolar.com.

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FTC Solar (Nasdaq: FTCI) named Wes Fuller as Vice President, North America Utility Sales, effective Jan. 13, 2026. Fuller will report to Kent James, Chief Commercial Officer for North America.

Fuller brings more than 15 years of commercial and engineering experience across renewables, including roles as Global Head of Sales at Energy Vault, Head of Sales at Powin, and four years at tracker supplier Sunfolding. The company highlighted his tracker and energy storage experience and said Fuller will support expanding FTC Solar's utility-scale tracker solutions and site constructability capabilities.

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FTC Solar (Nasdaq: FTCI) appointed Anthony Carroll to its Board of Directors, effective December 15, 2025.

Mr. Carroll currently serves as CEO of Veev, a Lennar subsidiary focused on efficient, sustainable homebuilding, and previously held senior roles at Powin, Siemens Gamesa Electric, Schneider Electric, and Power Electronics. The company said his renewables and growth‑business experience will support FTC Solar's execution and position in the global solar tracker market.

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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.

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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.

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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.

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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.

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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.

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FAQ

What is the current stock price of FTC Solar (FTCI)?

The current stock price of FTC Solar (FTCI) is $2.3 as of September 11, 2026.

What is the market cap of FTC Solar (FTCI)?

The market cap of FTC Solar (FTCI) is approximately 38.0M.