TOYO

TOYO Co., Ltd. (TOYO) | Rumor.io

TOYO

Attention (50-day avg)0%

Attention rank (50-day avg)#1,257

Bullish sentiment (50-day avg)73%

Price to earnings ratio1.99

Market capitalization179.8M

Earnings per share2.25

Dividend yield (TTM)—

Revenue (annual)427.4M

Net income (annual)37.2M

Social

What share of all stock conversation is about TOYO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Sep 28

TOYO Co., Ltd. announces approximately $240 million in binding U.S. solar module supply agreements through the first half of 2027.
The company is confident in its ability to achieve positive EBITDA for the second half of the year, despite revenue drops due to customers shelving cells in bonded warehouses.
TOYO is working with a US polysilicon producer on a supply chain where US polysilicon gets turned into wafers outside China, then goes to Ethiopia for cell production, and has asked Commerce to confirm that cells made in Ethiopia from non-Chinese wafers using US polysilicon are outside the circumvention inquiry.

Generated by AI

Sentiment

Of the messages about TOYO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	40% -43.33	76% -18.44	72.18% -5.93	88.54% -0.6
Bearish	60% +43.33	24% +18.44	27.82% +5.93	11.46% +0.6

Bullish· Aug 19

Despite a revenue decline and extrinsic factors, TOYO Co., Ltd. still managed to post a profitable quarter, which is a "borderline miracle" based on the company's track record.
The company has significant operating leverage in its model, allowing it to remain profitable even against headwinds, and has the potential to add to its revenue in future quarters.
TOYO's cash flow and balance sheet are strong, making it an "easy money" opportunity, and the company's market capitalization is undervalued at around 0.5 times its projected annual revenue, with a PE ratio of 2.5.

Bearish· Aug 19

TOYO Co., Ltd.'s earnings are being weighed down by uncertainty surrounding the Polysilicon policy, despite delivering impressive H1 2026 results with 2.6 GW of Solar cells, ~200MW of US modules, and $82M of GAAP EBITDA.
TOYO's current market capitalization of $188M and price-to-earnings ratio of 33% are being criticized, with some arguing that the company's results, including $261M revenue and $45.8M net income, do not justify the stock's performance.
TOYO's stock price has been heavily impacted by the lack of guidance from the company, with some analysts suggesting that the stock's decline is due to a "dirty game" by algos and big investors, rather than any fundamental issues with the company's performance.

Generated by AI

Topics

Of the messages about TOYO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	42.86%	59.65%	46.73%
Macro	100%	14.29%	26.32%	30.23%
Technical Analysis	0%	0%	1.75%	6.6%
Earnings	0%	0%	0%	10.32%
Analysts	0%	0%	0%	5.7%
Controversies	0%	42.86%	12.28%	0.42%

Announcements· Nov 27

TOYO Co., Ltd. is a diversified company with operations in wafer and silicon production, solar cell production, and photovoltaic module manufacturing.
The company has established a new subsidiary, which generated a turnover of 138 million and a net profit of 20 million in the first half of the year.
TOYO Holdings' new subsidiary started product sales in 2022 and has sufficient funds to continue operations.

Technical Analysis· Jul 12

TOYO Co., Ltd. has broken out above $3.27, with potential extension targets of $3.75-85, $4.15-25, and possibly $5 and $5.50.
The stock has been trading in a strong premarket rising channel, with a wave 4 bull coil and a falling wedge, indicating a possible bullish trend.
TOYO Co., Ltd. has caught the bottom at $2.6 and needs to break $2.75 for the next move upwards, with potential support at $2.75-80.

Generated by AI

Community

Of the messages about TOYO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	62.5%	69.05%	34.39%	38.02%
Newcomers	37.5%	30.95%	65.61%	61.98%

Regulars· Aug 19

Despite a revenue miss, TOYO Co., Ltd. still posted a strong profit of $17 million in the first half of 2026, with $82 million in GAAP EBITDA and a 33% gross margin.
The company's management attributed the revenue miss to CBP delays, and the inability to reaffirm guidance will likely pull price targets from Roths and HC down, but many regulars still expect TOYO to navigate through this and post a good number.
The stock price reaction seems overdone, as most of the regulatory uncertainty was already known and priced in, and the company's strong profit and YOY growth make it a potential long-term buy, especially considering its low market cap of $200 million.

Newcomers· Aug 24

TOYO's dependence on its affiliated partner VSUN is a major red flag, as the company relies almost entirely on VSUN for its business and warns investors that if VSUN is lost, the company's business may fail.
TOYO's financials are not clean, as the company has artificially inflated its revenue through intercompany sales and has a complex relationship with VSUN, which has raised formal "going concern" warnings about TOYO's survival.
TOYO's valuation is questionable, as the company's panels are produced at 50% above world market price, and the US government's support through tax credits is a major factor in TOYO's sales, with some investors questioning how long this support will last.

Generated by AI

TOYO Co., Ltd (Nasdaq: TOYO; OTC: TOYWF) ("TOYO" or the "Company"), a solar solutions company, today announced that its Chief Strategy Officer, Rhone Resch, will present at the Jefferies Renewables, Clean Energy, & Construction Conference, to be held in New York, NY on September 9–11, 2026. The Company will be available for 1×1 and small group meetings with institutional investors throughout the day.

26d agoYahoo Finance

Toyo Co., Ltd Earnings Call: Growth Meets Policy Risks

Detailed price information for Toyo Co. Ltd (TOYO-Q) from The Globe and Mail including charting and trades.

1mo agotheglobeandmail.com

TOYO Co., Ltd Strengthens Balance Sheet in Q2 2026 Form 6‑K Filing

Detailed price information for Toyo Co. Ltd (TOYO-Q) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

TOYO (TOYO) Q2 2026 Earnings Call Transcript

Detailed price information for Toyo Co. Ltd (TOYO-Q) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

TOYO Co., Ltd. Q2 2026 Earnings Call Summary

Moby summary of TOYO Co., Ltd.'s Q2 2026 earnings call

1mo agoYahoo Finance

Also Discussed

Investors talking about TOYO also mention

#	Name	Attention
1	HUDA - Hudson Acquisition I Corp.	——
2	FLFV - Feutune Light Acquisition Corporation	——
3	Cetus Capital Acquisition Corp. - Class A Common StockCETU	0%0
4	Sezzle Inc.SEZL	0%+0
5	MCAF - Mountain Crest Acquisition Corp. IV	——
6	Arq, Inc.ARQ	0%0
7	NISN - Nisun International Enterprise Development Group Co., Ltd	——
8	SPEC - Spectaire Holdings Inc.	——
9	CytoMed Therapeutics Ltd.GDTC	0%0
10	Xilio Therapeutics, Inc.XLO	0%0

TOYO Co., Ltd.

Technology
Solar

TOYO Co., Ltd. is a solar technology company focused on the production and sale of products across the photovoltaic value chain. The company operates in upstream wafer and silicon production, midstream solar cell manufacturing, and downstream photovoltaic module assembly, giving it a vertically integrated role in the solar supply chain. Its business centers on delivering solar cells, modules, and related products for use in renewable energy applications. TOYO Co., Ltd. serves markets in Asia and the United States, where it supports customers involved in solar power development, distribution, and deployment. Headquartered in Tokyo, Japan, the company is positioned as a specialized participant in the global solar industry, combining manufacturing and product development activities to supply core components used in clean energy systems.

Website

Location

Tennoz First Tower

Tokyo, 140-0002

Japan

Social

What share of all stock conversation is about TOYO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Sep 28

TOYO Co., Ltd. announces approximately $240 million in binding U.S. solar module supply agreements through the first half of 2027.
The company is confident in its ability to achieve positive EBITDA for the second half of the year, despite revenue drops due to customers shelving cells in bonded warehouses.
TOYO is working with a US polysilicon producer on a supply chain where US polysilicon gets turned into wafers outside China, then goes to Ethiopia for cell production, and has asked Commerce to confirm that cells made in Ethiopia from non-Chinese wafers using US polysilicon are outside the circumvention inquiry.

Generated by AI

Sentiment

Of the messages about TOYO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	40% -43.33	76% -18.44	72.18% -5.93	88.54% -0.6
Bearish	60% +43.33	24% +18.44	27.82% +5.93	11.46% +0.6

Bullish· Aug 19

Despite a revenue decline and extrinsic factors, TOYO Co., Ltd. still managed to post a profitable quarter, which is a "borderline miracle" based on the company's track record.
The company has significant operating leverage in its model, allowing it to remain profitable even against headwinds, and has the potential to add to its revenue in future quarters.
TOYO's cash flow and balance sheet are strong, making it an "easy money" opportunity, and the company's market capitalization is undervalued at around 0.5 times its projected annual revenue, with a PE ratio of 2.5.

Bearish· Aug 19

TOYO Co., Ltd.'s earnings are being weighed down by uncertainty surrounding the Polysilicon policy, despite delivering impressive H1 2026 results with 2.6 GW of Solar cells, ~200MW of US modules, and $82M of GAAP EBITDA.
TOYO's current market capitalization of $188M and price-to-earnings ratio of 33% are being criticized, with some arguing that the company's results, including $261M revenue and $45.8M net income, do not justify the stock's performance.
TOYO's stock price has been heavily impacted by the lack of guidance from the company, with some analysts suggesting that the stock's decline is due to a "dirty game" by algos and big investors, rather than any fundamental issues with the company's performance.

Generated by AI

Topics

Of the messages about TOYO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	42.86%	59.65%	46.73%
Macro	100%	14.29%	26.32%	30.23%
Technical Analysis	0%	0%	1.75%	6.6%
Earnings	0%	0%	0%	10.32%
Analysts	0%	0%	0%	5.7%
Controversies	0%	42.86%	12.28%	0.42%

Announcements· Nov 27

TOYO Co., Ltd. is a diversified company with operations in wafer and silicon production, solar cell production, and photovoltaic module manufacturing.
The company has established a new subsidiary, which generated a turnover of 138 million and a net profit of 20 million in the first half of the year.
TOYO Holdings' new subsidiary started product sales in 2022 and has sufficient funds to continue operations.

Technical Analysis· Jul 12

TOYO Co., Ltd. has broken out above $3.27, with potential extension targets of $3.75-85, $4.15-25, and possibly $5 and $5.50.
The stock has been trading in a strong premarket rising channel, with a wave 4 bull coil and a falling wedge, indicating a possible bullish trend.
TOYO Co., Ltd. has caught the bottom at $2.6 and needs to break $2.75 for the next move upwards, with potential support at $2.75-80.

Generated by AI

Community

Of the messages about TOYO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	62.5%	69.05%	34.39%	38.02%
Newcomers	37.5%	30.95%	65.61%	61.98%

Regulars· Aug 19

Despite a revenue miss, TOYO Co., Ltd. still posted a strong profit of $17 million in the first half of 2026, with $82 million in GAAP EBITDA and a 33% gross margin.
The company's management attributed the revenue miss to CBP delays, and the inability to reaffirm guidance will likely pull price targets from Roths and HC down, but many regulars still expect TOYO to navigate through this and post a good number.
The stock price reaction seems overdone, as most of the regulatory uncertainty was already known and priced in, and the company's strong profit and YOY growth make it a potential long-term buy, especially considering its low market cap of $200 million.

Newcomers· Aug 24

TOYO's dependence on its affiliated partner VSUN is a major red flag, as the company relies almost entirely on VSUN for its business and warns investors that if VSUN is lost, the company's business may fail.
TOYO's financials are not clean, as the company has artificially inflated its revenue through intercompany sales and has a complex relationship with VSUN, which has raised formal "going concern" warnings about TOYO's survival.
TOYO's valuation is questionable, as the company's panels are produced at 50% above world market price, and the US government's support through tax credits is a major factor in TOYO's sales, with some investors questioning how long this support will last.

Generated by AI

TOYO

Social

Sep 28

Bullish· Aug 19

Bearish· Aug 19

Announcements· Nov 27

Technical Analysis· Jul 12

Regulars· Aug 19

Newcomers· Aug 24

TOYO Co., Ltd to Webcast 2026 Analyst Day

TOYO Co., Ltd to Participate in Fireside Chat at the Jefferies Renewables, Clean Energy, & Construction Conference

Toyo Co., Ltd Earnings Call: Growth Meets Policy Risks

TOYO Co., Ltd Strengthens Balance Sheet in Q2 2026 Form 6‑K Filing

TOYO (TOYO) Q2 2026 Earnings Call Transcript

TOYO Co., Ltd. Q2 2026 Earnings Call Summary

Also Discussed

TOYO Co., Ltd.

Company Information

Location

TOYO Co., Ltd to Webcast 2026 Analyst Day

TOYO Co., Ltd to Participate in Fireside Chat at the Jefferies Renewables, Clean Energy, & Construction Conference

Toyo Co., Ltd Earnings Call: Growth Meets Policy Risks

TOYO Co., Ltd Strengthens Balance Sheet in Q2 2026 Form 6‑K Filing

TOYO (TOYO) Q2 2026 Earnings Call Transcript

TOYO Co., Ltd. Q2 2026 Earnings Call Summary

Also Discussed

Social

Sep 28

Bullish· Aug 19

Bearish· Aug 19

Announcements· Nov 27

Technical Analysis· Jul 12

Regulars· Aug 19

Newcomers· Aug 24