Long Duration Storage Demand Will Drive Future Upside Despite Near Term Execution Risks

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Published

16 Dec 25

Updated

26 Jun 26

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Shared on 26 Jun 26

Fair value Decreased 27%

GWH: Sodium Ion Platform And New Horizon Progress Will Drive Rebound

ESS Tech is leaning into a new sodium-ion battery lineup and a partner supply deal to open up more near-term projects, while still moving its long-duration iron flow systems forward with utilities and big tech. But it’s also working to avoid losing its stock exchange listing and is cutting costs and reshaping operations during a rocky transition.

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Fair Value vs Share Price

US$2

vs US$0.7662.0% undervalued

264.3%

Revenue growth

11.2%

Profit margin

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Company analysis

Medium-low risk with adequate balance sheet.

Market capUS$25.9m

PB2.4x

Estimated Growth163.0%

Dividend YieldN/A

Full analysis

CEO & management

Drew Buckley

CEO

0.9yrs

CEO Tenure

An energy storage company, engages in the design and production of iron flow batteries for commercial and utility-scale energy storage applications worldwide.