Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
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.
the bull case· 1
6
disclosed supplier and customer ties in SEC filings
sec filingsedgarthe bear case· 2
39.00%
of revenue from the largest disclosed customer, Undisclosed customer
10-Kfiled Mar 24 '266 of 20
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 12 '26 report. Not a forecast, not advice.
FTC Solar, Inc. has no measured co-movers clearing our correlation floor, so only its SEC classification is shown.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
tall tick = annual report · 1 on record
35 managers report a position worth $7.5M between them, and 9 of them hold 80% of it.
FTC Solar, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
High 2.66 at 10:45 am ET, low 2.13 at 4:00 am ET.
FTCI (FTC Solar, Inc.) has 2 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.