View Future GrowthEos Energy Enterprises 過去の業績過去 基準チェック /06Eos Energy Enterprisesの収益は年間平均-55.1%の割合で減少していますが、 Electrical業界の収益は年間 増加しています。収益は年間16.9% 62.6%割合で 増加しています。主要情報-55.14%収益成長率-11.41%EPS成長率Electrical 業界の成長9.91%収益成長率62.56%株主資本利益率n/aネット・マージン-630.54%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 24Eos Energy Enterprises, Inc. to Report Q1, 2026 Results on May 13, 2026Eos Energy Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026お知らせ • Feb 12Eos Energy Enterprises, Inc. to Report Q4, 2025 Results on Feb 26, 2026Eos Energy Enterprises, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$4.91 loss per share (further deteriorated from US$1.77 loss in 3Q 2024). Revenue: US$30.5m (up US$29.7m from 3Q 2024). Net loss: US$1.33b (loss widened 247% from 3Q 2024). Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 128% per year, which means it is well ahead of earnings.お知らせ • Oct 28Eos Energy Enterprises, Inc. to Report Q3, 2025 Results on Nov 05, 2025Eos Energy Enterprises, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.87 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.2m (up US$14.3m from 2Q 2024). Net loss: US$206.0m (loss widened 297% from 2Q 2024). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Jul 31+ 1 more updateEos Energy Enterprises, Inc. Reports Loss from Write-Down of Property, Plant and Equipment for the Second Quarter Ended June 30, 2025Eos Energy Enterprises, Inc. reported loss from write-down of property, plant and equipment for the second quarter ended June 30, 2025. Loss from write-down of property, plant and equipment was $205,000 against $271,000 a year ago.すべての更新を表示Recent updatesナラティブの更新 • Jun 06EOSE: Frontier Power Execution And Pipeline Conversion Will Drive Future RepricingAnalysts 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.Recent Insider Transactions Derivative • Jun 05Independent Director exercised options and sold US$240k worth of stockOn the 28th of May, Marian Walters exercised 30k options at a strike price of around US$1.18 and sold these shares for an average price of US$9.18 per share. This trade did not impact their existing holding. Since September 2025, Marian's direct individual holding has increased from 138.79k shares to 163.45k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.ライブニュース • Jun 05Eos Energy Delivers Surprise Profit and Secures 2 GWh Deal With CerberusEos Energy Enterprises reported a surprise profit in Q1, beating earnings estimates and providing detail on its path toward previously issued 2026 revenue guidance. The company formed Frontier Power USA with Cerberus, including a 2 GWh take-or-pay capacity reservation backed by equity commitments and performance insurance. Eos plans a rights offering to fund its equity stake in Frontier Power USA as it pursues growth in long-duration battery storage. The combination of a surprise profit and a contracted 2 GWh capacity reservation provides clearer visibility into how Eos is trying to scale its battery storage business and support its 2026 revenue goals. At the same time, the planned rights offering means potential dilution and funding risk are central issues to watch if you are weighing how execution on the Frontier partnership might balance against capital needs.Recent Insider Transactions Derivative • May 29Independent Director exercised options and sold US$134k worth of stockOn the 20th of May, Marian Walters exercised 22k options at a strike price of around US$1.18 and sold these shares for an average price of US$7.20 per share. This trade did not impact their existing holding. Since September 2025, Marian's direct individual holding has increased from 138.79k shares to 163.45k. Company insiders have collectively sold US$9.6m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • May 23Independent Director exercised options and sold US$74k worth of stockOn the 19th of May, Alexander Dimitrief exercised options to acquire 11k shares at no cost and sold these for an average price of US$6.88 per share. This trade did not impact their existing holding. Since September 2025, Alexander's direct individual holding has decreased from 502.10k shares to 261.40k. Company insiders have collectively sold US$9.5m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • May 22Price target increased by 8.7% to US$9.63Up from US$8.86, the current price target is an average from 8 analysts. New target price is 19% above last closing price of US$8.06. Stock is up 26% over the past year. The company is forecast to post earnings per share of US$3.08 next year compared to a net loss per share of US$6.69 last year.Recent Insider Transactions Derivative • May 21Independent Director exercised options and sold US$74k worth of stockOn the 19th of May, Alexander Dimitrief exercised options to acquire 11k shares at no cost and sold these for an average price of US$6.88 per share. This trade did not impact their existing holding. Since September 2025, Alexander's direct individual holding has decreased from 502.10k shares to 245.22k. Company insiders have collectively sold US$9.5m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 18Eos Energy Enterprises: Staying Bearish Because It's Still The Right ChoiceSummary 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お知らせ • May 15Eos Energy Enterprises, Inc Reaffirms Revenue Guidance for the Full Year 2026Eos Energy Enterprises, Inc. reaffirmed revenue guidance for the Full year 2026. For the full year 2026, the company expects to achieve revenue between $300 million and $400 million.Breakeven Date Change • May 14Forecast breakeven date moved forward to 2026The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.17b in 2026. Earnings growth of 32% is required to achieve expected profit on schedule.ナラティブの更新 • May 07EOSE: 2026 Execution On Manufacturing And Demand Will Drive Future RepricingNarrative 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.お知らせ • May 03Eos Energy Enterprises, Inc. Announces Chief Financial Officer ChangesEos Energy Enterprises, Inc. announced the appointment of Alessandro Lagi as Chief Financial Officer, effective June 8, 2026. Lagi joins Eos from Johnson Controls, where he most recently led the Global FP&A and Growth finance team, overseeing planning, commercial, service, and system finance while helping drive stronger earnings performance, cash generation, operational accountability and enterprise transformation. Prior to Johnson Controls, he held several CFO roles overseeing global and regional multi-billion-dollar operations with responsibilities across Europe, Middle East, Africa, Asia Pacific, and Latin America. At Baker Hughes, he served as Global CFO for the Oilfield Equipment segment, leading finance across dozens of countries and a global manufacturing footprint while driving portfolio optimization and improved profitability. Eos also Nathan Kroeker for his leadership as Interim Chief Financial Officer. Kroeker will continue in his role as Chief Commercial Officer, leading Eos’ commercial business, focusing on commercial expansion, revenue growth, and positioning Eos as the preferred partner in long duration energy storage. This appointment strengthens the Eos leadership team as the Company scales operations, advances manufacturing execution, and supports growing customer deployments. Eos remains focused on leadership that drives disciplined execution, operational scale, and long-term shareholder value.お知らせ • Apr 24Eos Energy Enterprises, Inc. to Report Q1, 2026 Results on May 13, 2026Eos Energy Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026ナラティブの更新 • Apr 23EOSE: 2026 Execution On Manufacturing And Demand Will Drive Future RepricingNarrative 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.Price Target Changed • Apr 16Price target decreased by 8.8% to US$8.86Down from US$9.71, the current price target is an average from 7 analysts. New target price is 25% above last closing price of US$7.11. Stock is up 50% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$6.69 last year.お知らせ • Apr 10Eos Energy Enterprises Announces Executive AppointmentsEos Energy Enterprises, Inc. announced that Erik Todd joined Eos as Executive Vice President, Sales, bringing more than 20 years of experience leading large-scale energy and infrastructure sales organizations where he managed a global $1 Billion+ industrial infrastructure business. Cristi Thomas joined Eos as Senior Vice President, Projects & Delivery, with experience leading complex, infrastructure scale energy projects across development, construction, commissioning, and operations. These additions strengthen Eos’ ability to convert capacity into executed projects and deliver on customer commitments.ナラティブの更新 • Apr 07EOSE: 2026 Guidance And Manufacturing Progress Will Drive Future RepricingAnalysts 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.お知らせ • Apr 01Eos Energy Enterprises, Inc., Annual General Meeting, Jun 03, 2026Eos Energy Enterprises, Inc., Annual General Meeting, Jun 03, 2026.お知らせ • Mar 28Eos Energy Enterprises, Inc. Appoints Nathaniel Fick as Independent Common Class III Director, Effective March 24, 2026Eos Energy Enterprises, Inc. announced the appointment of Nathaniel (Nate) Fick to its Board of Directors as an independent Common Class III director, effective March 24, 2026. Fick brings extensive leadership experience spanning national security, technology, cybersecurity, artificial intelligence (AI), and complex infrastructure—capabilities increasingly relevant as energy storage becomes embedded in critical grid operations. Fick currently serves as Chief Strategy Officer for Equities and Senior Managing Director at Cerberus Capital Management. Before his current role, Fick served as the inaugural U.S. Ambassador-at-Large for Cyberspace & Digital Policy from 2023 to 2025, where he led U.S. international engagement on cybersecurity, digital infrastructure, and emerging technologies. Prior to his government service, he was Chief Executive Officer of cybersecurity company Endgame and oversaw its integration into Elastic following its acquisition. He has also served as an operating partner at Bessemer Venture Partners for eight years. Earlier in his career, Fick served as a U.S. Marine Corps infantry and reconnaissance officer, including combat deployments in Afghanistan and Iraq, and is the author of the New York Times bestselling memoir One Bullet Away.ナラティブの更新 • Mar 24EOSE: Manufacturing Improvements And 2026 Guidance Will Support Future RepricingEos 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 09EOSE: Manufacturing Progress And 2026 Guidance Will Drive Future RepricingAnalysts 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.お知らせ • Mar 07Glancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit on Behalf of Eos Energy Enterprises InvestorsGlancy Prongay Wolke & Rotter LLP announced that it has filed a class action lawsuit in the United States District Court for the District of New Jersey, captioned Yung v. Eos Energy Enterprises, Inc., et al., Case No. 2:26-cv-02372, on behalf of persons and entities that purchased or otherwise acquired Eos Energy Enterprises securities between November 5, 2025 and February 26, 2026, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. On February 26, 2026, Eos Energy announced fourth quarter and full year 2025 results, reporting, among other things, full year 2025 revenue of $114.2 million, falling far short of the Company’s previously issued guidance of $150 to $160 million. Management attributed these results to, in part, that battery line downtime ran well above industry norms and the ability for the automated bipolar production to hit quality targets took longer than expected. The Company further disclosed it had uncovered inefficiencies that result in longer end-to-end production times. On this news, Eos Energy’s stock price fell $4.39, or 39.4%, to close at $6.74 per share on February 26, 2026, thereby injuring investors. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) the Company was unable to achieve the ramp in production and capacity utilization required to achieve its previously set guidance; (2) the Company’s battery line downtime was running well above industry norms, the design intent of the line, and internal forecasts; (3) the Company was experiencing delays in the ability for its automated bipolar production to hit quality targets; (4) the Company’s inadequate systems and processes prevented it from ensuring reasonably accurate guidance and that its public disclosures were timely, accurate, and complete; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.Breakeven Date Change • Mar 06Forecast breakeven date pushed back to 2028The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 90% per year to 2027. The company is expected to make a profit of US$252.7m in 2028. Average annual earnings growth of 106% is required to achieve expected profit on schedule.Recent Insider Transactions • Mar 05CEO & Director recently bought US$345k worth of stockOn the 2nd of March, Joseph Mastrangelo bought around 60k shares on-market at roughly US$5.75 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Joseph has been a net seller over the last 12 months, reducing personal holdings by US$1.5m.Major Estimate Revision • Mar 05Consensus revenue estimates fall by 35%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$471.3m to US$306.0m. Forecast losses increased from -US$0.337 to -US$0.618 per share. Electrical industry in the US expected to see average net income growth of 29% next year. Consensus price target down from US$16.13 to US$11.29. Share price fell 39% to US$6.75 over the past week.Price Target Changed • Feb 27Price target decreased by 14% to US$14.13Down from US$16.43, the current price target is an average from 8 analysts. New target price is 109% above last closing price of US$6.76. Stock is up 66% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.75 last year.New Risk • Feb 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-US$877m). Shareholders have been substantially diluted in the past year (49% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$487k sold).お知らせ • Feb 26+ 1 more updateEos Energy Enterprises, Inc Provides Revenue Guidance for the Full Year 2026Eos Energy Enterprises, Inc. provided revenue guidance for the Full year 2026. For the full year 2026, the company expects to achieve revenue between $300 million and $400 million.ナラティブの更新 • Feb 23EOSE: Equity Raise And New Storage Architecture Will Support Future RepricingAnalysts 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.お知らせ • Feb 12Eos Energy Enterprises, Inc. to Report Q4, 2025 Results on Feb 26, 2026Eos Energy Enterprises, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026ナラティブの更新 • Feb 08EOSE: Equity Raise And New Storage Architecture Will Support Future RepricingAnalysts 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 25EOSE: Battery Rollout Execution Will Face Scrutiny After Short Seller AllegationsAnalysts 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.Recent Insider Transactions Derivative • Jan 25Chief Legal Officer notifies of intention to sell stockMichael Silberman intends to sell 42k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of January. If the sale is conducted around the recent share price of US$18.25, it would amount to US$761k. Since March 2025, Michael's direct individual holding has increased from 56.72k shares to 283.28k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jan 14Eos Energy Enterprises, Inc. Announces the Launch of Eos IndensityEos Energy Enterprises, Inc. announced the launch of Eos Indensity™?--and invites to experience it first during an unveiling event happening on January 14, 2026. Eos Indensity™? is a breakthrough architecture designed to transform how energy storage scales for the real world. It's engineered with Spatial Intelligence, an innovative system design framework developed by the team at Eos that considers the built, human, and natural environments where power is needed most. Indensity is an architecture that rises to every site-specific challenge--setting new standards for density, scale, flexibility, and safety while building on Eos' proven Z3™? module and zinc-powered Znyth™? technology that continues to power the Eos Cube solution. At the center of it all is the Eos Indensity Core™?--a modular, stackable building block that unlocks density by leveraging all three dimensions of a site. By reaching upward as well as outward, Indensity adapts to virtually any footprint, making gigawatt-scale storage achievable where it wasn't before. Each Core integrates Z3 battery modules, Eos DawnOS™? advanced controls, onboard cooling, and power management in a compact, self-contained design that's easy to place, fast to connect, and built for real-world performance.ナラティブの更新 • Jan 09EOSE: Future Upside Tied To Scaling Production After Major Supply WinsAnalysts 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.New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$1.1b). Shareholders have been substantially diluted in the past year (49% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$487k sold).ナラティブの更新 • Dec 15EOSE: Future Performance Will Hinge On Scaling Production Amid Mounting Transparency ConcernsAnalysts 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.Recent Insider Transactions • Dec 10Independent Director recently sold US$487k worth of stockOn the 5th of December, Jeffrey Bornstein sold around 32k shares on-market at roughly US$15.05 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.0m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Dec 07Independent Chairman of the Board notifies of intention to sell stockRussell Stidolph intends to sell 500k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$14.99, it would amount to US$7.5m. Since March 2025, Russell's direct individual holding has increased from 337.20k shares to 364.36k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Dec 01EOSE: Future Performance Will Depend On Meeting Production And Transparency MilestonesThe 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.お知らせ • Nov 25Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $458.235169 million.Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $458.235169 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 35,855,647 Price\Range: $12.78 Transaction Features: Registered Direct Offeringお知らせ • Nov 19+ 1 more updateEos Energy Enterprises, Inc. has filed a Follow-on Equity Offering.Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Transaction Features: Registered Direct Offeringナラティブの更新 • Nov 17EOSE: Future Revenue Will Hinge On Proving Execution Amid Scaling And Order RisksAnalysts 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.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 482%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$145.9m to US$149.1m. Forecast EPS reduced from -US$1.01 to -US$5.87 per share. Electrical industry in the US expected to see average net income growth of 24% next year. Consensus price target up from US$14.07 to US$15.21. Share price was steady at US$15.21 over the past week.New Risk • Nov 09New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$246m free cash flow). Negative equity (-US$1.1b). Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Significant insider selling over the past 3 months (US$395k sold).分析記事 • Nov 07Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's shaping up to be a tough period for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ), which a week ago released some...お知らせ • Nov 07Eos Energy Enterprises, Inc Reaffirms Earning Outlook for the Full Year 2025Eos Energy Enterprises, Inc. reaffirmed earning outlook for the Full year 2025. For the period, the Company expects full year revenue in the range of $150 million to $160 million, consistent with the low end of its previously forecasted range.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$4.91 loss per share (further deteriorated from US$1.77 loss in 3Q 2024). Revenue: US$30.5m (up US$29.7m from 3Q 2024). Net loss: US$1.33b (loss widened 247% from 3Q 2024). Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 128% per year, which means it is well ahead of earnings.ナラティブの更新 • Nov 03EOSE: Near-Term Execution Risks Will Challenge Expansion MomentumThe 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.お知らせ • Oct 28Eos Energy Enterprises, Inc. to Report Q3, 2025 Results on Nov 05, 2025Eos Energy Enterprises, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025Buy Or Sell Opportunity • Oct 23Now 22% undervaluedOver the last 90 days, the stock has risen 125% to US$14.36. The fair value is estimated to be US$18.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 3.4%. Revenue is forecast to grow by 787% in a year. Earnings are forecast to grow by 82% in the next year.Major Estimate Revision • Oct 22Consensus EPS estimates upgraded to US$1.01 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$1.14 to -US$1.01 per share. Revenue forecast steady at US$145.9m. Electrical industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$7.93 to US$14.07. Share price fell 18% to US$15.06 over the past week.ナラティブの更新 • Oct 20US Energy Storage Expansion Will Unlock Future OpportunitiesThe 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.Price Target Changed • Oct 15Price target increased by 29% to US$9.64Up from US$7.50, the current price target is an average from 7 analysts. New target price is 43% below last closing price of US$16.98. Stock is up 392% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year.ナラティブの更新 • Oct 06US Energy Storage Expansion Will Unlock Future OpportunitiesEos 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.Price Target Changed • Sep 30Price target increased by 8.8% to US$7.93Up from US$7.29, the current price target is an average from 7 analysts. New target price is 30% below last closing price of US$11.37. Stock is up 293% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year.ナラティブの更新 • Sep 21US Energy Storage Expansion Will Unlock Future OpportunitiesAnalysts 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.Recent Insider Transactions Derivative • Sep 10Chief Accounting Officer exercised options and sold US$288k worth of stockOn the 8th of September, Sumeet Puri exercised options to acquire 41k shares at no cost and sold these for an average price of US$7.11 per share. This trade did not impact their existing holding. Since June 2025, Sumeet's direct individual holding has increased from 95.62k shares to 136.46k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Sep 06US Energy Storage Expansion Will Unlock Future OpportunitiesAnalysts 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.Price Target Changed • Sep 05Price target increased by 15% to US$7.29Up from US$6.33, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$7.21. Stock is up 232% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year.Recent Insider Transactions • Sep 04Independent Director recently sold US$395k worth of stockOn the 3rd of September, Marian Walters sold around 50k shares on-market at roughly US$7.90 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.6m more than they bought in the last 12 months.お知らせ • Aug 19Eos Energy Enterprises Appoints John Mahaz as Chief Operating OfficerEos Energy Enterprises announced the appointment of John Mahaz as Chief Operating Officer. Mahaz, a 38-year veteran of the company, has served as CFO and vice president. He joins Eos with more than three decades of experience in global manufacturing solutions, having most recently served as Senior Vice President of Operations for Europe and the Americas at Jabil, where he generated more than $14 billion in annual revenue and oversaw over 70,000 employees across 30+ factories worldwide. Mahaz has led the rebuild of manufacturing operations in Puerto Rico following Hurricane Maria, restoring critical production capacity.分析記事 • Aug 07Why Investors Shouldn't Be Surprised By Eos Energy Enterprises, Inc.'s (NASDAQ:EOSE) 25% Share Price SurgeEos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders would be excited to see that the share price has had a great...Recent Insider Transactions • Aug 06Independent Director recently sold US$270k worth of stockOn the 4th of August, Alexander Dimitrief sold around 45k shares on-market at roughly US$6.00 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. Insiders have been net sellers, collectively disposing of US$4.1m more than they bought in the last 12 months.Major Estimate Revision • Aug 06Consensus EPS estimates fall by 49%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$161.4m to US$155.0m. Losses expected to increase from US$0.77 per share to US$1.15. Electrical industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$6.75 unchanged from last update. Share price rose 9.3% to US$6.51 over the past week.新しいナラティブ • Aug 03US 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. New Risk • Jul 31New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$217m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$571m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$217m). Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.8m sold).Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.87 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.2m (up US$14.3m from 2Q 2024). Net loss: US$206.0m (loss widened 297% from 2Q 2024). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Jul 31+ 1 more updateEos Energy Enterprises, Inc. Reports Loss from Write-Down of Property, Plant and Equipment for the Second Quarter Ended June 30, 2025Eos Energy Enterprises, Inc. reported loss from write-down of property, plant and equipment for the second quarter ended June 30, 2025. Loss from write-down of property, plant and equipment was $205,000 against $271,000 a year ago.Recent Insider Transactions Derivative • Jul 30CEO & Director notifies of intention to sell stockJoseph Mastrangelo intends to sell 167k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$6.29, it would amount to US$1.0m. For the year to December 2019, Joseph's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Joseph's direct individual holding has increased from 909.79k shares to 1.24m. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 18Eos Energy Enterprises, Inc. to Report Q2, 2025 Results on Jul 30, 2025Eos Energy Enterprises, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025Recent Insider Transactions Derivative • Jul 09CEO & Director notifies of intention to sell stockJoseph Mastrangelo intends to sell 127k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of July. If the sale is conducted around the recent share price of US$5.15, it would amount to US$655k. For the year to December 2019, Joseph's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Joseph's direct individual holding has increased from 909.79k shares to 1.11m. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Jun 16Price target increased by 9.8% to US$6.67Up from US$6.07, the current price target is an average from 6 analysts. New target price is 44% above last closing price of US$4.63. Stock is up 506% over the past year. The company is forecast to post a net loss per share of US$0.77 next year compared to a net loss per share of US$4.55 last year.New Risk • Jun 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$431m). Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.8m sold).お知らせ • May 30Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $75 million.Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,750,000 Price\Range: $4 Discount Per Security: $0.24お知らせ • May 29Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering in the amount of $75 million.Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering in the amount of $75 million. Security Name: Common Stock Security Type: Common StockRecent Insider Transactions • May 18CEO & Director recently sold US$1.9m worth of stockOn the 16th of May, Joseph Mastrangelo sold around 270k shares on-market at roughly US$6.86 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$1.8m.Major Estimate Revision • May 13Consensus EPS estimates fall by 60%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$169.9m to US$166.2m. Losses expected to increase from US$0.49 per share to US$0.78. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target up from US$5.29 to US$6.07. Share price rose 35% to US$6.80 over the past week.Breakeven Date Change • May 09Forecast breakeven date moved forward to 2026The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 88% to 2025. The company is expected to make a profit of US$23.9m in 2026. Average annual earnings growth of 130% is required to achieve expected profit on schedule.New Risk • May 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$176m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-US$431m).お知らせ • May 07Eos Energy Enterprises, Inc. Reaffirms Revenue Guidance for the Year 2025Eos Energy Enterprises, Inc. reaffirmed revenue guidance for the year 2025. For the full-year 2025, the company continues to expect to achieve revenue between $150 million and $190 million.Seeking Alpha • Apr 24Eos Energy: Set For Material Revenue Growth Even In The Drill, Baby, Drill EraSummary 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お知らせ • Apr 23Eos Energy Enterprises, Inc. to Report Q1, 2025 Results on May 06, 2025Eos Energy Enterprises, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Mar 28+ 1 more updateEos Energy Enterprises, Inc., Annual General Meeting, May 15, 2025Eos Energy Enterprises, Inc., Annual General Meeting, May 15, 2025.分析記事 • Mar 08Earnings Update: Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsIt's been a good week for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders, because the company has just...Breakeven Date Change • Mar 06Forecast breakeven date pushed back to 2027The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% per year to 2026. The company is expected to make a profit of US$521.5m in 2027. Average annual earnings growth of 121% is required to achieve expected profit on schedule.Reported Earnings • Mar 06Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$4.55 loss per share (further deteriorated from US$1.81 loss in FY 2023). Revenue: US$15.6m (down 4.7% from FY 2023). Net loss: US$964.2m (loss widened 320% from FY 2023). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05+ 1 more updateEos Energy Enterprises, Inc. Reiterates Revenue Guidance for the Full Year 2025Eos Energy Enterprises, Inc. reiterated revenue guidance for the full year 2025. For the year, the company expected to achieve revenue between $150 million and $190 million. This projected growth is expected to be driven by increased production volume on the company’s first manufacturing line as staged sub-assembly automation comes online.収支内訳Eos Energy Enterprises の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqCM:EOSE 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26161-1,013883231 Dec 25114-1,745852930 Sep 2563-1,968792730 Jun 2534-1,019812731 Mar 2519-822672431 Dec 2416-964602330 Sep 2415-524572230 Jun 2415-125521831 Mar 2414-205541831 Dec 2316-230541930 Sep 2312-245531730 Jun 2318-331541931 Mar 2323-256601931 Dec 2218-230611830 Sep 2218-204622030 Jun 2213-151562131 Mar 228-149481931 Dec 215-124431930 Sep 212-119391930 Jun 211-131351831 Mar 210-83241731 Dec 200-71181430 Sep 200-6410930 Jun 200-538831 Mar 200-689931 Dec 190-79711質の高い収益: EOSEは現在利益が出ていません。利益率の向上: EOSEは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: EOSEは利益が出ておらず、過去 5 年間で損失は年間55.1%の割合で増加しています。成長の加速: EOSEの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: EOSEは利益が出ていないため、過去 1 年間の収益成長をElectrical業界 ( 23.6% ) と比較することは困難です。株主資本利益率高いROE: EOSEの負債は資産を上回っているため、自己資本利益率を計算することは困難です。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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 アナリスト機関Subhasish ChandraBenchmark CompanyRyan PfingstB. Riley Securities, Inc.Joseph OshaGuggenheim Securities, LLC9 その他のアナリストを表示
お知らせ • Apr 24Eos Energy Enterprises, Inc. to Report Q1, 2026 Results on May 13, 2026Eos Energy Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026
お知らせ • Feb 12Eos Energy Enterprises, Inc. to Report Q4, 2025 Results on Feb 26, 2026Eos Energy Enterprises, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$4.91 loss per share (further deteriorated from US$1.77 loss in 3Q 2024). Revenue: US$30.5m (up US$29.7m from 3Q 2024). Net loss: US$1.33b (loss widened 247% from 3Q 2024). Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 128% per year, which means it is well ahead of earnings.
お知らせ • Oct 28Eos Energy Enterprises, Inc. to Report Q3, 2025 Results on Nov 05, 2025Eos Energy Enterprises, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.87 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.2m (up US$14.3m from 2Q 2024). Net loss: US$206.0m (loss widened 297% from 2Q 2024). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Jul 31+ 1 more updateEos Energy Enterprises, Inc. Reports Loss from Write-Down of Property, Plant and Equipment for the Second Quarter Ended June 30, 2025Eos Energy Enterprises, Inc. reported loss from write-down of property, plant and equipment for the second quarter ended June 30, 2025. Loss from write-down of property, plant and equipment was $205,000 against $271,000 a year ago.
ナラティブの更新 • Jun 06EOSE: Frontier Power Execution And Pipeline Conversion Will Drive Future RepricingAnalysts 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.
Recent Insider Transactions Derivative • Jun 05Independent Director exercised options and sold US$240k worth of stockOn the 28th of May, Marian Walters exercised 30k options at a strike price of around US$1.18 and sold these shares for an average price of US$9.18 per share. This trade did not impact their existing holding. Since September 2025, Marian's direct individual holding has increased from 138.79k shares to 163.45k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
ライブニュース • Jun 05Eos Energy Delivers Surprise Profit and Secures 2 GWh Deal With CerberusEos Energy Enterprises reported a surprise profit in Q1, beating earnings estimates and providing detail on its path toward previously issued 2026 revenue guidance. The company formed Frontier Power USA with Cerberus, including a 2 GWh take-or-pay capacity reservation backed by equity commitments and performance insurance. Eos plans a rights offering to fund its equity stake in Frontier Power USA as it pursues growth in long-duration battery storage. The combination of a surprise profit and a contracted 2 GWh capacity reservation provides clearer visibility into how Eos is trying to scale its battery storage business and support its 2026 revenue goals. At the same time, the planned rights offering means potential dilution and funding risk are central issues to watch if you are weighing how execution on the Frontier partnership might balance against capital needs.
Recent Insider Transactions Derivative • May 29Independent Director exercised options and sold US$134k worth of stockOn the 20th of May, Marian Walters exercised 22k options at a strike price of around US$1.18 and sold these shares for an average price of US$7.20 per share. This trade did not impact their existing holding. Since September 2025, Marian's direct individual holding has increased from 138.79k shares to 163.45k. Company insiders have collectively sold US$9.6m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • May 23Independent Director exercised options and sold US$74k worth of stockOn the 19th of May, Alexander Dimitrief exercised options to acquire 11k shares at no cost and sold these for an average price of US$6.88 per share. This trade did not impact their existing holding. Since September 2025, Alexander's direct individual holding has decreased from 502.10k shares to 261.40k. Company insiders have collectively sold US$9.5m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • May 22Price target increased by 8.7% to US$9.63Up from US$8.86, the current price target is an average from 8 analysts. New target price is 19% above last closing price of US$8.06. Stock is up 26% over the past year. The company is forecast to post earnings per share of US$3.08 next year compared to a net loss per share of US$6.69 last year.
Recent Insider Transactions Derivative • May 21Independent Director exercised options and sold US$74k worth of stockOn the 19th of May, Alexander Dimitrief exercised options to acquire 11k shares at no cost and sold these for an average price of US$6.88 per share. This trade did not impact their existing holding. Since September 2025, Alexander's direct individual holding has decreased from 502.10k shares to 245.22k. Company insiders have collectively sold US$9.5m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 18Eos Energy Enterprises: Staying Bearish Because It's Still The Right ChoiceSummary 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
お知らせ • May 15Eos Energy Enterprises, Inc Reaffirms Revenue Guidance for the Full Year 2026Eos Energy Enterprises, Inc. reaffirmed revenue guidance for the Full year 2026. For the full year 2026, the company expects to achieve revenue between $300 million and $400 million.
Breakeven Date Change • May 14Forecast breakeven date moved forward to 2026The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.17b in 2026. Earnings growth of 32% is required to achieve expected profit on schedule.
ナラティブの更新 • May 07EOSE: 2026 Execution On Manufacturing And Demand Will Drive Future RepricingNarrative 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.
お知らせ • May 03Eos Energy Enterprises, Inc. Announces Chief Financial Officer ChangesEos Energy Enterprises, Inc. announced the appointment of Alessandro Lagi as Chief Financial Officer, effective June 8, 2026. Lagi joins Eos from Johnson Controls, where he most recently led the Global FP&A and Growth finance team, overseeing planning, commercial, service, and system finance while helping drive stronger earnings performance, cash generation, operational accountability and enterprise transformation. Prior to Johnson Controls, he held several CFO roles overseeing global and regional multi-billion-dollar operations with responsibilities across Europe, Middle East, Africa, Asia Pacific, and Latin America. At Baker Hughes, he served as Global CFO for the Oilfield Equipment segment, leading finance across dozens of countries and a global manufacturing footprint while driving portfolio optimization and improved profitability. Eos also Nathan Kroeker for his leadership as Interim Chief Financial Officer. Kroeker will continue in his role as Chief Commercial Officer, leading Eos’ commercial business, focusing on commercial expansion, revenue growth, and positioning Eos as the preferred partner in long duration energy storage. This appointment strengthens the Eos leadership team as the Company scales operations, advances manufacturing execution, and supports growing customer deployments. Eos remains focused on leadership that drives disciplined execution, operational scale, and long-term shareholder value.
お知らせ • Apr 24Eos Energy Enterprises, Inc. to Report Q1, 2026 Results on May 13, 2026Eos Energy Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026
ナラティブの更新 • Apr 23EOSE: 2026 Execution On Manufacturing And Demand Will Drive Future RepricingNarrative 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.
Price Target Changed • Apr 16Price target decreased by 8.8% to US$8.86Down from US$9.71, the current price target is an average from 7 analysts. New target price is 25% above last closing price of US$7.11. Stock is up 50% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$6.69 last year.
お知らせ • Apr 10Eos Energy Enterprises Announces Executive AppointmentsEos Energy Enterprises, Inc. announced that Erik Todd joined Eos as Executive Vice President, Sales, bringing more than 20 years of experience leading large-scale energy and infrastructure sales organizations where he managed a global $1 Billion+ industrial infrastructure business. Cristi Thomas joined Eos as Senior Vice President, Projects & Delivery, with experience leading complex, infrastructure scale energy projects across development, construction, commissioning, and operations. These additions strengthen Eos’ ability to convert capacity into executed projects and deliver on customer commitments.
ナラティブの更新 • Apr 07EOSE: 2026 Guidance And Manufacturing Progress Will Drive Future RepricingAnalysts 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.
お知らせ • Apr 01Eos Energy Enterprises, Inc., Annual General Meeting, Jun 03, 2026Eos Energy Enterprises, Inc., Annual General Meeting, Jun 03, 2026.
お知らせ • Mar 28Eos Energy Enterprises, Inc. Appoints Nathaniel Fick as Independent Common Class III Director, Effective March 24, 2026Eos Energy Enterprises, Inc. announced the appointment of Nathaniel (Nate) Fick to its Board of Directors as an independent Common Class III director, effective March 24, 2026. Fick brings extensive leadership experience spanning national security, technology, cybersecurity, artificial intelligence (AI), and complex infrastructure—capabilities increasingly relevant as energy storage becomes embedded in critical grid operations. Fick currently serves as Chief Strategy Officer for Equities and Senior Managing Director at Cerberus Capital Management. Before his current role, Fick served as the inaugural U.S. Ambassador-at-Large for Cyberspace & Digital Policy from 2023 to 2025, where he led U.S. international engagement on cybersecurity, digital infrastructure, and emerging technologies. Prior to his government service, he was Chief Executive Officer of cybersecurity company Endgame and oversaw its integration into Elastic following its acquisition. He has also served as an operating partner at Bessemer Venture Partners for eight years. Earlier in his career, Fick served as a U.S. Marine Corps infantry and reconnaissance officer, including combat deployments in Afghanistan and Iraq, and is the author of the New York Times bestselling memoir One Bullet Away.
ナラティブの更新 • Mar 24EOSE: Manufacturing Improvements And 2026 Guidance Will Support Future RepricingEos 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 09EOSE: Manufacturing Progress And 2026 Guidance Will Drive Future RepricingAnalysts 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.
お知らせ • Mar 07Glancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit on Behalf of Eos Energy Enterprises InvestorsGlancy Prongay Wolke & Rotter LLP announced that it has filed a class action lawsuit in the United States District Court for the District of New Jersey, captioned Yung v. Eos Energy Enterprises, Inc., et al., Case No. 2:26-cv-02372, on behalf of persons and entities that purchased or otherwise acquired Eos Energy Enterprises securities between November 5, 2025 and February 26, 2026, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. On February 26, 2026, Eos Energy announced fourth quarter and full year 2025 results, reporting, among other things, full year 2025 revenue of $114.2 million, falling far short of the Company’s previously issued guidance of $150 to $160 million. Management attributed these results to, in part, that battery line downtime ran well above industry norms and the ability for the automated bipolar production to hit quality targets took longer than expected. The Company further disclosed it had uncovered inefficiencies that result in longer end-to-end production times. On this news, Eos Energy’s stock price fell $4.39, or 39.4%, to close at $6.74 per share on February 26, 2026, thereby injuring investors. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) the Company was unable to achieve the ramp in production and capacity utilization required to achieve its previously set guidance; (2) the Company’s battery line downtime was running well above industry norms, the design intent of the line, and internal forecasts; (3) the Company was experiencing delays in the ability for its automated bipolar production to hit quality targets; (4) the Company’s inadequate systems and processes prevented it from ensuring reasonably accurate guidance and that its public disclosures were timely, accurate, and complete; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Breakeven Date Change • Mar 06Forecast breakeven date pushed back to 2028The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 90% per year to 2027. The company is expected to make a profit of US$252.7m in 2028. Average annual earnings growth of 106% is required to achieve expected profit on schedule.
Recent Insider Transactions • Mar 05CEO & Director recently bought US$345k worth of stockOn the 2nd of March, Joseph Mastrangelo bought around 60k shares on-market at roughly US$5.75 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Joseph has been a net seller over the last 12 months, reducing personal holdings by US$1.5m.
Major Estimate Revision • Mar 05Consensus revenue estimates fall by 35%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$471.3m to US$306.0m. Forecast losses increased from -US$0.337 to -US$0.618 per share. Electrical industry in the US expected to see average net income growth of 29% next year. Consensus price target down from US$16.13 to US$11.29. Share price fell 39% to US$6.75 over the past week.
Price Target Changed • Feb 27Price target decreased by 14% to US$14.13Down from US$16.43, the current price target is an average from 8 analysts. New target price is 109% above last closing price of US$6.76. Stock is up 66% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.75 last year.
New Risk • Feb 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-US$877m). Shareholders have been substantially diluted in the past year (49% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$487k sold).
お知らせ • Feb 26+ 1 more updateEos Energy Enterprises, Inc Provides Revenue Guidance for the Full Year 2026Eos Energy Enterprises, Inc. provided revenue guidance for the Full year 2026. For the full year 2026, the company expects to achieve revenue between $300 million and $400 million.
ナラティブの更新 • Feb 23EOSE: Equity Raise And New Storage Architecture Will Support Future RepricingAnalysts 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.
お知らせ • Feb 12Eos Energy Enterprises, Inc. to Report Q4, 2025 Results on Feb 26, 2026Eos Energy Enterprises, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026
ナラティブの更新 • Feb 08EOSE: Equity Raise And New Storage Architecture Will Support Future RepricingAnalysts 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 25EOSE: Battery Rollout Execution Will Face Scrutiny After Short Seller AllegationsAnalysts 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.
Recent Insider Transactions Derivative • Jan 25Chief Legal Officer notifies of intention to sell stockMichael Silberman intends to sell 42k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of January. If the sale is conducted around the recent share price of US$18.25, it would amount to US$761k. Since March 2025, Michael's direct individual holding has increased from 56.72k shares to 283.28k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jan 14Eos Energy Enterprises, Inc. Announces the Launch of Eos IndensityEos Energy Enterprises, Inc. announced the launch of Eos Indensity™?--and invites to experience it first during an unveiling event happening on January 14, 2026. Eos Indensity™? is a breakthrough architecture designed to transform how energy storage scales for the real world. It's engineered with Spatial Intelligence, an innovative system design framework developed by the team at Eos that considers the built, human, and natural environments where power is needed most. Indensity is an architecture that rises to every site-specific challenge--setting new standards for density, scale, flexibility, and safety while building on Eos' proven Z3™? module and zinc-powered Znyth™? technology that continues to power the Eos Cube solution. At the center of it all is the Eos Indensity Core™?--a modular, stackable building block that unlocks density by leveraging all three dimensions of a site. By reaching upward as well as outward, Indensity adapts to virtually any footprint, making gigawatt-scale storage achievable where it wasn't before. Each Core integrates Z3 battery modules, Eos DawnOS™? advanced controls, onboard cooling, and power management in a compact, self-contained design that's easy to place, fast to connect, and built for real-world performance.
ナラティブの更新 • Jan 09EOSE: Future Upside Tied To Scaling Production After Major Supply WinsAnalysts 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.
New Risk • Dec 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$1.1b). Shareholders have been substantially diluted in the past year (49% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$487k sold).
ナラティブの更新 • Dec 15EOSE: Future Performance Will Hinge On Scaling Production Amid Mounting Transparency ConcernsAnalysts 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.
Recent Insider Transactions • Dec 10Independent Director recently sold US$487k worth of stockOn the 5th of December, Jeffrey Bornstein sold around 32k shares on-market at roughly US$15.05 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.0m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Dec 07Independent Chairman of the Board notifies of intention to sell stockRussell Stidolph intends to sell 500k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$14.99, it would amount to US$7.5m. Since March 2025, Russell's direct individual holding has increased from 337.20k shares to 364.36k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Dec 01EOSE: Future Performance Will Depend On Meeting Production And Transparency MilestonesThe 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.
お知らせ • Nov 25Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $458.235169 million.Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $458.235169 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 35,855,647 Price\Range: $12.78 Transaction Features: Registered Direct Offering
お知らせ • Nov 19+ 1 more updateEos Energy Enterprises, Inc. has filed a Follow-on Equity Offering.Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Transaction Features: Registered Direct Offering
ナラティブの更新 • Nov 17EOSE: Future Revenue Will Hinge On Proving Execution Amid Scaling And Order RisksAnalysts 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.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 482%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$145.9m to US$149.1m. Forecast EPS reduced from -US$1.01 to -US$5.87 per share. Electrical industry in the US expected to see average net income growth of 24% next year. Consensus price target up from US$14.07 to US$15.21. Share price was steady at US$15.21 over the past week.
New Risk • Nov 09New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$246m free cash flow). Negative equity (-US$1.1b). Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Significant insider selling over the past 3 months (US$395k sold).
分析記事 • Nov 07Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's shaping up to be a tough period for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ), which a week ago released some...
お知らせ • Nov 07Eos Energy Enterprises, Inc Reaffirms Earning Outlook for the Full Year 2025Eos Energy Enterprises, Inc. reaffirmed earning outlook for the Full year 2025. For the period, the Company expects full year revenue in the range of $150 million to $160 million, consistent with the low end of its previously forecasted range.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$4.91 loss per share (further deteriorated from US$1.77 loss in 3Q 2024). Revenue: US$30.5m (up US$29.7m from 3Q 2024). Net loss: US$1.33b (loss widened 247% from 3Q 2024). Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 128% per year, which means it is well ahead of earnings.
ナラティブの更新 • Nov 03EOSE: Near-Term Execution Risks Will Challenge Expansion MomentumThe 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.
お知らせ • Oct 28Eos Energy Enterprises, Inc. to Report Q3, 2025 Results on Nov 05, 2025Eos Energy Enterprises, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025
Buy Or Sell Opportunity • Oct 23Now 22% undervaluedOver the last 90 days, the stock has risen 125% to US$14.36. The fair value is estimated to be US$18.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 3.4%. Revenue is forecast to grow by 787% in a year. Earnings are forecast to grow by 82% in the next year.
Major Estimate Revision • Oct 22Consensus EPS estimates upgraded to US$1.01 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$1.14 to -US$1.01 per share. Revenue forecast steady at US$145.9m. Electrical industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$7.93 to US$14.07. Share price fell 18% to US$15.06 over the past week.
ナラティブの更新 • Oct 20US Energy Storage Expansion Will Unlock Future OpportunitiesThe 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.
Price Target Changed • Oct 15Price target increased by 29% to US$9.64Up from US$7.50, the current price target is an average from 7 analysts. New target price is 43% below last closing price of US$16.98. Stock is up 392% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year.
ナラティブの更新 • Oct 06US Energy Storage Expansion Will Unlock Future OpportunitiesEos 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.
Price Target Changed • Sep 30Price target increased by 8.8% to US$7.93Up from US$7.29, the current price target is an average from 7 analysts. New target price is 30% below last closing price of US$11.37. Stock is up 293% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year.
ナラティブの更新 • Sep 21US Energy Storage Expansion Will Unlock Future OpportunitiesAnalysts 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.
Recent Insider Transactions Derivative • Sep 10Chief Accounting Officer exercised options and sold US$288k worth of stockOn the 8th of September, Sumeet Puri exercised options to acquire 41k shares at no cost and sold these for an average price of US$7.11 per share. This trade did not impact their existing holding. Since June 2025, Sumeet's direct individual holding has increased from 95.62k shares to 136.46k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Sep 06US Energy Storage Expansion Will Unlock Future OpportunitiesAnalysts 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.
Price Target Changed • Sep 05Price target increased by 15% to US$7.29Up from US$6.33, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$7.21. Stock is up 232% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year.
Recent Insider Transactions • Sep 04Independent Director recently sold US$395k worth of stockOn the 3rd of September, Marian Walters sold around 50k shares on-market at roughly US$7.90 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.6m more than they bought in the last 12 months.
お知らせ • Aug 19Eos Energy Enterprises Appoints John Mahaz as Chief Operating OfficerEos Energy Enterprises announced the appointment of John Mahaz as Chief Operating Officer. Mahaz, a 38-year veteran of the company, has served as CFO and vice president. He joins Eos with more than three decades of experience in global manufacturing solutions, having most recently served as Senior Vice President of Operations for Europe and the Americas at Jabil, where he generated more than $14 billion in annual revenue and oversaw over 70,000 employees across 30+ factories worldwide. Mahaz has led the rebuild of manufacturing operations in Puerto Rico following Hurricane Maria, restoring critical production capacity.
分析記事 • Aug 07Why Investors Shouldn't Be Surprised By Eos Energy Enterprises, Inc.'s (NASDAQ:EOSE) 25% Share Price SurgeEos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders would be excited to see that the share price has had a great...
Recent Insider Transactions • Aug 06Independent Director recently sold US$270k worth of stockOn the 4th of August, Alexander Dimitrief sold around 45k shares on-market at roughly US$6.00 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. Insiders have been net sellers, collectively disposing of US$4.1m more than they bought in the last 12 months.
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 49%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$161.4m to US$155.0m. Losses expected to increase from US$0.77 per share to US$1.15. Electrical industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$6.75 unchanged from last update. Share price rose 9.3% to US$6.51 over the past week.
新しいナラティブ • Aug 03US 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.
New Risk • Jul 31New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$217m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$571m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$217m). Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.8m sold).
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.87 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.2m (up US$14.3m from 2Q 2024). Net loss: US$206.0m (loss widened 297% from 2Q 2024). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Jul 31+ 1 more updateEos Energy Enterprises, Inc. Reports Loss from Write-Down of Property, Plant and Equipment for the Second Quarter Ended June 30, 2025Eos Energy Enterprises, Inc. reported loss from write-down of property, plant and equipment for the second quarter ended June 30, 2025. Loss from write-down of property, plant and equipment was $205,000 against $271,000 a year ago.
Recent Insider Transactions Derivative • Jul 30CEO & Director notifies of intention to sell stockJoseph Mastrangelo intends to sell 167k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$6.29, it would amount to US$1.0m. For the year to December 2019, Joseph's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Joseph's direct individual holding has increased from 909.79k shares to 1.24m. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 18Eos Energy Enterprises, Inc. to Report Q2, 2025 Results on Jul 30, 2025Eos Energy Enterprises, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
Recent Insider Transactions Derivative • Jul 09CEO & Director notifies of intention to sell stockJoseph Mastrangelo intends to sell 127k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of July. If the sale is conducted around the recent share price of US$5.15, it would amount to US$655k. For the year to December 2019, Joseph's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Joseph's direct individual holding has increased from 909.79k shares to 1.11m. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Jun 16Price target increased by 9.8% to US$6.67Up from US$6.07, the current price target is an average from 6 analysts. New target price is 44% above last closing price of US$4.63. Stock is up 506% over the past year. The company is forecast to post a net loss per share of US$0.77 next year compared to a net loss per share of US$4.55 last year.
New Risk • Jun 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$431m). Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.8m sold).
お知らせ • May 30Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $75 million.Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,750,000 Price\Range: $4 Discount Per Security: $0.24
お知らせ • May 29Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering in the amount of $75 million.Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering in the amount of $75 million. Security Name: Common Stock Security Type: Common Stock
Recent Insider Transactions • May 18CEO & Director recently sold US$1.9m worth of stockOn the 16th of May, Joseph Mastrangelo sold around 270k shares on-market at roughly US$6.86 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$1.8m.
Major Estimate Revision • May 13Consensus EPS estimates fall by 60%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$169.9m to US$166.2m. Losses expected to increase from US$0.49 per share to US$0.78. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target up from US$5.29 to US$6.07. Share price rose 35% to US$6.80 over the past week.
Breakeven Date Change • May 09Forecast breakeven date moved forward to 2026The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 88% to 2025. The company is expected to make a profit of US$23.9m in 2026. Average annual earnings growth of 130% is required to achieve expected profit on schedule.
New Risk • May 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$176m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-US$431m).
お知らせ • May 07Eos Energy Enterprises, Inc. Reaffirms Revenue Guidance for the Year 2025Eos Energy Enterprises, Inc. reaffirmed revenue guidance for the year 2025. For the full-year 2025, the company continues to expect to achieve revenue between $150 million and $190 million.
Seeking Alpha • Apr 24Eos Energy: Set For Material Revenue Growth Even In The Drill, Baby, Drill EraSummary 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
お知らせ • Apr 23Eos Energy Enterprises, Inc. to Report Q1, 2025 Results on May 06, 2025Eos Energy Enterprises, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Mar 28+ 1 more updateEos Energy Enterprises, Inc., Annual General Meeting, May 15, 2025Eos Energy Enterprises, Inc., Annual General Meeting, May 15, 2025.
分析記事 • Mar 08Earnings Update: Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsIt's been a good week for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders, because the company has just...
Breakeven Date Change • Mar 06Forecast breakeven date pushed back to 2027The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% per year to 2026. The company is expected to make a profit of US$521.5m in 2027. Average annual earnings growth of 121% is required to achieve expected profit on schedule.
Reported Earnings • Mar 06Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$4.55 loss per share (further deteriorated from US$1.81 loss in FY 2023). Revenue: US$15.6m (down 4.7% from FY 2023). Net loss: US$964.2m (loss widened 320% from FY 2023). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05+ 1 more updateEos Energy Enterprises, Inc. Reiterates Revenue Guidance for the Full Year 2025Eos Energy Enterprises, Inc. reiterated revenue guidance for the full year 2025. For the year, the company expected to achieve revenue between $150 million and $190 million. This projected growth is expected to be driven by increased production volume on the company’s first manufacturing line as staged sub-assembly automation comes online.
