Northland Securities Predicts Tigo Energy Q1 Earnings

Tigo Energy, Inc. (NASDAQ:TYGO) – Analysts at Northland Securities boosted their Q1 2026 EPS estimates for Tigo Energy in a report released on Wednesday, February 25th. Northland Securities analyst G. Richard now expects that the company will post earnings of $0.00 per share for the quarter, up from their previous estimate of ($0.08). The consensus estimate for Tigo Energy’s current full-year earnings is ($0.43) per share. Northland Securities also issued estimates for Tigo Energy’s Q2 2026 earnings at $0.02 EPS, Q3 2026 earnings at $0.05 EPS, Q4 2026 earnings at $0.06 EPS, FY2026 earnings at $0.13 EPS, Q1 2027 earnings at $0.02 EPS, Q2 2027 earnings at $0.03 EPS, Q3 2027 earnings at $0.05 EPS and Q4 2027 earnings at $0.07 EPS.

Tigo Energy Stock Down 12.9%

Shares of NASDAQ TYGO opened at $3.70 on Friday. Tigo Energy has a 12 month low of $0.58 and a 12 month high of $4.50. The company has a market cap of $260.30 million, a price-to-earnings ratio of -73.99 and a beta of 1.23. The business has a fifty day simple moving average of $2.75 and a 200-day simple moving average of $2.20.

Tigo Energy (NASDAQ:TYGO) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of ($0.04) by $0.20. The company had revenue of $30.03 million during the quarter, compared to the consensus estimate of $30.02 million. Tigo Energy had a negative return on equity of 263.41% and a negative net margin of 1.82%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in TYGO. Renaissance Technologies LLC raised its holdings in shares of Tigo Energy by 46.0% during the fourth quarter. Renaissance Technologies LLC now owns 1,425,040 shares of the company’s stock valued at $1,967,000 after acquiring an additional 449,140 shares during the period. Vanguard Group Inc. boosted its stake in Tigo Energy by 182.4% in the 3rd quarter. Vanguard Group Inc. now owns 922,226 shares of the company’s stock worth $2,306,000 after purchasing an additional 595,702 shares during the period. Walleye Capital LLC grew its position in Tigo Energy by 126.7% during the 4th quarter. Walleye Capital LLC now owns 519,899 shares of the company’s stock worth $717,000 after purchasing an additional 290,544 shares in the last quarter. Geode Capital Management LLC raised its stake in Tigo Energy by 6.7% during the 4th quarter. Geode Capital Management LLC now owns 335,716 shares of the company’s stock valued at $463,000 after purchasing an additional 21,211 shares during the period. Finally, Marshall Wace LLP raised its stake in Tigo Energy by 92.9% during the 4th quarter. Marshall Wace LLP now owns 312,968 shares of the company’s stock valued at $432,000 after purchasing an additional 150,693 shares during the period. 15.72% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Tigo Energy

Here are the key news stories impacting Tigo Energy this week:

• Positive Sentiment: Northland Securities raised multiple 2026–2027 quarterly and FY2026 EPS estimates (FY2026 to $0.13, and several quarters moving from negative to small positive EPS), signaling improving profitability expectations. Northland Estimates
• Positive Sentiment: Tigo is showcasing new real‑time active commissioning software at KEY 2026 Expo in Italy — a commercial/marketing push that can help drive installer adoption in Europe and support revenue growth for solar + storage projects. Tigo at KEY 2026 (BusinessWire)
• Positive Sentiment: Recent Q4 results (reported Feb. 24) beat EPS expectations ($0.16 vs. consensus ~‑$0.04) with revenue roughly in line (~$30M), showing the company can deliver profitable quarters and revenue stability. Q4 Results
• Neutral Sentiment: HC Wainwright projects strong long‑term upside (FY2030 EPS of $0.53), but that is a distant target and may already be priced in by some investors. HC Wainwright Long‑Term View
• Negative Sentiment: HC Wainwright trimmed FY2026 and several near‑term estimates (Q1/Q2 2026 and FY2026 moved lower), reflecting more conservative near‑term margin assumptions and creating a counterpoint to Northland’s upgrades. HC Wainwright Estimates
• Negative Sentiment: Consensus full‑year estimates remain negative (~‑$0.43) and the company still reports negative net margin and ROE metrics, which keeps valuation and profitability concerns in focus for investors. Consensus Metrics

Tigo Energy Company Profile

Tigo Energy, Inc (NASDAQ: TYGO) is a U.S.-based provider of module-level power electronics (MLPE) solutions designed to optimize the performance and safety of solar photovoltaic systems. Founded in 2007 and headquartered in Campbell, California, Tigo Energy develops hardware and software tools that enhance energy yield, improve system reliability, and streamline compliance with electrical codes. The company’s technology platform is used by solar installers, project developers, and module manufacturers to deliver higher returns on investment and bolster the safety profile of PV arrays.

At the core of Tigo’s offerings is its TS4 platform, a modular MLPE solution that enables real-time monitoring, rapid shutdown functionality, and maximum power point tracking at the panel level.