Eos Energy Enterprises, Inc.

Report azionario NasdaqCM:EOSE

Capitalizzazione di mercato: US$2.3b

Eos Energy Enterprises Gestione

Criteri Gestione verificati 2/4

Eos Energy Enterprises Il CEO è Joe Mastrangelo, nominato in Aug2019, e ha un mandato di 6.75 anni. la retribuzione annua totale è $ 4.85M, composta da 14.6% di stipendio e 85.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.44% delle azioni della società, per un valore di $ 10.23M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.9 anni e 2.6 anni.

Informazioni chiave

Joe Mastrangelo

Amministratore delegato

US$4.9m

Compenso totale

Percentuale dello stipendio del CEO14.59%
Mandato del CEO6.8yrs
Proprietà del CEO0.4%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione2.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione Apr 09

Eos Energy Enterprises (EOSE): Navigating the Zinc-Powered Scaling "Valley of Death"

Eos Energy Enterprises, Inc. (EOSE) , a pioneer in long-duration zinc-based energy storage, closed the April 9, 2026, session at $5.95 USD on the NASDAQ.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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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Nuova narrazione 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
Articolo di analisi 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...
Seeking Alpha Jan 24

Eos Energy: This Small-Cap Will Keep Running In 2025 And Beyond

Summary Eos Energy Enterprises is a strong buy due to its innovative energy storage solutions and expected 10x revenue growth by 2025. EOSE's business model includes Znyth™ battery energy storage systems and software services, creating a stable SaaS revenue stream alongside product sales. Significant investments and strategic partnerships, including a $315 million investment from Cerberus, have positioned EOSE for rapid expansion and scalability. Despite recent 400% stock appreciation, EOSE remains undervalued with potential for 162% returns by 2027, supported by strong sector comparisons and growth projections. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Joe Mastrangelo rispetto agli utili di Eos Energy Enterprises?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Joe ($USD 4.85M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.53M ).

Compensazione vs guadagni: La retribuzione di Joe è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Joe Mastrangelo (56 yo)

6.8yrs
Mandato
US$4,854,452
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Joseph Mastrangelo
CEO & Director6.8yrsUS$4.85m0.44%
$ 10.2m
Nathan Kroeker
Interim CFO & Chief Commercial Officer1yrUS$2.65m0.20%
$ 4.6m
Michelle Buczkowski
Chief Administration Officerless than a yearUS$4.12m0.014%
$ 328.7k
John Mahaz
Chief Operating Officerless than a yearNessun datoNessun dato
Sumeet Puri
Chief Accounting Officer2.7yrsNessun dato0.048%
$ 1.1m
Francis Richey
Chief Technology Officer1.4yrsNessun datoNessun dato
Elizabeth Higley
Director of Investor Relationsno dataNessun datoNessun dato
Michael Silberman
Chief Legal Officer2.3yrsUS$2.56m0.083%
$ 1.9m
Erik Todd
Executive Vice President of Salesless than a yearNessun datoNessun dato
Justin Vagnozzi
Senior Vice President of Global Sales & Sales Operationsless than a yearNessun datoNessun dato
Cristi Thomas
Senior Vice President of Projects & Deliveryless than a yearNessun datoNessun dato
0.9yrs
Durata media
51yo
Età media

Gestione esperta: Il team dirigenziale di EOSE non è considerato esperto (durata media 0.9 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Joseph Mastrangelo
CEO & Director5.5yrsUS$4.85m0.44%
$ 10.2m
Alexander Dimitrief
Independent Director5.5yrsUS$200.53k0.072%
$ 1.7m
Kevin Walsh
Board Senior Commercial Advisorno dataNessun datoNessun dato
Jeffrey Bornstein
Independent Director3.7yrsUS$225.61k0.10%
$ 2.3m
David Urban
Independent Director1.4yrsUS$175.45k0.018%
$ 429.8k
Gregory Nixon
Independent Director1.8yrsUS$169.90kNessun dato
Claude Demby
Independent Director4.8yrsUS$175.45k0.11%
$ 2.6m
Nathaniel Fick
Independent Directorless than a yearNessun datoNessun dato
Joseph Nigro
Independent Non-Executive Chair1.2yrsUS$210.91k0.010%
$ 243.4k
Nicholas Robinson
Independent Director1.9yrsNessun datoNessun dato
Jeffrey McNeil
Independent Director2.6yrsUS$175.45k0.096%
$ 2.2m
Marian Walters
Independent Director5.5yrsUS$198.42k0.041%
$ 965.4k
2.6yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di EOSE non è considerato esperto (durata media del mandato 2.6 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 17:14
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Eos Energy Enterprises, Inc. è coperta da 12 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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