Eos Energy Enterprises, Inc.

NasdaqCM:EOSE 주식 리포트

시가총액: US$2.4b

Eos Energy Enterprises 경영진

경영진 기준 점검 2/4

Eos Energy Enterprises CEO는 Joe Mastrangelo, Aug2019 에 임명되었습니다 의 임기는 6.75 년입니다. 총 연간 보상은 $4.85M, 14.6% 급여 및 85.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $10.57M 가치에 해당하는 회사 주식의 0.44% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.9 년과 2.6 년입니다.

핵심 정보

Joe Mastrangelo

최고경영자

US$4.9m

총 보수

CEO 급여 비율14.59%
CEO 재임 기간6.8yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간2.6yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 18

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

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

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

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

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

Narrative Update The average analyst price target for Eos Energy Enterprises has been reduced by several dollars, reflecting concerns about recent earnings misses, execution and forecasting challenges, and valuation, even as analysts acknowledge ongoing operational progress and demand for the company’s products. Analyst Commentary Recent Street research on Eos Energy Enterprises has focused on balancing ongoing operational efforts and product demand with execution risk, forecasting issues, and valuation sensitivity following the latest earnings report and 2026 outlook.
새로운 내러티브 Apr 09

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

Eos Energy Enterprises, Inc. (EOSE) , a pioneer in long-duration zinc-based energy storage, closed the April 9, 2026, session at $5.95 USD on the NASDAQ.
내러티브 업데이트 Apr 07

EOSE: 2026 Guidance And Manufacturing Progress Will Drive Future Repricing

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

EOSE: Manufacturing Improvements And 2026 Guidance Will Support Future Repricing

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

EOSE: Manufacturing Progress And 2026 Guidance Will Drive Future Repricing

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

EOSE: Near-Term Execution Risks Will Challenge Expansion Momentum

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

US Energy Storage Expansion Will Unlock Future Opportunities

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

US Energy Storage Expansion Will Unlock Future Opportunities

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

US Energy Storage Expansion Will Unlock Future Opportunities

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

US Energy Storage Expansion Will Unlock Future Opportunities

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

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

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

US Energy Storage Expansion Will Unlock Future Opportunities

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

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

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

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

It's been a good week for Eos Energy Enterprises, Inc. ( NASDAQ:EOSE ) shareholders, because the company has just...
Seeking Alpha Jan 24

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

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

CEO 보수 분석

Joe Mastrangelo의 보수는 Eos Energy Enterprises의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$1b

Dec 31 2025US$5mUS$708k

-US$2b

Sep 30 2025n/an/a

-US$2b

Jun 30 2025n/an/a

-US$1b

Mar 31 2025n/an/a

-US$822m

Dec 31 2024US$5mUS$650k

-US$964m

Sep 30 2024n/an/a

-US$524m

Jun 30 2024n/an/a

-US$125m

Mar 31 2024n/an/a

-US$205m

Dec 31 2023US$4mUS$650k

-US$230m

Sep 30 2023n/an/a

-US$245m

Jun 30 2023n/an/a

-US$331m

Mar 31 2023n/an/a

-US$256m

Dec 31 2022US$1mUS$649k

-US$230m

Sep 30 2022n/an/a

-US$204m

Jun 30 2022n/an/a

-US$151m

Mar 31 2022n/an/a

-US$149m

Dec 31 2021US$17mUS$612k

-US$124m

Sep 30 2021n/an/a

-US$119m

Jun 30 2021n/an/a

-US$131m

Mar 31 2021n/an/a

-US$83m

Dec 31 2020US$8mUS$358k

-US$71m

Sep 30 2020n/an/a

-US$64m

Jun 30 2020n/an/a

-US$53m

Mar 31 2020n/an/a

-US$68m

Dec 31 2019US$575kUS$198k

-US$79m

보상 대 시장: Joe의 총 보수(USD4.85M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.11M)보다 낮습니다.

보상과 수익: Joe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Joe Mastrangelo (56 yo)

6.8yrs
재임 기간
US$4,854,452
보수

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


리더십 팀

이름직위재임 기간보수지분
Joseph Mastrangelo
CEO & Director6.8yrsUS$4.85m0.44%
$ 10.6m
Nathan Kroeker
Interim CFO & Chief Commercial Officer1yrUS$2.65m0.20%
$ 4.7m
Michelle Buczkowski
Chief Administration Officerless than a yearUS$4.12m0.014%
$ 339.6k
John Mahaz
Chief Operating Officerless than a year데이터 없음데이터 없음
Sumeet Puri
Chief Accounting Officer2.7yrs데이터 없음0.048%
$ 1.2m
Francis Richey
Chief Technology Officer1.4yrs데이터 없음데이터 없음
Elizabeth Higley
Director of Investor Relationsno data데이터 없음데이터 없음
Michael Silberman
Chief Legal Officer2.3yrsUS$2.56m0.083%
$ 2.0m
Erik Todd
Executive Vice President of Salesless than a year데이터 없음데이터 없음
Justin Vagnozzi
Senior Vice President of Global Sales & Sales Operationsless than a year데이터 없음데이터 없음
Cristi Thomas
Senior Vice President of Projects & Deliveryless than a year데이터 없음데이터 없음
0.9yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: EOSE의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Joseph Mastrangelo
CEO & Director5.5yrsUS$4.85m0.44%
$ 10.6m
Alexander Dimitrief
Independent Director5.5yrsUS$200.53k0.077%
$ 1.9m
Kevin Walsh
Board Senior Commercial Advisorno data데이터 없음데이터 없음
Jeffrey Bornstein
Independent Director3.7yrsUS$225.61k0.10%
$ 2.4m
David Urban
Independent Director1.4yrsUS$175.45k0.025%
$ 608.6k
Gregory Nixon
Independent Director1.8yrsUS$169.90k데이터 없음
Claude Demby
Independent Director4.8yrsUS$175.45k0.046%
$ 1.1m
Nathaniel Fick
Independent Directorless than a year데이터 없음데이터 없음
Joseph Nigro
Independent Non-Executive Chair1.2yrsUS$210.91k0.010%
$ 251.5k
Nicholas Robinson
Independent Director1.9yrs데이터 없음데이터 없음
Jeffrey McNeil
Independent Director2.6yrsUS$175.45k0.10%
$ 2.5m
Marian Walters
Independent Director5.5yrsUS$198.42k0.048%
$ 1.2m
2.6yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: EOSE의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.6 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 00:26
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Eos Energy Enterprises, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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