Update shared on01 Aug 2025
Fair value Decreased 33%The significant reduction in the consensus analyst price target for Energy Vault Holdings is primarily driven by a notable decline in its future P/E ratio, suggesting diminished growth expectations and resulting in a new fair value of $1.00.
What's in the News
- The Calistoga Resiliency Center (CRC) received CPUC approval and executed a Large Generator Interconnection Agreement, enabling market-based participation in CAISO energy and ancillary markets, enhancing project financials and grid resilience for the community.
- CRC integrates advanced hydrogen fuel cells with lithium-ion batteries and utilizes Energy Vault’s proprietary H-VAULT™ storage and AI-based Vault-Bidder™ dispatch platform, setting a new standard for clean, resilient energy infrastructure in climate-vulnerable regions.
- Energy Vault completed and commenced commercial operation of the 57 MW Cross Trails BESS in Texas ahead of schedule, marking the first fully executed asset under its “Own & Operate” growth strategy and leveraging second-generation B-VAULT™ AC technology.
- Cross Trails BESS is supported by a 10-year offtake agreement with Gridmatic, featuring the first physically settled revenue floor contract for a BESS in ERCOT, and utilizes VaultOS™ for optimized operations and AI-based revenue management.
- Energy Vault announced a delay in filing its next 10-Q, missing the SEC’s required deadline.
Valuation Changes
Summary of Valuation Changes for Energy Vault Holdings
- The Consensus Analyst Price Target has significantly fallen from $1.50 to $1.00.
- The Future P/E for Energy Vault Holdings has significantly fallen from 6.93x to 4.55x.
- The Net Profit Margin for Energy Vault Holdings remained effectively unchanged, moving only marginally from 10.06% to 10.20%.
Disclaimer
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