TOYOTechnology · SolarThe 2 Wall Street analysts covering TOYO Co. Ltd. hold a median 12-month price target of $17 — +243.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 22 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores TOYO Co. Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (96): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Revisions (25): Analysts have, on balance, been cutting their forecasts.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TOYO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +243.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Apr 2026 | Roth Capital | Initiates | Buy | $15 |
| 15 Jan 2026 | HC Wainwright & Co. | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TOYO appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 70% of US stocks
Cheaper than 87% of US stocks
Cheaper than 64% of US stocks
Cheaper than 57% of US stocks
Higher than 81% of US stocks
Higher than 88% of US stocks
Higher than 40% of US stocks
Higher than 78% of US stocks
Higher than 77% of US stocks
Higher than 94% of US stocks
Higher than 97% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own TOYO Co. Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
TOYO Co., Ltd. held its Q2 2026 earnings call, the transcript of which was published by Seeking Alpha. The call covered the company's second-quarter financial results and related discussion.
Why it matters — The earnings call transcript provides TOYO watchers with direct insight into the company's latest quarterly performance and management commentary.
TOYO reported higher revenue, profitability and cash generation for the first half of 2026. Management noted that trade-policy developments and U.S. Customs and Border Protection reviews have created uncertainty around the company's second-half outlook.
Why it matters — This highlights both TOYO's strong first-half financial performance and the regulatory uncertainties that could affect its second-half results, which are relevant for assessing near-term prospects.
TOYO Co., Ltd announced its unaudited financial results for the second quarter of 2026 and the six months ended June 30, 2026. First-half revenues rose 87.6% year-over-year to $261.0 million, net income reached $45.8 million (up from $2.5 million), and solar cell deliveries increased 62.5% to 2.6 GW, with 191.5 MW of modules delivered.
Why it matters — The results show substantial year-over-year growth across revenue, profitability, and delivery volumes, reflecting the expansion of TOYO's global manufacturing platform and module production capacity.
TOYO Co., Ltd. announced it will hold a conference call on Wednesday, August 19, 2026, at 8:30 AM ET to discuss its second quarter and first half 2026 financial results. The earnings release and related investor deck will be posted on the company's investor relations website prior to the event.
Why it matters — This item gives TOYO watchers a confirmed date and time for when the company will disclose its second quarter and first half 2026 financial results.
TOYO Co., Ltd., a solar manufacturing company, welcomed a proclamation issued by President Trump under Section 232 of the Trade Expansion Act of 1962 addressing imports of polysilicon and downstream solar products. The proclamation includes provisions intended to encourage domestic manufacturing investment.
Why it matters — As a solar manufacturer, TOYO's response to Section 232 trade action affects the regulatory environment and potential domestic manufacturing investment opportunities relevant to the company's operations.
The 2 Wall Street analysts covering TOYO Co. Ltd. have a median 12-month price target of $17, with estimates ranging from $15 to $18. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering TOYO Co. Ltd., 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks TOYO Co. Ltd. 82 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, TOYO Co. Ltd. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (96 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +243.8% from the last close, and Ticker Nerd's factor model ranks TOYO Co. Ltd. 82 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering TOYO Co. Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TOYO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $18 over the next 12 months.
TOYO Co. Ltd. returned -5.4% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
TOYO Co., Ltd. is a solar solutions company focused on the research, production, and sale of solar cells, photovoltaic modules, and related products.
The most recent item we track (Seeking Alpha, 19 Aug 2026): "TOYO Co., Ltd. (TOYO) Q2 2026 Earnings Call Transcript". TOYO Co., Ltd. held its Q2 2026 earnings call, the transcript of which was published by Seeking Alpha. The call covered the company's second-quarter financial results and related discussion.
TOYO Co., Ltd. is a solar solutions company focused on the research, production, and sale of solar cells, photovoltaic modules, and related products. The company operates across multiple stages of the solar value chain, including wafer and silicon sourcing, solar cell manufacturing, and module assembly, allowing it to serve a broad range of customers in the clean energy industry. Its business is centered on delivering integrated solar products that support utility-scale, commercial, and industrial energy applications. TOYO Co., Ltd. has manufacturing operations and sales activities spanning Asia and the United States, reflecting its role in global solar supply chains. Headquartered in Tokyo, Japan, the company is positioned as a specialist in solar manufacturing and supply, contributing to the availability of renewable energy technologies in international markets.
CEO Mr. Takahiko Onozuka · 2,552 employees · Japan · https://www.toyo-solar.com