Eos Energy Enterprises, Inc.

NasdaqCM:EOSE 株式レポート

時価総額:US$2.3b

Eos Energy Enterprises マネジメント

マネジメント 基準チェック /24

Eos Energy Enterprisesの CEO はJoe Mastrangeloで、 Aug2019年に任命され、 の在任期間は 6.83年です。 の年間総報酬は$ 4.85Mで、 14.6%給与と85.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.44%を直接所有しており、その価値は$ 9.95M 。経営陣と取締役会の平均在任期間はそれぞれ0.6年と2.7年です。

主要情報

Joe Mastrangelo

最高経営責任者

US$4.9m

報酬総額

CEO給与比率14.59%
CEO在任期間6.8yrs
CEOの所有権0.4%
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.7yrs

経営陣の近況

Recent updates

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
User avatar
新しいナラティブ 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
分析記事 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...

CEO報酬分析

Eos Energy Enterprises の収益と比較して、Joe Mastrangelo の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Joeの 総報酬 ($USD 4.85M ) は、 US市場 ($USD 5.30M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Joeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Joe Mastrangelo (57 yo)

6.8yrs
在職期間
US$4,854,452
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 dataデータなしデータなし
John Mahaz
Chief Operating Officerless than a yearデータなしデータなし
Sumeet Puri
Chief Accounting Officer2.8yrsデータなし0.048%
$ 1.1m
Francis Richey
Chief Technology Officer1.5yrsデータなしデータなし
Elizabeth Higley
Director of Investor Relationsno dataデータなしデータなし
Michael Silberman
Chief Legal Officer2.4yrsUS$2.56m0.083%
$ 1.9m
Erik Todd
Executive Vice President of Salesless than a yearデータなしデータなし
Cristi Thomas
Senior Vice President of Projects & Deliveryless than a yearデータなしデータなし
0.6yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: EOSEの経営陣は 経験豊富 とはみなされません ( 0.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
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 dataデータなしデータなし
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 yearデータなしデータなし
Joseph Nigro
Independent Non-Executive Chair1.3yrsUS$210.91k0.011%
$ 260.5k
Nicholas Robinson
Independent Director2yrsデータなしデータなし
Jeffrey McNeil
Independent Director2.7yrsUS$175.45k0.10%
$ 2.3m
Marian Walters
Independent Director5.6yrsUS$198.42k0.049%
$ 1.1m
2.7yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: EOSEの 取締役会経験豊富 ではない ( 2.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/09 10:48
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Eos Energy Enterprises, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

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