FTC Solar, Inc. filed a current report on November 4, 2026, disclosing that it resumed use of its at-the-market offering program for common stock sales on that same date.

Key Highlights

  • ATM Program Resumed: FTC Solar resumed its at-the-market offering program on November 4, 2026, executing sales of common stock on that date.
  • Existing Agreement: The ATM Program operates under the At the Market Offering Agreement dated May 1, 2025, with H.C. Wainwright & Co., LLC.
  • Prior Guidance Reversed: The company's most recent quarterly report stated it had no current plans to use remaining ATM capacity; the filing states that position "no longer reflects the Company's current plans."
  • Market Conditions Cited: According to the filing, the company determined that resuming the ATM Program "is in the best interests of the Company and its stockholders" in light of current market conditions.
  • No Obligation to Sell: The filing notes the company "is under no obligation to sell any additional shares under the ATM Program," with future sales depending on market conditions and other factors.
  • Shelf Registration: Shares are being offered under a shelf registration statement on Form S-3, File No. 333-286887, according to the filing.

FTC Solar Updates Common Stock Offering Plans for Q4 2026

FTC Solar, Inc. (NASDAQ:FTCI), a provider of solar tracker systems headquartered in Austin, Texas, disclosed on November 4, 2026, that it had resumed use of its at-the-market equity offering program. The company executed common stock sales under the program on that same date, according to the filing. The ATM Program is governed by an agreement with H.C. Wainwright & Co., LLC, originally dated May 1, 2025.

The disclosure directly contradicts a position the company took in its quarterly report for the period ended September 30, 2026. In that report, the company had stated it had "no current plans to utilize the remaining capacity under the ATM Program." The current report states that statement "no longer reflects the Company's current plans," with the reversal attributed to current market conditions. The filing does not specify the number of shares sold, the proceeds raised, or the remaining capacity available under the program.

The filing was furnished under Item 7.01 (Regulation FD Disclosure) and is noted as "not deemed 'filed' for any purpose" under applicable securities laws. The filing also carries forward-looking statements regarding potential future share sales, possible dilution to existing stockholders, and market conditions. The company states those forward-looking statements are subject to risks and uncertainties, and that "there can be no assurance regarding the price at which, or whether, the Company will make additional sales." The report was signed by Chief Financial Officer Cathy Behnen.

What Was Disclosed

FTC Solar disclosed on November 4, 2026, that it reversed its prior position on its ATM offering program and resumed common stock sales under a May 2025 agreement with H.C. Wainwright & Co., LLC, citing current market conditions as the basis for the decision.