Eos Energy Enterprises, Inc.

Informe acción NasdaqCM:EOSE

Capitalización de mercado: US$2.3b

Eos Energy Enterprises Dirección

Dirección controles de criterios 2/4

El CEO de Eos Energy Enterprises es Joe Mastrangelo , nombrado en Aug 2019, tiene una permanencia de 6.83 años. compensación anual total es $4.85M, compuesta por 14.6% salario y 85.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.44% de las acciones de la empresa, por valor de $9.95M. La antigüedad media del equipo directivo y de la junta directiva es de 0.6 años y 2.7 años, respectivamente.

Información clave

Joe Mastrangelo

Chief Executive Officer (CEO)

US$4.9m

Compensación total

Porcentaje del salario del CEO14.59%
Permanencia del CEO6.8yrs
Participación del CEO0.4%
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva2.7yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 06

EOSE: Frontier Power Execution And Pipeline Conversion Will Drive Future Repricing

Analysts have raised their average price target on Eos Energy Enterprises by about $0.77 to reflect updated views on fair value, slightly lower risk assumptions, and the potential impact of the company’s commercialization ramp, expanding gross margins, and sizeable project pipeline highlighted in recent research updates. Analyst Commentary Recent research paints a mixed picture for Eos Energy Enterprises, with some analysts leaning more constructive on the growth opportunity in long-duration storage and others emphasizing execution risks and current order trends.
Seeking Alpha May 18

Eos Energy Enterprises: Staying Bearish Because It's Still The Right Choice

Summary Eos Energy Enterprises, Inc. remains a compelling Sell due to persistent dilution, questionable capital allocation, and circular joint venture structures. The Cerberus partnership, including a 2 GWh joint venture and $150M rights offering, primarily benefits Cerberus and exacerbates shareholder dilution. EOSE's financials reveal ongoing losses, a $506M debt load, and accounting-driven net income disconnected from core business performance. I maintain my Sell rating on EOSE, as fabricated revenues, toxic warrant structures, and unresolved backlog issues undermine any bullish thesis. Read the full article on Seeking Alpha
Actualización de narrativa May 07

EOSE: 2026 Execution On Manufacturing And Demand Will Drive Future Repricing

Narrative Update The analyst price target for Eos Energy Enterprises has been reduced to a range centered around $8, with analysts citing weaker post earnings trading, a recent earnings miss, execution and forecasting challenges, and still stretched valuation as key factors behind the shift. Analyst Commentary Recent research updates on Eos Energy Enterprises cluster around lower price targets and more cautious ratings, with analysts focusing on execution risk, forecasting issues, and how those factors relate to the current valuation.
Actualización de narrativa Apr 23

EOSE: 2026 Execution On Manufacturing And Demand Will Drive Future Repricing

Narrative Update The average analyst price target for Eos Energy Enterprises has been reduced by several dollars, reflecting concerns about recent earnings misses, execution and forecasting challenges, and valuation, even as analysts acknowledge ongoing operational progress and demand for the company’s products. Analyst Commentary Recent Street research on Eos Energy Enterprises has focused on balancing ongoing operational efforts and product demand with execution risk, forecasting issues, and valuation sensitivity following the latest earnings report and 2026 outlook.
Actualización de narrativa Apr 07

EOSE: 2026 Guidance And Manufacturing Progress Will Drive Future Repricing

Analysts have reduced their average price targets on Eos Energy Enterprises, bringing them into a roughly mid single digit to low teens dollar range, citing weaker post earnings trading, execution and forecasting challenges, and lingering valuation questions, even as management highlights operational progress and demand interest. Analyst Commentary Recent Street research on Eos Energy Enterprises reflects a mix of optimism about the company’s long term potential and concern about execution, forecasting, and how to justify current valuation after the latest earnings and guidance.
Actualización de narrativa Mar 24

EOSE: Manufacturing Improvements And 2026 Guidance Will Support Future Repricing

Eos Energy Enterprises’ latest Narrative Update reflects a lower implied analyst price target, aligning with recent Street moves that cut targets to $6 to $12 and cited weak post earnings trading, stretched valuation, execution risk and forecasting concerns, even as analysts acknowledge operational progress and management confidence in demand and 2026 guidance. Analyst Commentary Recent Street research on Eos Energy Enterprises points to a reset in expectations, with price targets moved into the US$6 to US$12 range and several ratings shifted to Neutral following the latest Q4 results and 2026 outlook.
Actualización de narrativa Mar 09

EOSE: Manufacturing Progress And 2026 Guidance Will Drive Future Repricing

Analysts have reduced their blended price target on Eos Energy Enterprises to about $9.71 from $16.13, reflecting lower fair value estimates as they factor in recent earnings misses, valuation concerns, execution risks, and management's forecasting challenges, alongside ongoing expectations for revenue growth and profitability over time. Analyst Commentary Recent research on Eos Energy Enterprises highlights a mix of optimism about long term potential and caution around execution, forecasting, and valuation after the latest earnings report.
Actualización de narrativa Feb 23

EOSE: Equity Raise And New Storage Architecture Will Support Future Repricing

Analysts have held their $16.13 price target on Eos Energy Enterprises steady, citing largely unchanged assumptions for fair value, revenue growth, profit margins and future P/E, with only minor tweaks to the discount rate and valuation inputs. What's in the News Eos Energy Enterprises announced Eos Indensity, a new energy storage architecture built around Spatial Intelligence.
Actualización de narrativa Feb 08

EOSE: Equity Raise And New Storage Architecture Will Support Future Repricing

Analysts have adjusted their price target for Eos Energy Enterprises to reflect updated views on discount rates, revenue growth expectations and profit margins, while keeping fair value essentially unchanged at US$16.13. What's in the News Eos Energy Enterprises announced Eos Indensity, an energy storage architecture built on its Z3 module and zinc powered Znyth technology, with an unveiling event scheduled for January 14, 2026 (Key Developments).
Actualización de narrativa Jan 25

EOSE: Battery Rollout Execution Will Face Scrutiny After Short Seller Allegations

Analysts have kept their fair value estimate for Eos Energy Enterprises steady at US$16.13, making only small tweaks to assumptions on discount rate, profit margin and future P/E as they wait for more clarity on the company’s battery storage rollout, which is linked to Tetra Technologies’ PureFlow electrolytes solution. Analyst Commentary Recent Street research around Tetra Technologies and its PureFlow electrolytes solution gives investors some indirect signals on how the market is thinking about Eos Energy Enterprises, especially around execution on the battery storage rollout that underpins current valuation work.
Actualización de narrativa Jan 09

EOSE: Future Upside Tied To Scaling Production After Major Supply Wins

Analysts have nudged their price target on Eos Energy Enterprises lower to about $16 from roughly $16.40, reflecting slightly higher assumed risk and more measured revenue growth expectations, partially offset by modestly stronger projected profitability and P/E assumptions informed by recent funding progress, contract wins, and production ramp commentary from recent research. Analyst Commentary Recent research on Eos Energy Enterprises highlights a mix of enthusiasm around growth opportunities and caution around execution and funding risks.
Actualización de narrativa Dec 15

EOSE: Future Performance Will Hinge On Scaling Production Amid Mounting Transparency Concerns

Analysts have raised their price targets on Eos Energy Enterprises, in some cases doubling prior estimates to levels such as $12 and $22 per share. They cite growing confidence in the company's differentiated battery technology, domestic manufacturing footprint, and improving visibility on scaling and profitability supported by recent strategic funding and large contract wins.
Actualización de narrativa Dec 01

EOSE: Future Performance Will Depend On Meeting Production And Transparency Milestones

The analyst consensus price target for Eos Energy Enterprises has increased from $15.21 to $16.43. Analysts cite stronger revenue growth, improving profit margins, and increasing confidence in the company’s operational execution and market positioning.
Actualización de narrativa Nov 17

EOSE: Future Revenue Will Hinge On Proving Execution Amid Scaling And Order Risks

Analysts have increased their price target for Eos Energy Enterprises from approximately $14.07 to $15.21 per share, citing continued advancements in manufacturing scale and strengthening long-term demand drivers. This comes despite near-term execution and margin challenges.
Artículo de análisis Nov 07

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Analysts Are Pretty Bullish On The Stock After Recent Results

It's shaping up to be a tough period for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ), which a week ago released some...
Actualización de narrativa Nov 03

EOSE: Near-Term Execution Risks Will Challenge Expansion Momentum

The analyst price target for Eos Energy Enterprises has increased from $11.79 to $14.07 per share. Analysts cite enhanced confidence in the company's technology, recent contract wins, and domestic positioning, despite ongoing execution and scaling challenges.
Actualización de narrativa Oct 20

US Energy Storage Expansion Will Unlock Future Opportunities

The analyst price target for Eos Energy Enterprises was revised upward, increasing significantly from $7.93 to $11.79 per share. Analysts point to improving production ramp confidence and strong demand trends in energy storage as key factors behind the higher valuation.
Actualización de narrativa Oct 06

US Energy Storage Expansion Will Unlock Future Opportunities

Eos Energy Enterprises saw its fair value estimate rise from $7.50 to $7.93 per share. Analysts cited increased confidence in the company's manufacturing capabilities and future production growth, despite some remaining execution risks.
Actualización de narrativa Sep 21

US Energy Storage Expansion Will Unlock Future Opportunities

Analysts have modestly raised their price target for Eos Energy Enterprises to $7.50, citing increased confidence in production scalability, supportive policy developments, and long-term regulatory tailwinds despite near-term execution risks. Analyst Commentary Increased confidence in Eos Energy's ability to ramp production following a successful visit to the Turtle Creek manufacturing facility.
Actualización de narrativa Sep 06

US Energy Storage Expansion Will Unlock Future Opportunities

Analysts have raised Eos Energy Enterprises’ price target to $7.29, citing strengthened balance sheet, supportive U.S. policy, and expectations for robust growth from 2025, despite ongoing operational and leadership risks. Analyst Commentary Near-term headwinds persist due to the need to demonstrate the scalability of Eos Energy’s long-duration battery technology.
Artículo de análisis Aug 07

Why Investors Shouldn't Be Surprised By Eos Energy Enterprises, Inc.'s (NASDAQ:EOSE) 25% Share Price Surge

Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders would be excited to see that the share price has had a great...
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Nueva narrativa Aug 03

US Energy Storage Expansion Will Unlock Future Opportunities

Strong tailwinds from energy transition trends and supportive U.S. policy position the company for expansion, improved competitiveness, and higher domestic order volume.
Seeking Alpha Apr 24

Eos Energy: Set For Material Revenue Growth Even In The Drill, Baby, Drill Era

Summary Eos Energy is guiding for revenue growth in the range of $150 million to $190 million for its fiscal 2025. The long-duration energy storage company ended its most recent reported quarter with cash and cash equivalents of $74.29 million. Negative free cash flow of $55.8 million keeps me away, but this is set to materially improve on the back of the sales ramp. Read the full article on Seeking Alpha
Artículo de análisis Mar 08

Earnings Update: Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

It's been a good week for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders, because the company has just...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Joe Mastrangelo en comparación con los beneficios de Eos Energy Enterprises?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$1b

Dec 31 2025US$5mUS$708k

-US$2b

Sep 30 2025n/an/a

-US$2b

Jun 30 2025n/an/a

-US$1b

Mar 31 2025n/an/a

-US$822m

Dec 31 2024US$5mUS$650k

-US$964m

Sep 30 2024n/an/a

-US$524m

Jun 30 2024n/an/a

-US$125m

Mar 31 2024n/an/a

-US$205m

Dec 31 2023US$4mUS$650k

-US$230m

Sep 30 2023n/an/a

-US$245m

Jun 30 2023n/an/a

-US$331m

Mar 31 2023n/an/a

-US$256m

Dec 31 2022US$1mUS$649k

-US$230m

Sep 30 2022n/an/a

-US$204m

Jun 30 2022n/an/a

-US$151m

Mar 31 2022n/an/a

-US$149m

Dec 31 2021US$17mUS$612k

-US$124m

Sep 30 2021n/an/a

-US$119m

Jun 30 2021n/an/a

-US$131m

Mar 31 2021n/an/a

-US$83m

Dec 31 2020US$8mUS$358k

-US$71m

Sep 30 2020n/an/a

-US$64m

Jun 30 2020n/an/a

-US$53m

Mar 31 2020n/an/a

-US$68m

Dec 31 2019US$575kUS$198k

-US$79m

Compensación vs. Mercado: La compensación total ($USD4.85M) de Joe está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.30M).

Compensación vs. Ingresos: La compensación de Joe ha sido consistente con los resultados de la empresa en el último año.


CEO

Joe Mastrangelo (57 yo)

6.8yrs
Permanencia
US$4,854,452
Compensación

Mr. Joseph R. Mastrangelo, Jr., also known as Joe, serves as Chief Executive Officer since August 1, 2019 and serves as its Director since November 2020 at Eos Energy Enterprises, Inc and was its President...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Joseph Mastrangelo
CEO & Director6.8yrsUS$4.85m0.44%
$ 9.9m
Michelle Buczkowski
Chief Administration Officerless than a yearUS$4.12m0.014%
$ 319.6k
Nathan Kroeker
Chief Commercial Officerno dataUS$2.65m0.20%
$ 4.4m
Alessandro Lagi
Chief Financial Officerno datasin datossin datos
John Mahaz
Chief Operating Officerless than a yearsin datossin datos
Sumeet Puri
Chief Accounting Officer2.8yrssin datos0.048%
$ 1.1m
Francis Richey
Chief Technology Officer1.5yrssin datossin datos
Elizabeth Higley
Director of Investor Relationsno datasin datossin datos
Michael Silberman
Chief Legal Officer2.4yrsUS$2.56m0.083%
$ 1.9m
Erik Todd
Executive Vice President of Salesless than a yearsin datossin datos
Cristi Thomas
Senior Vice President of Projects & Deliveryless than a yearsin datossin datos
0.6yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de EOSE no se considera experimentado ( 0.6 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Joseph Mastrangelo
CEO & Director5.6yrsUS$4.85m0.44%
$ 9.9m
Alexander Dimitrief
Independent Director5.6yrsUS$200.53k0.077%
$ 1.7m
Kevin Walsh
Board Senior Commercial Advisorno datasin datossin datos
Jeffrey Bornstein
Independent Director3.8yrsUS$225.61k0.11%
$ 2.4m
David Urban
Independent Director1.5yrsUS$175.45k0.025%
$ 572.6k
Gregory Nixon
Independent Director1.9yrsUS$169.90k0.0041%
$ 92.7k
Claude Demby
Independent Director4.8yrsUS$175.45k0.046%
$ 1.0m
Nathaniel Fick
Independent Directorless than a yearsin datossin datos
Joseph Nigro
Independent Non-Executive Chair1.3yrsUS$210.91k0.011%
$ 260.5k
Nicholas Robinson
Independent Director2yrssin datossin datos
Jeffrey McNeil
Independent Director2.7yrsUS$175.45k0.10%
$ 2.3m
Marian Walters
Independent Director5.6yrsUS$198.42k0.049%
$ 1.1m
2.7yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de EOSE no se considera experimentada (2.7 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/09 05:00
Precio de las acciones al final del día2026/06/09 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Eos Energy Enterprises, Inc. está cubierta por 12 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Subhasish ChandraBenchmark Company
Ryan PfingstB. Riley Securities, Inc.
Joseph OshaGuggenheim Securities, LLC