Northland Securities Comments on Tigo Energy Q1 Earnings

Tigo Energy, Inc. (NASDAQ:TYGO) – Equities research analysts at Northland Securities boosted their Q1 2026 EPS estimates for shares of Tigo Energy in a research note issued to investors on Wednesday, February 25th. Northland Securities analyst G. Richard now forecasts that the company will earn $0.00 per share for the quarter, up from their prior 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 Up 6.3%

NASDAQ:TYGO opened at $4.25 on Friday. The company has a market cap of $298.99 million, a PE ratio of -84.98 and a beta of 1.23. The business’s 50 day moving average is $2.70 and its two-hundred day moving average is $2.18. Tigo Energy has a 52 week low of $0.58 and a 52 week high of $4.50.

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

Hedge Funds Weigh In On Tigo Energy

A number of hedge funds have recently added to or reduced their stakes in TYGO. XTX Topco Ltd bought a new stake in Tigo Energy during the fourth quarter valued at $250,000. Quadrature Capital Ltd boosted its holdings in shares of Tigo Energy by 148.1% in the 4th quarter. Quadrature Capital Ltd now owns 77,187 shares of the company’s stock valued at $107,000 after buying an additional 46,074 shares during the period. Man Group plc grew its position in shares of Tigo Energy by 65.0% during the 4th quarter. Man Group plc now owns 228,685 shares of the company’s stock valued at $316,000 after buying an additional 90,108 shares during the last quarter. Bridgeway Capital Management LLC bought a new stake in shares of Tigo Energy during the 4th quarter valued at about $97,000. Finally, OMERS ADMINISTRATION Corp acquired a new stake in Tigo Energy during the fourth quarter worth about $226,000. Institutional investors and hedge funds own 15.72% of the company’s stock.

Key Stories Impacting Tigo Energy

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

• Positive Sentiment: Northland Securities raised multiple near‑term and FY2026 earnings estimates (FY2026 to $0.13 from prior negative guidance) and lifted several quarterly forecasts across 2026–2027 — a clear revision toward profitability that likely helped lift the stock. Northland estimates
• Positive Sentiment: Tigo exhibited a new real‑time active commissioning software at the KEY 2026 Energy Transition Expo in Italy — product rollouts that streamline installer workflows can accelerate deployments and revenue at scale. Tigo Energy Showcases Real-time Active Commissioning Software at KEY 2026 Expo
• Positive Sentiment: HC Wainwright published a long‑term FY2030 model projecting $0.53 EPS — a bullish out‑year view that supports higher long‑term valuation expectations if execution matches the thesis. HC Wainwright FY2030 note
• Neutral Sentiment: HC Wainwright and Northland present mixed near‑term quarter-by-quarter views (some quarters forecast small profits, others small losses), signaling uncertainty in the timing of consistent profitability. Analyst coverage summary
• Negative Sentiment: HC Wainwright lowered its FY2026 estimate to ($0.03) (from $0.01), introducing downside risk if near‑term execution or margins disappoint. HC Wainwright estimates
• Negative Sentiment: Consensus full‑year EPS remains negative (around ($0.43)), so despite upgrades by some firms, the street still expects a loss for the current year — a reminder that profitability is not yet fully de‑risked. Consensus estimates

About Tigo Energy

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.